Cloudflare, Inc. NET
Cloudflare, Inc. (NET) earns a Piotroski F-score of 3/9 (weak financial health), with an Altman Z″ in the grey zone. It does not currently pay a dividend. FY2025 revenue was $2.2B at a -4.7% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Beneish M-score: -2.95 — low (below −2.22 — no manipulation red flag) . A statistical screen for earnings manipulation, not proof — and it doesn't apply to most banks/insurers.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-08-10 | Citigroup | Buy (main) |
| 2026-08-10 | Susquehanna | Neutral (main) |
| 2026-08-08 | Scotiabank | Sector Outperform (main) |
| 2026-08-07 | UBS | Neutral (main) |
| 2026-08-07 | TD Cowen | Buy (main) |
| 2026-08-07 | RBC Capital | Outperform (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Forward estimates · earnings calendar →
Consensus analyst estimates and scheduled dates — forward-looking, may change.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Services · percentile among 982 companies
Percentile vs other Services companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 3/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″ components · grey zone
| Component | Value |
|---|---|
| Working capital / assets | 0.38 |
| Retained earnings / assets | -0.2 |
| EBIT / assets | -0.034 |
| Equity / liabilities | 0.319 |
Sector peers · similar-size Services companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| NET | Cloudflare, Inc. | 3/9 | 1.95 | — | +29.8% |
| PAYC | Paycom Software, Inc. | 5/9 | 2.19 | 13.6 | +8.9% |
| DT | Dynatrace, Inc. | 5/9 | 3.05 | 77.7 | +18.8% |
| TYL | TYLER TECHNOLOGIES INC | 8/9 | 3.8 | 39.3 | +9.1% |
| MDB | MongoDB, Inc. | 4/9 | 6.21 | — | +22.8% |
| U | Unity Software Inc. | 5/9 | -0.19 | — | +2% |
| DBX | DROPBOX, INC. | 6/9 | -4.77 | 11.8 | -1.1% |
About Cloudflare, Inc.
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.
FAQ
Is NET financially healthy?
Cloudflare, Inc.'s Piotroski F-score is 3/9 (8–9 is excellent, 0–3 weak), and its Altman Z″ distress score is in the grey zone.
Does NET pay a dividend?
No, Cloudflare, Inc. does not currently pay a dividend.
How profitable is NET?
In FY2025, Cloudflare, Inc. had a net margin of -4.7% and a return on equity of -7.0%.
What is the analyst price target for NET?
The average Wall-Street price target for Cloudflare, Inc. is $330.65, about 6.2% above the recent price, from 31 analysts (consensus: buy).
Is NET a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on Cloudflare, Inc.: a Piotroski F-score of 3/9, an Altman Z″ in the grey zone. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.