pretickt

Is NET a good stock to buy?

Cloudflare, Inc. · end-of-day data as of Nov 13, 2026

Cloudflare
NET · $109B
$305.81-4.0%
Nov 13, 2026 · close
$250$300$350SepOctNov9:3016:003 months +1.5%Nov 13 · close
▲ 5
  • PT$343.10 +12.2%
  • ConsensusBuy · 36
  • News
  • MAs3 of 4
  • MACD3.94
Neutral
  • Earnings in88d
  • RSI50
  • Support-10.3%
  • Resistance+8.3%
  • Off 52w high-17.4%
  • Volume1.0x
  • Bollingerupper half
  • FCF yield+0.5%
  • Trendsideways
  • Sector→ -15.8%
  • 52w range$159–$370
  • ATR+7.0%
  • Off ATH-17.4%
▼ 2
  • Insiders-$110M
  • MA20×50Death 9d ago

Updates with the 15-min delayed price. Not a forecast or investment advice.

Is Cloudflare a good stock to buy?

Cloudflare is strong on 3 of the 5 questions about the business; weak on advantage and economics. With a loss over the last 12 months, Cloudflare has no P/E ratio (Nov 13, 2026). pretickt does not say whether to buy or sell.

  1. Demand growing
  2. Advantage easy to copy
  3. Economics losing money
  4. Execution delivers
  5. Fragility sturdy
  6. Price like its peers
DemandDo people want more of what it sells?growing

NET sales growth revenue growth

+31%a year, for the last 3 years

Cloudflare's sales grew 31% a year for 3 years, to $2.17B in fiscal 2025.

NET analysts' forecast revenue estimates

+37%the sales they expect next fiscal year, on the last

Analysts expect Cloudflare's sales to grow 37% to $2.96B in fiscal 2026 (23 analysts).

NET competitors

pretickt analysis+36%its sales in 12 months, on a year before

Cloudflare's sales grew 36% in the 12 months to Sep 30, 2026, faster than CrowdStrike (+24%), Fortinet (+20%) and Block (+7%), slower than Synopsys (+46%).

Advantage moatIs it hard to copy?easy to copy

NET return on capital ROIC

pretickt analysis-9%earned before tax on the money invested in it

Cloudflare earned -9% before tax on the capital invested in it in the 12 months to Sep 30, 2026; Block 15%, Synopsys 2% and CrowdStrike -13%.

NET margin on each sale gross margin

72%left after making the product

Cloudflare kept 72% of each sale after making the product in the 12 months to Sep 30, 2026; its competitors' median is 74%.

EconomicsDoes it make good money?losing money

NET margin after costs profit margin

-14%of sales left after running the business

Cloudflare's operating margin was -14% in the 12 months to Sep 30, 2026, against -21% in fiscal 2022.

ExecutionDoes it deliver what it promises?delivers

NET earnings vs estimates

7 of 8quarters above the analysts' estimate

Cloudflare beat the analysts' profit estimate in 7 of its last 8 quarters, the latest on Nov 5, 2026.

NET insider selling

-$638Msold, net, by its executives in 12 months

Cloudflare's executives and directors sold a net $638M of shares in the 12 months to Nov 13, 2026; none bought.

NET number of employees

+21%more people in a year

Cloudflare had 5,156 employees at the end of fiscal 2025, 21% more than a year before.

NET CEO pay

$60.55Mfor fiscal 2025, 96% of it in stock and options

Cloudflare paid its CEO $60.55M for fiscal 2025, 96% of it in stock and options.

Fragility risksCould something break it?sturdy

NET financial health Altman Z-score

11.3Altman Z-score, safe above 3

Cloudflare's Altman Z-score is 11.3 (Nov 13, 2026), above 3, where the safe zone starts.

NET quality checks Piotroski score

5 of 9checks passed

Cloudflare passes 5 of the 9 Piotroski checks in the 12 months to Sep 30, 2026; it misses on profit, return on assets, long-term debt and gross margin.

Price valuationIs the price reasonable?like its peers

NET price vs profit P/E ratio

—it lost money in 12 months: no P/E

Cloudflare has no P/E ratio: it lost money over the 12 months to Sep 30, 2026.

NET price vs assets price to book

74.3×times what its assets are worth on paper

Cloudflare trades at 74.3 times its book value (Nov 13, 2026); its competitors' median is 22.2.

NET analysts' target price target

+12%to their average target

Analysts' average price target for Cloudflare is $343, 12% above the Nov 13, 2026 close of $305.81.

NET analyst ratings, 90 days

pretickt analysis
  • JP Morganupgrade
  • Wolfe Researchupgrade
2 up, 0 downratings raised and cut

In the 90 days to Nov 13, 2026, JP Morgan and Wolfe Research upgraded Cloudflare.

What is Cloudflare's P/E ratio?

Cloudflare has no P/E ratio: it lost money over the 12 months to Sep 30, 2026. Cloudflare trades at 74.3 times its book value (Nov 13, 2026); its competitors' median is 22.2.

Who are Cloudflare's biggest competitors?

pretickt compares Cloudflare with Fortinet, Synopsys, CrowdStrike and Block. Cloudflare's sales grew 36% in the 12 months to Sep 30, 2026, faster than CrowdStrike (+24%), Fortinet (+20%) and Block (+7%), slower than Synopsys (+46%).

Is Cloudflare profitable?

Cloudflare's operating margin was -14% in the 12 months to Sep 30, 2026, against -21% in fiscal 2022.

Who is dumping Cloudflare stock?

Cloudflare's executives and directors sold a net $638M of shares in the 12 months to Nov 13, 2026; none bought.

How many employees does Cloudflare have?

Cloudflare had 5,156 employees at the end of fiscal 2025, 21% more than a year before.

From the companies' statements (FMP), their filings read by pretickt, the analysts and the insiders, as of Nov 13, 2026. Each card says what a fact means for its question, never what to do with the stock: for information only, not investment advice.