Cloudflare Inc (NET) Stock Analysis
Verdict: BEOBACHTEN (nicht kaufen)
KI-Agenten-Trafficschub treibt 36% Umsatzwachstum, doch P/S von 50,8x und 34 Insiderverkäufe mahnen zur Vorsicht.
Investment score: 48/100
Analysis as of
Is Cloudflare Inc stock worth reviewing? AI model thesis
Der Modellscore von 48/100 liegt im Bereich HALTEN. Die zentrale These und die Faktoraufschlüsselung erläutern die Bewertung.
7-factor investment score
- Bewertung: 20/100 (weight 20%)
- Finanzielle Gesundheit: 60/100 (weight 15%)
- Technisches Momentum: 85/100 (weight 15%)
- Ertragsqualität: 80/100 (weight 15%)
- Insider-Sentiment: 20/100 (weight 10%)
- Analysten-Konsens: 40/100 (weight 10%)
- Risikoadjustierte Rendite: 30/100 (weight 15%)
Cloudflare Inc opportunities and risks
What speaks for NET
- Proaktive Monetarisierung des KI-Agenten-Booms (Workers & Sandboxes)
What speaks against NET
- Extreme Bewertungspräzision lässt null Spielraum für Fehltritte
Peers and competitors
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| NET | n/a | 50.8x | 3348.4x | 72.6% | -8.2% | 0.3% |
| SNOW | n/a | 21.6x | n/a | 67.0% | -20.1% | 1.0% |
| CRWV | n/a | 6.3x | 36.4x | 67.4% | -25.4% | -28.6% |
| TWLO | 40.0x | 8.2x | 125.2x | 48.5% | 20.6% | 2.4% |
| OKTA | 129.2x | 11.8x | 90.2x | 78.1% | 9.6% | 2.7% |
| MDB | 491.8x | 10.4x | 248.8x | 72.7% | 2.1% | 2.3% |
| Peer median | 40.0x | 10.4x | 90.2x | 67.4% | 2.1% | 2.3% |
Frequently asked questions about Cloudflare Inc (NET)
Is NET stock a good investment?
The cached TradeMates AI model rates Cloudflare Inc as BEOBACHTEN (nicht kaufen) with an investment score of 48/100. Der Modellscore von 48/100 liegt im Bereich HALTEN. Die zentrale These und die Faktoraufschlüsselung erläutern die Bewertung. This is algorithmic model output, not personal investment advice.
Is NET stock a buy?
The TradeMates model verdict for NET is BEOBACHTEN (nicht kaufen) with an investment score of 48/100. Treat this as a model signal to review, not a personal buy recommendation.