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$315.78 -15.05 (-4.55%) At close · Aug 14
Market Cap
$112.44B
Shares
356.08M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$315.78 Open$331.00 Day$315.19–331.95 52W close$160.19–330.83 Avg vol 30d3.8M Short int8.2M · 2.3% float · 2.8d Short vol60% Last earningsAug 6, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 12 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 Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Strong Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +45%
      above
      Price vs 50-day avg +20%
      above
      RSI (14) 64
      neutral
      MACD trend Positive
      52-week position 91%
      near high
      Momentum
      relative strength
      Very Strong
      1-month return +14%
      trailing
      6-month return +97%
      trailing
      YTD return +60%
      this year
      Relative strength +83%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $263 › 200d $218 — 50d above 200d
      Institutional flow Accumulating
      +5% holders QoQ · +211 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      2.30% of float · ▼ -16.8% MoM · 2.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,208 holders — near 3-yr high, broad support
      Squeeze score 52
      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 61%
      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

      Beat or met 3 of last 6
      Latest guidance · from the 8-K filed Aug 6, 2026
      third quarter of fiscal 2026
      Total revenue $736M – $737M
      Non-GAAP net income per share Non-GAAP $0.34
      Non-GAAP income from operations Non-GAAP $129M – $130M
      full year fiscal 2026
      Total revenue $2.86B – $2.87B
      Non-GAAP income from operations Non-GAAP $443M – $445M
      Non-GAAP net income per share Non-GAAP $1.25 – $1.26
      Prior guidance period ended · from the 8-K filed Feb 10, 2026
      Total revenue · first quarter of 2026 $620M – $621M
      Non-GAAP income from operations · first quarter of 2026 $70M – $71M
      Non-GAAP net income per share · first quarter of 2026 $0.23
      Guided vs delivered · last 6 settled
      Revenue second quarter
      guided $393.5M – $394.5M
      $401M Beat +1.8%
      Diluted net income per share second quarter
      guided $0.14
      $-0.04 Miss −128.6%
      Revenue full year 2024
      guided $1.65B – $1.65B
      $1.67B Beat +1.2%
      Diluted net income per share full year 2024
      guided $0.60 – $0.61
      $-0.23 Miss −138.0%

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

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 2 · 4
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +45% Bullish
      Price vs 50-day avg
      +20% Bullish
      RSI (14)
      64 Neutral
      MACD trend
      Positive Bullish
      52-week position
      91% Bullish
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $263 › 200d $218 — 50d above 200d
      Institutional flow Accumulating
      +5% holders QoQ · +211 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      2.30% of float · ▼ -16.8% MoM · 2.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,208 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $160 Now $316 · 91% Range high $331
      vs 200-day avg +45% vs 50-day avg +20%

      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
      GAAP → non-GAAP reconciliation
      GAAP Net cash provided by operating activities $117.56M
      -$49.96M Less: Purchases of property and equipment
      -$11.22M Less: 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 —
      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
      		$112.44B +60.2% +29.8% — 2.3%
      MSFT
      Microsoft Corp
      		 $3.68T +2.4% +6.9% 27.6 1.1%
      ORCL
      Oracle Corp
      		 $433.57B -22.8% +17.3% 25.8 1.7%
      PLTR
      Palantir Technologies Inc.
      		 $418.23B -2.1% +56.2% 148.8 2.8%
      PANW
      Palo Alto Networks Inc
      		 $313.18B +108.6% +29.0% 315.0 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 section
      Ownership
      Institutional Holders Accumulating
      Holders
      1,208
      % held
      86.3%
      Net QoQ
      +11.9M sh
      Top holder
      Capital World Investors
      Held Float
      View
      Held by Funds
      Fund positions
      726
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      8.2M
      Days to cover
      2.8d
      Change
      -1.7M sh
      View
      Short Volume
      Short vol %
      60%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      660
      Value
      $160.0K
      As of
      Jul 6, 2026
      View
      Off-Exchange
      Off-exchange %
      52.0%
      Week of
      Jul 6, 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
      $15.6M
      Shares
      55.0K
      Filed
      Aug 4, 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
      2
      View

      Performance

      5D 20D 120D MTD YTD
      NET +5.2% +13.7% +97.1% +13.2% +60.2%
      SPY +0.4% +4.5% +13.8% +3.9% +13.9%
      vs SPY +4.8% +9.3% +83.4% +9.3% +46.3%
      Key facts CIK 1477333 CUSIP 18915M107 13F (30d) 1114 filings 1082 filers Visit website Investor relations

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