Company updateCustomer growthEnterprise deploymentAI-generated analysis
Cloudflare (NET) is leveraging its unified platform strategy to consolidate enterprise security, networking, and developer services, helping clients reduce tool sprawl. In the second quarter of 2026, a Global 2000 European technology company signed a three-year, $11 million contract for Cloudflare's Application Services and Zero Trust products, replacing five legacy solutions with plans to eliminate up to seven more.
Another significant win involved a Fortune 100 technology company that signed a three-year, $5.2 million deal for Cloudflare's full SASE portfolio. This customer is migrating its global workforce to a single Zero Trust platform, citing Cloudflare's faster network performance and single-pane management as key differentiators against first-generation vendors.
The company's developer platform is driving cross-sell success, exemplified by an Asia-Pacific technology firm that expanded from an $8.7 million Application Services contract to a $4 million Workers deal within one year. Cloudflare reported 4,698 customers generating over $100,000 in annual revenue as of the second quarter, a 27% year-over-year increase representing 73% of total revenue.
Analysts project Cloudflare's revenue growth of 32.5% for 2026 and 28.6% for 2027, with consensus earnings estimates pegged at $1.26 per share for 2026, a 35.5% increase from the prior year. Despite an 82% year-to-date stock price jump, NET trades at a forward P/S ratio of 36.50, significantly above the industry average, leading Zacks to assign it a 'Hold' rank.
📈 NET secured $11M and $5.2M contracts for Application Services and SASE products.
🔄 An Asia-Pacific customer expanded usage from $8.7M to $4M in one year.
📊 NET ended Q2 2026 with 4,698 enterprise customers generating over $100k annual revenue.
🚀 Analysts forecast NET revenue growth of 32.5% for 2026 and 28.6% for 2027.
🛑 Zacks assigns NET a Hold rank due to its high forward P/S ratio of 36.50.
📈 Cloudflare secured a $11 million, three-year contract with a Global 2000 European tech firm for Application Services and Zero Trust products.
💼 A Fortune 100 technology company signed a $5.2 million deal to replace legacy VPNs and virtual desktops with Cloudflare's SASE portfolio.
🔄 An Asia-Pacific customer expanded its usage from an $8.7 million Application Services contract to a $4 million Workers deal in just one year.
📊 Cloudflare ended Q2 2026 with 4,698 enterprise customers generating over $100k in annual revenue, up 27% year-over-year.
🚀 Analysts forecast NET revenue growth of 32.5% for 2026 and 28.6% for 2027.
💰 The Zacks Consensus Estimate for NET's 2026 earnings is $1.26 per share, representing a 35.5% increase from the previous year.
📉 Shares of Cloudflare have jumped 82% year-to-date, significantly outperforming the Zacks Internet – Software industry's 9.1% return.
⚖️ NET trades at a forward price-to-sales ratio of 36.50, which is substantially higher than the industry average of 4.42.
🛑 Zacks assigns Cloudflare a Rank #3 (Hold) due to its overvalued status relative to peers.
🤝 Competitors like Palo Alto Networks and Zscaler are also gaining ground through platform expansion and AI innovation.
Bullish Signals
Secured $11M contract replacing five legacy solutions.
Risk Factors
Forward P/S ratio of 36.50 far exceeds industry average of 4.42.
Zacks ranks it Hold due to overvalued status relative to peers.
Bullish Signals
Cloudflare secured a $11 million, three-year contract with a Global 2000 European tech firm to replace five legacy point solutions.
A Fortune 100 technology company signed a $5.2 million deal for Cloudflare's full SASE portfolio, citing faster network performance and single-pane management as key wins.
An Asia-Pacific customer expanded its relationship from an $8.7 million Application Services contract to a $4 million Workers deal in just one year.
Cloudflare ended Q2 2026 with 4,698 enterprise customers generating over $100k in annual revenue, up 27% year-over-year.
Analysts forecast NET revenue growth of 32.5% for 2026 and 28.6% for 2027.
The Zacks Consensus Estimate for NET's 2026 earnings is $1.26 per share, a 35.5% increase from the previous year.
Shares of Cloudflare have jumped 82% year-to-date, significantly outperforming the Zacks Internet – Software industry's 9.1% return.
Risk Factors
NET trades at a forward price-to-sales ratio of 36.50, which is significantly higher than the industry average of 4.42.
Zacks assigns Cloudflare a Rank #3 (Hold) due to its overvalued status relative to peers.
Cloudflare, Inc. (NYSE:NET) Director Carl Ledbetter sold 5,000 shares of the company's stock on September 22nd under a pre-arranged Rule 10b5-1 trading plan. The transaction averaged $353.15 per share, totaling $1,765,750, leaving Ledbetter with an ownership stake of 873,073 shares valued at approximately $308 million. This sale represents a minor decrease of 0.57% in his overall holdings.
Financially, Cloudflare reported strong quarterly performance following its August 6th earnings announcement. The company generated revenue of $696.06 million, surpassing analyst estimates of $664.66 million and marking a 35.9% year-over-year increase. It posted earnings per share of $0.29, beating the consensus estimate of $0.27, though it continues to operate with negative net margins and return on equity.
Institutional investor sentiment remains robust with several major funds increasing their positions in the fourth quarter and first quarter. Notable increases include Geode Capital Management lifting its stake by 4.2%, Jennison Associates growing its position by 135.8%, and Norges Bank acquiring a new stake valued at roughly $718 million. Hedge funds and other institutional investors collectively own 82.68% of the company's outstanding stock.
Wall Street analysts maintain a generally positive outlook on Cloudflare despite mixed recent ratings. Brokerages such as Morgan Stanley, Needham & Company, and Piper Sandler have reiterated 'overweight' or 'buy' ratings with price targets ranging from $370 to $380. The average analyst price target stands at $321.85, while the stock trades near its 50-day moving average of $296.73.
⚠️ Director Carl Ledbetter sold 5,000 shares for $1.76M under Rule 10b5-1 plan.
📈 Q3 revenue hit $696M, beating estimates with 35.9% year-over-year growth.
📈 EPS of $0.29 surpassed consensus estimate of $0.27 for quarter ending Aug 6.
🏦 Geode Capital increased stake by 4.2% to own over 6 million shares.
📉 Stock trades at $124.85B market cap with negative net margins of -8.21%.
📉 Director Carl Ledbetter sold 5,000 shares for $1,765,750 under a pre-arranged Rule 10b5-1 trading plan on September 22nd.
💰 Cloudflare reported Q3 revenue of $696.06 million, beating analyst estimates of $664.66 million and growing 35.9% year-over-year.
📈 The company posted EPS of $0.29, surpassing the consensus estimate of $0.27 for the quarter ending August 6th.
🏦 Geode Capital Management increased its stake by 4.2% to own over 6 million shares worth approximately $1.18 billion.
📈 Jennison Associates significantly expanded its position by 135.8%, adding 2.5 million shares valued at roughly $907 million.
🏦 Norges Bank acquired a new stake in Cloudflare valued at approximately $718 million during the fourth quarter.
📈 Morgan Stanley reiterated an 'overweight' rating with a price target of $370.00 on August 7th.
📈 Needham & Company raised its price target to $380.00 and maintained a 'buy' rating in late August.
📉 Weiss Ratings restated a 'sell (d-)' rating, contrasting with the majority of bullish analyst sentiment.
📊 The stock trades at a market capitalization of $124.85 billion with a beta of 1.66 indicating higher volatility.
📉 Cloudflare continues to report negative net margins of -8.21% and negative return on equity of -3.88%.
📈 Institutional ownership stands at 82.68%, reflecting strong confidence from major asset managers and hedge funds.
Bullish Signals
Revenue grew 35.9% YoY to $696M, beating estimates.
Risk Factors
Cloudflare reported net margin of -8.21% and ROE of -3.88%.
Weiss Ratings restated 'sell (d-)' rating on July 17th.
Wall Street Zen lowered rating from 'buy' to 'hold'.
Stock trades at negative P/E ratio of -608.98.
Bullish Signals
Cloudflare generated $696.06 million in revenue for the quarter, exceeding analyst estimates of $664.66 million by over $31 million.
The company beat earnings expectations with $0.29 EPS compared to the consensus estimate of $0.27.
Revenue grew 35.9% year-over-year, demonstrating strong top-line expansion in its core connectivity and security services.
Geode Capital Management increased its stake by 4.2%, now holding over 6 million shares valued at $1.18 billion.
Jennison Associates grew its position by 135.8% in the first quarter, adding 2.5 million shares to its portfolio.
Norges Bank initiated a new stake valued at approximately $718 million, signaling institutional confidence.
Morgan Stanley maintained an 'overweight' rating with a price target of $370.00, suggesting upside potential.
Needham & Company raised its price target to $380.00 and reaffirmed a 'buy' rating on August 7th.
Piper Sandler lifted its price objective to $333.00 with an 'overweight' rating in late August.
The average analyst price target of $321.85 remains above the current trading price near the 50-day moving average.
Risk Factors
Cloudflare reported a negative net margin of -8.21% and a negative return on equity of -3.88% for the quarter.
