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Stock Finds: Cloudflare (NET)

  • rollock
  • October 15, 2025 at 11:21 AM
  • 19 Views
  • 0 Comments

My first computer was a bulky HP laptop running an AMD Semperon processor and if memory serves 512MBs of RAM. It ran Windows XP like dog shit.

Contents [hideshow]
  1. Local Overview
  2. Financials
  3. Conclusion

Local Overview

It might just be me, but my belief is that technology needs to be fast and responsive to be adopted by the masses. That laptop was a crime against nature however modern websites don't need to run slow. They can run pretty fast if you have local versions of a website readily available in your area... enter Cloudflare.

Financials

Cloudflare came across my radar on several occasions when surfing the internet (haaaa surfing).

The company itself offers a lot. According to Yahoo...

Quote

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and website and application security products comprising web application firewall, bot management, distributed denial of service protection, API security, SSL/TLS encryption, script management, security center, and rate limiting products

EPS is in the negative actually at -0.35 @TOP but the stock has grown 107% YTD. This isn't surprising given the beta is a 1.99. Price targets range from 90 to 255 so again, this may just be something the internet is going crazy about (AI) so analysts are uncertain. For more information, check out Yahoo Finance.

The insider selling shows a lot of yellow and red all year, so this could be a sign of people cashing out before the impending crash. This is AI, after all.

Conclusion

I'm going to hold off on buying this stock till I can get a small dip to crash. Internet infrastructure is important, and while this is digital, there will be a physical world consequences and impact on the locations that house these servers. Maybe we should all buy high CPU efficiency low power raspberry pies and create a new internet, like some company recently did... then we could all create a sustainable world of AI together.

---
Think Differently? Post Your Thoughts about NET on the Forum @Money Game

Thread

Cloudflare (NET)

Cloudflare has been bullish all year, but has any noticed the recent plateau within the stock chart. They might be due for a correction. EPS Targets are pretty high for Q3 compared to Q2 and I don't believe NET will hit them.
rollock
October 15, 2025 at 11:53 AM
  • Technology
  • Software - Infrastructure Tech
  • Previous Article Stock Finds: Seagate Technology Holdings (STX)

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