Cloudflare's Growth Acceleration Reinforces Long-Term Opportunity, RBC Says

MT Newswires Live

Oct 31

Cloudflare (NET) delivered another "clean and impressive" quarter, marking its second straight period of accelerating revenue growth and reinforcing confidence in its long-term opportunity, RBC Capital Markets said in a Friday note.

Revenue rose 31% year over year to $562 million, outpacing consensus, while adjusted earnings of $0.27 per share also topped estimates. The company guided for Q4 revenue of about $589 million and EPS of $0.27, both above prior expectations.

The brokerage RBC highlighted stronger enterprise demand, improving sales execution, and broad platform adoption as key drivers of growth. Dollar-based net retention improved to 119% from 114% in the prior quarter, supported by continued momentum in Workers, security products, and AI-related services.

Cloudflare raised its full-year revenue outlook to about $2.14 billion, up roughly 28%, and reaffirmed its long-term targets of a $3 billion annualized run rate by Q4 2026 and $5 billion by 2028.

The firm maintained its outperform rating on the stock and lifted its price target to $265 from $250, calling Cloudflare a top long-term idea.

Shares of Cloudflare jumped more than 12% in recent trading.

Price: 250.29, Change: +27.79, Percent Change: +12.49

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