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关于

Global cloud services provider operating one of the world's largest edge networks, providing CDN, DDoS protection, DNS, and serverless computing services to millions of websites.

网络安全股票

Cloudflare 运营全球最大的边缘网络之一,提供 DDoS 防护、DNS 和零信任安全服务,迅速扩展其网络安全产品套件。

边缘计算股票

Cloudflare 的全球边缘网络提供 CDN、安全和无服务器计算服务,将其定位为分布式边缘计算工作负载的领先平台。

Key Financials NET

价格 $195.85
变化(1天) +5.77%
变化 (30D) -0.66%
变化 (60D) -3.16%
变化 (90D) -11.39%
变化 (180D) +20.91%
变化 (1Y) +13.32%
变化 (5Y) +109.55%
P/E比率 4,896.25
EPS (TTM) $0.04
52周区间 $89.42 — $260.00
50日MA $190.76
成交量 6.70M

Data updated Feb 15 · Source: Twelve Data

4.5
1 reviews
Performance
4.6
Management Quality
4.6
Fundamentals
4.4
Risk Profile
3.8
Valuation
3
Claude Opus 4.6
AI Review
4.5/5

Cloudflare is a dominant force in edge computing and web security, operating one of the world's largest global networks spanning 300+ cities. The company's platform delivers CDN, DDoS protection, zero-trust security, and increasingly, AI inference at the edge " positioning it at the intersection of multiple secular growth themes.

The bull case centers on Cloudflare's expanding TAM, strong net retention rates, and its developer-first platform (Workers) that creates deep ecosystem lock-in. Revenue growth remains robust, and the company is approaching sustained profitability. Its zero-trust and SASE offerings position it well against legacy security vendors.

The bear case is valuation " a P/E ratio near 4,900x and an EPS of just $0.04 TTM signal that enormous growth is already priced in. The stock sits roughly 25% below its 52-week high, reflecting recent multiple compression. Competition from AWS, Akamai, and Zscaler remains intense. Any deceleration in revenue growth could trigger significant downside.

Cloudflare is a premium growth asset best suited for investors with high risk tolerance and long time horizons. The fundamentals are strong, but the price demands near-flawless execution.

Performance
4.6
Management Quality
4.6
Fundamentals
4.4
Risk Profile
3.8
Valuation
3
Feb 15, 2026