Análisis Argos
NET
NETCara
Cloudflare, Inc. · Technology
US$ 242.14
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
29/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
VALOR1/6FUTURO6/6PASADO1/6SALUD1/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO1/6SALUD1/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance frágil
DividendoEl dividendo aún duerme
Score Argos29de 100Cara
Ingresos30%
US$ 2.2 B
Margen operativo3%
-9.6%
Flujo de caja libre60%
US$ 0.3 B
Deuda neta
US$ 2.8 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 85.9B
P/E
EV/EBITDA
FCF yield0.4%
ROIC-4.9%
Margen operativo-9.6%
Crecim. ingresos+29.8%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

247wallst.com · 3 jul
How Cloudflare Is Positioning for the AI Era
Cloudflare is making the boldest AI pivot of any Tier 1 internet infrastructure provider.
techcrunch.com · 1 jul
Cloudflare's new policy pushes AI companies to pay for publishers' content
Cloudflare has just issued the AI industry a new deadline to separate the web crawlers used for traditional search purposes, like Google Search, from those used for AI agents and training. Starting on September 15, 2026, Cloudflare's default settings will block “mixed-use” crawlers from any pages that host ads, the company announced on Wednesday.
zacks.com · 1 jul
Brokers Suggest Investing in Cloudflare (NET): Read This Before Placing a Bet
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
247wallst.com · 1 jul
CoreWeave Is Down 10% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?
CoreWeave (NASDAQ:CRWV) stock is down 10% to approximately $90 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider.
businesswire.com · 1 jul
Cloudflare Allows the Agentic Internet to Flourish with a Simple Philosophy: Your Content, Your Rules
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, announced today new classifications, enhanced analytics, and industry-defining commercial partnerships that bring together site owners and transparent AI companies so that the agentic Internet can flourish. Cloudflare's new tools and integrations help site owners and AI companies optimize for discoverability, efficiency, and monetization. By establishing these new rails, Cloudflare is helping p.
zacks.com · 30 jun
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
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.
zacks.com · 25 jun
Cloudflare (NET) Increases Despite Market Slip: Here's What You Need to Know
In the most recent trading session, Cloudflare (NET) closed at $226.65, indicating a +1.42% shift from the previous trading day.
youtube.com · 25 jun
Small businesses face an extinction event: Cloudflare CEO
For nearly 30 years, the internet has worked the same way. AI may be about to change that.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.