Cloudflare Inc. (NET)
Cloudflare: The Price Level I Plan To Load Up At
Cloudflare delivered strong Q3 FY25 results, with accelerated revenue growth, robust $100K+ customer momentum, and raised full-year guidance. Despite operational excellence, Cloudflare's high valuation has led it to underperform against other high-growth cybersecurity names, like CrowdStrike and Zscaler, over a 3M period. The departure of a key executive and a substantially higher price-to-sales ratio compared to peers add uncertainty and potential volatility to Cloudflare's forward execution.
Cloudflare: Federal Deals And Acceleration Lift The Potential (Rating Upgrade)
Cloudflare has delivered accelerating revenue growth above 30% year-over-year, defying a weak macro environment and benefiting from AI-driven demand. NET's large public sector wins, including a $20 million federal contract and FedRAMP certification, highlight strong momentum in government business. Despite robust growth and Rule of 40 status, NET's slowing margin expansion and fierce competition from AWS and Fastly present notable risks.
3 Internet Software Stocks to Buy From a Prospering Industry
The Zacks Internet software industry participants like PLTR, NET and RDDT are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.
Surging Earnings Estimates Signal Upside for Cloudflare (NET) Stock
Cloudflare (NET) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Why Cloudflare (NET) is a Top Growth Stock for the Long-Term
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Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
Recently, Zacks.com users have been paying close attention to Cloudflare (NET). This makes it worthwhile to examine what the stock has in store.
Cloudflare Stock Rises 8% as Q3 Earnings and Revenues Crush Estimates
NET shares soar after Q3 earnings and revenues beat estimates, with the company raising its full-year outlook.
Cloudflare, Inc. (NET) Q3 2025 Earnings Call Transcript
Cloudflare, Inc. ( NET ) Q3 2025 Earnings Call October 30, 2025 5:00 PM EDT Company Participants Philip Winslow - Vice President of Strategic Finance, Treasury and Investor Relations Matthew Prince - Co-Founder, Co-Chairman & CEO Chirantan Desai - President of Product & Engineering Thomas Seifert - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets, Research Division Adam Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division Shaul Eyal - TD Cowen, Research Division Fatima Boolani - Citigroup Inc. Exchange Research Mark Murphy - JPMorgan Chase & Co, Research Division Jackson Ader - KeyBanc Capital Markets Inc., Research Division Michael Cikos - Needham & Company, LLC, Research Division Presentation Operator Thank you for standing by. My name is Greg, and I will be your conference operator today.
Cloudflare (NET) Q3 Earnings and Revenues Beat Estimates
Cloudflare (NET) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.2 per share a year ago.
Cloudflare (NET) Accelerates Revenue Growth as Losses Vanish
Cloudflare (NYSE: NET) delivered a decisive earnings beat after the close Thursday, sending shares surging 8.1% to $240.19 in after-hours trading.
Cloudflare to Post Q3 Earnings: What's in Store for the Stock?
NET's Q3 results are likely to reflect strength from zero-trust demand, enterprise growth, and global expansion despite deal-closing challenges.
Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
