Cloudflare, Inc. (NET)

US — Technology Sector
Peers: SNPS  CDNS  SNOW  FTNT  NTES  CRWV  MRVL  MSTR  ZS  GLW 

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News

Is Trending Stock Cloudflare, Inc. (NET) a Buy Now?
NET
Published: April 03, 2026 by: Zacks Investment Research
Sentiment: Positive

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.

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image for news Is Trending Stock Cloudflare, Inc. (NET) a Buy Now?
CoreWeave vs. Cloudflare: Which AI Cloud Stock Offers Better Upside?
CRWV, NET
Published: March 30, 2026 by: Zacks Investment Research
Sentiment: Positive

CRWV vs. NET: AI cloud demand is booming, but differences in growth, risk, valuation and margins are shaping which stock may offer better upside.

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image for news CoreWeave vs. Cloudflare: Which AI Cloud Stock Offers Better Upside?
Cloudflare Stock Slides On Anthropic Leak, AI Competition Concerns
NET, P-ANTH
Published: March 27, 2026 by: Benzinga
Sentiment: Negative

Anthropic said the exposure resulted from human error in its CMS configuration and said the issue was unrelated to its existing AI tools, but the leak still rattled investors across cybersecurity names.

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image for news Cloudflare Stock Slides On Anthropic Leak, AI Competition Concerns
Wall Street Analysts See Cloudflare (NET) as a Buy: Should You Invest?
NET
Published: March 24, 2026 by: Zacks Investment Research
Sentiment: Neutral

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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image for news Wall Street Analysts See Cloudflare (NET) as a Buy: Should You Invest?
Cloudflare: Loaded Up At $170, Where I'll Load Up Next
NET
Published: March 23, 2026 by: Seeking Alpha
Sentiment: Positive

Cloudflare remains my top cybersecurity pick, outperforming peers and the S&P 500, driven by robust fundamentals and heightened geopolitical risk. NET's accelerating revenue (34% YoY), expanding backlog (48%), and superior net retention (120%) highlight its competitive edge versus Zscaler and sector peers. I reiterate my 'buy' rating, targeting $300+ per share, justified by NET's expected EPS growth at 3.5x the S&P 500 and premium valuation.

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image for news Cloudflare: Loaded Up At $170, Where I'll Load Up Next
Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
NET
Published: March 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
Cloudflare's Stablecoin: A Real Catalyst or Short-Term Hype?
NET
Published: March 19, 2026 by: MarketBeat
Sentiment: Positive

After a choppy start to the year, Cloudflare Inc. NYSE: NET has rapidly emerged as one of the tech sector's most exciting growth stories. Having finished 2025 on the back foot, the stock has staged an aggressive comeback in recent weeks, driven by a combination of strong earnings, improving guidance and fresh positioning of Cloudflare at the center of the artificial intelligence (AI) revolution.

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image for news Cloudflare's Stablecoin: A Real Catalyst or Short-Term Hype?
Cloudflare Surges 8%: NVIDIA's AI Boom Is Coming for the Edge and This Stock Is Ready
NET
Published: March 18, 2026 by: 24/7 Wall Street
Sentiment: Positive

Cloudflare (NYSE:NET) stock is up 8% in afternoon trading on Wednesday, with shares changing hands at around $228.

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image for news Cloudflare Surges 8%: NVIDIA's AI Boom Is Coming for the Edge and This Stock Is Ready
Canadian Net Real Estate Investment Trust (NET.UN:CA) Q4 2025 Earnings Call Transcript
CNNRF, NET
Published: March 18, 2026 by: Seeking Alpha
Sentiment: Neutral

Canadian Net Real Estate Investment Trust (NET.UN:CA) Q4 2025 Earnings Call Transcript

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image for news Canadian Net Real Estate Investment Trust (NET.UN:CA) Q4 2025 Earnings Call Transcript
5 AI Stocks Wall Street Is Still Missing
DOCN, JMIA, NET, PLTR, SNOW
Published: March 06, 2026 by: The Street
Sentiment: Positive

Futurum Chief Market Strategist Shay Boloor breaks down 5 AI stocks investors should watch and explains how to spot the winners in the AI economy. 00:00 Introduction 00:17 Pick 1: AI Software with a Government Edge 02:28 Pick 2: Data Company Riding the AI Wave 03:35 Pick 3: Internet Powerhouse for AI Traffic 05:18 Pick 4: Cloud Service Built for AI Bots 07:01 Pick 5: Fast-Growing African E-Commerce 09:42 Biggest Upside & Biggest Risk Subscribe | http://t.st/TheStreetTV Earn.

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image for news 5 AI Stocks Wall Street Is Still Missing
Is It Worth Investing in Cloudflare (NET) Based on Wall Street's Bullish Views?
NET
Published: March 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Is It Worth Investing in Cloudflare (NET) Based on Wall Street's Bullish Views?
Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
NET
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
Cloudflare Becomes the First and Only SASE Platform to Support Modern Post-Quantum Encryption
NET
Published: February 23, 2026 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it has achieved a major milestone by delivering the world's first complete Secure Access Service Edge (SASE) to support modern post-quantum (PQ) encryption standards. By integrating advanced post-quantum encryption across all its major network configurations, the Cloudflare One SASE platform now provides the most secure bridge between corporate environments and its global networ.

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image for news Cloudflare Becomes the First and Only SASE Platform to Support Modern Post-Quantum Encryption
Zscaler Q2 Preview: Cloudflare Is Eating Its Lunch (Rating Downgrade)
NET, ZS
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Negative

Zscaler faces mounting competitive pressures, lagging Cloudflare in RPO growth and Net Retention, while Palo Alto Networks picks up momentum with its M&A-based strategy. Despite solid revenue and customer growth, ZS's stagnant operating margin and softer forward guidance have weighed on investor sentiment. ZS trades at a forward P/E of 45, compressing to 30 by FY 2028, but market fears over share losses demand outperformance in RPO and retention.