Weiss Ratings restated a 'sell (d-)' rating on July 17th, providing a bearish counterpoint to other analysts.
Wall Street Zen lowered its rating from 'buy' to 'hold' in early September, reflecting some analyst caution.
The stock trades at a negative price-to-earnings ratio of -608.98 due to current losses despite revenue growth.
Cloudflare, Inc. (NYSE:NET) CFO Thomas Seifert sold 10,000 shares of the company's stock on September 17th for a total value of $3,324,600. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan, reducing his direct ownership by 8.48% to approximately 107,902 shares. Following the sale, Seifert's holdings were valued at roughly $35.87 million.
Financially, Cloudflare reported strong quarterly performance with revenue reaching $696.06 million, a 35.9% year-over-year increase that beat consensus estimates. The company posted earnings per share of $0.29, surpassing analyst expectations of $0.27. Despite the revenue growth and earnings beat, the company reported a negative net margin of 8.21% and a negative return on equity of 3.88% for the quarter.
Analyst sentiment remains mixed regarding Cloudflare's valuation and future outlook. While Scotiabank and Oppenheimer raised their price targets to $390 and $380 respectively with 'outperform' ratings, DZ Bank downgraded the stock to a 'strong sell'. The consensus rating is currently a 'Moderate Buy' with an average price target of $321.85, which sits below recent trading levels.
Institutional ownership stands at 82.68%, with several hedge funds increasing their stakes in the second quarter. Cornerstone Financial Management LLC boosted its holdings by 65.3%, while CX Institutional and others also increased positions. The company maintains a market capitalization of $124.36 billion and continues to provide cloud-based connectivity, security, and performance services for internet-connected resources.
⚠️ CFO Thomas Seifert sold 10,000 NET shares for $3.3M under Rule 10b5-1 plan.
📈 NET revenue grew 35.9% YoY to $696M, beating EPS consensus of $0.27.
⚠️ NET reported negative net margin of 8.21% and negative ROE of 3.88%.
🏦 Institutional ownership stands at 82.68%, with Cornerstone increasing holdings by 65.3%.
🎯 Analyst consensus is 'Moderate Buy' with an average price target of $321.85.
📉 CFO Thomas Seifert sold 10,000 shares of Cloudflare stock on September 17th for $3,324,600 under a pre-arranged Rule 10b5-1 trading plan.
💰 The sale reduced the CFO's direct ownership by 8.48%, leaving him with 107,902 shares valued at approximately $35.87 million.
📈 Cloudflare reported quarterly revenue of $696.06 million, representing a significant 35.9% year-over-year growth.
✅ The company beat earnings consensus estimates with EPS of $0.29 compared to the expected $0.27.
⚠️ Despite top-line growth, Cloudflare reported a negative net margin of 8.21% and a negative return on equity of 3.88% for the quarter.
📊 Scotiabank raised its price target to $390 with an 'outperform' rating, while Oppenheimer lifted its target to $380.
📉 DZ Bank downgraded Cloudflare from a 'strong buy' to a 'strong sell' in a research note issued on August 7th.
🏦 Institutional investors maintain a dominant 82.68% stake in the company, with Cornerstone Financial increasing holdings by 65.3%.
📉 The stock trades at a negative P/E ratio of -606.59 and has a market capitalization of $124.36 billion.
🎯 Analyst consensus is currently rated 'Moderate Buy' with an average price target of $321.85.
Bullish Signals
Revenue surged 35.9% YoY to $696.06 million.
Risk Factors
Cloudflare reported negative net margin of 8.21% and ROE of 3.88%.
Bullish Signals
Cloudflare achieved a significant 35.9% year-over-year revenue increase, reporting $696.06 million in quarterly revenue.
The company beat earnings consensus estimates with EPS of $0.29 versus the expected $0.27.
Scotiabank increased its price target to $390 and reaffirmed an 'outperform' rating on Cloudflare stock.
Oppenheimer lifted its price target from $330 to $380 with an 'outperform' rating.
Cornerstone Financial Management LLC boosted its holdings by 65.3% in the second quarter, now owning 119 shares.
CX Institutional increased its holdings by 49.4% during the second quarter, adding 44 shares to its position.
Risk Factors
Cloudflare reported a negative net margin of 8.21% and a negative return on equity of 3.88% for the latest quarter.
DZ Bank downgraded Cloudflare from a 'strong buy' to a 'strong sell' rating in a research note.
Wall Street Zen cut its rating from 'buy' to 'hold' in a report issued on September 6th.
Cloudflare has introduced new AI crawling controls allowing website owners to manage search indexing, AI training, and agent access separately. The company replaced its previous single 'Block AI Bots' switch with granular settings, including an 'Accountable' designation for crawlers and a specific 'Disallow AI Training' option. This update enables site owners to restrict AI model training while maintaining content availability for traditional search engines, addressing growing concerns over data usage by large language models.
The new feature set includes 'Bot Preference Sync,' which allows administrators to configure crawling preferences once across supported crawlers. Cloudflare reports that mixed-use crawlers currently account for 36.6% of verified traffic on its network, with 17% of website owners already restricting AI training access. For advertising-supported sites, the default configuration keeps search crawling enabled but disallows AI training and blocks agents on pages containing ads.
Investors are closely monitoring Cloudflare's stock performance and valuation as the company integrates these new controls into its broader AI strategy. The stock recently traded at USD 323.60, representing a 43.9% gain over 90 days, though analysts note the market cap of USD 115.2 billion is significantly higher than Simply Wall St's estimated fair value of USD 167.45. The company reported second-quarter 2026 revenue of USD 696.1 million, a 36% year-over-year increase, despite posting a net loss of USD 170 million for the quarter.
🤖 NET launched new AI crawling controls for granular data management.
📊 36.6% of verified traffic comes from mixed-use crawlers at NET.
💰 NET stock rose 43.9% in 90 days to USD 323.60.
📈 Q2 2026 revenue hit USD 696.1 million, up 36% year-over-year.
⚠️ NET reported a net loss of USD 170 million in Q2 2026.
🤖 Cloudflare launched new AI crawling controls separating search indexing, AI training, and agent access to give website owners granular management over their data.
📊 The company reported that mixed-use crawlers account for 36.6% of verified traffic, with 17% of site owners currently restricting AI training access.
💰 Cloudflare's stock price rose 43.9% over the last 90 days to USD 323.60, though its market cap of USD 115.2 billion exceeds analyst fair value estimates.
📈 Second-quarter 2026 revenue reached USD 696.1 million, marking a 36% increase compared to the same period last year.
⚠️ Despite strong revenue growth, Cloudflare reported a net loss of USD 170 million during the second quarter of 2026.
🛡️ The new 'Bot Preference Sync' feature allows administrators to set crawling preferences once across supported crawlers for easier management.
🔒 Default settings for advertising-supported websites now keep search crawling enabled while disallowing AI training and blocking agents on ad-bearing pages.
Bullish Signals
Cloudflare launched granular AI crawling controls for data privacy.
Q2 2026 revenue hit USD 696.1M, up 36% YoY.
Stock surged 43.9% in 90 days to USD 323.60.
Risk Factors
Cloudflare reported a substantial net loss of USD 170 million in Q2 2026.
Market cap of USD 115.2 billion exceeds analyst fair value estimates.
Bullish Signals
Cloudflare introduced granular AI crawling controls that allow website owners to restrict AI training while maintaining traditional search indexing, enhancing data privacy offerings.
The company reported second-quarter 2026 revenue of USD 696.1 million, representing a significant 36% year-over-year growth driven by expanding AI exposure.
Cloudflare's stock price surged 43.9% over the last 90 days to reach USD 323.60, reflecting strong investor interest in its AI infrastructure capabilities.
Risk Factors
Despite a 36% revenue increase, Cloudflare reported a substantial net loss of USD 170 million in the second quarter of 2026.
The company's current market capitalization of USD 115.2 billion is significantly higher than analyst fair value estimates of approximately USD 167.45, suggesting potential valuation concerns.
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 refuse AI training while remaining fully discoverable in traditional search results.
The company reports that mixed-use crawlers now constitute 36.6% of verified crawler traffic on its network. Previously, refusing AI training often meant losing search visibility from these crawlers; the new settings resolve this tradeoff by allowing site owners to block training without affecting search indexing. Major tech giants including Apple, Google, and Microsoft have been labeled as 'Accountable' for meeting specific criteria or providing timelines to do so.
Cloudflare is replacing its previous 'Block AI Bots' switch with three independent controls: one for search, one for AI training, and one for AI agents. New websites on the platform will see tailored recommended settings based on their business model, such as disallowing AI training for ad-carrying sites while keeping search crawling active. The company also introduces 'Bot Preference Sync' to simplify managing these preferences across all supported crawlers.
To qualify for the 'Accountable' designation, crawler operators must meet four requirements, including providing clear opt-out mechanisms for AI training and summaries, offering URL-level visibility into content usage, and publicly confirming that opting out of training will not impact search rankings. Cloudflare states it is actively participating in IETF standards work to support these emerging preferences.
