NET
Cloudflare, Inc. Class A common stock, par value $0.001 per share
$293.02
장중 · Vol 185.4K · 52주 $158.83–$332.22 · 기준 2026. 8. 21. PM 3:59 ET
일봉 $299.30 · Aug 31, 2026
NET 가격 추세
종가
$299.30
시가
$299.18
고가
$305.07
저가
$298.14
30초 브리핑
NET 오늘의 판단 요약
보유 데이터를 비교 가능한 문장으로 해석한 요약입니다.
52주 범위의 77%
52주 범위 중간 구간으로 가격 위치만으로 방향성은 제한적입니다.
Forward P/E 182.4배
업종 피어 비교 전에는 고평가·저평가를 단정하기 어렵습니다.
20일 평균의 0.9배
거래량은 최근 평균 범위입니다.
2026-10-29
실적 전후 변동성 확대 가능성이 있으므로 컨센서스 범위와 옵션 기대변동을 함께 보세요.
펀더멘털 기준 Sep 1, 2026 · 규칙 기반 요약이며 투자 조언이 아닙니다.
핵심 통계
NET 일봉·펀더멘털 스냅샷 기준 주요 지표
펀더멘털 스냅샷 Sep 1, 2026
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.
101 Townsend Street · San Francisco, CA, United States · 직원 5,156명
시가총액
$108.64B
Trailing P/E
—
최근 12개월 이익 기준
Forward P/E
182.4
EPS (TTM)
$-0.57
배당 수익률
—
배당성향
0.0%
베타
1.66
시장보다 민감
ROE
-14.4%
P/B
67.03
EV/EBITDA
-29399.9
52주 범위
$158.83 – $332.22
현재 위치 77%
거래량
2.60M
20일 평균 3.01M · 0.9배
애널리스트 의견
매수 71%
총 34명 · 0m
DITM LEAPS Analysis
NET 장기 DITM 콜옵션을 진입 적합도 순으로 비교
| Contract | Expiry | Strike | Price | Lev. | Delta | Extrinsic | Spread | IV | OI | Score | 상세 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NET280121C00160000 | 1/21/28 · 1.4Y | $160.00 | $171.47 | 1.6x | 0.8916 | 15.4% | 2.36% | 76.70% | 80 | 70.51 | |
| NET280121C00155000 | 1/21/28 · 1.4Y | $155.00 | $174.95 | 1.6x | 0.8975 | 14.2% | 2.34% | 77.31% | 4 | 68.80 | |
| NET280121C00165000 | 1/21/28 · 1.4Y | $165.00 | $167.75 | 1.6x | 0.8859 | 16.5% | 2.68% | 75.71% | 29 | 68.28 | |
| NET270917C00220000 | 9/17/27 · 1.0Y | $220.00 | $103.25 | 2.5x | 0.8404 | 17.6% | 3.39% | 49.15% | 11 | 66.50 | |
| NET280121C00175000 | 1/21/28 · 1.4Y | $175.00 | $161.17 | 1.6x | 0.8733 | 19.3% | 2.26% | 74.79% | 27 | 65.47 | |
| NET270917C00170000 | 9/17/27 · 1.0Y | $170.00 | $157.83 | 1.7x | 0.8844 | 14.4% | 2.76% | 76.85% | 2 | 64.82 | |
| NET270917C00175000 | 9/17/27 · 1.0Y | $175.00 | $154.00 | 1.7x | 0.8781 | 15.5% | 2.60% | 75.85% | 6 | 64.74 | |
| NET280121C00180000 | 1/21/28 · 1.4Y | $180.00 | $157.97 | 1.7x | 0.8669 | 20.8% | 2.56% | 74.36% | 42 | 64.32 | |
| NET270917C00180000 | 9/17/27 · 1.0Y | $180.00 | $150.50 | 1.8x | 0.8711 | 16.9% | 2.66% | 75.30% | 4 | 62.81 | |
| NET280121C00185000 | 1/21/28 · 1.4Y | $185.00 | $154.60 | 1.7x | 0.8604 | 22.3% | 2.46% | 73.68% | 36 | 62.78 | |
| NET280616C00175000 | 6/16/28 · 1.8Y | $175.00 | $168.83 | 1.6x | 0.8724 | 22.9% | 2.58% | 74.11% | 1 | 61.45 | |
