Cloudflare

NET

Technology

Cloud networking and cybersecurity company providing CDN, DDoS mitigation, and edge computing services.

2 articles about Cloudflare

Cloudflare's Selloff on Glasswing Fears Hands Investors a Rare Discount

Oppenheimer calls the concerns 'overblown.' At 30x forward revenue with 35% growth and 78% gross margins, the edge network moat is being underpriced.

Apr 10, 2026

Market SignalsNET

Why Everyone Is Wrong About Cloudflare's Valuation

At 182x forward earnings and 34x revenue with negative operating margins, Cloudflare's $74B market cap requires a decade of flawless execution that even great companies rarely deliver.

Apr 10, 2026