企業プロフィール · Technology

Cloudflare Inc

NET · 米国株
取引所
米国株
国 / 地域
USA
上場日
2019年9月13日
従業員数
5,483
公式サイト
www.cloudflare.com
現在値
$265.61
リアルタイム · 2026年7月27日
ベイリー成長スコア
51/100
標準
本源的価値 · 3 段階レンジ 現在値 $265.61 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 $80–$110 / 妥当 $120–$160 / 楽観的 $180–$230。$265.61 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 $197.56(2026年5月17日)

時価総額$942.75億
売上高(TTM)$23.29億
EBITDA-$3628.3万
純利益率-3.72%
ROE-5.88%
予想PER217.39
PEG2.38
EPS-$0.26
52週レンジ$158.83 – $291.00
アナリスト目標株価$262.26
アナリスト評価3.9 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

沿革

Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California. The company completed its IPO on September 13, 2019. As of the first quarter of 2026 it employed 5,483 people. The grounding file does not provide further dated milestones, mergers, acquisitions, spin-offs, or restructuring events.

業界での地位

Cloudflare is a cloud services provider that operates a single global network spanning hundreds of cities across more than 100 countries, offering over 60 cloud services on a unified platform covering network security, zero trust, SASE, application performance, DNS, developer platform, and AI infrastructure. Revenue, derived almost entirely from subscription and support, grew from USD 431.1 million in 2020 to USD 2,167.9 million in 2025; Q1 2026 revenue rose 34% to USD 640 million, dollar-based net retention reached 118%, and customers with annualized revenue over USD 100,000 grew to 4,416. It identifies competitors as on-premises network hardware vendors, point cloud-based solution providers, and traditional public cloud providers, naming peers including Akamai, Zscaler, Palo Alto Networks, and Fastly.

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