| NET280121C00190000 | 1/21/28 · 1.4Y | $190.00 | $151.75 | 1.7x | 0.8536 | 24.1% | 2.31% | 73.57% | 50 | 61.40 | |
| NET270917C00230000 | 9/17/27 · 1.0Y | $230.00 | $98.25 | 2.5x | 0.8147 | 23.6% | 3.56% | 50.69% | 38 | 61.39 | |
| NET270917C00185000 | 9/17/27 · 1.0Y | $185.00 | $147.25 | 1.8x | 0.8637 | 18.4% | 3.06% | 75.03% | 6 | 61.37 | |
| NET280121C00200000 | 1/21/28 · 1.4Y | $200.00 | $145.75 | 1.8x | 0.8399 | 27.9% | 2.40% | 72.85% | 432 | 60.16 | |
| NET280121C00195000 | 1/21/28 · 1.4Y | $195.00 | $148.25 | 1.7x | 0.8471 | 25.7% | 3.04% | 72.69% | 59 | 59.96 | |
| NET280121C00210000 | 1/21/28 · 1.4Y | $210.00 | $139.70 | 1.8x | 0.8259 | 31.9% | 2.58% | 71.92% | 1,334 | 57.79 | |
| NET270917C00200000 | 9/17/27 · 1.0Y | $200.00 | $137.50 | 1.9x | 0.8412 | 23.6% | 2.18% | 73.83% | 16 | 57.38 | |
| NET280616C00195000 | 6/16/28 · 1.8Y | $195.00 | $157.65 | 1.6x | 0.8483 | 30.2% | 2.35% | 73.04% | 1 | 55.27 | |
| NET270917C00210000 | 9/17/27 · 1.0Y | $210.00 | $130.97 | 1.9x | 0.8257 | 27.4% | 3.09% | 72.73% | 32 | 54.24 |
재무제표
NET 연간 손익·현금흐름·재무상태
매출 성장률
+29.8%
최근 연간 YoY
EPS 성장률
-26.1%
최근 연간 YoY
영업이익률
-9.6%
최근 연간
FCF 마진
12.0%
잉여현금흐름 / 매출
매출 추세
순이익 추세
잉여현금흐름 추세
| 항목 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| 매출 | $2.17B+29.8% | $1.67B+28.8% | $1.30B+33.0% | $975.24M |
| 매출총이익 | $1.62B+25.1% | $1.29B+30.4% | $989.74M+33.3% | $742.63M |
| 영업이익 | -$207.21M-33.9% | -$154.76M+16.6% | -$185.49M+7.8% | -$201.20M |
| 순이익 | -$102.27M-29.8% | -$78.80M+57.2% | -$183.95M+4.9% | -$193.38M |
| 희석 EPS | $-0.29-26.1% | $-0.23+58.2% | $-0.55+6.8% | $-0.59 |
| EBITDA | $105.80M+70.5% | $62.05M+271.5% | -$36.17M+56.6% | -$83.41M |
| 영업현금흐름 | $603.11M+58.5% | $380.43M+49.5% | $254.41M+105.8% | $123.59M |
| 잉여현금흐름 | $260.56M+56.1% | $166.91M+39.7% | $119.46M+400.4% | -$39.77M |
| 총자산 | $6.04B+82.9% | $3.30B+19.6% | $2.76B+6.6% | $2.59B |
| 총부채 | $3.52B+140.5% | $1.46B+2.0% | $1.44B-9.0% | $1.58B |
최신 연도 우선 · 작은 퍼센트는 직전 연도 대비 변화입니다.
캘린더
NET 실적·배당 일정
매출 하단
$736.25M
EPS 하단
$0.34
매출 상단
$768.44M
실적 발표일
2026-10-29
D-58
EPS 상단
$0.37
매출 컨센서스
$738.09M
EPS 컨센서스
$0.34
뉴스
NET 관련 최신 기사
- 제품·기술
Cloudflare Makes Bigger AI Push as Threats Rise
Automated attacks could make adaptive defenses far more valuable
GuruFocus.com · Sep 1, 2026
실적The Next Palantir? 100 Federal Agencies Already Use Cloudflare, and It’s Cleared For More
Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue Palantir built depends on a template that has worked exactly once so far.
