DailyIQ
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Sector:TechnologyAll sectors
Last updated 1 hour ago

NET·Cloudflare Inc

$.
-. (-.%)
High
$218.00
Open
$216.25
Market Cap
76.41B
52W High
$260.00
Low
$208.24
P. Close
$216.17
P/E
-
52W Low
$154.93
Fwd P/E
795.95
Mean Target
-
Technical Score (1D)
77
BUY
News Sentiment
53
MIXED
Cloudflare (NET) is currently a highly searched stock, signaling significant investor attention. Despite this interest, NET has recently shown modest gains, slightly underperforming both the S&P 500 and its industry peers over the past month. This performance underscores the importance of earnings estimate revisions as a key fundamental driver for stock valuation and future performance. Investors will be watching upcoming earnings reports and analyst commentary closely for any shifts in these estimates, which could provide clarity on the company's trajectory and influence its valuation in the near term.
Earnings Summary
Cloudflare, Inc. is a prominent cloud services provider offering a unified platform for website, application, and network security and optimization. The company provides essential services such as web application firewalls, bot management, and DDoS protection, alongside performance enhancements like content delivery and load balancing, serving a diverse clientele across technology, healthcare, and financial services within the Software - Infrastructure industry. Cloudflare's recent quarterly performance shows a pattern of exceeding expectations, with Q4 2024 EPS of $0.19 beating an estimate of $0.18101 and Q1 2026 EPS of $0.25 surpassing an estimate of $0.2355. Revenue also demonstrated growth, with Q4 2025 revenue at $614.51 million exceeding estimates and Q1 2026 revenue at $639.76 million also beating expectations. The trend indicates consistent operational execution and strong market demand for its services. Historically, Cloudflare has shown a strong growth trajectory, with recent quarters demonstrating an ability to meet or exceed analyst projections for both earnings and revenue, suggesting a reliable performance pattern. The company has a history of beating revenue estimates, indicating robust top-line growth. Recent news highlights Cloudflare's strategic pivot towards an AI-first operating model, including a workforce reduction and the launch of new AI platform products, which has driven strong Q1 revenue growth fueled by AI solutions and new large enterprise clients. However, this transition introduces near-term execution uncertainty. Investors will be watching for the successful implementation of this AI pivot, the adoption of new AI products, and Cloudflare's ability to navigate content moderation challenges, particularly concerning its services being flagged for alleged use by extremist websites, and how these factors influence its competitive positioning and sustained growth in the evolving cloud security landscape.

EPS

EstBeatMiss
$0.17$0.20$0.23$0.26$0.29Q4'24Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.27 - -
Q1'26$0.24$0.25+6.2%
Q4'25$0.27$0.28+3.2%
Q4'24$0.18$0.19+5.0%

Revenue

EstBeatMiss
$428M$497M$566M$635M$704MQ4'24Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$672M - -
Q1'26$628M$640M+1.9%
Q4'25$591M$615M+3.9%
Q4'24 - $460M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

NET Stock Snapshot

NET is currently trading at $210.57, giving Cloudflare Inc a market cap of 76.41B. Today's range spans $208.24–$218.00, with shares opening at $216.25 and moving down $5.60 (2.6%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY) with a news sentiment reading of 53/100.

Over the past year NET has traded between $154.93 and $260.00 - the current price is +35.9% off the 52-week low and -19.0% from the high.

Cross-asset context supports the bullish read on NET: when Technology sector conditions are favorable, large-cap names with 77/100 technical scores (BUY) and neutral sentiment (53/100) outperform on a risk-adjusted basis. Price: $210.57 (in the middle of its 52-week range). The 52-week context of $154.93–$260.00 shows the full trading history - and the current setup is one of the stronger entries within that range. At 76.41B in market cap, position sizing is the key variable, not the direction.

What makes NET's BUY setup (77/100) particularly actionable at 76.41B in Technology capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $210.57 (in the middle of its 52-week range in $154.93–$260.00), with sentiment running neutral at 53/100, the setup rewards conviction-sized positioning more than it does speculative small bets.

Recent News Coverage

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