
Cloudflare's earnings pop lit up a few thematic funds while barely nudging the big index funds most investors own. Which ETFs carry the biggest stakes, and what hidden overlap could leave you holding the same stocks twice?
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) | $2.73B |
| Gross Profit (TTM) | $1.96B |
| EBITDA | $17.05M |
| Operating Margin | -7.27% |
| Return on Equity | -17.00% |
| Return on Assets | -2.02% |
| Revenue/Share (TTM) | $7.73 |
| Book Value | $4.09 |
| Price-to-Book | 53.74 |
| Price-to-Sales (TTM) | 35.02 |
| EV/Revenue | 34.4 |
| EV/EBITDA | 2234.76 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 39.20% |
| Shares Outstanding | $322.62M |
| Float | $322.54M |
| % Insiders | 0.61% |
| % Institutions | 90.60% |
Volatility is currently expanding

Cloudflare's earnings pop lit up a few thematic funds while barely nudging the big index funds most investors own. Which ETFs carry the biggest stakes, and what hidden overlap could leave you holding the same stocks twice?

Cloudflare's CEO said the company just posted a record quarter, yet the stock still sank with the rest of tech. Now a hefty valuation and a bold profit promise leave two clear tests for whether investors got it wrong.

NET beats Q3 earnings and revenue estimates on strong enterprise demand and AI platform adoption, raising its 2026 outlook despite gross margin pressure.

A pair of earnings beats is pulling battered AI cloud stocks into a relief rally. Cloudflare (NYSE:NET | NET Price Prediction) stock is at $293.43 in morning trading, up 20%.

Cloudflare shares NET surged more than 20% in premarket trading on Friday after the internet infrastructure and cybersecurity company delivered stronger-than-expected third-quarter results and raised its full-year outlook, signalling that demand for protecting digital infrastructure against emerging artificial intelligence threats is accelerating. The rally came after the stock fell 8.3% during Thursday's regular session as cybersecurity shares came under pressure amid a broader technology market selloff.

Third-quarter revenue increased 39% year over year to $782.5 million. Customers paying over $100,000 annually grew 25% year over year.

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The cybersecurity company's rebound shows investors that the brutal tech selloff could still create buying opportunities.

The CEO calls it the company's best quarter ever, with annualized revenue passing $3 billion. Free cash flow grew far less than revenue, and the GAAP operating loss widened.

The connectivity cloud company upped its projections for revenue this year to around $2.96 billion, above its earlier guidance for revenue between $2.86 billion and $2.87 billion.
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