We came across a bullish thesis on Cloudflare, Inc. on Northwest Frontier Capital’s Research’s Substack by Northwest Frontier Capital. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.’s share was trading at $193.20 as of August 20th. NET’s forward P/E was 222.22 respectively according to Yahoo Finance.
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Cloudflare delivered a strong Q2 2025, surpassing expectations on revenue and EPS, with revenue of $512.3 million up 28%...
