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We encountered a knife thesis Cloudflare, Inc. for replacement of your wealth by Sergey. In this article, we will summarize Bulls on the network. The share of CloudFlare, Inc. was sold on June 25 to $ 190.12th. The Net’s forward p / e 232.56 due to Yahoo finance.
A network of information points related to each other representing cloud-based software solutions.
CloudFlare is the provider of leading global cloud services that exercise one of the world’s largest and one-one network, which is the world’s largest and one-one network in 335+ and 348 TBPs in 125+ countries. Its integrated platform provides security, performance and developer solutions by making 20% of the Internet.
CDN, Sase and External Accounts are well placed in a full, cloudy, continuous expansion, which exceeds $ 100 billion between high growth segments. The point of the last product was important: employees.ai recorded a $ 130 million contract, and the workload of the EU has increased the workload of the EU, which reflects the demand for the EU finished infrastructure.
Zero confidence, server-free calculation and storage, Fortune 500 companies, US federal agencies and international infrastructure providers are gaining large enterprise contracts, including many years of deals. Customer growth + 27% Yoy, RPO and Billingings growth increased to increase future acceleration signal. Net new Archery + 19% Yoy and a Q2 beat push him to a record altitude.
The operating efficiency operates up to 11.1% and 11.1% and 11.7% in the total margin with FCF Margin. Despite the SBC, 22% of the income remains minimal as a decline in the shareholder’s dilution. Dollar-based net retention stabilized 111% and CloudFlare continues to receive zero confidence in Gartner 2025 SSE Magic Quadrant and other key industrial reports.
The assessment reflects the 6.7-premium in a trade in 2026, Cloudfare’s execution power, continuous MOAT and Lide Compute and the leadership between AI. Cloudflare with strong grounds and numerous growth arms remains an attractive long-term composition.
We have covered a covered knife thesis CloudFlare stressed the increase in the adoption of a strong enterprise by the capital of the north-western border in May 2025, the winners of the contract and the platform of employees. The company has appreciated about 23% since our chanting of stock price. This is because the thesis is played. Sergei also shares similar appearance, but the AI infrastructure of Cloudfare and emphasizes the acceleration of zero confidence.
