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2021-12-01

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Wait for the Dip in Cloudflare Stock as It Currently Trades at Astronomical Levels

Cloudflare continues to grow aggressively but its lofty valuation makes it an ideal 'buy the dip' option

Wait for the Dip in Cloudflare Stock as It Currently Trades at Astronomical Levels

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Yet again, it delivered&nbsp;over 50%&nbsp;quarterly revenue growth from the prior-year period. As a result, its stock price is now trading at astronomical levels. Nevertheless, with its rock-solid business model and incredible outlook, this company is tough to ignore. Hence, investors should accumulate NET stock in the dips.\nCloudflare’s growth story has been nothing short of impressive. It has been growing its top line rapidly with amazing net retention rates for the past several quarters. The company has focused on creating a highly scalable and robust network for its users to continue growing on both lines.\nThe bulls believe that its remarkable customer acquisition validates its strong value proposition. On the flip side, the bears would point out NET shares are trading at nosebleed valuations — they’re at around 100 times forward sales.\nThe truth is somewhere in the middle, though, which makes it imperative to examine at this point.\nCloudflare Had Stellar Third-Quarter Results\nCloudflare’s rounded off another impressive third quarter. Its&nbsp;revenues of $172 million rose 51%&nbsp;from the prior-year period. Moreover, they also rose over 13% on a sequential basis and comfortably surpassed analyst estimates by $6.65 million. Additionally, Cloudflare broke even on a Non-GAAP basis, and its results came in roughly four cents ahead of analyst estimates.\nCloudflare has done exceedingly well as a software as a service (SaaS) company, boasting industry-leading measurables. They are the leader of the pack among their peer group, with close to&nbsp;77% in gross margins. For investors, the scalability of Cloudflare is extremely important as profitability has eluded from the very get-go.\nThe company&nbsp;has added 170 large customers&nbsp;during the third quarter. Large customers are those that provide over $100,000 in annual recurring revenues. Large customers have risen by over 126% since the first quarter. And, there was a healthy 16% sequential increase from the second to the third quarter.\nFurthermore, sales aren’t slowing down anytime soon. Cloudflare’s guidance measures are predicting&nbsp;$184 million to $185 million&nbsp;for the fourth quarter, representing a 47% increase on a year-over-year basis. The company expects to break even again on a per-share basis. Cloudflare has been expanding its paying customer base with every passing quarter, especially its large customer base.\nA New Collaboration, Product and Accolade\nThere have been a few positive developments for Cloudflare in the past couple of months. Perhaps the most noteworthy was its&nbsp;collaboration&nbsp;with the top search engine companies, including&nbsp;Microsoft(NASDAQ:MSFT) and&nbsp;Yandex(NASDAQ:YNDX).\nThe goal is to help companies significantly improve their search performances and reduce inefficiencies to deliver timely online experiences. According to Cloudflare’s CEO Mathew Prince: “Since the beginning, we’ve worked to help our customers to give them the speed, reliability, and security they need to do business.”\nThe company will also be offering an all-new email security suite that effectively integrates with its other solutions. Additionally, Cloudflare beat out its competition and&nbsp;achieved the designation of “Leader”&nbsp;from Forrester’s New Wave for Edge Development Platforms. Cloudflare outpaced industry stalwarts such as&nbsp;Fastly(NASDAQ:FSLY) and Microsoft in every category during the selection process.\nThe company’s top brass has a tremendous vision to drive the company forward in its objectives. However, NET stock’s valuation remains a concern, and it’s essentially a bet for long-term investors.\nBottom Line on NET Stock\nCloudflare never ceases to amaze as it wrapped up another stellar quarter. Revenues and earnings are up by a healthy margin, and it forecasts point to an even more solid fourth quarter.\nMoreover, it has added several new large customers, which will meaningfully boost its recurring revenues.&nbsp; Yet, NET stock trades a lofty valuation that is too high to ignore.\nHence, it’s best to wait for short-term dips in the stock to invest in it for the foreseeable future.","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wait for the Dip in Cloudflare Stock as It Currently Trades at Astronomical Levels</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWait for the Dip in Cloudflare Stock as It Currently Trades at Astronomical Levels\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 15:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/11/net-stock-wait-for-the-dip-in-as-it-trades-at-astronomical-levels/>InvestorPlace</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nCloudflare(NYSE:NET) continues to march forward with a purpose after a spectacular third quarter. Yet again, it delivered over 50% quarterly revenue growth from the prior-year period. As a result, its...\n\n<a href=\"https://investorplace.com/2021/11/net-stock-wait-for-the-dip-in-as-it-trades-at-astronomical-levels/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://investorplace.com/2021/11/net-stock-wait-for-the-dip-in-as-it-trades-at-astronomical-levels/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130076720","content_text":"Cloudflare(NYSE:NET) continues to march forward with a purpose after a spectacular third quarter. Yet again, it delivered over 50% quarterly revenue growth from the prior-year period. As a result, its stock price is now trading at astronomical levels. Nevertheless, with its rock-solid business model and incredible outlook, this company is tough to ignore. Hence, investors should accumulate NET stock in the dips.\nCloudflare’s growth story has been nothing short of impressive. It has been growing its top line rapidly with amazing net retention rates for the past several quarters. The company has focused on creating a highly scalable and robust network for its users to continue growing on both lines.\nThe bulls believe that its remarkable customer acquisition validates its strong value proposition. On the flip side, the bears would point out NET shares are trading at nosebleed valuations — they’re at around 100 times forward sales.\nThe truth is somewhere in the middle, though, which makes it imperative to examine at this point.\nCloudflare Had Stellar Third-Quarter Results\nCloudflare’s rounded off another impressive third quarter. Its revenues of $172 million rose 51% from the prior-year period. Moreover, they also rose over 13% on a sequential basis and comfortably surpassed analyst estimates by $6.65 million. Additionally, Cloudflare broke even on a Non-GAAP basis, and its results came in roughly four cents ahead of analyst estimates.\nCloudflare has done exceedingly well as a software as a service (SaaS) company, boasting industry-leading measurables. They are the leader of the pack among their peer group, with close to 77% in gross margins. For investors, the scalability of Cloudflare is extremely important as profitability has eluded from the very get-go.\nThe company has added 170 large customers during the third quarter. Large customers are those that provide over $100,000 in annual recurring revenues. Large customers have risen by over 126% since the first quarter. And, there was a healthy 16% sequential increase from the second to the third quarter.\nFurthermore, sales aren’t slowing down anytime soon. Cloudflare’s guidance measures are predicting $184 million to $185 million for the fourth quarter, representing a 47% increase on a year-over-year basis. The company expects to break even again on a per-share basis. Cloudflare has been expanding its paying customer base with every passing quarter, especially its large customer base.\nA New Collaboration, Product and Accolade\nThere have been a few positive developments for Cloudflare in the past couple of months. Perhaps the most noteworthy was its collaboration with the top search engine companies, including Microsoft(NASDAQ:MSFT) and Yandex(NASDAQ:YNDX).\nThe goal is to help companies significantly improve their search performances and reduce inefficiencies to deliver timely online experiences. According to Cloudflare’s CEO Mathew Prince: “Since the beginning, we’ve worked to help our customers to give them the speed, reliability, and security they need to do business.”\nThe company will also be offering an all-new email security suite that effectively integrates with its other solutions. Additionally, Cloudflare beat out its competition and achieved the designation of “Leader” from Forrester’s New Wave for Edge Development Platforms. Cloudflare outpaced industry stalwarts such as Fastly(NASDAQ:FSLY) and Microsoft in every category during the selection process.\nThe company’s top brass has a tremendous vision to drive the company forward in its objectives. However, NET stock’s valuation remains a concern, and it’s essentially a bet for long-term investors.\nBottom Line on NET Stock\nCloudflare never ceases to amaze as it wrapped up another stellar quarter. Revenues and earnings are up by a healthy margin, and it forecasts point to an even more solid fourth quarter.\nMoreover, it has added several new large customers, which will meaningfully boost its recurring revenues.  Yet, NET stock trades a lofty valuation that is too high to ignore.\nHence, it’s best to wait for short-term dips in the stock to invest in it for the foreseeable future.","news_type":1,"symbols_score_info":{"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":1279,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}