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NET Technology Latest YouTube: Q1 2026 Published 2026-05-08

Cloudflare, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

NET Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis

Published 2026-05-08

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
2026-05-08
Podcast available
Yes
Current price
$293.14
+13.95 (+5.00%)
Trailing / Forward P/E
Forward: 175.43x
Market cap / Volume
Volume:
Revenue / Earnings Growth
35.9%
Earnings: —
Margins
-7.9% op
Gross: 72.6% · Net: -8.2%
Balance sheet
1.82x current
Debt / Equity: 217.9
52-week range / Beta
$158.83 - $332.22
Beta: 1.66
Analyst target
$333.55
Upside: 13.8%
Cash / shareholder return
0.66% FCF yield
Dividend yield: —

Company context

Industry: Software - Infrastructure
Country: United States
Employees:
Price to book: 64.40x
Return on equity: -14.4%
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.

Price chart

Market context for NET

Competitive view

NET vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Cloudflare, Inc. latest YouTube video thumbnail YouTube
Cloudflare, Inc.
NET
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Microsoft Corp. latest YouTube video thumbnail YouTube
Microsoft Corp.
MSFT
Latest video
Q4 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
NET
$104.38B
Cloudflare, Inc.
INTC
$476.12B
Intel Corporation
MSFT
$3.59T
Microsoft Corp.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
NET
Cloudflare, Inc.
INTC
Intel Corporation
MSFT
26.9x
Microsoft Corp.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
NET
175.4x
Cloudflare, Inc.
INTC
44.1x
Intel Corporation
MSFT
20.5x
Microsoft Corp.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
NET
35.9%
Cloudflare, Inc.
INTC
25.4%
Intel Corporation
MSFT
17.7%
Microsoft Corp.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
NET
Cloudflare, Inc.
INTC
Intel Corporation
MSFT
31.7%
Microsoft Corp.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
NET
-7.9%
Cloudflare, Inc.
INTC
12.2%
Intel Corporation
MSFT
45.1%
Microsoft Corp.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
NET
72.6%
Cloudflare, Inc.
INTC
38.9%
Intel Corporation
MSFT
67.9%
Microsoft Corp.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
NET
-8.2%
Cloudflare, Inc.
INTC
-19.8%
Intel Corporation
MSFT
40.3%
Microsoft Corp.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
NET
-14.4%
Cloudflare, Inc.
INTC
-10.7%
Intel Corporation
MSFT
34.0%
Microsoft Corp.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
NET
0.7%
Cloudflare, Inc.
INTC
1.0%
Intel Corporation
MSFT
0.5%
Microsoft Corp.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
NET
217.86x
Cloudflare, Inc.
INTC
49.00x
Intel Corporation
MSFT
29.12x
Microsoft Corp.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
NET
1.82x
Cloudflare, Inc.
INTC
1.60x
Intel Corporation
MSFT
1.23x
Microsoft Corp.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
NET
1.66
Cloudflare, Inc.
INTC
2.24
Intel Corporation
MSFT
1.10
Microsoft Corp.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
NET
Cloudflare, Inc.
INTC
Intel Corporation
MSFT
0.8%
Microsoft Corp.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
NET
13.8%
Cloudflare, Inc.
INTC
27.5%
Intel Corporation
MSFT
17.8%
Microsoft Corp.

Episode timeline

Episode archive for NET

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
2026-05-08
Published youtube podcast complete
NET Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Cloudflare, Inc.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-08
Published youtube podcast complete
NET Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Cloudflare, Inc.. Use the links on the right to open the video or podcast episode.