We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.'s share was trading at $200.21 as of November 28th. NET’s forward P/E was 161.29 according to Yahoo Finance.
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. NET delivered a strong Q3 2025 performance with $562 million in revenue, growing 31% year over year and 10% sequentially, supported by robust billings, record net new ARR, and a...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.