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This comes after two years of generally consistent expansion, and has raised a few eyebrows among investors. The cause of this downturn can be attributed to external factors such as the global pandemic, an overall decrease in internet traffic, and competition from other cloud-based...

Cloudflare’s (NET) growth rate deteriorated significantly in the third quarter of 2022, after two years of fairly consistent performance. This is a result of the macro environment, but further weakness could begin to undermine investor confidence in the business. Despite this, the...

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Cloudflare is a publicly traded American web infrastructure and website security company, headquartered in San Francisco, California. Recently, the Cybersecurity and Infrastructure Security Agency (CISA) has awarded Cloudflare a contract worth $7.2M to provide Registry and...

Cloudflare (NYSE:NET) has been awarded a $7.2M contract from the Cybersecurity and Infrastructure Security Agency (or CISA) to provide Registry and Authoritative DNS services to the .gov Top Level Domain.

CISA is the nation’s...

• Palantir Technologies (NYSE:PLTR) has entered into a strategic partnership with security company Cloudflare (NYSE:NET) to help organizations cut cloud costs, increase control, and improve...

Persistent rate hikes aimed at countering runaway inflation, and a looming recession remains a headwind for long-duration stocks like Cloudflare (NET), which has its valuation prospects pinned on cash flows generated further out in the future. On a relative basis to both its...

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Cloudflare is a web-infrastructure and website-security company that is headquartered in San Francisco, California. It provides a wide range of services, including content delivery network services, distributed denial-of-service attack mitigation, Internet security, and more....

Investment Thesis

Despite the fact that Cloudflare's (NET) price has dropped over 10%, as we previously predicted (published on Dec 6th, 2022), we believe the bottom is not in yet. We reiterate our previous valuation target and offer further analysis of the dynamics...

Cloudflare (NET) remains one of the most richly valued stocks I own in my portfolio, and that’s saying a lot considering that beaten-down tech stocks make up the bulk of my investment holdings. The rich valuation is offset by the company’s continued strong execution even in...

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Cloudflare is a company that specializes in providing an array of services related to web security, performance, and reliability. It is considered one of the most powerful cloud-based web performance and security companies in the world. It offers a range of services, such as a...