Wall Street analysts were recorded Cloudflare, Inc (NYSE: Net) After the company released its Thursday printed in the fourth trimester.
Cloudflare reported EPS of 19 cents, which defeated an analyst of 18 cents. Quarterly revenues were $ 459.9 million (from $ 362.47 million a year ago), which could estimate a consensus of $ 452.09 million.
Cloudflare expects regulated EPS of the first quarter of 16 cents and revenue of $ 468 million-469 million.
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JMP analyst Securities Trevor Walsh kept cloudflare with a high market and raised the price target from $ 135 to $ 180.
Guggenheim John Difucci analyst repeated cloudflare with a sale and raised the price target from $ 57 to $ 68.
Needham Mike Ciko’s analyst kept cloudflare with a purchase and raised the price target from $ 160 to $ 185.
JMP securities: Walsh always viewed the cloudflare somewhat differently in the context of its broader internet security, given its platform vision, special architecture and skills of developing products.
In support of this view, the developing history of the company about the possibilities of it is just as special, and the analyst noted that long -term tails should offer. Co -founder and CEO Matthew Prince identified four opportunities where cloudflare can benefit from him, including internal efficiency gains using he, performance and security products to become “smarter for customers” with him, workers of Cloudflare as “the killer application for that conclusions and agent flows and serving as a mediator between he and the creators/provider the contents.
Given these opportunities, Walsh pointed out cloudflare as the most diverse player within his cover to take advantage of his moment. Moreover, the adaptability of the platform and its agnostic position within the new ecosystem also makes the cloudflare relatively resistant to the system’s shocks, such as the latest Deepseek R1.
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Guggenheim: Difucci noted that Cloudflare has a strong, visionary leader and has strengthened the leadership team. Also, the results of the fourth trimester were better than the consensus numbers. However, the new growth of the achievement was lower than our reliable scenario, and the moment of the moment of moderate business (as measured by a 2-year stack of new growth) from the third trimester.
The first trimester instruction was under the road; While the revenue guidance from 2025 was 60 BPS ($ 12 million) over the consensus estimate of $ 2,081 billion, operating profit and EPS were below.