Cloudflare: Avoid Stablecoin Hype [Seeking Alpha]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Source: Seeking Alpha
The AI connectivity cloud company's 2026 revenue guidance implies 28.5% growth, decelerating from 2025's ending 34% rate, despite excitement around agentic AI and stablecoin concepts. Cloudflare forecasts operating margins projected to rise only modestly from 14% to 20%+, limiting future EPS even under optimistic scenarios. The stock trades at a forward P/E near 200x, limiting NET's total returns and introducing persistent downside risk. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More » Sundry Photography/iStock Editorial via Getty Images Cloudflare, Inc. NET has made another run on AI-related hype. The AI connectivity cloud company continues to produce impressive results, but the stock is already priced for beyond perfection. My More on my IG service If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end March,
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News
- Arm is releasing its first in-house chip in its 35-year history [TechCrunch]TechCrunch
- Arm releases first in-house chip, with Meta as debut customer [MSNBC.com]MSNBC.com
- Arm releases first in-house chip, with Meta as debut customer [CNBC]CNBC
- Wall Street Analysts See Cloudflare (NET) as a Buy: Should You Invest? [Yahoo! Finance]Yahoo! Finance
- Cloudflare: Loaded Up At $170, Where I'll Load Up Next [Seeking Alpha]Seeking Alpha
NET
Earnings
- 2/10/26 - Beat
NET
Sec Filings
- 3/20/26 - Form 4
- 3/18/26 - Form 4
- 3/18/26 - Form 4
- NET's page on the SEC website