NET Stock Recent News

Cloudflare continues to expand its AI-related offerings, including tools to protect original content from AI crawlers, broadening its market opportunity. Despite strong business prospects and steady growth of nearly 30%, the stock's valuation has become disconnected from its fundamentals. Cloudflare now trades at over 35x 2025 sales and nearly 200x 2026 EPS, making the current price hard to justify by any cash flow metric.

NET's high-growth, profitable cadence and improving performance metrics have been well rewarded through the triple-digits stock price rally. The same has been observed in the overly expensive P/E valuations, albeit nearing meme-like levels, one that we have observed in PLTR and TSLA. Combined with the deteriorating balance sheet and the aggressive go-to-market strategies, we believe that NET's investment thesis does not appear compelling here.

Jim Cramer, former hedge fund manager and Mad Money host, has singled out three stocks he believes have strong upside potential.

PANAMA CITY , Aug. 4, 2025 /PRNewswire/ -- Banco Latinoamericano de Comercio Exterior, S.A. (NYSE: BLX, "Bladex", or "the Bank"), a Panama-based multinational bank originally established by the central banks of 23 Latin-American and Caribbean countries to promote foreign trade and economic integration in the Region, announced today its results for the Second Quarter ("2Q25") and six months ("6M25") ended June 30, 2025.

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

NEW YORK , Aug. 4, 2025 /PRNewswire/ -- Loews Corporation (NYSE: L) today released its second quarter 2025 financial results. Second Quarter 2025 highlights: Loews Corporation reported net income of $391 million, or $1.87 per share, in the second quarter of 2025, compared to $369 million, or $1.67 per share, in the second quarter of 2024.

NET beats Q2 earnings and revenue estimates, driven by enterprise growth and security demand. NET Raises full-year outlook on strong momentum.

Live Updates Live Coverage Has Ended 80% of Major AI Companies are Cloudflare Customers 5:52 pm That’s something CEO Matthew Prince just noted on today’s conference call. First Analyst Quote... 5:26 pm “Congratulations on a really solid quarter. Definitely it looks like the engine is back to running full speed here.” The key theme around Cloudflare’s earnings is whether Wall Street believes a significant reacceleration is happening. Quotes like this are extremely bullish. More from CEO Matthew Prince 5:18 pm “Our dollar-based net retention was 114% in up 3% quarter-over-quarter. Our gross margin was 76.3%, in line with our long-term target range of 75% to 77%. We delivered an operating profit of $72.3 million, representing an operating margin of 14.1% and we generated strong free cash flow of $33.3 million during the quarter, again exceeding expectations. Cloudflare keeps innovating faster than ever and customers are voting with their wallets, you ca

“Frankly, if they're going to behave like hackers, then we're going to behave like trolls right back to them,” said Matthew Prince, chief executive of Cloudflare.

Cloudflare, Inc. (NYSE:NET ) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Matthew Prince - Co-Founder, Co-Chairman & CEO Philip Alan Winslow - Vice President of Strategic Finance, Treasury and Investor Relations Thomas Josef Seifert - Chief Financial Officer Conference Call Participants Adam Charles Borg - Stifel, Nicolaus & Company, Incorporated, Research Division Andrew James Nowinski - Wells Fargo Securities, LLC, Research Division Gabriela Borges - Goldman Sachs Group, Inc., Research Division James Edward Fish - Piper Sandler & Co., Research Division Keith Weiss - Morgan Stanley, Research Division Matthew George Hedberg - RBC Capital Markets, Research Division Patrick Edwin Ronald Colville - Scotiabank Global Banking and Markets, Research Division Roger Foley Boyd - UBS Investment Bank, Research Division Operator Hello, and welcome to the Cloudflare Second Quarter 2025 Earnings Call. [Operator Instructions] I would now like to turn the conference o