Is NET a good stock to buy?
We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey
In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.’s share was trading at $209.22 as of May 27th. NET’s forward P/E was 178.57 according to Yahoo Finance.
Photo by Caspar Camille Rubin on Unsplash Cloudflare is a global cloud infrastructure and cybersecurity company positioned at the center of edge computing, Zero Trust security, and AI-native networking. The company continues to demonstrate strong execution with revenue growth accelerating to 33.6% YoY, RPO up 47.9%, net dollar retention improving to 120%, and record net new ARR growth of 76% YoY, reflecting expanding customer adoption and deeper platform penetration. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential CAC payback improved to 15.3 months while sales productivity reached new highs, indicating improving go-to-market efficiency. Demand is increasingly driven by high-growth segments including Workers AI, Zero Trust, and developer platform services, with AI agent traffic reportedly more than doubling, reinforcing early exposure to the emerging agentic web.