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NET

Cloudflare, Inc. NET

$277.66 +5.20 (+1.91%)
Extended · +1.40σ

Price chart

Timeframe
Range
Fundamentals · free Click ▲ earnings markers (daily) for the day's move

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Latest bar · NET

Momentum reads · latest daily bar
Last
$277.66
+5.20 (+1.91%)
Mkt cap
$98.6B
Technology
RSI(14)
64.9
neutral
Stochastic %K
75.3
neutral
MFI(14)
77.3
neutral
ADX(14)
23.5
building

Green means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.

Financial overlay · last 12 quarters

The story behind the price: three years of quarterly results laid over the chart, so you can see whether the stock has been following the business — or running ahead of it.

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $0.6B $-0.0B $-0.1B $0.1B -3.6% -9.7%
2025-12-31 $0.6B $-0.0B $-0.0B $0.1B -2.0% -8.0%
2025-09-30 $0.6B $-0.0B $-0.0B $0.1B -0.2% -6.7%
2025-06-30 $0.5B $-0.1B $-0.1B $0.0B -9.8% -13.1%
2025-03-31 $0.5B $-0.0B $-0.1B $0.1B -8.0% -11.1%
2024-12-31 $nanB $nanB $nanB $nanB nan% nan%

Tip: toggle P/E, FCF, ROE, Gross margin and more on the chart above — every overlay is free.

Compare NET vs peers

Line NET up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.

Comparing NET no peers yet — add up to 4 below

Add tickers to compare with NET

~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.

Earnings replay · last 20 reports

How this stock actually behaves on report day: each past earnings print with the beat-or-miss and the next-day move — a track record for handicapping the next one.

DateEPS actual EPS estSurprise Next-day
2026-05-07 0.25 0.23 +7.0% -23.6%
2026-02-10 0.28 0.27 +3.2% +5.2%
2025-10-30 0.27 0.23 +15.4% +13.8%
2025-07-31 0.21 0.18 +15.5% -3.6%
2025-05-08 0.16 0.16 -1.6% +6.5%
2025-02-06 0.19 0.18 +5.0% +17.8%
2024-11-07 0.20 0.18 +9.5% -4.6%
2024-08-01 0.20 0.14 +42.1% +6.8%
2024-05-02 0.16 0.13 +22.6% -16.4%
2024-02-08 0.15 0.12 +26.3% +19.5%
2023-11-02 0.16 0.10 +62.7% +13.9%
2023-08-03 0.10 0.07 +35.0% +6.9%
2023-04-27 0.08 0.03 +135.4% -21.0%
2023-02-09 0.06 0.05 +31.6% +3.3%
2022-11-03 0.06 +1829.3% -18.4%
2022-05-05 0.01 +536.9% -15.7%
2021-08-05 -0.02 -0.04 +43.9% -2.2%
2021-05-06 -0.03 -0.03 -2.4%
2021-02-11 -0.02 -0.04 +42.9%
2020-11-05 -0.02 -0.05 +61.3%

Earnings markers are overlaid on the daily price chart above. Click a ▲ marker for that day's move.

Peer comparison · Technology

Context check: the same key numbers for the closest Technology names side by side, so you can tell whether this stock is the standout or just moving with its group.

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
NET $99B 175.9 42.3 -2687.3 64.3 73.3% 33.5% 0.77%
AAPL $4,902B 40.5 34.6 10.9 30.7 46.0 47.9% 16.6% 21.8% 2.06%
MSFT $2,925B 23.5 20.3 9.2 16.1 7.1 68.3% 18.3% 23.4% 1.27%
NVDA $4,912B 31.1 15.8 19.4 29.4 25.1 74.1% 85.2% 214.5% 0.94%
GOOGL $4,231B 26.5 23.7 10.0 25.9 8.8 60.4% 21.8% 82.0% 0.66%
META $1,640B 23.5 17.8 7.6 15.1 6.7 81.9% 33.1% 62.4% 1.56%
AVGO $1,764B 61.7 19.1 23.4 43.0 20.1 76.3% 47.9% 85.4% 1.54%
ORCL $364B 21.7 11.6 5.4 16.6 9.7 65.8% 20.6% 21.9% -6.74%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Who holds the stock and what they've been doing lately — big funds on the left, executives' own buys and sells on the right. Insider buying is the rarer, louder signal.

Top institutional holders

Top-10 concentration: 44.54%

HolderShares% out
Capital World Investors 22,735,569 7.08%
Blackrock Inc. 21,094,282 6.57%
Vanguard Portfolio Management LLC 16,039,889 4.99%
BAILLIE GIFFORD & CO 15,924,423 4.96%
Morgan Stanley 15,883,321 4.95%
Vanguard Capital Management LLC 13,716,196 4.27%
FMR, LLC 13,560,451 4.22%
Capital International Investors 10,893,165 3.39%
State Street Corporation 7,178,719 2.24%
Geode Capital Management, LLC 5,993,429 1.87%

Insider activity · 90d

0 buys / 11 sells · ratio 0.0 · Finnhub

  • Ledbetter Carl SELL 888,073 @ $268.11
  • Graham-Cumming John M 2,520
  • Graham-Cumming John SELL 494,909 @ $250.15
  • Graham-Cumming John SELL 494,921 @ $249.38
  • Graham-Cumming John SELL 495,103 @ $248.44
  • Graham-Cumming John SELL 495,665 @ $247.44
  • Graham-Cumming John SELL 496,351 @ $246.28
  • Graham-Cumming John SELL 497,291 @ $245.60
  • Graham-Cumming John M 497,429 @ $44.72
  • Prince Matthew C 2,850,932

Analyst estimates

Finnhub

What Wall Street expects next: the consensus forecasts for the coming quarters. The market usually reacts to results versus these numbers, not the raw results themselves.

Low
$136.0
Mean
$254.35838
High
$322.0
Analysts
31
Recommendation distribution · period 2026-07-01
10
19
9
1
1
Revision trend (2026-04-01 → 2026-07-01): net 25 → 27 +2 (net = strong_buy+buy − sell−strong_sell)

SEC filings

The company's own paperwork, straight from the regulator — annual and quarterly reports, big announcements and insider trades. The primary source behind every headline.

FormFiled DescriptionAction
4 2026-07-17 FORM 4 view ·
4 2026-07-15 FORM 4 view ·
4 2026-07-15 FORM 4 view ·
4 2026-07-08 FORM 4 view ·
4 2026-07-07 FORM 4 view ·
4 2026-07-06 FORM 4 view ·
4 2026-07-06 FORM 4 view ·
4 2026-07-02 FORM 4 view ·
4 2026-07-02 FORM 4 view ·
4 2026-07-02 FORM 4 view ·
4 2026-07-02 FORM 4 view ·
4 2026-07-02 FORM 4 view ·
4 2026-07-02 FORM 4 view ·
4 2026-07-02 FORM 4 view ·
8-K 2026-06-30 8-K view ·
4 2026-06-24 FORM 4 view ·
4 2026-06-24 FORM 4 view ·
4 2026-06-18 FORM 4 view ·
4 2026-06-17 FORM 4 view ·
4 2026-06-16 FORM 4 view ·
DEF 14A 2026-06-09 DEF 14A view ·
4 2026-06-08 FORM 4 view ·
4 2026-06-02 FORM 4 view ·
4 2026-06-02 FORM 4 view ·
4 2026-06-01 FORM 4 view ·
4 2026-05-27 FORM 4 view ·
4 2026-05-21 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-19 FORM 4 view ·
4 2026-05-12 Insider transaction (Form 4) view ·
10-Q 2026-05-08 10-Q view ·
8-K 2026-05-07 8-K view ·
4 2026-05-05 Insider transaction (Form 4) view ·
4 2026-05-05 Insider transaction (Form 4) view ·
4 2026-05-04 Insider transaction (Form 4) view ·
4 2026-05-04 Insider transaction (Form 4) view ·
4 2026-04-30 Insider transaction (Form 4) view ·
4 2026-04-30 Insider transaction (Form 4) view ·
4 2026-04-22 OWNERSHIP DOCUMENT view ·
4 2026-04-17 FORM 4 view ·
4 2026-04-08 FORM 4 view ·
4 2026-04-08 FORM 4 view ·
4 2026-04-02 FORM 4 view ·
4 2026-03-30 FORM 4 view ·
4 2026-03-20 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-18 FORM 4 view ·
4 2026-03-17 FORM 4 view ·
4 2026-03-13 FORM 4 view ·
4 2026-03-06 FORM 4 view ·
4 2026-03-05 OWNERSHIP DOCUMENT view ·
4 2026-03-04 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-03-03 Insider transaction (Form 4) view ·
4 2026-02-26 OWNERSHIP DOCUMENT view ·
10-K 2026-02-26 10-K view ·
4 2026-02-24 FORM 4 view ·

About NET

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote…

Options picks · NET

ITM + OTM ideas from the latest scan

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Congress trades · NET

STOCK Act disclosures

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SEC filings & insiders · NET

EDGAR · live

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Holders · NET

Institutions & insider activity

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