Added to YB: 2026-09-29
Pitch date: 2026-09-24
NET [bullish]
Cloudflare, Inc.
-12.33%
current return
Author Info
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Company Info
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Market Cap
$124.9B
Pitch Price
$360.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.7K
P/E
-598.51
EV/Sales
49.48
Sector
IT Services
Category
growth
Cloudflare Is Winning from Agentic AI Traffic, but Is It Already Priced In?
NET (earnings): Cloudflare delivered a strong Q2: revenue growth accelerated to 35.9%, RPO rose 38.2%, DBNRR reached 120%, and record $225M net new ARR grew 70%. Rapid AI-agent traffic and Act Four’s expansion into agent infrastructure and payments support the bullish view, but 38.3x forward EV/sales and 238.4x forward earnings imply further acceleration; valuation expansion prompted reductions in May and August, though the position remains 11%.
Read full article (12 min)