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NYSE · Services-Prepackaged Software · CIK 0001477333
$278.92
-6.98% · delayed 15 min
$97.18B market value
What this company does
Cloudflare makes and sells software and computing services. It took in $2.17B last year, which makes it a mid-sized company. It spends more than it earns — losing about 5 cents on every dollar of sales.
Financial health
A mixed picture — some clear strengths and some weaknesses.
From Cloudflare, Inc.'s FY2025 annual filing · share price scored separately
Every check behind the three models, and what each one tests
Measured against FY2024, from the 10-K
Improved: +29.8%
$1.67B to $2.17B
Deteriorated: $23.5M wider
-$78.8M to -$102.3M
Deteriorated: −2.8 pts
77.3% to
Day-to-day operations generate real cash, not just accounting profit.
$603.1M cash from operations
Sales are growing quickly.
up 29.8% on last year
It loses money, so it depends on cash reserves or new funding to keep going.
$102.3M lost last year
It fails most of the standard checks of financial strength.
Piotroski 2/8
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Expectations
Not from the filings — what other people are betting on, and what the price already assumes.
The growth rate someone buying today is paying for, against what the company has delivered
At today's price, the market is paying for free cash flow to grow by about 45% a year for the next 10 years. Over the last 2 years it grew by about 43% a year.
The essentials
Each answered from the filings, with the numbers behind it.
No. It lost $102.3M last year, losing about 5 cents on every dollar of sales.
What it earns, what it keeps, and what it costs to run — all from the same filing
Income
This company pays no dividend. It keeps its profits and reinvests them in the business instead, so any return would have to come from the share price.
Figures from the FY2025 annual filing
Last year it lost $102.3M and generated $603.1M of cash from operations.
Reported annual figures
Insider activity, ownership stakes and what's coming — straight from EDGAR, before any article is written about it
Officers, directors and major shareholders must report within two business days of a trade.
Converted a derivative security — 33,003 shares
Holds 102,778 shares after this filing.
Sold on the open market — 4,298 shares at $290.86 ($1.3M)
Holds 98,480 shares after this filing.
Go deeper
Every figure above traces back to one of these filings.
Straight from SEC EDGAR — the original source for every figure above
| Filing | Filed | Covers to |
|---|---|---|
| Major event announcement(8-K) | 2026-08-13 | 2026-08-10 |
| Quarterly report(10-Q) | 2026-08-06 | 2026-06-30 |
Financial figures are from NET's 10-K for fiscal year 2025 (period ending 2025-12-31), reported under the US GAAP taxonomy. View the source filing.
2 of 8 checks passed
Nine yes-or-no tests of whether this year's finances improved on last year's. One could not be evaluated and is excluded from the total rather than counted as a failure.
1.95
In the grey zone
For this model, above 2.6 is safe and below 1.1 is distress.
Distance from bankruptcy, from a model fitted on companies that did and did not go bust. It describes a balance sheet's shape today; it does not forecast a failure.
not reported — This company has not reported enough of the required figures to calculate this score.
This company has not reported enough of the required figures to calculate this score.
Screens eight accounting ratios for the pattern earnings manipulators tend to leave. A flag is a reason to read the filing closely, never evidence of wrongdoing.
Every figure above comes from the FY2025 filing as filed with the SEC.
Improved: +47.1%
$195.4M to $287.5M
Improved: +538.9%
$147.7M to $943.5M
Deteriorated: +2.1%
341.4M to 348.4M
Changed: +70.6%
$185.0M to $315.6M
1 other measure barely moved. Figures compare the two most recent annual filings — read the latest one. Nothing here reads the management commentary, which is where a company explains its own numbers.
Discounted at 8%–10% a year, with growth settling to 2.5% after 10 years. Those rates are ordinary choices, not measurements: across that range the assumed growth works out between 41% and 48%. This describes what the price implies — it is not a forecast, and not a view on whether the price is right.
Measured on and published about a week later — this is a fortnightly snapshot, not a live position.
About 2.1% of this company's shares have been borrowed and sold by people expecting to buy them back cheaper. That is a bet the price falls. Those people can be wrong, and when a heavily shorted share rises they have to buy it back, which pushes it up further.
Collected by FINRA from broker-dealers twice a month. It counts positions, not intentions, and some of it is hedging rather than a directional bet against the company.
Nothing in this section is a figure this company reported about itself. These are expectations and positions — what the price implies, what analysts have published, what short sellers are betting, and what large funds held at the last count. WylthIQ reports them; it does not endorse them, does not forecast prices, and takes no view on whether any of them will turn out to be right.
Yes, quickly. Sales grew 29.8% last year.