🚀 NET launches controls letting publishers refuse AI training while staying in search results.
⚙️ NET replaces single block switch with three independent controls for search, training, and agents.
🤖 NET applies tailored settings like blocking AI agents on ad pages by default.
🔄 NET introduces Bot Preference Sync to apply crawling preferences across all crawlers.
📜 NET requires operators to meet four requirements for 'Accountable' AI crawling designation.
🚀 Cloudflare launches new controls allowing publishers to refuse AI training while staying fully in search results.
📊 Mixed-use crawlers now account for 36.6% of verified crawler traffic on Cloudflare's network.
✅ Apple, Google, and Microsoft are labeled as 'Accountable' for meeting criteria or setting timelines for compliance.
⚙️ The company replaces the single 'Block AI Bots' switch with three independent controls for search, training, and agents.
🤖 New websites receive tailored recommended settings, such as blocking AI agents on ad-carrying pages by default.
🔄 Cloudflare introduces 'Bot Preference Sync' to apply crawling preferences automatically across all supported crawlers.
📜 Operators must meet four specific requirements to earn the 'Accountable' designation for AI crawling.
🔍 Google's 'Google-Extended' and other separate crawler strategies allow Cloudflare to block training without affecting search.
🌐 Cloudflare is participating in IETF standards work, including the development of the 'ai-prefs' specification.
Bullish Signals
Resolved tradeoff between search discoverability and AI training control.
Bullish Signals
Cloudflare successfully resolves the long-standing tradeoff between search discoverability and AI training control for website owners.
The company secures 'Accountable' status from major industry leaders like Apple, Google, and Microsoft, validating its new criteria.
Mixed-use crawlers now represent a significant 36.6% of traffic on Cloudflare's network, highlighting the relevance of these new controls.
The introduction of 'Bot Preference Sync' simplifies management for customers by applying preferences automatically across all crawlers.
Cloudflare, Inc. (NYSE:NET) Director Carl Ledbetter sold 5,000 shares of the company's stock on September 14th for a total value of $1,561,100. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan, resulting in a 0.57% decrease in his ownership stake. Following the sale, Ledbetter retained 878,073 shares, which are valued at approximately $274 million.
Financially, Cloudflare reported strong quarterly performance with revenue reaching $696.06 million, a 35.9% year-over-year increase that beat analyst estimates of $664.66 million. The company posted earnings per share of $0.29, surpassing the consensus estimate of $0.27. Despite these operational gains, the firm reported a negative net margin of 8.21% and a negative return on equity of 3.88% for the quarter.
Analyst sentiment remains robust with a consensus target price of $320.19 and an average rating of 'Moderate Buy.' Major institutions have increased their positions, including Geode Capital Management boosting holdings by 4.2% in the fourth quarter and Jennison Associates lifting its position by 135.8%. Several firms, such as Royal Bank Of Canada and Piper Sandler, have raised price targets or maintained strong buy ratings.
⚠️ NET Director Carl Ledbetter sold 5,000 shares for $1.56M via Rule 10b5-1 plan.
📈 NET beat estimates with $696M revenue (35.9% YoY) and $0.29 EPS.
🏦 Institutional investors accumulate NET shares; Geode +4.2%, Jennison +135.8%.
🎯 Analysts rate NET 'Moderate Buy' with $320.19 average price target.
📊 NET market cap is $115.65B with 1.22 debt-to-equity ratio.
📉 Director Carl Ledbetter sold 5,000 shares of NET stock on September 14th for $1.56 million under a pre-arranged Rule 10b5-1 trading plan.
💰 Cloudflare reported quarterly revenue of $696.06 million, representing a 35.9% year-over-year increase that beat analyst estimates.
📈 The company posted EPS of $0.29, beating the consensus estimate of $0.27 for the quarter.
🏦 Institutional investors are accumulating shares, with Geode Capital Management increasing holdings by 4.2% and Jennison Associates boosting its position by 135.8%.
🎯 Analysts maintain a 'Moderate Buy' consensus rating with an average price target of $320.19 for the stock.
📊 The company's market capitalization stands at $115.65 billion with a debt-to-equity ratio of 1.22.
Bullish Signals
Revenue grew 35.9% YoY to $696M, beating estimates.
EPS of $0.29 beat the consensus estimate of $0.27.
Geode Capital increased holdings by 4.2%.
Royal Bank raised price target to $346 with 'outperform' rating.
Piper Sandler lifted target to $333 with 'overweight' rating.
Risk Factors
Negative net margin of 8.21% and ROE of 3.88%.
Analysts forecast EPS of only $0.03 this year.
Bullish Signals
Cloudflare reported quarterly revenue of $696.06 million, a significant 35.9% year-over-year increase that exceeded analyst estimates of $664.66 million.
The company beat earnings expectations with EPS of $0.29 compared to the consensus estimate of $0.27.
Major institutional investors are increasing their stakes, including Geode Capital Management boosting holdings by 4.2% and Jennison Associates lifting its position by 135.8%.
Royal Bank Of Canada raised its price target from $290.00 to $346.00 while maintaining an 'outperform' rating on the stock.
Piper Sandler lifted its price target from $250.00 to $333.00 and reaffirmed an 'overweight' rating for Cloudflare.
Risk Factors
The company reported a negative net margin of 8.21% and a negative return on equity of 3.88% for the quarter.
Analysts forecast that Cloudflare will post earnings per share of only $0.03 for the current fiscal year, indicating low near-term profitability expectations.
Jim Cramer highlighted Cloudflare (NET) as one of his favorite stocks during a segment on Mad Money, noting that both it and Akamai are benefiting from rising demand for cybersecurity and cloud infrastructure. However, the article emphasizes that their financial profiles differ significantly, with Cloudflare growing much faster but trading at a far higher valuation compared to its peers.
Cloudflare reported strong second-quarter results with revenue increasing 36% year-over-year to $696.1 million, driven by robust growth in current remaining performance obligations which rose 35%. The company provided full-year 2026 guidance expecting revenue between $2.864 billion and $2.870 billion, alongside non-GAAP operating income of $443 million to $445 million.
Despite its rapid expansion, Cloudflare remains unprofitable on a GAAP basis, reporting an operating loss of $205.7 million in the second quarter. The stock trades at a P/E ratio of 246x next year's earnings, creating a valuation risk that requires continued strong growth and progress toward GAAP profitability to justify its current price.
Institutional sentiment shows mixed signals with hedge fund holders increasing for Cloudflare while short interest remains low at roughly 2.1% to 2.3% of the float. Analysts caution that the bear case centers on execution risks and whether the company can sustain its high growth trajectory to support its expensive multiple.
📈 NET revenue grew 36% YoY to $696.1M in Q2.
💼 Full-year 2026 revenue expected between $2.864B and $2.870B.
📉 GAAP operating loss reached $205.7M while remaining unprofitable.
💰 High valuation with P/E ratio of 246x on next year's earnings.
⚠️ Faces execution risks regarding power and space constraints like peers.
Cloudflare (NET) shares surged 10.5% to close at $314.18, driven by investor enthusiasm for its new OpenAI-powered Vulnerability Discovery and Remediation service announced on September 3. This early-access product leverages Cloudflare's global network traffic and security context alongside GPT-5.6 Cyber models to automatically identify vulnerabilities, propose web-application-firewall rules at the edge, and generate code patches for human review.
The rally highlights a stark valuation challenge for NET shareholders, who now face a price-to-sales multiple of approximately 41x based on management's 2026 revenue guidance. While the company reported strong underlying growth with second-quarter revenue up 36% year-over-year to $696.1 million and rising remaining performance obligations, the stock's premium valuation leaves little room for slower bookings or execution delays.
Analysts note that while Cloudflare possesses a credible technical advantage in connecting code-level findings with live exploit traffic, the new service remains invitation-only with no disclosed pricing or revenue contribution. Consequently, the stock's next move depends on converting this product story into tangible commercial proof and disclosed economics to justify its current equity value of roughly $117.5 billion.
📈 NET stock jumped 10.5% to $314.18 following OpenAI security service announcement.
💰 Investors demand paid adoption evidence as valuation sits at 41x 2026 revenue target.
📊 Q2 revenue grew 36% YoY to $696.1M with remaining obligations up 35%.
⚠️ GAAP gross margin declined to 71.8% due to growth investments.
🔒 New security service is invitation-only for Enterprise customers with no price date.
📈 Cloudflare stock jumped 10.5% to close at $314.18, trading as high as $317.55 on Wednesday, September 9.
🛡️ The rally follows the announcement of a new OpenAI-powered Vulnerability Discovery and Remediation service combining GPT-5.6 Cyber models with Cloudflare's global network traffic.
💰 At roughly 41 times management's 2026 revenue target, investors are demanding evidence of paid adoption rather than just product demos.
📊 Second-quarter revenue grew 36% year-over-year to $696.1 million, with current remaining performance obligations rising 35%.
⚠️ GAAP gross margin declined to 71.8% in the second quarter from 74.9% a year earlier as the company invests for growth.
🔒 The new security service is currently invitation-only for selected Enterprise customers with no disclosed price or general availability date.
🚀 A successful launch could deepen enterprise contracts and provide sales teams another route into security budgets.
📉 The stock's premium multiple implies that the market has already priced in the technical advantage, requiring execution to catch up.
🗣️ CFO Thomas Seifert is scheduled to present at the Goldman Sachs Communacopia + Technology Conference on September 9.
Bullish Signals
Stock rallied 10.5% on OpenAI-powered security confidence.
Q2 revenue grew 36% to $696.1M.
Connects code findings with live exploit traffic.
Auto-proposes WAF rules at the edge.
Deepens enterprise contracts via Managed Defense.
Risk Factors
Trades at 41x 2026 revenue target.
New OpenAI service is invitation-only.
GAAP operating loss widened to $205.7M.
Premium valuation limits room for slower bookings.
Bullish Signals
Cloudflare stock rallied 10.5% to $314.18, demonstrating strong investor confidence in its new OpenAI-powered security capabilities.
The company reported robust second-quarter revenue growth of 36% year-over-year, reaching $696.1 million with rising remaining performance obligations.
Cloudflare's unique position in the request path for millions of Internet properties allows it to connect code-level findings with live exploit traffic effectively.
The new Vulnerability Discovery and Remediation service offers a significant technical advantage by automatically proposing tailored web-application-firewall rules at the edge.
Successful adoption of the new security platform could deepen enterprise contracts and enhance the value of Managed Defense as a comprehensive solution.
Risk Factors
The stock trades at approximately 41 times management's 2026 revenue target, representing a demanding valuation that requires immediate commercial proof.
The new OpenAI-powered service is currently invitation-only with no disclosed price or expected contribution to revenue, limiting near-term forecastability.
GAAP operating loss widened to $205.7 million in the second quarter, though non-GAAP operating income remained positive at $96.1 million.
The premium valuation leaves little room for slower bookings, weaker expansion, or a product that improves retention without creating incremental revenue.
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 its Daybreak models.
The new tool automatically scans for high-risk software vulnerabilities, blocks attacks at the network edge, and generates code patches before security teams are typically notified. This initiative deepens Cloudflare's relationship with OpenAI through their expanded 'Daybreak Defense Network' collaboration.
Institutional investors including HighTower Advisors and Virginia Retirement Systems increased their stakes, reinforcing the stock's momentum alongside the product news. The company reported 36% year-over-year revenue growth in its most recent quarter and raised its full-year outlook despite continuing to operate at a GAAP loss while investing heavily in infrastructure.
The rally occurred while the broader market slipped, with peers like CrowdStrike and Zscaler not seeing comparable moves. While Cloudflare President Michelle Zatlyn sold approximately $27.7 million in stock under a pre-arranged Rule 10b5-1 trading plan, analysts view this as routine activity that does not detract from the company's strong financial performance and AI positioning.
📈 NET stock surged over 10% to settle near $313.
🤝 NET partnered with OpenAI to launch new AI security tools.
🛡️ New tool uses GPT-5.6 Cyber to auto-scan and patch vulnerabilities.
📊 NET reported 36% revenue growth and raised full-year outlook.
🏦 Institutional investors increased stakes in NET.
📈 Cloudflare stock jumped more than 10% on September 9, 2026, reaching an intraday high of $309.00 before settling near $313.
🤝 The company launched a new AI-powered security service called Vulnerability Discovery and Remediation in partnership with OpenAI.
🛡️ The new tool runs on OpenAI's Daybreak models, including GPT-5.6 Cyber, to automatically scan for vulnerabilities and generate code patches.
📊 Cloudflare reported 36% year-over-year revenue growth in its most recent quarter and raised its full-year outlook.
🏦 Institutional investors HighTower Advisors and Virginia Retirement Systems increased their stakes in the company.
💰 The stock is up 44.20% year to date with a market cap of approximately $99.3 billion.
📉 The rally was entirely company-specific, occurring while the S&P 500 and Nasdaq declined slightly.
👩💼 Cloudflare President Michelle Zatlyn sold approximately $27.7 million in stock under a pre-arranged Rule 10b5-1 trading plan.
🚀 The company recently added support for Cursor Cloud Agents and launched Adaptive Intelligence tools.
📈 Technical sentiment on the stock is currently rated as a Buy.
Bullish Signals
Stock jumped >10% to $309.00 after new AI security service launch.
Risk Factors
Cloudflare operates at GAAP loss while investing in infrastructure.
Bullish Signals
Cloudflare stock jumped more than 10% to an intraday high of $309.00 following the launch of a new AI-powered security service.
The company reported 36% year-over-year revenue growth in its most recent quarter and raised its full-year outlook.
Institutional investors including HighTower Advisors and Virginia Retirement Systems increased their stakes, reinforcing investor confidence.
The stock is up 44.20% year to date with a market cap of approximately $99.3 billion.
Cloudflare deepened its strategic partnership with OpenAI through the Daybreak Defense Network collaboration.
The company successfully launched Adaptive Intelligence tools and added support for Cursor Cloud Agents, positioning itself as infrastructure for AI-heavy workloads.
Risk Factors
Cloudflare continues to operate at a GAAP loss while investing heavily in infrastructure.
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. Investors view this collaboration as strong validation for Cloudflare's agentic-AI strategy, distinguishing it from peers like CrowdStrike and Palo Alto Networks which saw minimal movement.
The company reported Q2 FY2026 results showing revenue of $696.1 million, a 36% year-over-year increase, with non-GAAP EPS of $0.29 beating the consensus of $0.27. CEO Matthew Prince anchored the partnership to surging enterprise demand for secure AI, noting that major companies are prioritizing security as they adopt AI technologies. This specific positioning is driving a single-name repricing rather than a broad cybersecurity sector re-rate.
Analyst commentary highlights that the OpenAI narrative provides a concrete artifact for investors, reinforcing Cloudflare's pitch regarding machine-to-machine traffic. While insider filings show recent scheduled share disposals by President Michelle Zatlyn and CEO Matthew Prince, these are attributed to trading plans rather than reactive selling. The stock is currently being watched to see if it can hold above $300 as the momentum-led move continues.
📈 NET shares jumped 9% to $308.52 on OpenAI security partnership.
💰 Q2 FY2026 revenue hit $696.1M, up 36% year-over-year.
🎯 Non-GAAP EPS of $0.29 beat analyst consensus of $0.27.
🗣️ CEO Prince notes major enterprises demand secure AI solutions.
🔮 Q3 2026 guidance targets revenue between $736M and $737M.
📈 Cloudflare (NET) shares jumped 9% to $308.52 driven by a new security partnership with OpenAI utilizing Daybreak cyber models.
The article compares cybersecurity stocks Cloudflare (NET) and Palo Alto Networks (PANW), highlighting that while Cloudflare is growing faster with 36% year-over-year revenue growth, it continues to report significant operating losses. In contrast, Palo Alto Networks is described as a more mature, profitable company with better margins, though its recent growth has been partially fueled by acquisitions like CyberArk and Chronosphere.
Valuation differences are noted as a key factor, with Cloudflare trading at a 41 price-to-sales ratio compared to Palo Alto Networks' 25 P/S ratio. The text suggests that while Cloudflare's high growth rate is attractive, it comes with higher expectations and a risk of deceleration similar to other maturing tech companies. Palo Alto Networks is positioned as the lower-risk option for investors seeking stability.
Forward-looking guidance indicates Palo Alto Networks expects 12% sequential revenue growth in fiscal Q4, whereas Cloudflare projects a more modest 6% quarter-over-quarter boost. The article concludes that while Cloudflare could outperform if it achieves profitability and scales margins quickly, Palo Alto Networks currently offers a more reasonable valuation and established market position.
📈 Cloudflare revenue grew 36% year-over-year in Q2.
💰 Cloudflare reported a GAAP loss equal to 30% of revenue.
⚠️ Analysts warn Cloudflare's high growth rate will decelerate.
📈 Cloudflare delivered 36% year-over-year revenue growth in the second quarter, outpacing Palo Alto Networks' 31% growth rate.
💰 Palo Alto Networks generated $3 billion in fiscal Q3 revenue and remains profitable, whereas Cloudflare reported a GAAP loss equivalent to 30% of its revenue due to severance costs.
📉 Cloudflare trades at a 41 price-to-sales ratio, significantly higher than Palo Alto Networks' 25 P/S ratio, reflecting higher market expectations for its growth.
🤝 A large portion of Palo Alto Networks' recent sales growth came from acquisitions, with CyberArk and Chronosphere contributing over $388 million to the quarter's total revenue.
🔮 Palo Alto Networks guided for 12% sequential revenue growth in fiscal Q4, while Cloudflare expects a more modest 6% quarter-over-quarter increase.
⚠️ Analysts warn that Cloudflare's high growth rate is likely to decelerate over time as the company matures, a pattern common in the cybersecurity sector.
🛡️ Both companies are positioned to benefit from increased demand for cybersecurity solutions driven by the expansion of artificial intelligence infrastructure.
Bullish Signals
Cloudflare revenue grew 36% year-over-year in Q2.
High growth trajectory may outperform peers.
Risk Factors
High 41x P/S ratio implies growth already priced in.
Rapid growth expected to decelerate as company matures.
Bullish Signals
Cloudflare achieved 36% year-over-year revenue growth in the second quarter, demonstrating strong top-line expansion without relying heavily on acquisitions.
The company maintains a high-growth trajectory that could allow it to outperform more mature competitors like Palo Alto Networks if it successfully scales its margins upon achieving profitability.
Risk Factors
The company's high valuation at a 41 price-to-sales ratio suggests that much of its future growth potential is already priced into the stock.
Analysts note that Cloudflare's rapid growth rate is likely to decelerate as the company matures, mirroring trends seen in other cybersecurity and tech firms.
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 retained 494,909 shares, valued at roughly $150.4 million.
Financially, Cloudflare reported quarterly earnings on August 5th that beat analyst expectations with revenue of $696.06 million, a 35.9% year-over-year increase. The company posted $0.29 EPS compared to the consensus of $0.27, though it maintained a negative net margin of 8.21%. Analysts forecast an annualized EPS of $0.03 for the current year, while the stock trades at a market cap of $108.55 billion.
Market sentiment remains positive with multiple major institutions upgrading their outlook or increasing stakes. TD Cowen raised its price target to $355 and maintained a 'buy' rating, while Morgan Stanley set a $370 target with an 'overweight' rating. Institutional ownership is strong at 82.68%, with significant additions from Jupiter Asset Management, which grew its position by nearly 1,985% in the fourth quarter.
The article also highlights recent institutional activity, including new positions from Lingotto Investment Management and Trek Financial, as well as stake increases from Pictet Asset Management. Collectively, these moves suggest continued confidence in Cloudflare's growth trajectory despite its current negative earnings multiple, driven by strong revenue expansion and a robust suite of web infrastructure services.
📉 Director sold 2,520 shares for $766,004 via Rule 10b5-1 plan.
💰 Q2 revenue hit $696.06M, up 35.9% year-over-year.
📈 EPS reached $0.29, beating the $0.27 consensus estimate.
🏦 TD Cowen raised target to $355 with 'buy' rating.
🚀 Morgan Stanley kept 'overweight' rating at $370 price target.
📉 Director John Graham-Cumming sold 2,520 shares for $766,004 under a pre-arranged Rule 10b5-1 trading plan on August 10th.
💰 Cloudflare reported Q2 revenue of $696.06 million, beating estimates and growing 35.9% year-over-year.
📈 The company posted $0.29 EPS, surpassing the consensus estimate of $0.27 for the quarter.
🏦 TD Cowen raised its price target to $355 and maintained a 'buy' rating on Cloudflare shares.
🚀 Morgan Stanley reaffirmed an 'overweight' rating with a $370 price target on NET stock.
📊 Jupiter Asset Management grew its position by 1,984.7% in the fourth quarter to own 197,710 shares.
🏛️ Pictet Asset Management increased its stake by 17.6% in the first quarter, now holding $284.9 million worth of stock.
📉 The stock trades at a negative PE ratio of -529.48 due to current unprofitability despite strong revenue growth.
🔒 Cloudflare provides core services including CDN, DDoS protection, and web application firewalling for internet properties.
📈 Institutional ownership stands at 82.68%, indicating high confidence from major asset managers.
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.
Risk Factors
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.
Bullish Signals
Cloudflare beat quarterly earnings estimates with $0.29 EPS versus the consensus of $0.27, demonstrating operational strength despite negative margins.
Revenue surged 35.9% year-over-year to $696.06 million, significantly exceeding analyst expectations of $664.66 million.
TD Cowen raised its price target from $300 to $355 and maintained a 'buy' rating, signaling strong institutional confidence.
Morgan Stanley reaffirmed an 'overweight' rating with a high $370 price target, reflecting bullish sentiment among top-tier analysts.
Jupiter Asset Management dramatically increased its stake by 1,984.7% in the fourth quarter, adding nearly $39 million to its position.
Pictet Asset Management grew its holdings by 17.6% in the first quarter, now owning a substantial $284.9 million position in the company.
New institutional investors Lingotto Investment Management and Trek Financial established fresh positions valued at approximately $34.6 million and $1.8 million respectively.
The stock has gained significant momentum, trading above its 50-day moving average of $258.51 and approaching its one-year high of $324.73.
Risk Factors
Cloudflare continues to operate with a negative net margin of 8.21% and a negative return on equity of 3.88%, indicating it is not yet profitable.
The stock trades at a negative PE ratio of -529.48, reflecting the company's current unprofitability status despite strong revenue growth.
Analysts forecast an annualized EPS of only $0.03 for the current year, suggesting earnings per share may remain low in the near term.
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 to report $0.25 per share on revenue of $639.75 million, which represented a 33.5% year-over-year increase.
Financial metrics for the most recent quarter show a negative net margin of 3.72% and a negative return on equity of 5.65%. Analysts currently expect zero EPS for both the current and next fiscal years, though the stock trades at a market capitalization of $100 billion with a P/E ratio of -1,131.64. The share price opened at $282.91, trading above its 50-day moving average of $251.41.
Institutional ownership stands at 82.68%, with recent activity including significant stake increases from Brown Brothers Harriman & Co., which raised its position by 55.4% to own 157 shares valued at $34,000. Analyst sentiment is mixed, ranging from a 'strong-buy' rating from Zacks Research and a price target increase to $300 by TD Cowen, to 'sell' ratings from Weiss Ratings and Guggenheim.
Cloudflare continues to expand its web infrastructure portfolio beyond traditional CDN and DDoS protection into edge computing and developer platforms. The company offers a suite of services including managed DNS, web application firewalls, bot management, and SSL/TLS tools designed to improve the performance and security of internet properties.
📅 Q2 2026 earnings release scheduled for Wednesday, August 5th.
💰 Analysts project Q2 EPS of $0.2684 and revenue of $664.67 million.
📈 Q1 2026 revenue hit $639.75 million, a 33.5% year-over-year increase.
🏦 Institutional ownership stands at 82.68%, with Brown Brothers Harriman up 55.4%.
📊 Stock trades above 50-day ($251.41) and 200-day ($216.01) averages.
📅 Cloudflare is scheduled to release Q2 2026 earnings after market close on Wednesday, August 5th.
💰 Analysts project Q2 EPS of $0.2684 and revenue of $664.67 million for the upcoming quarter.
📈 Q1 2026 revenue reached $639.75 million, marking a 33.5% increase compared to the same period last year.
📉 The company reported a negative net margin of 3.72% and negative return on equity of 5.65% in Q1.
🏦 Institutional ownership is high at 82.68%, with Brown Brothers Harriman increasing its stake by 55.4% recently.
📊 The stock opened at $282.91, trading above its 50-day moving average of $251.41 and 200-day average of $216.01.
🔍 Analyst ratings are divided, with Zacks Research upgrading to 'strong-buy' while Weiss Ratings maintains a 'sell' rating.
🎯 TD Cowen raised its price target to $300.00 and issued a 'buy' rating on Monday, July 13th.
🛡️ Cloudflare has expanded its offerings into edge computing and developer platforms alongside core security services.
📉 Analysts currently expect zero EPS for both the current and next fiscal years.
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.
Risk Factors
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.
Bullish Signals
Revenue grew 33.5% year-over-year in Q1 2026, reaching $639.75 million against a consensus estimate of $620.83 million.
Zacks Research upgraded Cloudflare from a 'hold' to a 'strong-buy' rating on July 20th.
TD Cowen increased its price objective from $265.00 to $300.00 and assigned a 'buy' rating.
Brown Brothers Harriman & Co. significantly increased its stake by 55.4% in the third quarter, now owning 157 shares valued at $34,000.
The stock price of $282.91 is trading above both its 50-day moving average ($251.41) and 200-day moving average ($216.01).
Institutional investors maintain a dominant 82.68% ownership stake in the company.
Risk Factors
The company reported a negative net margin of 3.72% and a negative return on equity of 5.65% for Q1 2026.
Analysts project zero EPS for both the current fiscal year and the next fiscal year.
Weiss Ratings restated its rating to 'sell (d-)' in a research note dated July 17th.
Guggenheim reiterated a 'sell' rating with a price target of $140.00, significantly below the current trading price.
Benchmark cut Cloudflare to an 'underperform' rating on July 7th.
The P/E ratio is -1,131.64 due to negative earnings, indicating high valuation risk relative to current profitability.
Cloudflare (NYSE: NET) is scheduled to release its Q2 2026 earnings report after market close on Wednesday, August 5th, with an analyst consensus expectation of $0.2684 per share in EPS and $664.68 million in revenue. The company previously reported Q1 2026 results on May 7th, where it beat estimates with $0.25 EPS and $639.75 million in revenue, marking a 33.5% year-over-year growth rate despite negative net margins of -3.72%.
Analyst sentiment remains mixed ahead of the upcoming report, with Truist Financial raising its price target to $300 and maintaining a 'buy' rating, while Jefferies Financial Group downgraded the stock to a 'hold'. The consensus average rating is currently a 'Moderate Buy' with a target price of $262.00, though the company trades at a significant premium with a P/E ratio of -1,116.70 and a market cap of $98.68 billion.
Institutional ownership stands at 82.68%, driven by recent stake increases from major hedge funds including Sei Investments Co., which boosted its position by 40.1% to hold shares valued at over $64 million, and Cerity Partners LLC, which raised its stake by 30.1%. The stock has a beta of 1.67 and trades between a 52-week low of $158.83 and a high of $293.80.
📅 Cloudflare posts Q2 2026 earnings on Wednesday, August 5th.
📈 Q1 revenue surged 33.5% YoY to $639.75 million.
💰 Market cap is $98.68 billion with negative net margins.
🏦 Institutional ownership stands at 82.68% amid recent hedge fund buying.
📊 Analyst consensus target is $262.00 despite mixed ratings.
📅 Cloudflare is set to post Q2 2026 earnings on Wednesday, August 5th, with an analyst consensus EPS estimate of $0.2684 and revenue expectation of $664.68 million.
📈 The company previously beat Q1 estimates with $0.25 EPS and $639.75 million in revenue, achieving a 33.5% year-over-year revenue increase.
💰 Cloudflare trades at a market capitalization of $98.68 billion with a P/E ratio of -1,116.70 due to negative net margins of -3.72% and negative ROE of -5.65%.
🏦 Institutional ownership is high at 82.68%, with significant recent buying from hedge funds like Sei Investments Co. (+40.1%) and Cerity Partners LLC (+30.1%).
📊 Analyst ratings are mixed, featuring a 'Moderate Buy' consensus target of $262.00, though Jefferies recently downgraded the stock to a 'hold' rating.
🚀 Truist Financial raised its price target to $300.00 and reaffirmed a 'buy' rating, while UBS Group increased its target from $220.00 to $250.00.
📉 The stock has a beta of 1.67 and is currently trading above its 50-day moving average ($250.08) but below its 200-day moving average ($215.35).
Bullish Signals
Cloudflare revenue grew 33.5% year-over-year in the previous quarter.
Company beat Q1 2026 EPS estimates by $0.02 at $0.25.
Institutional investors like Sei Investments significantly increased their stakes.
Truist raised price target to $300 and maintained buy rating.
UBS boosted price target to $250 with neutral stance.
Risk Factors
Negative net margins of -3.72% and ROE of -5.65%.
Consensus EPS expectation of $0 highlights profitability uncertainty.
Bullish Signals
Cloudflare achieved a 33.5% year-over-year revenue growth in the previous quarter, demonstrating strong top-line expansion.
The company beat analyst EPS estimates by $0.02 in Q1 2026 with reported earnings of $0.25 versus a consensus of $0.23.
Major institutional investors like Sei Investments Co. and Cerity Partners LLC have significantly increased their stakes, indicating confidence in the business model.
Truist Financial raised its price target to $300.00 and maintained a 'buy' rating, suggesting strong upside potential from current levels.
UBS Group boosted its price target to $250.00 while maintaining a neutral stance, reflecting positive sentiment among major banks.
Risk Factors
Cloudflare reported negative net margins of -3.72% and negative return on equity of -5.65%, indicating profitability challenges despite revenue growth.
The consensus analyst expectation for the current fiscal year is $0 EPS, highlighting significant uncertainty about near-term profitability.
Shares of Cloudflare, Inc. (NYSE:NET) reached a new 52-week high on Friday, trading as high as $292.63 before closing at $288.1590 with a volume of 346,485 shares. The stock previously closed at $283.39, marking a significant rally despite mixed analyst sentiment. Research ratings for the company have varied widely in recent weeks; Weiss Ratings restated a "sell (d-)" rating on July 17th, while Jefferies Financial Group cut its rating to "hold" on July 7th. Conversely, Zacks Research upgraded the stock to a "strong-buy" on July 20th, and Citizens Jmp raised its price target from $270.00 to $330.00 with a "market outperform" rating on the same day. UBS Group also increased its price target to $250.00 in June. Based on data from MarketBeat.com, the consensus rating remains "Moderate Buy" with a consensus price target of $262.00.
Financially, Cloudflare reported earnings for the quarter ending May 7th, delivering $0.25 EPS which beat the consensus estimate of $0.23 by $0.02. Revenue for the quarter reached $639.75 million, surpassing analyst expectations of $620.83 million and representing a 33.5% year-over-year increase compared to $481.67 million in the prior period. However, the company reported a negative net margin of 3.72% and a negative return on equity of 5.65%. For fiscal year 2026, Cloudflare has set EPS guidance between $1.190 and $1.200, while Q2 2026 guidance stands at $0.270 per share. Analysts currently predict an average EPS of $0.03 for the current year.
Insider trading activity shows a net reduction in ownership among corporate insiders over the last 90 days, during which they sold 549,770 shares worth approximately $124.09 million. Notable transactions include CEO Michelle Zatlyn selling 25,641 shares on June 18th at an average price of $219.11 for a total value of $5.62 million, reducing her stake by 35.09% to 47,425 shares. Director Mark J. Hawkins sold 133 shares on July 1st at $249.00 per share, decreasing his ownership by 1.22%. Despite these sales, corporate insiders still hold 10.66% of the company's stock. Institutional investors maintain a dominant position with an 82.68% ownership stake, with recent activity including new stakes from HM Payson & Co., Wiser Advisor Group LLC, and Wexford Capital LP, as well as increased holdings by CX Institutional and Cape Investment Advisory Inc.
Cloudflare operates as a global web infrastructure and security company providing services to improve the performance, reliability, and security of internet properties. Its core offerings include a content delivery network (CDN), distributed denial-of-service (DDoS) protection, managed DNS, and a web application firewall (WAF). The company also provides tools for bot management, SSL/TLS, load balancing, and rate limiting to help organizations maintain uptime and protect applications from attacks. Beyond traditional edge and security services, Cloudflare has expanded its portfolio into edge computing and developer platforms.
📈 Shares hit $292.63 high, closing at $288.16 on Friday.
💰 Q1 EPS beat estimates at $0.25 with $639.75M revenue.
⚠️ Analyst ratings mixed ranging from "sell" to "strong-buy".
📉 Insiders sold 549,770 shares worth over $124 million recently.
🏢 Institutional investors own 82.68% of the company's total stock.
📈 Cloudflare shares hit a new 52-week high, trading as high as $292.63 before closing at $288.16 on Friday.
📉 Analyst ratings remain mixed with a consensus "Moderate Buy" rating and a price target of $262.00 based on MarketBeat data.
⚠️ Weiss Ratings restated its recommendation to "sell (d-)" while Zacks Research upgraded the stock to "strong-buy."
📉 Jefferies Financial Group cut its rating from "buy" to "hold," and UBS Group raised its price target to $250 with a "neutral" stance.
💰 The company reported Q1 2026 earnings of $0.25 EPS, beating the consensus estimate of $0.23 by $0.02.
📈 Revenue for the quarter reached $639.75 million, representing a 33.5% year-over-year increase compared to analyst expectations of $620.83 million.
⚠️ Cloudflare reported a negative net margin of -3.72% and a negative return on equity of -5.65% for the period.
📉 Insider Michelle Zatlyn sold 25,641 shares worth approximately $5.62 million under a pre-arranged Rule 10b5-1 trading plan.
📉 Director Mark J. Hawkins sold 133 shares worth $33,117, reducing his direct ownership by 1.22% of the company's stock.
📉 Corporate insiders have collectively sold 549,770 shares valued at over $124 million in the last 90 days.
🏢 Institutional investors hold a significant majority stake, owning 82.68% of the company's total stock.
📈 CX Institutional increased its holdings by 49.4% in the second quarter to own 133 shares valued at $33,000.
🔒 Cloudflare provides global web infrastructure services including content delivery networks (CDN), DDoS protection, and managed DNS.
🛡️ The company's core offerings include web application firewalls (WAF) and tools for bot management and SSL/TLS encryption.
💻 Cloudflare has expanded its portfolio to include edge computing solutions and developer platforms beyond traditional security services.
Bullish Signals
Shares hit 52-week high of $292.63.
Revenue beat estimates by $18.92 million.
Quarterly revenue grew 33.5% year-over-year.
Citizens JMP raised price target to $330.00.
Institutional holdings rose 49.4% in Q2.
Bullish Signals
Shares of Cloudflare hit a new 52-week high, trading as high as $292.63.
The company reported quarterly revenue of $639.75 million, beating analyst estimates of $620.83 million by $18.92 million.
Cloudflare beat earnings expectations with EPS of $0.25 versus the consensus estimate of $0.23.
Citizens JMP boosted its price target on Cloudflare from $270.00 to $330.00 and assigned a 'market outperform' rating.
UBS Group raised its price target on Cloudflare from $220.00 to $250.00.
Zacks Research upgraded the stock from a 'hold' rating to a 'strong-buy' rating.
The company has set FY 2026 EPS guidance between $1.190 and $1.200, indicating confidence in future profitability.
