Cloudflare: Developer Platform Driving Stronger Growth [Seeking Alpha]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
Check Earnings Report
Company Research
Source: Seeking Alpha
The company's P/S multiple is recalibrated to 16.0x based on subindustry growth trends, factoring in a 5-year forward revenue CAGR of 29.5% and ongoing share dilution. Key risks include competition from cloud hyperscalers, but long-term upsell opportunities exist as developer customers scale and potentially increase spending. Alllex/E+ via Getty Images By Anthony Goh, Senior Investment Research Analyst @ Khaveen Investments In our previous analysis of Cloudflare ( NET ), we identified a company with a clear cost and scale advantage in the CDN market, driven by This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NET either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Khaveen Investments
Show less
Read more
Impact Snapshot
Event Time:
NET
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
NET alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
NET alerts
High impacting Cloudflare, Inc. Class A news events
Weekly update
A roundup of the hottest topics
NET
News
- Cloudflare (NET): The Best Edge Computing Stock to Buy Right Now [Yahoo! Finance]Yahoo! Finance
- Cloudflare (NYSE:NET) Valuation Check After Strong Q4 Results And New AI Security And Networking Launches [Yahoo! Finance]Yahoo! Finance
- This Artificial Intelligence (AI) Stock Just Grew Revenue 34% and Landed Its Biggest Contract Ever. Is It a Buy for 2026? [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- This Artificial Intelligence (AI) Stock Just Grew Revenue 34% and Landed Its Biggest Contract Ever. Is It a Buy for 2026? [Yahoo! Finance]Yahoo! Finance
- Is Cloudflare, Inc. (NET) A Good Stock To Buy Now? [Yahoo! Finance]Yahoo! Finance
NET
Earnings
- 2/10/26 - Beat
NET
Sec Filings
- 4/29/26 - Form SCHEDULE
- 4/29/26 - Form 10-K/A
- 4/29/26 - Form SCHEDULE
- NET's page on the SEC website