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$284.89 +7.31 (+2.63%) At close · Aug 26
Market Cap
$101.80B
Shares
356.08M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$284.89 Open$273.82 Day$272.29–290.89 52W close$160.19–330.83 Avg vol 30d3.6M Short int7.4M · 2.1% float · 1.4d Short vol47% Last earningsAug 6, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 6, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 15.2 · calm Equity put/call 0.64
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +30%
      above
      Price vs 50-day avg +5%
      above
      RSI (14) 49
      neutral
      MACD trend Negative
      52-week position 73%
      mid-range
      Momentum
      relative strength
      Very Strong
      1-month return +5%
      trailing
      6-month return +48%
      trailing
      YTD return +45%
      this year
      Relative strength +36%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $271 › 200d $220 — 50d above 200d
      Institutional flow Accumulating
      +7% holders QoQ · +212 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      2.09% of float · ▼ -9.2% MoM · 1.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,229 holders — near 3-yr high, broad support
      Squeeze score 47
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +30%
      Y/Y
      Gross margin 75%
      contracting
      EPS growth −26%
      Y/Y
      Free cash flow $287.5M
      Balance sheet $943.5M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 62%
      annualized · 1-yr
      Max drawdown −37%
      past year
      ATR 5.7%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 7 of last 8
      Latest guidance · from the 8-K filed Aug 6, 2026
      third quarter of fiscal 2026
      Non-GAAP income from operations Non-GAAP Initiated $129M – $130M
      Total revenue Initiated $736M – $737M
      prior qtr $696.06M midpoint +5.8% QoQ
      Non-GAAP net income per share Non-GAAP Initiated $0.34
      full year fiscal 2026
      Total revenue Raised $2.86B – $2.87B
      May 7, 2026 $2.81B – $2.81B changed to Aug 6, 2026 $2.86B – $2.87B
      prior FY $2.17B midpoint +32.2% Y/Y
      Non-GAAP income from operations Non-GAAP Raised $443M – $445M
      May 7, 2026 $418M – $421M changed to Aug 6, 2026 $443M – $445M
      Non-GAAP net income per share Non-GAAP Initiated $1.25 – $1.26
      Prior guidance period ended · from the 8-K filed May 7, 2026
      Total revenue · second quarter of fiscal 2026 $664M – $665M
      Non-GAAP income from operations · second quarter of fiscal 2026 $90M – $91M
      Non-GAAP net income per share · second quarter of fiscal 2026 $0.27
      Guided vs delivered · last 8 settled
      Total revenue second quarter of fiscal 2026
      guided $664M – $665M
      $696.06M Beat +4.7%
      Total revenue fourth quarter of fiscal 2025
      guided $588.5M – $589.5M
      $614.51M Beat +4.3%
      Total revenue full year fiscal 2025
      guided $2.14B – $2.14B
      $2.17B Beat +1.2%
      Total revenue third quarter of fiscal 2025
      guided $543.5M – $544.5M
      $562.03M Beat +3.3%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +30% Bullish
      Price vs 50-day avg
      +5% Bullish
      RSI (14)
      49 Neutral
      MACD trend
      Negative Bearish
      52-week position
      73% Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $271 › 200d $220 — 50d above 200d
      Institutional flow Accumulating
      +7% holders QoQ · +212 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      2.09% of float · ▼ -9.2% MoM · 1.4 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,229 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $160 Now $285 · 73% Range high $331
      vs 200-day avg +30% vs 50-day avg +5%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Dollar-Based Net Retention Rate 120% the three months ended June 30, 2026 filing —
      GAAP → non-GAAP reconciliation
      GAAP Net cash provided by operating activities $117.56M
      -$49.96M Purchases of property and equipment
      -$11.22M Capitalized internal-use software
      = Free cash flow $56.38M
      Non-GAAP gross margin non-GAAP 73% Six Months Ended June 30, 2026 —
      Non-GAAP net income per share, diluted non-GAAP $0.54 Six Months Ended June 30, 2026 —
      Non-GAAP operating margin non-GAAP 12.7% Six Months Ended June 30, 2026 —
      Paying customers (> $100,000 Annualized Revenue) 4,698 Three Months Ended June 30, 2026 filing —
      Cash, cash equivalents, and available-for-sale securities $4.1B as of December 31, 2025 —
      Net cash flow from operating activities $603.1M fiscal year 2025 —
      Remaining Performance Obligations (RPO) year-over-year growth 48% the fourth quarter —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Software - Infrastructure — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      NET
      Cloudflare, Inc.
      this stock
      		$101.80B +44.5% +29.8% — 2.1%
      MSFT
      Microsoft Corp
      		 $3.67T +2.6% +6.9% 27.5 0.9%
      ORCL
      Oracle Corp
      		 $428.01B -23.6% +17.3% 25.5 1.7%
      PLTR
      Palantir Technologies Inc.
      		 $426.54B -0.1% +56.2% 151.7 2.8%
      PANW
      Palo Alto Networks Inc
      		 $276.48B +84.2% +29.0% 278.1 2.8%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      1,229
      % held
      86.5%
      Net QoQ
      +12.7M sh
      Top holder
      Capital World Investors
      Held Float
      View
      Held by Funds
      Fund positions
      748
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      7.4M
      Days to cover
      1.4d
      Change
      -751.9K sh
      View
      Short Volume
      Short vol %
      47%
      As of
      Aug 26, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      21.0K
      Value
      $6.0M
      As of
      Jul 31, 2026
      View
      Off-Exchange
      Off-exchange %
      46.2%
      Week of
      Jul 20, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Josh Gottheimer
      Amount
      $1.0K–$15.0K
      Traded
      Feb 4, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $2.2B
      Net income (FY)
      $-102.3M
      EPS diluted
      $-0.29
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 13, 2026
      This year
      14
      View
      Proposed Sales
      Value
      $773.3K
      Shares
      2.5K
      Filed
      Aug 18, 2026
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Sep 9, 2026
      Last call
      Aug 6, 2026
      View
      Investor Relations
      Latest news
      Signal Taps Cloudflare to Help Pr…
      Published
      Aug 12, 2026
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      NET -2.4% +5.4% +48.1% +2.1% +44.5%
      SPY -0.4% +5.0% +12.4% +2.6% +12.3%
      vs SPY -2.0% +0.4% +35.7% -0.4% +32.2%
      Key facts CIK 1477333 CUSIP 18915M107 13F (30d) 919 filings 913 filers Visit website Investor relations

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