Cloudflare, Inc.

(New York Stock Exchange)

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

21
Bullish +65

Cloudflare (NYSE:NET) Director John Graham-Cumming Sells 2,520 Shares

AI-generated analysis

Cloudflare, Inc. (NYSE:NET) Director John Graham-Cumming sold 2,520 shares of the company's stock on Monday, August 10th, under a pre-arranged Rule 10b5-1 trading plan. The transaction averaged $303.97 per share, totaling approximately $766,004, representing a 0.51% decrease in his direct holdings. Following the sale, Graham-Cumming...

Bullish Signals

  • EPS beat at $0.29 vs $0.27 consensus.
  • Revenue surged 35.9% to $696.06 million.
  • TD Cowen raised target to $355, 'buy'.
  • Morgan Stanley set high $370 price target.
  • Jupiter stake jumped 1,984.7% to $39M.

Bearish Signals

  • Negative net margin of 8.21% and ROE of 3.88%.
  • Negative PE ratio of -529.48 due to unprofitability.
  • Analysts forecast annualized EPS of only $0.03.
22
Slightly Bullish +25

Cloudflare (NET) Projected to Release Earnings on Wednesday

AI-generated analysis

Cloudflare (NYSE:NET) is projected to release its Q2 2026 earnings after market close on Wednesday, August 5th, with an analyst consensus EPS estimate of $0.2684 and revenue of $664.67 million. The company previously reported Q1 2026 results on May 7th, beating EPS estimates by $0.02...

Bullish Signals

  • Revenue grew 33.5% YoY to $639.75M in Q1 2026.
  • Zacks upgraded stock from 'hold' to 'strong-buy' on July 20th.
  • TD Cowen raised price target to $300 with 'buy' rating.
  • Institutional ownership stands at a dominant 82.68% of shares.
  • Stock trades above 50-day ($251.41) and 200-day ($216.01) averages.

Bearish Signals

  • Negative net margin of 3.72% and ROE of 5.65% in Q1 2026.
  • Projected zero EPS for current and next fiscal years.
  • Weiss Ratings restated rating to 'sell (d-)' on July 17th.
  • Guggenheim reiterated 'sell' with $140 price target below trading price.
  • Benchmark cut Cloudflare to 'underperform' on July 7th.
  • P/E ratio of -1,131.64 indicates high valuation risk.
23
Slightly Bullish +25

Oracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?

AI-generated analysis

Shares of Oracle (NYSE:ORCL) have fallen approximately 33% over the past month as investors de-risk from heavy AI capital expenditure, despite reporting strong Q4 FY2026 revenue of $19.18 billion with cloud infrastructure growing 93% year-over-year. The stock is currently trading around $127, down to a...

Bullish Signals

  • Oracle Q4 FY2026 revenue: $19.18B, cloud infra +93% YoY.
  • Cloudflare up 19%, Q1 2026 revenue +34% to $640M.
  • CoreWeave Q1 FY2026 revenue +112% to $2.08B, backlog $99.4B.
  • Snowflake FY2027 guidance raised to $5.84B, Q1 up 34%.
  • KeyBanc upgraded Snowflake to $325 target with Overweight rating.

Bearish Signals

  • Oracle stock fell 33% amid heavy AI capex de-risking.
  • Oracle burned $23.7B free cash flow on $55.7B capex.
  • CoreWeave cratered 38% with $4.7B free cash flow burn.
  • Cloudflare trades at steep 60x price-to-book ratio, unprofitable.
  • CoreWeave is volatile and unsuitable for reducing AI risk.
24
Bullish +75

NET Stock Alert: What to Know as Cloudflare Teams Up With OpenAI

AI-generated analysis

Cloudflare (NET) shares rallied approximately 35% year-to-date following the announcement of a pioneering research pilot partnership with OpenAI. This collaboration leverages Cloudflare's massive network telemetry data, which covers over 20% of global internet traffic, to optimize how AI search engines discover and index content in...

Bullish Signals

  • Shares rallied 35% year-to-date on strong AI confidence.
  • Partnership strengthens role in AI stack and data demand.
  • Analysts project nearly 15% upside with $305 targets.
  • Embedded in OpenAI growth via agentic AI workloads.
  • Gateway for over 20% of global internet traffic.
25
Bullish +65

Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?

AI-generated analysis

Shares of Cloudflare (NYSE:NET) rose approximately 9% in midday trading to roughly $269, approaching a fresh 52-week high of $276.81. This outperformance occurred despite a broader risk-off session where the NASDAQ 100 fell 1.3%. The rally was primarily driven by an upgrade from Scotiabank analyst...

Bullish Signals

  • Scotiabank upgraded NET to Sector Outperform with $300 target.
  • Q1 FY2026 revenue of $639.75M grew 34% YoY.
  • Workers platform gaining traction as default runtime for AI apps.
  • Analyst forecasts Cloudflare could beat estimates by five percentage points.
  • CEO confirms AI is biggest tailwind in Cloudflare's history.

Bearish Signals

  • 200x forward P/E creates valuation risk if AI narrative falters.
  • Scotiabank warns premium multiple risks a sharp price reset.
  • Volatile names face rapid sentiment rotation; keep positions modest.