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NET · Cloudflare, Inc.

Track NET — free
$347.28 -4.98 (-1.41%) At close · Sep 30
Market Cap
$124.28B
Shares
356.08M
Volume · Sep 30 2.59M Avg daily vol (3M) 3.39M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$347.28 Open$351.00 Day$346.15–357.64 52W close$160.19–358.82 Avg vol 30d3.1M Short int7.7M · 2.2% float · 2.4d Short vol36% Last earningsAug 6, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Nov 5, 2026 Est · unconfirmed · in 5 wks
filed Aug 6, 2026
call held 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)
+61.2%
Trailing year
Short interest
2.2%
Latest settlement · 2.4 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very High
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +49%
above
Price vs 50-day avg +14%
above
RSI (14) 60
neutral
MACD trend Positive
52-week position 94%
near high
Momentum
relative strength
Very Strong
1-month return +22%
trailing
6-month return +80%
trailing
YTD return +76%
this year
Relative strength +68%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $304 › 200d $234 — 50d above 200d
Institutional flow Accumulating
+8% holders QoQ · +213 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
2.16% of float · ▲ +13.4% MoM · 2.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,242 holders — near 3-yr high, broad support
Squeeze score 62
elevated · 0–100
Fundamentals
Strong
Revenue growth +30%
Y/Y
Gross margin 75%
contracting
EPS growth −26%
Y/Y
Free cash flow $287.5M
Quant / Vol
risk profile
Very High
Volatility 65%
annualized · 1-yr
Max drawdown −37%
past year
ATR 4.9%
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 8 of last 8
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
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%
Total revenue first quarter of 2024
guided $372.5M – $373.5M
$378.6M Beat +1.5%

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
+49% Bullish
Price vs 50-day avg
+14% Bullish
RSI (14)
60 Neutral
MACD trend
Positive Bullish
52-week position
94% Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $304 › 200d $234 — 50d above 200d
Institutional flow Accumulating
+8% holders QoQ · +213 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
2.16% of float · ▲ +13.4% MoM · 2.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,242 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $160 Now $347 · 94% Range high $359
vs 200-day avg +49% vs 50-day avg +14%

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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
NET
Cloudflare, Inc.
this stock
$124.28B +76.2% +29.8% — 2.2%
MSFT
Microsoft Corp
$3.83T +6.1% +6.9% 28.8 0.9%
PLTR
Palantir Technologies Inc.
$455.79B +5.2% +56.2% 162.1 2.5%
ORCL
Oracle Corp
$414.55B -29.6% +17.3% 21.5 1.7%
PANW
Palo Alto Networks Inc
$306.54B +115.7% +29.0% — 2.7%

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
1,242
% held
86.7%
Net QoQ
+13.4M sh
Top holder
Capital World Investors
Held Float
View
Held by Funds
Fund positions
782
View
Short & Settlement
Short Interest Rising
Shares short
7.7M
Days to cover
2.4d
Change
+908.8K sh
View
Short Volume
Short vol %
36%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
248
Value
$69.2K
As of
Sep 8, 2026
View
Off-Exchange
Off-exchange %
49.8%
Week of
Aug 24, 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
Investor Event Transcript
Filed
Sep 9, 2026
This year
15
View
Proposed Sales
Value
$8.8M
Shares
25.0K
Filed
Sep 22, 2026
View
Earnings & Events
Earnings Calls
Last call
Sep 9, 2026
View
Investor Relations
Latest news
Cloudflare and Deutsche Telekom J…
Published
Sep 29, 2026
View

Performance

5D 20D 120D MTD YTD
NET -1.4% +21.6% +79.9% +13.8% +76.2%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY -0.8% +21.5% +67.7% +14.4% +64.3%
Key facts CIK 1477333 CUSIP 18915M107 13F (30d) 24 filings 17 filers Visit website Investor relations