Automate Your Wheel Strategy on NET
With Tiblio's Option Bot, you can configure your own wheel strategy including NET - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.
Start Your Free Trial NowNews
The Big 3: ASTS, NET, TWLO
Published: April 14, 2026 by: Schwab Network
Sentiment: Positive
@ProsperTradingAcademy's Mike Shorr turns to tech and the final frontier for today's Big 3. He sees trading opportunities in Cloudflare's (NET) latest stock plunge, has a bullish bias on Twilio (TWLO) into earnings, and sees AST Spacemobile's (ASTS) new pullback as a buying opportunity.
Read More
AI infrastructure stocks sell-off: why NET and SNOW could be dip buys
Published: April 10, 2026 by: Invezz
Sentiment: Neutral
The red sea washing over Wall Street today has spared few, but for the discerning investor, the “AI infrastructure bloodbath” is exposing a critical rift between hype and durability. As inflation data comes in hotter than a cooling server rack, the “speculative froth” is evaporating from the edge computing and data sectors.
Read More
Cloudflare leads software sell-off as AI fears weigh on sector
Published: April 10, 2026 by: Proactive Investors
Sentiment: Negative
Software stocks traded lower on Friday amid mounting investor concerns about how rapidly advancing artificial intelligence (AI) could reshape the sector's long-term earnings outlook, extending a broader AI-driven slump. The latest pressure followed renewed attention on updates from AI company Anthropic, including reports that it has developed a highly capable frontier model described as too advanced for public release.
Read More
NET Down 12%, SNOW Down 9%, NOW Down 7%: The Market Just Repriced the Entire Software Sector on AI Agent Fears
Published: April 09, 2026 by: 24/7 Wall Street
Sentiment: Negative
Investors scrolling their feeds this morning are shocked by today's carnage in enterprise software stocks.
Read More
The Real Reason Cloudflare Is Down 11% Today Has Nothing to Do With Insider Selling
Published: April 09, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Cloudflare (NYSE:NET) is down 11% today, and financial headlines are pointing fingers at insider selling.
Read More
Cloudflare Fast-Tracks Plans to Defeat Q-Day Threat
Published: April 07, 2026 by: PYMNTS
Sentiment: Neutral
Cloudflare has moved up its target date for full post-quantum security and now plans to achieve it by 2029, the company said in a Tuesday (April 7) blog post.
Read More
Is Trending Stock Cloudflare, Inc. (NET) a Buy Now?
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.
Read More
CoreWeave vs. Cloudflare: Which AI Cloud Stock Offers Better Upside?
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.
Read More
Cloudflare Stock Slides On Anthropic Leak, AI Competition Concerns
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.
Read More
Wall Street Analysts See Cloudflare (NET) as a Buy: Should You Invest?
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?
Read More
Cloudflare: Loaded Up At $170, Where I'll Load Up Next
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.
Read More
Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
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.
Read More
Cloudflare's Stablecoin: A Real Catalyst or Short-Term Hype?
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.
Read More
Cloudflare Surges 8%: NVIDIA's AI Boom Is Coming for the Edge and This Stock Is Ready
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.
Read More
Canadian Net Real Estate Investment Trust (NET.UN:CA) Q4 2025 Earnings Call Transcript
Published: March 18, 2026 by: Seeking Alpha
Sentiment: Neutral
Canadian Net Real Estate Investment Trust (NET.UN:CA) Q4 2025 Earnings Call Transcript
Read More
5 AI Stocks Wall Street Is Still Missing
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.
Read More
Is It Worth Investing in Cloudflare (NET) Based on Wall Street's Bullish Views?
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
Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
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.
Read More
Cloudflare Becomes the First and Only SASE Platform to Support Modern Post-Quantum Encryption
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.
Read More
Zscaler Q2 Preview: Cloudflare Is Eating Its Lunch (Rating Downgrade)
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.
Read More
Cloudflare: Accelerating Growth In Times Of Agentic AI
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.
Read More
AI Panic Grips Software Stocks: 2 Stocks You Should Buy Anyway
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.
Read More
Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
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.
Read More
Cloudflare Reports Issues as X and Amazon Web Services Are Disrupted
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.
Read More
Is Cloudflare (NET) a Buy as Wall Street Analysts Look Optimistic?
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
AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade
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.
Read More
Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand
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.
Read More
Cloudflare shares pop on strong revenue guidance, Q4 earnings beat
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.
Read More
Cloudflare Stock Gains 15% as Q4 Earnings and Revenues Beat Estimates
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.
Read More
Live Earnings: Will Cloudflare Rise After Q4 Earnings Tonight?
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.
Read More
About Cloudflare, Inc. (NET)
- IPO Date 2019-09-13
- Website https://www.cloudflare.com
- Industry Software - Infrastructure
- CEO Matthew Prince
- Employees 4400