NET · Cloudflare, Inc.
Market Cap
$115.23B
Shares
356.08M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$323.60
Open$338.00
Day$313.50–338.00
52W close$160.19–333.94
Avg vol 30d3.6M
Short int6.8M · 1.9% float · 2.3d
Short vol43%
Last earningsAug 6, 2026
DataJan 2020–Sep 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 5, 2026
Est · unconfirmed
· in 6 wks
filed Aug 6, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
+44.7%
Trailing year
Short interest
1.9%
Latest settlement · 2.3 days to cover
Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Strong Buy
Momentum
Very Strong
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 14.8 · calm
Equity put/call 0.58
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+42%
above
Price vs 50-day avg
+11%
above
RSI (14)
58
neutral
MACD trend
Positive
52-week position
94%
near high
Momentum
relative strength
1-month return
+16%
trailing
6-month return
+59%
trailing
YTD return
+64%
this year
Relative strength
+39%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $292 › 200d $228 — 50d above 200d
Institutional flow
Accumulating
+7% holders QoQ · +213 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.91% of float · ▼ -8.6% MoM · 2.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
1,237 holders — near 3-yr high, broad support
Squeeze score
49
elevated · 0–100
Fundamentals
Revenue growth
+30%
Y/Y
Gross margin
75%
contracting
EPS growth
−26%
Y/Y
Free cash flow
$287.5M
Quant / Vol
risk profile
Volatility
64%
annualized · 1-yr
Max drawdown
−37%
past year
ATR
5.4%
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
Latest guidance
· from the 8-K filed Aug 6, 2026
third quarter of fiscal 2026
Total revenue
Initiated
$736M – $737M
prior qtr $696.06M
midpoint +5.8% QoQ
Non-GAAP income from operations
Non-GAAP
Initiated
$129M – $130M
Non-GAAP net income per share
Non-GAAP
Initiated
$0.34
full year fiscal 2026
Total revenue
Initiated
$2.86B – $2.87B
prior FY $2.17B
midpoint +32.2% Y/Y
Non-GAAP income from operations
Non-GAAP
Initiated
$443M – $445M
Non-GAAP net income per share
Non-GAAP
Initiated
$1.25 – $1.26
Prior guidance
period ended
· from the 8-K filed Aug 1, 2024
Total revenue
· third quarter of fiscal 2024
$423M – $424M
Non-GAAP income from operations
· third quarter of fiscal 2024
$50M – $51M
Non-GAAP net income per share
· third quarter of fiscal 2024
$0.18
Total revenue
· full year fiscal 2024
$1.66B – $1.66B
Non-GAAP income from operations
· full year fiscal 2024
$196M – $198M
Non-GAAP net income per share
· full year fiscal 2024
$0.70 – $0.71
Guided vs delivered
· last 8 settled
Total revenue
third quarter of fiscal 2024
guided $423M – $424M
$430.08M
Beat +1.6%
Total revenue
full year fiscal 2024
guided $1.66B – $1.66B
$1.67B
Beat +0.7%
Total revenue
second quarter of fiscal 2024
guided $393.5M – $394.5M
$401M
Beat +1.8%
Revenue
full year 2021
guided $629M – $633M
$656.43M
Beat +4.0%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+42%
Bullish
Price vs 50-day avg
+11%
Bullish
RSI (14)
58
Neutral
MACD trend
Positive
Bullish
52-week position
94%
Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $292 › 200d $228 — 50d above 200d
Institutional flow
Accumulating
+7% holders QoQ · +213 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
1.91% of float · ▼ -8.6% MoM · 2.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
1,237 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $160
Now $324 · 94%
Range high $334
vs 200-day avg +42%
vs 50-day avg +11%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NET
this stock
Cloudflare, Inc.
|
$115.23B | +64.1% | +29.8% | — | 1.9% |
|
MSFT
Microsoft Corp
|
$3.67T | +2.1% | +6.9% | 27.5 | 1.0% |
|
ORCL
Oracle Corp
|
$446.33B | -24.3% | +17.3% | 23.1 | 1.5% |
|
PLTR
Palantir Technologies Inc.
|
$426.88B | -0.1% | +56.2% | 151.8 | 2.7% |
|
PANW
Palo Alto Networks Inc
|
$297.41B | +97.4% | +29.0% | — | 2.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NET | +5.6% | +16.0% | +59.4% | +6.1% | +64.1% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | +5.9% | +16.1% | +39.3% | +6.8% | +52.4% |
Key facts
CIK
1477333
CUSIP
18915M107
13F (30d)
20 filings
16 filers
Visit website
Investor relations