Cloudflare Inc vs iShares Semiconductor ETF — how do they compare? Cloudflare Inc trades at $271.31 (market cap $96.69B), while iShares Semiconductor ETF trades at $553.4. The key difference: Cloudflare Inc is trading nearer its 52-week high, iShares Semiconductor ETF nearer its low. Which is the better fit depends on your goals.
| NET | SOXX | |
|---|---|---|
Market Cap | $96.69B | — |
Sector | Technology | Sector/Thematic |
52-Week High | $281.69 | $655.01 |
52-Week Low | $160.16 | $236.93 |
Enterprise Value | $96.05B | — |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $272.20, down 1.95% over 24 hours, with a bullish technical outlook and strong analyst support. The stock shows consistent earnings beats but remains unprofitable, with a negative net income margin of -3.72% despite robust revenue growth to $2.17 billion in 2025. Operating cash flow improved to $603 million, though high valuation multiples like P/S of 40.96 and EV/EBITDA of 696.61 reflect premium pricing. Recent news highlights institutional interest and cybersecurity sector tailwinds.
Outlook is cautiously optimistic given analyst consensus of 72.5% buy ratings and a $271 price target near current levels. Key opportunities include AI-driven cybersecurity demand and revenue momentum, but risks encompass persistent losses, elevated debt, and competitive pressures. Investors should weigh growth potential against profitability challenges and market volatility.
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Latest headlines on both assets
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →