NET Cloudflare
Edge network, AI inference and bot defence
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
NET · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-06EarningsBeat / raise
Reported EPS 0.29 vs 0.27 expected (+7.5% surprise).
-
7
2026-05-07EarningsBeat / raise
Reported EPS 0.25 vs 0.23 expected (+7.0% surprise).
-
6
2026-02-10EarningsBeat / raise
Reported EPS 0.28 vs 0.27 expected (+3.2% surprise).
-
5
2025-10-30EarningsBeat / raise
Reported EPS 0.27 vs 0.23 expected (+15.4% surprise).
-
4
2025-07-31EarningsBeat / raise
Reported EPS 0.21 vs 0.18 expected (+15.5% surprise).
-
3
2025-05-08EarningsMiss / cut
Reported EPS 0.16 vs 0.16 expected (-1.6% surprise).
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2
2025-02-06EarningsBeat / raise
Reported EPS 0.19 vs 0.18 expected (+5.0% surprise).
-
1
2024-11-07EarningsBeat / raise
Reported EPS 0.2 vs 0.18 expected (+9.5% surprise).
Latest headlines
Auto-updated daily- Cloudflare (NET) Stock May Trade At A Rich Sales Premium2026-10-23
- Cloudflare (NET) Stock Moves -1.18%: What You Should Know2026-10-22
- Nebius Declines 6% Despite Fresh Citi Financing; CoreWeave Drops 5%, Cloudflare Edges Higher2026-10-22
- Brown Advisory Sees Accelerating Growth at Cloudflare, Inc. (NET)2026-10-22
- Rapid7, CrowdStrike, Cloudflare, Okta, and JFrog shares skyrocket, what you need to know2026-10-21
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-06 | 0.27 | 0.29 | +7.5% |
| 2026-05-07 | 0.23 | 0.25 | +7.0% |
| 2026-02-10 | 0.27 | 0.28 | +3.2% |
| 2025-10-30 | 0.23 | 0.27 | +15.4% |
| 2025-07-31 | 0.18 | 0.21 | +15.5% |
| 2025-05-08 | 0.16 | 0.16 | −1.6% |
| 2025-02-06 | 0.18 | 0.19 | +5.0% |
| 2024-11-07 | 0.18 | 0.2 | +9.5% |
| 2024-08-01 | 0.14 | 0.2 | +42.1% |
| 2024-05-02 | 0.13 | 0.16 | +22.6% |
| 2024-02-08 | 0.12 | 0.15 | +26.3% |
| 2023-11-02 | 0.1 | 0.16 | +62.7% |
| 2023-08-03 | 0.07 | 0.1 | +35.0% |
| 2023-04-27 | 0.03 | 0.08 | +135.4% |
| 2023-02-09 | 0.05 | 0.06 | +31.6% |
| 2022-11-03 | — | 0.06 | +1829.3% |
| 2022-05-05 | — | 0.01 | +536.9% |
| 2021-08-05 | -0.04 | -0.02 | +43.9% |
| 2021-05-06 | -0.03 | -0.03 | −2.4% |
| 2021-02-11 | -0.04 | -0.02 | +42.9% |
| 2020-11-05 | -0.05 | -0.02 | +61.3% |
About Cloudflare
Website ↗Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and s…
AI agents and AI-written attacks expand the attack surface faster than security teams can hire. Spend shifts to platforms that use AI to defend AI workloads.
What would prove us wrong. Weakens if net-new ARR decelerates across the group while breach activity stays high.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| CRWD CrowdStrike | Endpoint and cloud security platform | $260.3 | +1.04% | +3.2% | +122.1% | |
| PANW Palo Alto Networks | Network, cloud and identity security platform | $390.5 | +2.61% | +4.2% | +112.0% | |
| ZS Zscaler | Zero-trust security for AI traffic | $260.0 | +1.89% | +34.7% | +15.6% | |
| FTNT Fortinet | Firewalls and secure networking | $183.8 | +2.14% | +6.0% | +131.5% | |
| S SentinelOne | AI-native endpoint security | $25.32 | +5.50% | +13.1% | +68.8% | |
| OKTA Okta | Identity for people and AI agents | $221.0 | +3.73% | +13.2% | +155.6% | |
| CHKP Check Point Software | Network and cloud security | $160.0 | +0.62% | +21.9% | −13.8% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.