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Forecast

The analysts' average price target is €299.44 (+1.75%). The median is €314.50 (+6.86%).

Buy
  29
Hold
  10
Sell
  2

  • Cloudflare: AI agents already make up more than half of website page views

    Cloudflare reports that 57 percent of page views on its network now come from AI agents. These agents read and summarize content themselves, rarely direct people to original sources, and do not click on ads, which threatens ad revenue and journalism. The development increases the power of large cloud providers and raises questions about how to control the technology; Cloudflare is also exploring models in which agents pay for fetches. » More on faz.net


  • 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

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
€102.91B
Number of shares
356.08M
52-week high/low
€332.78 - €142.72
Dividends No
Beta
1.65
P/E ratio
-551.59
PEG ratio
3.88
P/B ratio
70.35
P/S ratio
45.59

Company profile

CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

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

Ticker symbols

Exchange Symbol
NYSE
NET
Frankfurt
8CF.F
Düsseldorf
8CF.DU
London
0A3Z.L
SIX
8CF.SW
München
8CF.MU
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