Cloudflare, Inc. (NET) is listed on NYSE and operates in the Software - Infrastructure industry (Technology sector).
CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consu...
| Rating | Analysts |
|---|---|
| Strong Buy | 0 |
| Buy | 28 |
| Hold | 10 |
| Sell | 2 |
| Strong Sell | 0 |
Cloudflare, Inc., founded in 2009 and headquartered in San Francisco, California, operates as a cloud services provider in the technology sector. The company delivers a comprehensive suite of cloud-based security solutions designed to protect various platforms, including public and private clouds, on-premise systems, software-as-a-service applications, and IoT devices. Its security offerings include cloud firewall, bot management, distributed denial of service protection, and SSL/TLS encryption. Cloudflare also provides performance solutions such as content delivery, intelligent routing, and optimization for content, mobile, and images. Reliability solutions offered by the company encompass load balancing, anycast network, DNS services, and virtual waiting rooms. Additionally, Cloudflare offers internal infrastructure solutions like on-ramps and data protection filters. Developer-focused services include serverless computing, website development, domain registration, and data localization management. The company also provides consumer products like a DNS resolver and VPN services for secure and accelerated mobile traffic. Cloudflare serves a diverse range of industries, including technology, healthcare, financial services, consumer and retail, non-profit, and government sectors.
Recent developments for Cloudflare, Inc. (NET) highlight significant analyst activity and strategic partnerships. On April 15, Piper Sandler upgraded Cloudflare's stock, noting that its valuation has become more appealing after a 9% decline in 2026, despite the stock being below its 20-day and 100-day simple moving averages. This upgrade follows Mizuho naming Cloudflare a top Q1 pick, although they cut their price target, indicating mixed sentiment among analysts. In strategic moves, Cloudflare announced a new AI security partnership on April 14, aiming to bolster its position in the cybersecurity sector. Additionally, the company is set to release its first-quarter 2026 financial results and host an investor day, as announced on April 13. These developments come amid a broader market context where technology stocks are experiencing varied performance. Meanwhile, institutional activity includes Assetmark Inc. acquiring shares in Cloudflare, reflecting continued interest from institutional investors. Overall, Cloudflare's recent analyst upgrades and strategic initiatives suggest a focus on enhancing its market position and addressing valuation concerns.