NET

Cloudflare, Inc. Class A Common Stock (NET) | Rumor.io

Cloudflare

NET

Attention (50-day avg)0.05%

Attention rank (50-day avg)#174

Bullish sentiment (50-day avg)85%

Price to earnings ratio-1.2K

Market capitalization126B

Earnings per share-0.59

Dividend yield (TTM)—

Revenue (annual)2.2B

Net income (annual)-102.3M

Social

What share of all stock conversation is about NET?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.19	0.04% -0.02	0.07% +0.04	0.05% -0.01

Sep 29

Cloudflare, Inc. is a leader in its niche and shorting the company may not be a good idea.
The 50-day moving average (DMA) for Cloudflare's stock price may be a key trend indicator.
Cloudflare's valuation is considered high, and some investors are advising against holding onto the stock.

Generated by AI

Sentiment

Of the messages about NET that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0% -76.47	70.25% -23.36	82.61% -9.74	82.3% -12.02
Bearish	100% +76.47	29.75% +23.36	17.39% +9.74	17.7% +12.02

Bullish· Aug 7

Cloudflare's strong earnings with a 36% year-over-year revenue growth and accelerating customer expansion have impressed analysts, with Barclays raising its price target to $355.
The company's Workers developer platform has become a significant contributor to overall revenue growth, and its AI opportunity with OpenAI could support future monetization of Cloudflare's infrastructure.
Cloudflare's track record of adding new customers and increasing revenue has been impressive, with the company's paying customer count growing nearly 4x since 2019, and its quarterly revenue reaching $696M.

Bearish· Aug 7

$NET may experience a decline to the 200s range, potentially returning to the 300s or 400s after a brief increase.
Cloudflare, Inc.'s market capitalization exceeds $100 billion, but its annual revenue is less than $4 billion, making it overvalued according to every metric.
The company's valuation stress may lead to a reversal, with analysts chasing price and potentially holding a bag if the valuation comes to reality.

Generated by AI

Topics

Of the messages about NET that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	96.72%	88.86%	4.34%	8.81%
Macro	3.28%	11.14%	30.9%	54.12%
Technical Analysis	0%	0%	5.25%	3.31%
Analysts	0%	0%	29.88%	20.39%
Earnings	0%	0%	29.63%	13.33%
Controversies	0%	0%	0%	0.05%

Earnings· Aug 6

Cloudflare reported Q2 2026 earnings, beating expectations with revenue of $696.1M, a 36% YoY increase, and adjusted EPS of $0.29, a 38% YoY increase.
The company raised its full-year revenue guidance to $2.86B-$2.87B and adjusted EPS guidance to $1.25-$1.26, surpassing analyst estimates.
Cloudflare's shares jumped 14.55% in after-hours trading, with investors rewarding the beat and stronger execution, as the company continues to prove its position in cloud security, networking, and internet infrastructure.

Analysts· Mar 25

BofA Securities has upgraded Cloudflare ($NET) to a "Buy" rating from "Underperform" with a price target of $160, up from $60.
The upgrade is driven by Cloudflare's differentiated approach to AI and its growing momentum in network security, particularly Secure Access Service Edge (SASE).
BofA Securities estimates that Cloudflare's growth could accelerate to 30% CAGR by 2028, driven by its AI momentum and share gains in security.

Announcements· Sep 28

Cloudflare's president of product and engineering, CJ Desai, has taken over as interim president and CEO of MongoDB after a 25% share price drop.
The transition comes as Meta is pivoting to new AI products and services for enterprise customers, with investors demanding a payoff from the company's AI investments.
Desai's background is questioned, with concerns raised about his ability to lead the enterprise AI push, given his short tenure at MongoDB and his experience at Cloudflare.

Macro· May 8

Cloudflare (NET) reported strong 1Q earnings, beating Wall Street expectations for revenue and profit, with 34% year-over-year revenue growth.
The company announced it will cut 1,100 jobs, approximately 20% of its workforce, citing the impact of AI on its operations.
Cloudflare's stock price sank 18% after the earnings announcement, despite the positive results, with investors reacting to the job cuts and potential shift to an agentic AI model.

Technical Analysis· Feb 7

$NET's earnings report has led to a strong reaction, with the stock gapping up and potentially setting up for a big run.
The stock's Cup and Handle breakout has been followed by a parabolic move, but some analysts consider it extended and potentially due for consolidation.
On a weekly timeframe, $NET's trend is still in its early stages, with all moving averages stacked positively, suggesting further upside in the coming months.

Generated by AI

Community

Of the messages about NET, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	35.96%	23.74%	72.68%	36.89%
Newcomers	64.04%	76.26%	27.32%	63.11%

Regulars· Sep 23

Cloudflare's involvement in the AI hype is a key factor in its valuation, with some users believing it's overvalued and due for a collapse.
The stock has reached new highs, with some users noting its potential for further growth and others predicting a collapse.
Regular participants are split on Cloudflare's valuation, with some believing it's still undervalued compared to its peers, while others think it's overhyped.

Newcomers· Sep 28

Newcomers to Cloudflare, Inc. are focused on the recent appointment of CJ Desai, former CEO of MongoDB, to lead Meta's enterprise unit, which led to a 25% decline in MongoDB shares.
They are also discussing the transition at Meta, with investors demanding a payoff from the company's AI investments, and the potential implications for the company's infrastructure and tools.
Some newcomers are expressing skepticism about Cloudflare's stock performance, with one user questioning why insiders aren't buying the stock and another joking about the stock's volatility.

Generated by AI

News

Cloudflare plans to issue quantum-safe TLS certificates

The move will be part of a major overhaul of the ecosystem for website authentication.

1h agoArs Technica

Cloudflare (NET) Partners With A European Telecom To Reach More Enterprise Customers

Cloudflare (NYSE:NET) and Deutsche Telekom announced a new partnership to expand enterprise security and connectivity services across Europe. Deutsche Telekom plans to offer Cloudflare's security and connectivity products to its enterprise customers through its existing sales and service channels. The collaboration includes solutions designed for European corporates running AI workloads and other data intensive applications. This new Cloudflare and Deutsche Telekom enterprise partnership in...

14h agofinance.yahoo.com

Cloudflare Taps Deutsche Telekom’s Enterprise Muscle in European Expansion - Cloudflare (NYSE:NET), DEUTS

Cloudflare and Deutsche Telekom partner to boost enterprise network security, cloud reliability, and AI defense across Europe

21h agoBenzinga

Cloudflare, Deutsche Telekom agree cybersecurity partnership

US internet infrastructure company Cloudflare said on Tuesday it has agreed a partnership with German telecommunications group Deutsche Telekom focused on cybersecurity and network services for European businesses. Under the agreement, Cloudflare will connect its network directly with Deutsche Telekom's infrastructure, while Deutsche Telekom's T-Systems unit will offer Cloudflare's security and connectivity services to corporate customers.

21h agoYahoo Finance

Cloudflare, Deutsche Telekom Collaborating on Enterprise Security in Europe

22h agoYahoo Finance

Can AI Security Demand Boost Cloudflare's Zero Trust & SASE Growth?

Detailed price information for Zscaler Inc (ZS-Q) from The Globe and Mail including charting and trades.

1d agoThe Globe and Mail

Also Discussed

Investors talking about NET also mention

#	Name	Attention
1	Fastly, Inc.FSLY	0.01%0
2	Datadog IncDDOG	0.01%-0.01
3	Zscaler Inc.ZS	0%-0.04
4	CrowdStrike Holdings, Inc.CRWD	0.08%-0.2
5	Snowflake Inc. Common StockSNOW	0%0
6	Akamai Technologies Inc.AKAM	0%-0.49
7	Sea Limited Sponsored ADRSE	0%0
8	Unity Software Inc.U	0.01%+0.01
9	Okta Inc. Class A Common StockOKTA	0.01%+0
10	AYX - Alteryx, Inc.	——

Cloudflare, Inc. Class A Common Stock

Technology
Software - Infrastructure

Cloudflare, Inc. Class A Common Stock represents Cloudflare, a cloud-based technology company that provides services designed to improve the security, performance, and reliability of websites and applications. Cloudflare’s platform includes application security tools, network services, Zero Trust access solutions, developer-focused services, domain registration, and consumer offerings. The company also supports content delivery, edge computing, and traffic optimization for businesses operating across public cloud, private cloud, on-premises, and hybrid environments. Its products are used by organizations in sectors such as technology, media, retail, financial services, and government to help manage internet traffic and protect digital infrastructure. Headquartered in San Francisco, California, Cloudflare plays an important role in the broader internet infrastructure market by helping connect users and applications more securely and efficiently.

Website

Location

101 Townsend Street

San Francisco, CA, 94107

United States

Social

What share of all stock conversation is about NET?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.19	0.04% -0.02	0.07% +0.04	0.05% -0.01

Sep 29

Cloudflare, Inc. is a leader in its niche and shorting the company may not be a good idea.
The 50-day moving average (DMA) for Cloudflare's stock price may be a key trend indicator.
Cloudflare's valuation is considered high, and some investors are advising against holding onto the stock.

Generated by AI

Sentiment

Of the messages about NET that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	0% -76.47	70.25% -23.36	82.61% -9.74	82.3% -12.02
Bearish	100% +76.47	29.75% +23.36	17.39% +9.74	17.7% +12.02

Bullish· Aug 7

Cloudflare's strong earnings with a 36% year-over-year revenue growth and accelerating customer expansion have impressed analysts, with Barclays raising its price target to $355.
The company's Workers developer platform has become a significant contributor to overall revenue growth, and its AI opportunity with OpenAI could support future monetization of Cloudflare's infrastructure.
Cloudflare's track record of adding new customers and increasing revenue has been impressive, with the company's paying customer count growing nearly 4x since 2019, and its quarterly revenue reaching $696M.

Bearish· Aug 7

$NET may experience a decline to the 200s range, potentially returning to the 300s or 400s after a brief increase.
Cloudflare, Inc.'s market capitalization exceeds $100 billion, but its annual revenue is less than $4 billion, making it overvalued according to every metric.
The company's valuation stress may lead to a reversal, with analysts chasing price and potentially holding a bag if the valuation comes to reality.

Generated by AI

Topics

Of the messages about NET that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	96.72%	88.86%	4.34%	8.81%
Macro	3.28%	11.14%	30.9%	54.12%
Technical Analysis	0%	0%	5.25%	3.31%
Analysts	0%	0%	29.88%	20.39%
Earnings	0%	0%	29.63%	13.33%
Controversies	0%	0%	0%	0.05%

Earnings· Aug 6

Cloudflare reported Q2 2026 earnings, beating expectations with revenue of $696.1M, a 36% YoY increase, and adjusted EPS of $0.29, a 38% YoY increase.
The company raised its full-year revenue guidance to $2.86B-$2.87B and adjusted EPS guidance to $1.25-$1.26, surpassing analyst estimates.
Cloudflare's shares jumped 14.55% in after-hours trading, with investors rewarding the beat and stronger execution, as the company continues to prove its position in cloud security, networking, and internet infrastructure.

Analysts· Mar 25

BofA Securities has upgraded Cloudflare ($NET) to a "Buy" rating from "Underperform" with a price target of $160, up from $60.
The upgrade is driven by Cloudflare's differentiated approach to AI and its growing momentum in network security, particularly Secure Access Service Edge (SASE).
BofA Securities estimates that Cloudflare's growth could accelerate to 30% CAGR by 2028, driven by its AI momentum and share gains in security.

