Cloudflare, Inc. NET
Composite 42/100; the shares have moved about 71% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 10/100 — a strong mark against it.
Growth ranks 89/100 — a strong point in its favour. Momentum ranks 70/100 — a moderate point in its favour.
Valuation ranks 10/100 — a strong mark against it. Quality ranks 19/100 — a strong mark against it. Balance-sheet strength ranks 44/100 — a slight mark against it.
What the company does Cloudflare provides cloud-based security, performance, and networking services to businesses, including web security, DDoS mitigation, and SASE platforms.
Key financials Revenue grew 33.5% but margins remain negative: gross 73.3%, operating -9.7%, net -3.7%. ROE -5.9%, ROA -2.6%, ROCE -1.8%. Debt/Equity 2.31, net debt/EBITDA 17.62.
Stock health Momentum is strong: 12m +39.48%, RSI 62.60. Sideravia scores: Quality 18.3 (poor), Growth 70.0, Valuation 22.0, Momentum 81.1.
Price vs fair value Cloudflare trades at a PREMIUM of 6.38% versus the 12-month target of 262.26. - Analysts highlight competitive AI cybersecurity initiatives (Joins Industry Coalition to Launch Open Source AI Cybersecurity Alliance, MT Newswires) - Recent insider selling may weigh on sentiment (CFO Sold Nearly 13,000 Shares for $3.6M, Motley Fool) - Bullish coverage persists despite rich multiples (3 Top Cloud Computing Stocks Worth Buying, Zacks)
Looking forward Forward P/E of 217.39 reflects high growth expectations, but negative profitability persists. Revenue growth remains robust at 33.5%, though EPS growth is flat.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-03, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.