Cloudflare, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

NET Stock Rises 10% Post Q3 Results: Should You Buy, Sell or Hold?

Customer contract Earnings report Guidance raised AI-generated analysis

Cloudflare, Inc. (NET) shares rose 9.9% following the release of its third-quarter 2026 results on November 5, driven by earnings that significantly beat analyst expectations. The company reported non-GAAP earnings of 38 cents per share, surpassing the Zacks Consensus Estimate by 8.6%, while revenue reached...

Bullish Signals

  • Q3 non-GAAP earnings of 38 cents beat estimates by 8.6%.
  • Revenue grew 39.2% YoY to $782.5 million, beating consensus.
  • Raised full-year 2026 revenue guidance to ~$2.96 billion.
  • Raised non-GAAP earnings guidance to $1.35 per share.
  • Added 158,000 paying customers, nearly doubling the record.
2
Very Bullish +85

Cloudflare (NET) Stock Jumps 15% Premarket After Record Q3 and Raised Outlook

Earnings report Guidance raised New AI features AI-generated analysis

Cloudflare (NET) shares surged approximately 15% in premarket trading on Friday following a robust third-quarter earnings report that significantly exceeded Wall Street expectations. The Nasdaq Composite had previously suffered a sharp decline, but Cloudflare's strong performance stood out as the company reported adjusted earnings of...

Bullish Signals

  • Revenue grew 39% YoY to $782.5M, beating estimates by 6%.
  • Adjusted EPS of $0.38 exceeded expectations with a 41% YoY increase.
  • Operating margins hit a record 17.5%, best since IPO.
  • Raised full-year 2026 guidance to $2.96B-$2.97B, above consensus.
  • Goldman Sachs maintains Buy rating with $420 price target.
3
Very Bullish +85

Cloudflare Stock Is Up 78% Since January. Is the Rally Already Priced In?

AI integration Customer growth Earnings report AI-generated analysis

Cloudflare (NET) stock surged 78% since early January, closing at $349 on October 2, 2026, following a robust second quarter where revenue grew 36% year-over-year to $696.1 million, significantly beating the $665.5 million consensus estimate. The rally was driven by rapid expansion in its Workers...

Bullish Signals

  • Stock surged 78% to $349 on Oct 2, 2026.
4
Bullish +72

Cloudflare (NYSE:NET) delivers strong Q3 2026 numbers, stock jumps 18.2%

Earnings report Guidance raised AI-generated analysis

Cloudflare (NYSE:NET) reported robust third-quarter 2026 financial results, with revenue reaching $782.5 million, a 39.2% year-over-year increase that significantly beat Wall Street consensus estimates of $736.8 million. The company's non-GAAP profit per share was $0.38, surpassing analyst expectations by 10.6%, while adjusted operating income reached...

Bullish Signals

  • Q3 revenue hit $782.5M, up 39.2% YoY.

Bearish Signals

  • Operating margin declined to -8.7% from -6.7%.
  • Billings growth of 35.5% lagged revenue growth.
5
Bullish +65

Wells Fargo & Company Issues Positive Forecast for Cloudflare (NYSE:NET ...

AI-generated analysis

Wells Fargo & Company raised its price objective for Cloudflare (NYSE:NET) from $270.00 to $300.00, maintaining an overweight rating. This move aligns with a broader consensus of bullish sentiment among major analysts, including Citigroup's restated market outperform rating and Mizuho's target price boost to $310.00....

Bullish Signals

  • Price objective raised to $300.00.
  • Revenue beat estimates at $639.75 million.
  • EPS exceeded consensus at $0.25.
  • Revenue grew 33.5% year-over-year.
  • Hedge funds increased holdings significantly.

Bearish Signals

  • CEO sold 52,422 shares for $13 million recently.
  • Co-founder sold 35,080 shares for $7.5 million recently.
  • Insiders sold over $132 million in last 90 days.
  • Negative net margin of 3.72% reported this quarter.
  • Negative return on equity of 5.65% reported.
6
Bullish +65

Scotiabank Upgrades Cloudflare (NYSE:NET) to Sector Outperform

AI-generated analysis

Scotiabank upgraded Cloudflare (NYSE:NET) from a 'sector perform' to a 'sector outperform' rating, raising its price target to $300.00 from $225.00, implying roughly 21% upside. This move aligns with recent bullish sentiment from other major analysts, including Citizens JMP ($270 target), Morgan Stanley ($305 target),...

Bullish Signals

  • Scotiabank upgraded stock to sector outperform with $300 target.
  • Revenue surged 33.5% YoY to $639.75 million.
  • Beat earnings estimates with $0.25 EPS vs $0.23 consensus.
  • FY 2026 EPS targets set between $1.19 and $1.20.
  • Ameriflex Group increased stake by over 100%.

Bearish Signals

  • CEO sold $12.9M shares recently.
  • Total insider sales hit $149M in three months.
  • Guggenheim rates stock 'sell' at $140 target.
7
Bullish +65

Cloudflare, Inc. $NET Holdings Lessened by Capelight Capital Asset ...

