Cloudflare stock climbed on Friday after the company reported fourth-quarter earnings and revenue that topped Wall Street targets. The cybersecurity firm's full-year 2025 revenue guidance met expectations.
The company reported earnings after the market close on Thursday.
"Cloudflare delivered another strong quarter, exceeding consensus estimates on revenue and pro forma earnings," said William Blair analyst Jonathan Ho in a report. "Cloudflare highlighted significant opportunities in artificial intelligence where the company appears well positioned to benefit from growth in the AI inference market, which is showing signs of early traction with enterprise customers."
For the period that ended Dec. 31, Cloudflare earnings were 19 cents a share, up 26% from 15 cents a year earlier. Revenue climbed 27% to $459.9 million, the San Francisco-based company said.
Analysts predicted profit of 18 cents a share and revenue of $452 million.
On the stock market today Cloudflare stock popped over 10% to 155.90 in early trading.
Cloudflare Stock Earnings: Sales Guidance In Line
For full-year 2025, Cloudflare projected revenue of $2.092 billion, in line with estimates.
"Q1 guidance was slightly below expectations across the board while initial 2025 revenue guidance was essentially in-line at 26% growth," said RBC Capital analyst Matthew Hedberg in a report. "Overall, we think this is a good starting point as we expect a beat and raise cadence throughout the year."
The company hosts an investor day in March.
Started in 2009, Cloudflare works to speed up and provide security for web applications routed through its intelligent global network.
Heading into the Cloudflare earnings report, the stock had advanced 31% in 2025.
In addition, Cloudflare stock owns a Relative Strength Rating of 96 out of a best-possible 99, according to IBD Stock Checkup.
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