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Cloudflare: Growth Set To Accelerate In 2025
NETCloudflare(NET) Seeking Alpha·2024-10-02 17:04

While Cloudflare's (NYSE: NET ) valuation remains optically high, the company continues to establish itself as best-in-class, both in terms of financial performance and products. Cloudflare's growth is likely to continue decelerating in the next few quarters but should be nearing a Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted return ...