Institutional investor CX Institutional raised its holdings by 49.4% during the 2nd quarter.
HM Payson & Co., Wiser Advisor Group LLC, Wexford Capital LP, and Cape Investment Advisory Inc. all purchased new stakes in the company.
Risk Factors
The company reported a negative net margin of 3.72% and a negative return on equity of 5.65%, indicating profitability challenges despite revenue growth.
Atika Capital Management LLC increased its stake in Cloudflare, Inc. (NYSE:NET) by 18.4% in the first quarter, adding 10,100 shares to reach a total holding of 65,000 shares valued at $13.4 million. This position represents 1.7% of Atika's portfolio and ranks as its 13th largest holding. Several other institutional investors, including Brown Brothers Harriman & Co., also increased their stakes during the quarter, while others like HM Payson & Co. initiated new positions.
Analyst sentiment remains mixed but generally positive regarding Cloudflare's growth trajectory. Oppenheimer raised its price target to $330 with an 'outperform' rating, and BTIG Research lifted its target to $314 with a 'buy' rating. However, Weiss Ratings restated a 'sell (d-)' rating, and Sanford C. Bernstein maintains a 'market perform' rating with a lower target of $136. The consensus average price target stands at $261.19 based on data from MarketBeat.com.
Insider activity shows significant selling pressure as CEO Matthew Prince sold 52,422 shares worth approximately $13 million and founder Michelle Zatlyn sold 35,080 shares worth about $7.5 million in the last quarter. Despite these sales, which were executed under pre-arranged Rule 10b5-1 trading plans, Cloudflare reported strong financial results with revenue of $639.75 million, a 33.5% year-over-year increase, and EPS of $0.25, beating analyst estimates.
Cloudflare continues to expand its web infrastructure and security services, including edge computing and developer platforms. The company maintains a market cap of $92.80 billion with a current ratio of 1.96. While the stock trades at a negative P/E ratio of -1,050.12 due to recent losses, it has set FY 2026 guidance for EPS between $1.19 and $1.20, indicating a path toward profitability.
📈 Atika Capital increased stake to 65,000 shares valued at $13.4 million.
💰 CEO sold $13M shares; Founder reduced stake by 42.52%.
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. The aggregate analyst data reflects a 'Moderate Buy' consensus with a price target of $256.74, supported by 29 buy/strong buy ratings versus only four sell ratings.
Cloudflare reported strong financial performance for the quarter ending May 7th, posting revenue of $639.75 million which exceeded analyst estimates of $620.83 million. Revenue grew 33.5% year-over-year to $0.25 earnings per share, beating the consensus estimate of $0.23. The company has set forward guidance for FY 2026 EPS between $1.19 and $1.20, indicating continued growth expectations despite a negative net margin of 3.72%.
Institutional ownership remains robust at 82.68%, with significant capital inflows from major hedge funds including Norges Bank, Jennison Associates, and Corient Private Wealth in the fourth quarter. Conversely, insider selling activity was notable, with CEO Matthew Prince and co-founder Michelle Zatlyn executing pre-arranged Rule 10b5-1 sales totaling over $132 million in value over the last 90 days.
📈 Analysts raise price target to $300 with strong 'Moderate Buy' consensus.
💰 Q1 revenue hit $639.75M, beating estimates by nearly $20 million.
🚀 FY 2026 EPS guidance set between $1.19 and $1.20.
📉 Insiders sold over $132M in stock while retaining 10.66% ownership.
⚖️ Company maintains negative net margin of 3.72% for the quarter.
📈 Wells Fargo raised Cloudflare's price target to $300.00 with an overweight rating, reinforcing a strong analyst consensus of 'Moderate Buy' at $256.74.
💰 Q1 revenue reached $639.75 million, surpassing estimates by nearly $20 million and growing 33.5% year-over-year.
📊 Earnings per share beat consensus at $0.25 versus the expected $0.23, validating growth trajectory.
🚀 Company guidance for FY 2026 EPS is set between $1.19 and $1.20, projecting sustained profitability.
🏦 Major institutional investors like Norges Bank and Jennison Associates significantly increased their stakes in Q4.
📉 CEO Matthew Prince sold 52,422 shares for $13 million under a pre-arranged trading plan.
👩💼 Co-founder Michelle Zatlyn reduced her position by 42.52% via a sale of 35,080 shares valued at $7.5 million.
📉 Insiders collectively sold over $132 million in stock over the last 90 days while retaining 10.66% ownership.
🛡️ Cloudflare continues to expand its edge computing and developer platform offerings beyond core security services.
⚖️ The company maintains a negative net margin of 3.72% and negative return on equity of 5.65% for the quarter.
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.
Risk Factors
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.
Bullish Signals
Wells Fargo raised its price objective from $270.00 to $300.00, signaling strong institutional confidence in the stock's valuation.
Revenue of $639.75 million beat analyst estimates of $620.83 million, demonstrating robust market demand for web infrastructure services.
Earnings per share of $0.25 exceeded the consensus estimate of $0.23, confirming operational execution and growth momentum.
Revenue grew 33.5% year-over-year, highlighting successful expansion in core CDN, DDoS protection, and WAF markets.
Major hedge funds including Norges Bank and Jennison Associates increased their holdings significantly during the fourth quarter.
Analyst consensus remains 'Moderate Buy' with a collective price target of $256.74, supported by 29 buy/strong buy ratings.
Risk Factors
CEO Matthew Prince sold 52,422 shares for $13 million and co-founder Michelle Zatlyn sold 35,080 shares for $7.5 million in recent transactions.
Insiders have collectively sold over $132 million worth of stock over the last 90 days, indicating a reduction in personal exposure.
The company reported a negative net margin of 3.72% and a negative return on equity of 5.65% for the quarter.
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 market cap of $363 billion, while facing concerns over massive free cash flow burn of -$23.7 billion and plans to raise $40 billion in capital for FY2027.
Analysts are evaluating potential rotations into competitors like Cloudflare (NYSE:NET), CoreWeave (NASDAQ:CRWV), and Snowflake (NYSE:SNOW). Cloudflare has gained 19% recently with Q1 2026 revenue up 34% to $640 million, though it carries a steep 60x price-to-book ratio. Conversely, CoreWeave has cratered 38% alongside Oracle, burning $4.7 billion in free cash flow and widening its net loss to $740 million, making it an unprofitable capital-intensive play.
Snowflake stands out with the cleanest setup among the group, raising full-year FY2027 product revenue guidance to $5.84 billion and seeing Q1 FY2027 revenue jump 34% to $1.39 billion. KeyBanc analyst Eric Heath raised its price target on Snowflake to $325 with an Overweight rating, citing strong demand and improving budgets, though noting potential risks from AI displacing software spend.
The article concludes that switching from profitable Oracle into unprofitable momentum stocks carries significant risk if the broader AI-capex trade continues to unwind. Investors are advised to monitor Oracle's stabilization near $126 and watch whether Cloudflare and Snowflake can hold their gains ahead of next earnings, suggesting modest position sizes given the sector's volatility.
💰 Oracle faces -$23.7B free cash flow, planning $40B capital raise by FY2027.
📈 Cloudflare revenue grew 34% to $640M with positive $84M free cash flow.
⚠️ Cloudflare trades at 60x price-to-book and remains unprofitable on a trailing basis.
🚀 CoreWeave revenue surged 112% to $2.08B with a $21B Meta backlog.
📉 Oracle stock has dropped 33% in a month due to AI-capex de-risking despite 93% cloud growth and $19.18 billion Q4 revenue.
💰 Oracle posted -$23.7 billion free cash flow on $55.7 billion capex, planning to raise $40 billion via debt and equity in FY2027.
📈 Cloudflare gained 19% recently with Q1 2026 revenue up 34% YoY to $640 million and positive free cash flow of $84 million.
⚠️ Cloudflare carries a steep 60x price-to-book ratio and is not profitable on a trailing-twelve-month basis.
📉 CoreWeave has cratered 38% alongside Oracle, burning $4.7 billion in free cash flow with a net loss of $740 million.
🚀 CoreWeave boasts 112% YoY revenue growth to $2.08 billion and a massive backlog including a $21 billion Meta commitment.
📊 Snowflake raised full-year FY2027 product revenue guidance to $5.84 billion with Q1 FY2027 revenue up 34% to $1.39 billion.
👨💼 KeyBanc analyst Eric Heath raised the price target on Snowflake to $325 with an Overweight rating citing strong demand.
🛡️ The First Trust Cloud Computing ETF (NASDAQ:SKYY) holds all four mentioned AI cloud names and is up 5% year-to-date.
⚖️ Analysts warn that switching from profitable Oracle to unprofitable momentum stories carries risk if the AI-capex trade unwinds further.
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.
Risk Factors
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.
Bullish Signals
Oracle reported Q4 FY2026 revenue of $19.18 billion with cloud infrastructure growing 93% year-over-year.
Cloudflare stock is up 19% recently, driven by Q1 2026 revenue growth of 34% to $640 million and positive free cash flow expansion to $84 million.
CoreWeave achieved a 112% year-over-year revenue jump to $2.08 billion in Q1 FY2026 with a backlog of $99.4 billion including a $21 billion Meta commitment.
Snowflake raised full-year FY2027 product revenue guidance to $5.84 billion, with Q1 FY2027 revenue reaching $1.39 billion up 34% year-over-year.
KeyBanc analyst Eric Heath upgraded Snowflake to a price target of $325 from $285 with an Overweight rating due to improving budgets and strong demand.
Risk Factors
Oracle stock has fallen 33% in a month as investors de-risk from heavy AI capital expenditure despite strong revenue.
Oracle posted a massive free cash flow burn of -$23.7 billion on $55.7 billion in capex and plans to raise $40 billion in FY2027.
CoreWeave has cratered 38% alongside Oracle, burning $4.7 billion in free cash flow with a widened net loss of $740 million.
Cloudflare carries a steep 60x price-to-book ratio and is not profitable on a trailing-twelve-month basis, pricing in high expectations.
CoreWeave is described as unprofitable, capital-intensive, and volatile, making it unsuitable for investors trying to reduce AI-capex risk.
Anchor Investment Management LLC acquired a new stake in Cloudflare, Inc. (NYSE:NET) totaling approximately $484,000 during the first quarter, according to recent SEC Form 13F filings. This acquisition adds to a broader trend of institutional accumulation, with major funds like Vanguard Group increasing their holdings by 0.3% and Geode Capital Management lifting its stake by 4.2% in the fourth quarter. Norges Bank also initiated a significant new position valued at roughly $718 million.
Analyst sentiment regarding Cloudflare remains mixed but generally positive, with Scotiabank upgrading the stock to 'sector outperform' and raising its price target to $300. Other major institutions like Mizuho and Barclays maintain bullish ratings with targets around $260 and $250 respectively. Conversely, Benchmark downgraded the shares to 'underperform,' reflecting divergent views on the company's valuation and growth trajectory.
Insider trading activity shows a net reduction in ownership, with founder Michelle Zatlyn selling over 5.6 million dollars worth of stock and Director Carl Ledbetter reducing his position slightly. In total, insiders have sold approximately $140 million in shares over the last ninety days, though they still retain about 10.66% of the company's outstanding stock.
📈 Anchor Investment Management acquired a new stake valued at $484,000.
📈 Vanguard Group grew its stake to over $6.3 billion in shares.
📉 Insider Michelle Zatlyn sold 25,641 shares for $5.6 million.
📉 Company insiders collectively sold approximately $140 million of stock recently.
📊 Stock trades at a negative P/E ratio with $94.89 billion market cap.
📈 Anchor Investment Management LLC acquired a new stake in Cloudflare valued at approximately $484,000 during the first quarter.
📈 Vanguard Group grew its stake by 0.3% to own over 6.3 billion dollars worth of shares, while Geode Capital lifted its position by 4.2%.
📉 Insider Michelle Zatlyn sold 25,641 shares for $5.6 million, representing a 35% decrease in her personal holding.
📉 Director Carl Ledbetter sold 5,000 shares for $1.34 million, reducing his ownership by less than 1%.
📉 Company insiders have collectively sold approximately $140 million worth of stock over the last ninety days.
📈 Scotiabank upgraded Cloudflare to 'sector outperform' and raised its price target from $225 to $300.
📉 Benchmark downgraded shares of Cloudflare to an 'underperform' rating in a research note released on July 7th.
📊 The stock currently trades at a negative P/E ratio of -1,073.84 with a market capitalization of $94.89 billion.
📈 Mizuho raised its price target to $260 and maintained an 'outperform' rating on the company's stock.
Bullish Signals
Major institutions like Vanguard increased positions in Cloudflare.
Scotiabank upgraded stock to sector outperform with $300 target.
Mizuho raised price target to $260 with outperform rating.
Barclays maintains overweight stance with $250 price target.
Risk Factors
Cloudflare downgraded to 'underperform' by benchmark.
Founder sold 35% stake; $140M insider sales in 90 days.
Negative P/E of -1,073.84 shows unrealized growth expectations.
Bullish Signals
Major institutional investors including Vanguard, Geode Capital, First Trust, Invesco, and Norges Bank have increased or initiated significant positions in Cloudflare.
Scotiabank upgraded the stock to 'sector outperform' and lifted its price target to $300, indicating strong confidence in future performance.
Mizuho raised its price target to $260 and assigned an 'outperform' rating, while Barclays maintains an 'overweight' stance with a $250 target.
The company continues to expand its service suite into edge computing and developer platforms, diversifying beyond traditional CDN and security offerings.
Risk Factors
Benchmark downgraded shares of Cloudflare to an 'underperform' rating, signaling concerns about the stock's current valuation or growth prospects.
Significant insider selling activity occurred recently, with founder Michelle Zatlyn reducing her stake by 35% and total insider sales reaching $140 million in ninety days.
The company trades at a negative P/E ratio of -1,073.84, reflecting high growth expectations that have not yet been realized through current earnings.
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 real time.
The initiative shifts the paradigm from traditional bot crawling to a sophisticated, signal-driven indexing model by providing OpenAI with critical insights on traffic quality, content freshness, and webpage updates. This integration allows ChatGPT to deliver significantly faster and more accurate search responses while adhering to Cloudflare's strict web scraping guidelines.
Analysts view this partnership as highly bullish for Cloudflare's long-term monetization strategy, strengthening its position within the AI infrastructure stack and reinforcing its moat. Wall Street consensus remains a 'Moderate Buy' with price targets reaching $305, suggesting potential upside of nearly 15% over the next 12 months despite recent valuation concerns.
The deal is expected to structurally embed Cloudflare in OpenAI's growth trajectory as agentic AI workloads increase. This strategic alignment supports long-term revenue expansion and could drive a sentiment-driven multiple rerating, validating the company's role as a critical gateway for global internet traffic.
🤝 Cloudflare partners with OpenAI to reshape internet search infrastructure.
📈 NET shares rallied 35% driven by explosive agentic AI demand.
🌐 Partnership leverages Cloudflare's network handling over 20% of global traffic.
💰 Analysts see strengthened monetization potential and reinforced competitive moat.
🚀 Agentic AI workloads structurally embed Cloudflare in OpenAI growth.
🤝 Cloudflare announces a first-of-its-kind research pilot partnership with OpenAI to reshape internet search infrastructure.
📈 NET shares have rallied roughly 35% since the start of the year driven by explosive demand for agentic AI traffic.
🌐 The collaboration utilizes Cloudflare's network handling over 20% of global internet traffic for real-time indexing optimization.
⚡ OpenAI will gain instant access to critical signals like traffic quality and content freshness via Cloudflare's infrastructure.
🔄 The partnership shifts AI search from sluggish traditional crawling to a sophisticated, signal-driven indexing model.
💰 Analysts highlight strengthened long-term monetization potential and reinforced moat as key bullish drivers for the deal.
📊 Wall Street consensus rating is 'Moderate Buy' with price targets as high as $305 indicating ~15% upside.
🚀 Agentic AI workloads are expected to structurally embed Cloudflare in OpenAI's future growth trajectory.
🛡️ OpenAI has already split its crawler to comply with Cloudflare's strict web scraping guidelines for integration.
📅 The partnership aims to deliver significantly faster and more accurate search responses for ChatGPT users.
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.
Bullish Signals
Cloudflare shares have rallied approximately 35% year-to-date, reflecting strong market confidence in the company's AI infrastructure positioning.
The partnership with OpenAI strengthens Cloudflare's role in the AI stack and increases demand for its data services.
Analysts project a potential upside of nearly 15% over the next 12 months based on price targets as high as $305.
Cloudflare is structurally embedded in OpenAI's growth due to increasing agentic AI workloads requiring its network telemetry.
The deal reinforces Cloudflare's moat as the gateway for over 20% of global internet traffic, supporting long-term revenue expansion.
OpenAI's proactive compliance with Cloudflare's scraping guidelines positions it perfectly for immediate integration and enhanced search capabilities.
Your Privacy
We use cookies to:
Deliver and maintain our services, protect against spam, fraud and abuse
Measure audience engagement and site statistics to understand how our services are used (Google Analytics)
Remember your quiz progress and tailor the knowledge base to your skill level (optional)
You can accept all cookies or configure your preferences. You can change them at any time via the "Manage Cookies" link in the footer.
Manage cookie preferences
Necessary cookiesAlways active
Required for the website to function. These cannot be disabled.
Cookie
Purpose
Duration
PHPSESSID
Session identifier for login, security tokens, and site functionality
Session
cookie_consent
Stores your cookie preferences
1 year
Analytics cookies
Help us understand how visitors interact with our website using Google Analytics. These cookies collect information anonymously.
Cookie
Purpose
Duration
_ga
Distinguishes unique visitors (Google Analytics)
2 years
_ga_*
Maintains session state (Google Analytics)
2 years
Personalization cookies
Remember your quiz progress and work out your investing level so we can recommend knowledge-base articles and the right reading depth for you. Stored only on your device.
Cookie
Purpose
Duration
bes_user_level
Your quiz-derived investing level, used to tailor content