Manageable. For every $1 it owes, it owns $1.32 in assets.
It has no profits to compare a price against, because it lost money last year.
This company has not reported enough of the required figures to calculate this score.
At a glance
Sold on the open market — 3,971 shares at $291.77 ($1.2M)
Holds 94,509 shares after this filing.
Sold on the open market — 1,546 shares at $292.87 ($452.8K)
Holds 92,963 shares after this filing.
Sold on the open market — 1,420 shares at $293.42 ($416.7K)
Holds 91,543 shares after this filing.
Sold on the open market — 10,604 shares at $295.31 ($3.1M)
Holds 80,939 shares after this filing.
Sold on the open market — 7,566 shares at $296.31 ($2.2M)
Holds 73,373 shares after this filing.
Sold on the open market — 1,554 shares at $297.10 ($461.7K)
Holds 71,819 shares after this filing.
Sold on the open market — 824 shares at $297.99 ($245.5K)
Holds 70,995 shares after this filing.
Sold on the open market — 1,217 shares at $298.98 ($363.9K)
Holds 69,778 shares after this filing.
Sold on the open market — 3 shares at $300.83 ($902.50)
Holds 69,775 shares after this filing.
Converted a derivative security — 33,003 shares
Holds 102,778 shares after this filing.
Sold on the open market — 7,007 shares at $283.21 ($2.0M)
Holds 95,771 shares after this filing.
Sold on the open market — 8,646 shares at $284.05 ($2.5M)
Holds 87,125 shares after this filing.
Sold on the open market — 8,467 shares at $285.16 ($2.4M)
Holds 78,658 shares after this filing.
Sold on the open market — 3,109 shares at $286.10 ($889.5K)
Holds 75,549 shares after this filing.
Sold on the open market — 2,335 shares at $287.00 ($670.1K)
Holds 73,214 shares after this filing.
Sold on the open market — 2,544 shares at $288.01 ($732.7K)
Holds 70,670 shares after this filing.
Sold on the open market — 136 shares at $289.30 ($39.3K)
Holds 70,534 shares after this filing.
Sold on the open market — 759 shares at $291.80 ($221.5K)
Holds 69,775 shares after this filing.
Converted a derivative security — 33,003 shares
Holds 102,778 shares after this filing.
Sold on the open market — 2,206 shares at $274.47 ($605.5K)
Holds 100,572 shares after this filing.
Sold on the open market — 8,990 shares at $275.66 ($2.5M)
Holds 91,582 shares after this filing.
Sold on the open market — 4,236 shares at $276.67 ($1.2M)
Holds 87,346 shares after this filing.
Sold on the open market — 5,642 shares at $277.95 ($1.6M)
Holds 81,704 shares after this filing.
Sold on the open market — 5,624 shares at $278.78 ($1.6M)
Holds 76,080 shares after this filing.
Sold on the open market — 5,259 shares at $279.72 ($1.5M)
Holds 70,821 shares after this filing.
Sold on the open market — 956 shares at $280.42 ($268.1K)
Holds 69,865 shares after this filing.
Sold on the open market — 90 shares at $281.31 ($25.3K)
Holds 69,775 shares after this filing.
Converted a derivative security — 10,000 shares
Holds 120,846 shares after this filing.
Sold on the open market — 900 shares at $305.25 ($274.7K)
Holds 119,946 shares after this filing.
Sold on the open market — 2,944 shares at $306.24 ($901.6K)
Holds 117,002 shares after this filing.
Sold on the open market — 2,456 shares at $307.29 ($754.7K)
Holds 114,546 shares after this filing.
Sold on the open market — 3,100 shares at $308.23 ($955.5K)
Holds 111,446 shares after this filing.
Sold on the open market — 300 shares at $309.07 ($92.7K)
Holds 111,146 shares after this filing.
Sold on the open market — 200 shares at $312.32 ($62.5K)
Holds 110,946 shares after this filing.
Sold on the open market — 100 shares at $314.61 ($31.5K)
Holds 110,846 shares after this filing.
Exercised stock options — 1,667 shares at $67.79 ($113.0K)
Holds 46,695 shares after this filing.
Sold on the open market — 395 shares at $307.38 ($121.4K)
Holds 46,300 shares after this filing.
Sold on the open market — 332 shares at $308.46 ($102.4K)
Holds 45,968 shares after this filing.
Sold on the open market — 140 shares at $309.64 ($43.4K)
Holds 45,828 shares after this filing.
Sold on the open market — 180 shares at $310.82 ($55.9K)
Holds 45,648 shares after this filing.
Sold on the open market — 190 shares at $311.64 ($59.2K)
Holds 45,458 shares after this filing.
