$277.61
+5.15 (+1.89%)
Last updated: Jul 19, 2026 19:24
Fundamentals Overview
Cloudflare, Inc. is near the high of its 52-week range with premium valuation, trading relatively flat today.
Valuation premium
Intrinsic value (DCF)
-97.3% downside vs price
Risk (Beta)
1.67 — higher vol
BullzEye Analysis
Our composite tilts Sell on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
Sentiment improving (2 upgrades) · 3M vs S&P 500: +39.8% · 3M vs Technology sector: +29.2%
Pressures (Sell):
DCF 97.3% downside vs price · Beta 1.67 (elevated)
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: C-. Recent institutional grades: majority upgrades. Current institutional positions: Buy: 8, Hold: 1, Market Outperform: 1, Neutral: 6, Outperform: 5, Overweight: 5, Sector Outperform: 1, Sector Perform: 1, Sell: 2.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $7.39; current price is $277.61. That’s a -97.3% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | N/A |
| DCF value (model) | $7.39 (-97.3% vs price) |
| PEG (TTM) | N/A |
| P/B (TTM) | 64.12 |
| P/S (TTM) | 42.31 |
| P/FCF (TTM) | 277.15 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 1.96 |
| Quick Ratio (TTM) | 1.96 |
| Cash Ratio (TTM) | 0.39 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | -3.72% |
| Gross margin (TTM) | 73.33% |
| Operating margin (TTM) | -9.27% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for NET.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Morgan Stanley | maintain | Overweight | Overweight | 2026-07-17 |
| Mizuho | maintain | Outperform | Outperform | 2026-07-15 |
| TD Cowen | maintain | Buy | Buy | 2026-07-13 |
| Barclays | maintain | Overweight | Overweight | 2026-07-13 |
| BTIG | maintain | Buy | Buy | 2026-07-10 |
| Scotiabank | upgrade | Sector Perform | Sector Outperform | 2026-07-07 |
| Citizens | maintain | Market Outperform | Market Outperform | 2026-06-15 |
| Truist Securities | maintain | Buy | Buy | 2026-06-11 |
| Guggenheim | maintain | Sell | Sell | 2026-06-10 |
| Needham | maintain | Buy | Buy | 2026-06-10 |
| Mizuho | maintain | Outperform | Outperform | 2026-06-10 |
| Cantor Fitzgerald | maintain | Neutral | Neutral | 2026-06-10 |
| UBS | maintain | Neutral | Neutral | 2026-06-10 |
| RBC Capital | maintain | Outperform | Outperform | 2026-06-10 |
| BTIG | maintain | Buy | Buy | 2026-06-10 |
| Susquehanna | maintain | Neutral | Neutral | 2026-05-11 |
| Piper Sandler | maintain | Overweight | Overweight | 2026-05-08 |
| BTIG | maintain | Buy | Buy | 2026-05-08 |
| Piper Sandler | upgrade | Neutral | Overweight | 2026-04-15 |
| Mizuho | maintain | Outperform | Outperform | 2026-04-14 |
| Citigroup | maintain | Buy | Buy | 2026-02-12 |
| Guggenheim | maintain | Sell | Sell | 2026-02-11 |
| BTIG | maintain | Buy | Buy | 2026-02-11 |
| Jefferies | maintain | Hold | Hold | 2026-02-11 |
| RBC Capital | maintain | Outperform | Outperform | 2026-02-11 |
| Barclays | maintain | Overweight | Overweight | 2026-02-11 |
| UBS | maintain | Neutral | Neutral | 2026-02-11 |
| Cantor Fitzgerald | maintain | Neutral | Neutral | 2026-02-11 |
| Piper Sandler | maintain | Neutral | Neutral | 2026-02-11 |
| Scotiabank | maintain | Sector Perform | Sector Perform | 2026-02-11 |