Cloudflare, Inc. (NET): A Bull Case Theory
We came across a bullish thesis on Cloudflare, Inc. on Expanse Stocks’s Substack by Nikotes. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.’s share was trading at $195.85 as of February 13th. NET’s forward P/E was 169.49 according to Yahoo Finance. Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. NET delivered a standout fourth quarter of 2025, with revenue growth re-accelerating to [...]
