
Cloud software stocks are under heavy pressure as worries about AI financing spread across the sector. High-growth names that posted strong recent results are absorbing much of the selling.
CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $2.51B |
| Gross Profit (TTM) | $1.82B |
| EBITDA | $-3.61M |
| Operating Margin | -7.60% |
| Return on Equity | -14.40% |
| Return on Assets | -2.04% |
| Revenue/Share (TTM) | $7.14 |
| Book Value | $4.55 |
| Price-to-Book | 77.44 |
| Price-to-Sales (TTM) | 42.00 |
| EV/Revenue | 49.68 |
| EV/EBITDA | 3227.43 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 35.90% |
| Shares Outstanding | $322.62M |
| Float | $320.46M |
| % Insiders | 0.62% |
| % Institutions | 90.26% |
Volatility is currently contracting

Cloud software stocks are under heavy pressure as worries about AI financing spread across the sector. High-growth names that posted strong recent results are absorbing much of the selling.

Shares of Cloudflare Inc (NYSE:NET) are down 4.6% to trade at $309.35, pacing for a fourth-straight losing session amid broader tech weakness.

Fortinet outshines Cloudflare with strong SASE growth, rising service revenues and a lower valuation, while NET faces mounting gross-margin pressure.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the third quarter ended September 30, 2026 after the U.S. market closes on Thursday, November 5, 2026.Cloudflare will host an investor conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Interested parties can access the call by dialing +1 (833) 461-5787 (North America) or +1 (585) 542-9.

In the most recent trading session, Cloudflare (NET) closed at $350.87, indicating a -2.79% shift from the previous trading day.

Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

NET's Basin launch simplifies data management with serverless analytics, open formats and no cross-cloud transfer fees, supporting AI workloads.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Cloud software's past-month rally landed mostly on two names, and Cloudflare (NYSE:NET | NET Price Prediction) is the one tied most directly to machine-driven internet traffic. Cloudflare stock is up 28% over the past month and trades at $357.02.

Money chasing the higher-volatility end of cloud computing is concentrating in shares of Cloudflare (NYSE:NET | NET Price Prediction), while shares of Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) are tracing very different paths. Cloudflare stock is at $363.
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