Is Cloudflare Inc (NET) overvalued? · rev $2.17B
Cloudflare Inc (NET) is a software - infrastructure company listed on NYSE. It is led by Matthew Prince.
This page asks whether Cloudflare Inc (NET) looks expensive on cached numbers — not a short thesis.
Latest reported NET revenue for 2025-12-31 was $2.17B. Net income was -$102.3M. Revenue was up 29.8% from 2024-12-31 to 2025-12-31. NET currently screens at market cap $80.53B.
NET currently screens at market cap $80.53B. A high multiple can be growth prepaid or a bubble. The filing has to explain the gap.
If the next NET 8-K cuts growth or raises capex, this “expensive” read gets worse. Until then the SEC page is the source.
Not investment advice. Use the NET stock page for the full model, not this heading.
Not investment advice.