AI-generated analysis

Institutional ownership of Cloudflare, Inc. (NYSE:NET) saw mixed activity in the first quarter, with Capelight Capital Asset Management LP reducing its stake by 11.1% to 40,000 shares worth $8.25 million. Conversely, several major investors significantly increased their positions, including Norges Bank which established a new...

Bullish Signals

  • Revenue surged 33.5% to $639.75 million.
  • Beat EPS estimates at $0.25 vs $0.23 expected.
  • Institutional investors significantly increased holdings.
  • Analysts raised price targets to $269-$280 with Buy ratings.
  • FY 2026 EPS guidance set at $1.19-$1.20.

Bearish Signals

  • CEO sold 52,384 shares worth $11.75 million.
  • Insiders sold 566,245 shares worth $121.3 million.
  • Guggenheim maintains a Sell rating with $140 target.
8
Bullish +60

Cloudflare to Post Q3 Earnings: Buy, Sell or Hold the Stock?

AI agents Customer growth Earnings report AI-generated analysis

Cloudflare (NET) is scheduled to report its third-quarter 2026 earnings on November 5, 2026. The company anticipates revenues between $736 million and $737 million, representing a year-over-year growth of approximately 30.5% against the Zacks Consensus Estimate of $733.3 million. For non-GAAP earnings per share, Cloudflare...

Bullish Signals

  • Revenue expected to grow 30.5% YoY driven by AI agents.

Bearish Signals

  • Gross margins pressured by rising infrastructure costs.
  • Stock trades at 27.88X forward P/S vs 3.85X avg.
9
Bullish +72

TD Cowen raises target for Cloudflare stock from USD 355.00 to USD 375.00

Analyst upgrade Company update AI-generated analysis

TD Cowen raised its price target for Cloudflare (NET) from USD 355.00 to USD 375.00 on October 13, 2026, maintaining a Buy rating ahead of the company's third-quarter earnings report scheduled for November 5, 2026. The analyst upgrade reflects strong recent financial performance and strategic...

Bullish Signals

  • TD Cowen raised price target to USD 375.00.
  • Q2 revenue surged 36% year-over-year to USD 696.10 million.
  • Large customers expanded 27% to 4,698.
  • Free cash flow doubled to USD 56.40 million.
  • Strategic integration strengthens developer platform capabilities.
10
Bullish +75

What Did Cloudflare Stock Investors Miss Before The Run?

AI integration New features AI-generated analysis

Cloudflare (NET) stock surged 63.5% between May 13 and November 11, 2026, significantly outperforming the S&P 500's 2.9% gain during the same period. This rally was driven by accelerating sales growth attributed to its Workers Developer Platform and AI agent workloads across its network. Management...

Bullish Signals

  • Stock rose 63.5% vs S&P 500's 2.9% gain.
  • Revenue growth accelerated from 26.5% to 33.6%.
  • Closed biggest contract averaging $42.5M annually.
  • New annual contract value grew nearly 50%.
  • Dollar-based net retention reached 122%.

Bearish Signals

  • Stock fell 14.6% despite positive financial signs.
  • Q4 revenue growth forecast dropped to 38%.
11
Bullish +65

Why is Cloudflare (NET) stock rocketing higher today

AI integration Earnings report Guidance raised AI-generated analysis

Cloudflare (NYSE:NET) shares surged 12% in the morning session following a third-quarter earnings report that significantly exceeded analyst expectations. The company reported Q3 revenue of $782.5 million, surpassing estimates of $736.8 million and representing a 39.2% year-on-year growth rate. Adjusted earnings per share reached 38...

Bullish Signals

  • Revenue grew 39.2% to $782.5M, beating estimates.
12
Bullish +65

JPMorgan Just Upgraded Cloudflare Stock. Here's Why.

AI integration Analyst upgrade Cloud expansion AI-generated analysis

JPMorgan analyst Samik Chatterjee has upgraded Cloudflare (NET) stock to an 'Overweight' rating and raised its price target to $350, suggesting nearly 30% upside from current levels. The upgrade comes as NET shares have declined approximately 23% from their year-to-date highs, creating a scenario where...

Bullish Signals

  • JPMorgan upgraded stock to 'Overweight' with $350 target, implying ~30% upside.
  • Shares down 23% from highs; trading at 46x sales seen as attractive entry.
  • RSI in early 30s suggests oversold levels often triggering a rally.
  • Analyst expects strategic efforts to accelerate sales growth rate to >35%.
  • Consensus mean price target ~$352 indicates continued potential for gains.
13
Bullish +65

JPMorgan upgrades Cloudflare (NET) to Overweight after selloff

Analyst upgrade AI-generated analysis

JPMorgan analyst Samik Chatterjee upgraded Cloudflare (NET) from Neutral to Overweight, citing an attractive valuation following a 26% stock decline over the past month. The analyst believes the company is well-positioned to accelerate revenue growth in the medium term, specifically targeting a rate of 35%...

