Forecast

The analysts' average price target is €286.98 (-8.17%). The median is €311.02 (-0.47%).

Buy	29
Hold	10
Sell	2

News Go to news feed

Telekom and Cloudflare end paid-peering dispute and enable direct connections

Deutsche Telekom and Cloudflare have resolved their years-long conflict over paid peering: both networks will be directly connected, and Telekom is enabling the direct network links. The agreement is not based on payments for peering but on a B2B sales partnership in which T‑Systems will sell Cloudflare’s security and zero-trust offerings to corporate customers. Previously, Telekom had restricted capacities, routing traffic over congested transit routes and causing higher latencies for German customers. » More on golem.de
Cloudflare pushes paid access for AI crawlers and reshapes workforce after AI-driven layoffs

CEO Matthew Prince says automated traffic now exceeds human traffic and warns AI agents will massively increase infrastructure costs, so Cloudflare is building technology to let publishers charge micropayments for bot access and to block or require identification from AI crawlers by default. The company sees a new internet business model where AI firms pay for high-quality content, and is working with payments players to revive a 402-style micropayment mechanism. Cloudflare also cut about 1,100 employees (roughly 20%) citing AI-driven productivity gains, reorganized around builders, sellers and measurers, flattened management and launched tools to measure and scale work with AI. Prince argues these moves aim to restore incentives for original information creation and sustain the web ecosystem. » More on theverge.com
Cloudflare stock climbs to record high of $332.27

Cloudflare stock reached a new all-time high of $332.27 after strong gains (year-to-date increase 46.37%, since the start of the year +55%, almost +10% last week). The company reported quarterly revenue growth of 36%, after which UBS and TD Cowen raised their price targets to $350 and $355 respectively, while Citizens confirmed its "Market Outperform" rating. However, an analysis by InvestingPro rates the stock as significantly above its fair value. » More on de.investing.com

Financials

In the last quarter, Cloudflare had revenue of €609.9m and net profit of -€148.94m

(EUR)	June 2026	YoY
Revenue	609.9m	40.32%
Gross profit	437.68m	34.47%
Net profit	-148.94m	247.99%
EBITDA	-87.18m	36,080.95%

Fundamentals

Metric	Value
Market capitalization	€111.72bn
Number of shares	354.94m
52-week high/low	€326.51 - €141.14
Dividends	No
Beta	1.66
P/E ratio	-607.46
PEG ratio	4.28
P/B ratio	77.47
P/S ratio	50.04

Company profile

CloudFlare, Inc. ist ein Anbieter von Cloud-Diensten, der eine Reihe von Dienstleistungen für Unternehmen weltweit bereitstellt. Das Unternehmen bietet eine integrierte Cloud-basierte Sicherheitslösung, um eine Reihe von Kombinationen von Plattformen zu sichern, darunter Public Cloud, Private Cloud, On-Premise, Software-as-a-Service-Anwendungen und IoT-Geräte. Seine Sicherheitsprodukte umfassen Cloud Firewall, Bot Management, Distributed Denial of Service, IoT, SSL/TLS, Secure Origin Connection und Rate Limiting Produkte. Das Unternehmen bietet auch Performance-Lösungen an, die Content Delivery und intelligentes Routing sowie Content-, Mobile- und Image-Optimierungslösungen umfassen. Darüber hinaus bietet es Zuverlässigkeitslösungen, die Lastausgleich, Anycast-Netzwerk, virtuelles Backbone, DNS, DNS-Resolver, Online- und virtuelle Warteraumlösungen umfassen. Darüber hinaus bietet das Unternehmen Cloudflare interne Infrastrukturlösungen, einschließlich On-Ramps, die Benutzer, Geräte oder Standorte mit seinem Netzwerk verbinden; und Filter, die die Produkte sind, die Daten schützen, inspizieren und privilegieren. Darüber hinaus bietet das Unternehmen entwicklerbasierte Lösungen wie Serverless Computing/Programmable Network, Website-Entwicklung, Domain-Registrierung, Cloudflare-Apps, Analysen und Datenlokalisierungsmanagement, Consumer DNS Resolver, eine Verbraucher-App zum Surfen im Internet, und Consumer VPN für Verbraucher zur Sicherung und Beschleunigung des Datenverkehrs auf mobilen Geräten. Das Unternehmen beliefert Kunden aus den Bereichen Technologie, Gesundheitswesen, Finanzdienstleistungen, Verbraucher und Einzelhandel, Non-Profit-Organisationen sowie Behörden. CloudFlare, Inc. wurde im Jahr 2009 gegründet und hat seinen Hauptsitz in San Francisco, Kalifornien.

Name	Cloudflare
CEO	Matthew Prince
Headquarters	San Francisco, ca USA
Website	cloudflare.net/home/default.aspx
Sector	Information Technology
Industry	IT Services
IPO	13/09/2019
Employees	5,156