Sold on the open market — 160 shares at $313.41 ($50.1K)
Holds 45,298 shares after this filing.
Sold on the open market — 270 shares at $314.42 ($84.9K)
Holds 45,028 shares after this filing.
Sold on the open market — 267 shares at $302.62 ($80.8K)
Holds 44,761 shares after this filing.
Sold on the open market — 898 shares at $303.81 ($272.8K)
Holds 43,863 shares after this filing.
Sold on the open market — 1,216 shares at $304.77 ($370.6K)
Holds 42,647 shares after this filing.
Sold on the open market — 600 shares at $306.58 ($183.9K)
Holds 42,047 shares after this filing.
Sold on the open market — 500 shares at $308.92 ($154.5K)
Holds 41,547 shares after this filing.
Exercised stock options — 3,333 shares at $77.70 ($259.0K)
Holds 117,953 shares after this filing.
Sold on the open market — 965 shares at $307.55 ($296.8K)
Holds 116,988 shares after this filing.
Sold on the open market — 585 shares at $308.66 ($180.6K)
Holds 116,403 shares after this filing.
Sold on the open market — 350 shares at $309.51 ($108.3K)
Holds 116,053 shares after this filing.
Sold on the open market — 274 shares at $310.62 ($85.1K)
Holds 115,779 shares after this filing.
Sold on the open market — 460 shares at $311.72 ($143.4K)
Holds 115,319 shares after this filing.
Sold on the open market — 300 shares at $313.60 ($94.1K)
Holds 115,019 shares after this filing.
Sold on the open market — 399 shares at $314.49 ($125.5K)
Holds 114,620 shares after this filing.
Sold on the open market — 2,538 shares at $304.68 ($773.3K)
Holds 112,082 shares after this filing.
Had shares withheld to cover taxes — 4,135 shares at $315.78 ($1.3M)
Holds 45,028 shares after this filing.
Had shares withheld to cover taxes — 2,944 shares at $315.78 ($929.7K)
Holds 110,846 shares after this filing.
Had shares withheld to cover taxes — 3,775 shares at $315.78 ($1.2M)
Holds 114,620 shares after this filing.
Notice filed ahead of a planned sale — the sale itself has not necessarily happened yet.
Filed notice to sell 2,538 shares ($773.3K) on or after .
Shares originally obtained via Restricted Stock.
Filed notice to sell 10,000 shares ($3.2M) on or after .
Shares originally obtained via Exercise of Stock Options.
Filed notice to sell 3,333 shares ($1.0M) on or after .
Shares originally obtained via Stock Option Exercise.
Filed notice to sell 55,000 shares ($15.6M) on or after .
Shares originally obtained via Exercise of Stock Options.
Filed notice to sell 133 shares ($36.9K) on or after .
Shares originally obtained via Restricted Stock.
Filed notice to sell 10,000 shares ($2.7M) on or after .
Shares originally obtained via Exercise of Stock Options.
Not investment advice, and not a signal to act on by itself — a filing says what happened, not why, and insiders trade for ordinary reasons having nothing to do with where they think the company is headed.
| Major event announcement(8-K) |
| 2026-08-06 |
| 2026-08-06 |
| Major event announcement (amended)(8-K/A) | 2026-07-01 | 2026-06-30 |
| Major event announcement(8-K) | 2026-06-30 | 2026-06-30 |
| Shareholder voting information(DEF 14A) | 2026-06-09 | 2026-06-30 |
| Quarterly report(10-Q) | 2026-05-08 | 2026-03-31 |
| Major event announcement (amended)(8-K/A) | 2026-05-07 | 2026-05-07 |
| Major event announcement(8-K) | 2026-05-07 | 2026-05-07 |
| Annual report (amended)(10-K/A) | 2026-04-29 | 2025-12-31 |
| Annual report(10-K) | 2026-02-26 | 2025-12-31 |
| Major event announcement(8-K) | 2026-02-10 | 2026-02-06 |
| Major event announcement(8-K) | 2026-02-10 | 2026-02-10 |
| Quarterly report(10-Q) | 2025-10-30 | 2025-09-30 |
| Major event announcement(8-K) | 2025-10-30 | 2025-10-30 |
| Quarterly report(10-Q) | 2025-07-31 | 2025-06-30 |
| Major event announcement(8-K) | 2025-07-31 | 2025-07-31 |
| Major event announcement(8-K) | 2025-06-17 | 2025-06-11 |
| Major event announcement(8-K) | 2025-06-09 | 2025-06-05 |
| Quarterly report(10-Q) | 2025-05-08 | 2025-03-31 |
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