24/7 Wall St. · Aug 29, 2026
실적Oracle Just Rallied 18% in a Month: Take Profits, or Buy More?
Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about whether this stock deserves its AI infrastructure reputation.
24/7 Wall St. · Aug 28, 2026
실적Wix, Workiva, DigitalOcean, Commvault, and Cloudflare Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.
StockStory · Aug 28, 2026
제품·기술Why Is JFrog (FROG) Stock Rocketing Higher Today
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 10.1% in the afternoon session after the company announced integrations with Zscaler, Cloudflare, and Netskope to block malicious software packages at the network level and launched its JFrog Traffic Controller.
StockStory · Aug 28, 2026
- 제품·기술
Cathie Wood Sends a $20 Million Signal on Broadcom Stock
Cathie Wood Makes a Bold AI Chip Rotation From AMD to Broadcom
GuruFocus.com · Aug 27, 2026
제품·기술Major tech companies call for defensive surge to defeat AI-driven hacks
By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
Reuters · Aug 27, 2026
실적How Investors May Respond To Cloudflare (NET) Workers Platform Emerging As A Meaningful Revenue Driver
In Q2 2026, Cloudflare reported that its Workers platform attracted nearly two million developers and began contributing meaningfully to revenue, particularly as enterprise customers combined it with the firm’s security and networking services. This rapid developer uptake, coupled with rising AI-related workloads on Workers, is reshaping how Cloudflare monetizes its global edge network and application platform. We’ll now examine how Workers’ growing role as a revenue contributor influences...
Simply Wall St. · Aug 27, 2026
제품·기술Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Ark Invest was a buyer of tech stocks down as much as 53% from their recent all-time highs.
Motley Fool · Aug 27, 2026
- 실적
Cloudflare (NET) Workers Growth Has Investors Asking If The Stock Is Already Priced In
Cloudflare (NET) is back in focus after its Workers developer platform added nearly two million developers in Q2 2026, becoming a meaningful revenue contributor alongside the company’s existing security and networking products. At a share price of $284.89, Cloudflare has seen a 24.89% 90-day share price return and a 45.34% year-to-date share price return, while the 1-year total shareholder return of 38.81% and very large 3-year total shareholder return suggest that recent momentum has been...
Simply Wall St. · Aug 27, 2026
홀더
NET 내부자·기관 보유 현황
최신 보고 목록 기준이며 실제 거래 시점과 보고일 사이에는 시차가 있습니다.
기관 보유
90.2%
기관 보유 (유동주식)
90.8%
내부자 보유
0.6%
기관 수
1,663
주요 기관 홀더
| 홀더 | 주식 수 | 평가액 | 지분 | 변동 | 보고일 |
|---|---|---|---|---|---|
| Capital World Investors | 24.33M | $7.42B | 7.6% | 7.0% | Jun 30, 2026 |
| Blackrock Inc. | 21.60M | $6.59B | 6.7% | 2.4% | Jun 30, 2026 |
| Vanguard Portfolio Management LLC | 16.82M | $5.13B | 5.2% | 4.9% | Jun 30, 2026 |
| Morgan Stanley | 15.26M | $4.66B | 4.8% | -3.9% | Jun 30, 2026 |
| BAILLIE GIFFORD & CO | 14.60M | $4.45B | 4.6% | -8.3% | Jun 30, 2026 |
| Vanguard Capital Management LLC | 14.43M | $4.40B | 4.5% | 5.2% | Jun 30, 2026 |
| FMR, LLC | 12.66M | $3.86B | 3.9% | -6.7% | Jun 30, 2026 |
| Capital International Investors | 10.98M | $3.35B | 3.4% | 0.8% | Jun 30, 2026 |
| State Street Corporation | 7.42M | $2.26B | 2.3% | 3.4% | Jun 30, 2026 |
| Geode Capital Management, LLC | 5.96M | $1.82B | 1.9% | -0.5% | Jun 30, 2026 |
면책조항: 증시가격은 모든 주식 시장의 최신 증시가격을 표시하는 것은 아니며, 정보가 지연되거나 잘못될 수 있습니다. 거래 목적이나 조언이 아닌 정보 제공 목적으로만 제공됩니다.