Cloudflare Inc vs STMicroelectronics NV — how do they compare? Cloudflare Inc trades at $312.5 (market cap $101.23B), while STMicroelectronics NV trades at $51.88 (market cap $46.67B). The key difference: Cloudflare Inc is far larger — about 2.2× STMicroelectronics NV's market cap, and STMicroelectronics NV pays a 0.69% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| NET | STM | |
|---|---|---|
Market Cap | $101.23B | $46.67B |
Sector | Technology | Financials |
52-Week High | $330.74 | $79.91 |
52-Week Low | $160.16 | $21.20 |
Enterprise Value | $100.60B | $44.19B |
Dividend Yield | — | 0.69% |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $284.41, up 1.97% with strong quarterly earnings beats and positive AI-driven momentum. The stock shows bullish moving averages but neutral oscillators, with key resistance at $292. Revenue growth remains robust at $2.17B for 2025, though profitability challenges persist with a -8.21% net margin. Recent partnerships with OpenAI and government security clearances provide significant growth catalysts.
Outlook remains positive with 72.5% analyst buy ratings and a $347.89 consensus target, representing 22% upside. Key risks include premium valuation (P/S 39.82), ongoing net losses, and competitive pressures in cybersecurity. The AI security positioning and federal contract potential offer substantial growth opportunities if execution succeeds.
STM trades at $51.97, down 0.52% today, with a bullish technical signal and support near $52. The company reported mixed Q2 2026 earnings, beating EPS estimates but showing a net income margin of -0.39% in 2026. Recent news highlights AI data-center revenue targets exceeding $2 billion by 2027, driven by optical connectivity and industrial automation, though near-term margins face pressure from fab transitions.
Outlook is cautiously optimistic with a consensus price target of $71.83, implying 38% upside, supported by AI growth catalysts. Risks include earnings volatility, competitive pressures in semiconductors, and macroeconomic headwinds. Analysts are 52% buy-rated, but investors should monitor execution on profitability improvements.
Trailing returns across standard periods
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →