Профиль компании · Technology

Cloudflare Inc

NET · США
Отрасль
Software & Internet
Биржа
США
Страна / Регион
USA
Дата IPO
13 сентября 2019 г.
Сотрудники
5 483
Текущая цена
$265.61
В реальном времени · 27 июля 2026 г.
Балл роста Baillie
51/100
Средний
Внутренняя стоимость · три уровня Текущая цена $265.61 Онлайн · Выше оптимистичного потолка · будущий рост уже исчерпан

Сводный диапазон оценки · консервативный $80–$110 / справедливый $120–$160 / оптимистичный $180–$230. При $265.61, Выше оптимистичного потолка · будущий рост уже исчерпан.

На момент публикации $197.56 (17 мая 2026 г.)

Капитализация94,28 млрд $
Выручка (TTM)2,33 млрд $
EBITDA-36,28 млн $
Чистая маржа-3,72 %
ROE-5,88 %
Прогнозный P/E217,39
PEG2,38
Прибыль на акцию-0,26 $
Диапазон за 52 недели158,83 $ – 291,00 $
Целевая цена аналитиков262,26 $
Рейтинг аналитиков3.9 / 5

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

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.

История

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.

Положение в отрасли

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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