Announcements· Sep 28

Cloudflare's president of product and engineering, CJ Desai, has taken over as interim president and CEO of MongoDB after a 25% share price drop.
The transition comes as Meta is pivoting to new AI products and services for enterprise customers, with investors demanding a payoff from the company's AI investments.
Desai's background is questioned, with concerns raised about his ability to lead the enterprise AI push, given his short tenure at MongoDB and his experience at Cloudflare.

Macro· May 8

Cloudflare (NET) reported strong 1Q earnings, beating Wall Street expectations for revenue and profit, with 34% year-over-year revenue growth.
The company announced it will cut 1,100 jobs, approximately 20% of its workforce, citing the impact of AI on its operations.
Cloudflare's stock price sank 18% after the earnings announcement, despite the positive results, with investors reacting to the job cuts and potential shift to an agentic AI model.

Technical Analysis· Feb 7

$NET's earnings report has led to a strong reaction, with the stock gapping up and potentially setting up for a big run.
The stock's Cup and Handle breakout has been followed by a parabolic move, but some analysts consider it extended and potentially due for consolidation.
On a weekly timeframe, $NET's trend is still in its early stages, with all moving averages stacked positively, suggesting further upside in the coming months.

Generated by AI

Community

Of the messages about NET, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	35.96%	23.74%	72.68%	36.89%
Newcomers	64.04%	76.26%	27.32%	63.11%

Regulars· Sep 23

Cloudflare's involvement in the AI hype is a key factor in its valuation, with some users believing it's overvalued and due for a collapse.
The stock has reached new highs, with some users noting its potential for further growth and others predicting a collapse.
Regular participants are split on Cloudflare's valuation, with some believing it's still undervalued compared to its peers, while others think it's overhyped.

Newcomers· Sep 28

Newcomers to Cloudflare, Inc. are focused on the recent appointment of CJ Desai, former CEO of MongoDB, to lead Meta's enterprise unit, which led to a 25% decline in MongoDB shares.
They are also discussing the transition at Meta, with investors demanding a payoff from the company's AI investments, and the potential implications for the company's infrastructure and tools.
Some newcomers are expressing skepticism about Cloudflare's stock performance, with one user questioning why insiders aren't buying the stock and another joking about the stock's volatility.

Generated by AI

Cloudflare

Social

Sep 29

Bullish· Aug 7

Bearish· Aug 7

Earnings· Aug 6

Analysts· Mar 25

Announcements· Sep 28

Macro· May 8

Technical Analysis· Feb 7

Regulars· Sep 23

Newcomers· Sep 28

Cloudflare plans to issue quantum-safe TLS certificates

Cloudflare (NET) Partners With A European Telecom To Reach More Enterprise Customers

Cloudflare Taps Deutsche Telekom’s Enterprise Muscle in European Expansion - Cloudflare (NYSE:NET), DEUTS

Cloudflare, Deutsche Telekom agree cybersecurity partnership

Cloudflare, Deutsche Telekom Collaborating on Enterprise Security in Europe

Can AI Security Demand Boost Cloudflare's Zero Trust & SASE Growth?

Also Discussed

Cloudflare, Inc. Class A Common Stock

Company Information

Location

Cloudflare plans to issue quantum-safe TLS certificates

Cloudflare (NET) Partners With A European Telecom To Reach More Enterprise Customers

Cloudflare Taps Deutsche Telekom’s Enterprise Muscle in European Expansion - Cloudflare (NYSE:NET), DEUTS

Cloudflare, Deutsche Telekom agree cybersecurity partnership

Cloudflare, Deutsche Telekom Collaborating on Enterprise Security in Europe

Can AI Security Demand Boost Cloudflare's Zero Trust & SASE Growth?

Also Discussed

Social

Sep 29

Bullish· Aug 7

Bearish· Aug 7

Earnings· Aug 6

Analysts· Mar 25

Announcements· Sep 28

Macro· May 8

Technical Analysis· Feb 7

Regulars· Sep 23

Newcomers· Sep 28