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image for news Zscaler Q2 Preview: Cloudflare Is Eating Its Lunch (Rating Downgrade)
Cloudflare: Accelerating Growth In Times Of Agentic AI
NET
Published: February 18, 2026 by: Seeking Alpha
Sentiment: Negative

Cloudflare is at the epicenter of AI-driven growth. While other software companies are under pressure, Cloudflare is exceeding expectations and even accelerating. Valuation is demanding, but Cloudflare has both the financial performance and growth prospects to justify it.

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image for news Cloudflare: Accelerating Growth In Times Of Agentic AI
AI Panic Grips Software Stocks: 2 Stocks You Should Buy Anyway
MSFT, NET
Published: February 17, 2026 by: 24/7 Wall Street
Sentiment: Negative

The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt traditional business models.

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image for news AI Panic Grips Software Stocks: 2 Stocks You Should Buy Anyway
Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
NET
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
Cloudflare Reports Issues as X and Amazon Web Services Are Disrupted
AMZN, NET
Published: February 16, 2026 by: NYTimes
Sentiment: Negative

Cloudflare, the tech company that provides services for a wide range of apps and websites, said it was working to fix an internal issue.

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image for news Cloudflare Reports Issues as X and Amazon Web Services Are Disrupted
Is Cloudflare (NET) a Buy as Wall Street Analysts Look Optimistic?
NET
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive

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?

Read More
image for news Is Cloudflare (NET) a Buy as Wall Street Analysts Look Optimistic?
AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade
NET
Published: February 11, 2026 by: Schwab Network
Sentiment: Positive

Cloudflare (NET) saw a strong rally Wednesday after posting stronger-than-expected earnings Tuesday evening. Marley Kayden explains why Cloudflare management calls the report its "strongest quarter yet" helped by a more favorable environment for AI agents.

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image for news AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade
Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand
NET
Published: February 11, 2026 by: CNBC
Sentiment: Positive

Cloudflare beat Wall Street's fourth-quarter estimates and issued upbeat guidance as artificial intelligence hikes adoption of its networking and security solutions. CEO Matthew Prince said more agents are running on Cloudflare's platform, creating a "virtuous flywheel.

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image for news Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand
Cloudflare shares pop on strong revenue guidance, Q4 earnings beat
NET
Published: February 11, 2026 by: Proactive Investors
Sentiment: Positive

Cloudflare (NYSE:NET) shares jumped almost 11% to just shy of $200 in early trade following the company's fourth quarter report which topped revenue expectations. For the quarter, Cloudflare reported revenue of $614.5 million, up 34% year over year, above the consensus estimate of $591.3 million.

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image for news Cloudflare shares pop on strong revenue guidance, Q4 earnings beat
Cloudflare Stock Gains 15% as Q4 Earnings and Revenues Beat Estimates
NET
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive

NET shares soar after Q4 earnings and revenues surpass estimates, with the company initiating strong guidance for the first quarter and full-year 2026.

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image for news Cloudflare Stock Gains 15% as Q4 Earnings and Revenues Beat Estimates
Live Earnings: Will Cloudflare Rise After Q4 Earnings Tonight?
NET
Published: February 10, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Cloudflare has beaten EPS estimates for 7 straight quarters, which shows a strong track record of execution.

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image for news Live Earnings: Will Cloudflare Rise After Q4 Earnings Tonight?
Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB)
APP, MDB, NET
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

As investors debate whether artificial intelligence will ultimately make large portions of the software industry obsolete, it is becoming increasingly important to separate which types of software are vulnerable from those that are structurally resilient. AI will undoubtedly disrupt certain areas, particularly simple applications, dashboards, and point solutions that can be replicated quickly with generative tools.

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image for news Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB)
Cloudflare Q4 earnings set to show continued AI-driven growth: analysts
NET
Published: February 06, 2026 by: Proactive Investors
Sentiment: Positive

Cloudflare (NYSE:NET) will hand down its fourth quarter earnings after markets close on February 10, with Jefferies analysts expecting the report to reflect the company's momentum in AI adoption and enterprise transformation. Shares of the software and network services provider have been down roughly 15% in the year-to-date at about $168, amid broader weakness in the software sector, but analysts say the company remains well positioned for growth.

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image for news Cloudflare Q4 earnings set to show continued AI-driven growth: analysts
Cybersecurity Stock Gearing Up For Massive Week
NET
Published: February 06, 2026 by: Schaeffers Research
Sentiment: Positive

On Wednesday, BTIF upgraded Cloudflare Inc (NYSE:NET) to "buy" from "neutral," hiking its price target to $199 and noting the cybersecurity stock has "underappreciated long-term growth potential.

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image for news Cybersecurity Stock Gearing Up For Massive Week
Cloudflare to Post Q4 Earnings: What's in Store for the Stock?
NET
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Negative

NET heads into Q4 earnings with revenues near $590 million and EPS of $0.27, fueled by zero-trust and global growth but pressured by deal delays.

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image for news Cloudflare to Post Q4 Earnings: What's in Store for the Stock?
Cloudflare (NET) Reports Next Week: Wall Street Expects Earnings Growth
NET
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloudflare (NET) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Cloudflare (NET) Reports Next Week: Wall Street Expects Earnings Growth
Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning
NET
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Negative

Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning

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image for news Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning

About Cloudflare, Inc. (NET)

  • IPO Date 2019-09-13
  • Website https://www.cloudflare.com
  • Industry Software - Infrastructure
  • CEO Matthew Prince
  • Employees 4400

CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.