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Investing

NET logo Cloudflare : NET

Price Target $319 ↑6.3%
›
Earnings Beat +7.5%
›

NET

Stock Data

$297.32

Change up

$12.89 (4.53%)

Asset Type

Common Stock

Exchange

NYSE

Currency

USD

Country

USA

Sector

TECHNOLOGY

Industry

SOFTWARE - INFRASTRUCTURE

Cloudflare Inc is a leading cloud services provider that offers a wide array of security and performance solutions for businesses globally. Its comprehensive suite includes web and application security, content delivery, load balancing, and DNS services. Cloudflare also specializes in zero trust services, ensuring secure and privileged access to data and applications. Additionally, it caters to developers with tools like Cloudflare Workers and offers consumer products such as a DNS resolver and virtual private network. Serving a diverse range of industries, Cloudflare is committed to enhancing internet security and performance.

Latest Activity

ABNBAirbnb
Thesis check
weakening$174.43 +15.0% today
“The 2026 bear case on stretched valuations and a fading consumer breaks this rally”
Bull case
  • Airbnb up 15.9% on the session, a direct hit to the fading-consumer leg of the bear case
  • Nasdaq up 5.0% for the week, Wall Street's best run in months
  • hopes of a Strait of Hormuz deal easing one of the market's biggest geopolitical overhangs
Bear case
  • Bank of America's Bull & Bear indicator at 9.7, its most stretched reading since 2021
  • gains concentrated in the AI supply chain rather than broad participation
  • The Trade Desk down 20.7% today, proof that guidance disappointments still get punished hard

Airbnb's move is what tips the verdict, because it is the consumer-rollover leg of the bear case that is giving way. Sentiment sitting at 2021 extremes leaves the call qualified, and another guidance blowup on the scale of The Trade Desk would flip the verdict back.

Read more
NETCloudflare
Regular session
$314.79
+10.67%open $284.43

Cloudflare's 10.7% jump pushes the edge network into the same cybersecurity-plus-AI trade lifting the group. Palo Alto and CrowdStrike earnings are next up to test whether the rally holds.

Read more
NETCloudflare, Inc.
Q2 2026
EPS
$0.29
est $0.27+7.5%
Revenue
$696M
est $666M+4.5%

Traders looked past a $150.7 million restructuring charge tied to Cloudflare's shift to an "agentic AI-first" operating model because revenue growth accelerated to 36% year over year. Keep an eye on the stock as raised full-year guidance is tested.

Quarterly EPS — reported vs estimate
Read more
NETCloudflare
Regular session
$300.10
+6.78%open $281.05

Cloudflare cleared $300 for the first time as money crowds back into high-growth software behind Palantir's blowout quarter. The edge-computing trade is being repriced in real time.

Read more
52-week highs
9stocks hit new 52-week highs this week
  • SNOWSnowflake$293.28+6.4%
  • GMGeneral Motors$88.86+5.0%
  • KOCoca-Cola$87.59+4.9%
  • ABNBAirbnb$151.52+2.8%
  • BRKRBruker$62.84+2.6%
  • AAPLApple$308.91+1.9%
  • EXPEExpedia$294.74+1.4%
  • ABBVAbbVie$250.94+0.8%
  • NETCloudflare$278.98+0.6%

Nine market leaders hit 52-week highs this week, from Snowflake up 6.4% above its prior peak to Cloudflare edging out gains. Breadth across tech, consumer staples, and auto signals conviction above the tape.

Read more
NETCloudflare
New 52-week high$283.39+0.6% vs prior high · 2026-07-14

Cloudflare hits $283.39, the stock's highest level in a year as enterprises double down on security and edge computing.

Read more
52-week highs
9stocks hit new 52-week highs this week
  • AAPLApple$333.74+5.5%
  • MNSTMonster Beverage$97.5+2.4%
  • NETCloudflare$277.66+2.2%
  • FTNTFortinet$161.61+1.9%
  • SBUXStarbucks$105.49+1.5%
  • ANETArista Networks$168.61+1.2%
  • KOCoca-Cola$81.56+0.9%
  • SSentinelOne$19.57+0.7%
  • PANWPalo Alto Networks$358.68+0.3%

Nine stocks hit 52-week highs this week, with Apple climbing 5.54% above its prior peak and Starbucks breaking through despite consumer headwinds.

Read more
AI Portfolio · Eric BleekerNET
Milestone+103.6%since recommended · 529 days

Cloudflare has doubled since Eric Bleeker added it to his AI Portfolio just over a year ago, riding a 103% surge on demand for edge computing and AI infrastructure.

Read more
52-week highs
5stocks hit new 52-week highs this week
  • ANETArista Networks$186.96+5.2%
  • FTNTFortinet$157.51+3.0%
  • PANWPalo Alto Networks$325.91+1.6%
  • NETCloudflare$268.4+1.1%
  • AAPLApple$315.32+0.3%

Five stocks hit 52-week highs this week, led by Arista Networks surging 5.19% above its prior peak as cybersecurity and AI demand reshape tech's leadership.

Read more
NETCloudflare
New 52-week high$273.4+0.3% vs prior high · 2026-06-02

Cloudflare just topped its prior 52-week high at $273.40, up 27% from its peak just five weeks ago.

Read more

All Cloudflare Articles

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