Bullish Signals

  • JPMorgan upgraded to Overweight citing attractive valuation after 26% selloff.

Bearish Signals

  • JPMorgan maintained $350 price target despite upgrade.
  • AI boom instability creates cloud revenue uncertainty.
  • Midterm elections add political/economic volatility risk.
  • Nov 5 earnings critical for trend confirmation.
14
Somewhat Bullish +45

Cloudflare Climbs 6% as Cloud Stocks Rebound; Datadog Rises 5%, Snowflake Edges Higher

AI integration Company update AI-generated analysis

Cloudflare (NET) shares surged 6% to $323 early in the session, outpacing peers like Datadog and Snowflake as cloud software stocks rebounded. The rally was driven by raised full-year 2026 sales guidance ranging from $2.86 billion to $2.87 billion and strong momentum linked to AI-driven...

Bullish Signals

  • Shares surged 6% to $323, outperforming cloud ETFs.

Bearish Signals

  • $150.7M restructuring charge booked in Q2.
  • Non-GAAP gross margins compressed to 73.1%.
15
Bullish +65

Why Did Cloudflare Stock Jump?

Earnings report New AI features AI-generated analysis

Cloudflare (NET) shares surged 79.7% between January and October 2026, significantly outperforming the S&P 500, driven by accelerating revenue growth and a strategic partnership with OpenAI. The stock price has incorporated expectations that the company will achieve GAAP profitability by the end of 2028, despite...

Bullish Signals

  • Shares surged 79.7% over eight months, outperforming S&P 500.

Bearish Signals

  • Q2 net loss hit $170M due to $151M restructuring charges.
16
Somewhat Bullish +45

Cloudflare Climbs 6% as Cloud Stocks Rebound; Datadog Rises 5%, Snowflake Edges Higher - 24/7 Wall St.

AI integration Company update AI-generated analysis

Cloudflare (NET) shares surged 6% to $323, outpacing peers like Datadog and Snowflake in a broader cloud software rally driven by AI demand. The stock's strong performance was highlighted as the First Trust Cloud Computing ETF (SKYY) gained only 2%, indicating the rally is concentrated...

Bullish Signals

  • Shares surged 6% to $323 on AI demand.
  • Q2 revenue grew 35.9% YoY to $696.1M.
  • Raised full-year 2026 guidance to $2.86-$2.87B.
  • Over 50% of traffic was non-human in Q2.

Bearish Signals

  • Cloudflare recorded $150.7M restructuring charge in Q2.
  • Non-GAAP gross margins compressed to 73.1% year over year.
  • Missing $736-$737M revenue guidance could pressure shares.
17
Bullish +65

BTIG raised target for Cloudflare stock from USD 382.00 to USD 413.00

Analyst upgrade Earnings report AI-generated analysis

BTIG analyst firm raised its price target for Cloudflare (NET) from USD 382.00 to USD 413.00 on October 6, 2026, while maintaining a Buy rating. This bullish adjustment reflects strong demand across the company's core portfolio, including application security, Workers AI, Magic WAN, SASE, and...

Bullish Signals

  • BTIG raised price target to $413.00 with Buy rating.

Bearish Signals

  • Cloudflare net margin hit -8.21% in Q2.
  • High $123.4B cap leaves little error room.
18
Bullish +75

Cloudflare Helps End the Search-or-AI-Training Tradeoff

AI-generated analysis

Cloudflare, Inc. (NYSE: NET) announced today the launch of new controls and recommended settings that allow publishers to independently manage how their content is used for search, AI training, and AI agents. This initiative introduces an 'Accountable' designation for AI crawlers, enabling website owners to...

Bullish Signals

  • Resolved tradeoff between search discoverability and AI training control.
19
Bullish +75

Cloudflare (NET) Stock Jumps 10% as OpenAI Deal Turns Heads on Wall Street

AI-generated analysis

Cloudflare (NET) shares surged more than 10% on September 9, 2026, trading as high as $309.00 intraday before approaching $313. The rally was driven by the launch of a new AI-powered security service called Vulnerability Discovery and Remediation, which operates in partnership with OpenAI using...

Bullish Signals

  • Stock jumped >10% to $309.00 after new AI security service launch.

Bearish Signals

  • Cloudflare operates at GAAP loss while investing in infrastructure.
20
Bullish +75

Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%

AI-generated analysis

Cloudflare (NET) shares surged 9% to $308.52 in Wednesday morning trading following the announcement of a security partnership with OpenAI. The deal involves Cloudflare's Managed Defense service utilizing OpenAI's Daybreak cyber models to identify vulnerabilities, block attacks at the network edge, and generate code patches....

Bullish Signals

  • Shares surged 9% on OpenAI security partnership.
  • Q2 FY2026 revenue grew 36% to $696.1M.
  • Non-GAAP EPS of $0.29 beat consensus.
  • OpenAI deal validates agentic-AI positioning.

Bearish Signals

  • President & CEO scheduled share disposals per insider filings.