Cloudflare, Inc. (NET)

NYSE: NET · Real-Time Price · USD
195.85
+10.68 (5.77%)
At close: Feb 13, 2026, 4:00 PM EST
195.00
-0.85 (-0.43%)
After-hours: Feb 13, 2026, 7:59 PM EST
Market Cap68.92B +46.3%
Revenue (ttm)2.17B +29.8%
Net Income-102.27M
EPS-0.29
Shares Out 351.89M
PE Ration/a
Forward PE172.96
Dividendn/a
Ex-Dividend Daten/a
Volume6,697,874
Open186.62
Previous Close185.17
Day's Range184.45 - 198.87
52-Week Range89.42 - 260.00
Beta1.98
AnalystsBuy
Price Target234.58 (+19.78%)
Earnings DateFeb 10, 2026

About NET

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and website and application security products comprising web application firewall, bot management, distributed denial of service protection, API security, SSL/TLS encryption, script management, secu... [Read more]

Sector Technology
IPO Date Sep 13, 2019
Employees 4,263
Stock Exchange NYSE
Ticker Symbol NET
Full Company Profile

Financial Performance

In 2025, Cloudflare's revenue was $2.17 billion, an increase of 29.85% compared to the previous year's $1.67 billion. Losses were -$102.27 million, 29.8% more than in 2024.

Financial Statements

Analyst Summary

According to 26 analysts, the average rating for NET stock is "Buy." The 12-month stock price target is $234.58, which is an increase of 19.78% from the latest price.

Price Target
$234.58
(19.78% upside)
Analyst Consensus: Buy
Stock Forecasts

News

AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade

Cloudflare (NET) saw a strong rally Wednesday after posting stronger-than-expected earnings Tuesday evening. Marley Kayden explains why Cloudflare management calls the report its "strongest quarter ye...

4 days ago - Schwab Network

Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand

Cloudflare beat Wall Street's fourth-quarter estimates and issued upbeat guidance as artificial intelligence hikes adoption of its networking and security solutions. CEO Matthew Prince said more agent...

4 days ago - CNBC

Wednesday's Earnings Movers: NET Surges, Unity (U) Sells, TMUS Sheds Customers

Wednesday morning's earnings movers has one big winner and two notable losers, says Diane King Hall. She explains why Cloudflare's (NET) growth tied to AI agents has investors rewarding the stock with...

Other symbols: TMUSU
4 days ago - Schwab Network

Cloudflare stock surged after earnings: will the momentum continue?

Cloudflare stock price surged by over 15% in the extended hours after the tech giant released strong financial results and boosted its guidance amid the ongoing AI demand. NET jumped to $208, up sharp...

4 days ago - Invezz

Jobs Report Looms, NET & SHOP Pop on Earnings

Following the "aggressive" selloff seen in the software names, Kevin Green points to Cloudflare's (NET) surge higher after an earnings beat as a potential boon for the overall group. Meanwhile, Shopif...

Other symbols: SHOP
4 days ago - Schwab Network

Cloudflare Stock Surges After Earnings Beat. Why It's Set to Win From a 'Dead Internet.

Cloudflare stock surged on an upbeat outlook. Its services are in high demand as AI drives an increasing amount of internet traffic.

4 days ago - Barrons

These Analysts Revise Their Forecasts On Cloudflare Following Q4 Results

Cloudflare Inc. (NYSE: NET) reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates on Tuesday.

4 days ago - Benzinga

Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript

Cloudflare, Inc. (NET) Q4 2025 Earnings Call Transcript

5 days ago - Seeking Alpha

Cloudflare forecasts annual sales above estimates as AI drives cloud demand

Cloudflare forecast annual and first-quarter sales above Wall Street estimates on Tuesday, betting on the rapid development of artificial intelligence technology to drive demand for its cloud services...

5 days ago - Reuters

Cloudflare Announces Fourth Quarter and Fiscal Year 2025 Financial Results

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced financial results for its fourth quarter and fiscal year ended December 31, 2025. ...

5 days ago - Business Wire

The Great AI Squeeze: High Costs Take Center Stage In Hyperscalers' Earnings Reports

With more than half of S&P 500® companies reporting thus far, EPS growth for Q4 2025 currently stands at 13%. This week, 1,662 companies are expected to report, including results from McDonald's, Cisc...

5 days ago - Seeking Alpha

Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning

Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning

13 days ago - Seeking Alpha

What's Fueling The Growth For Cloudflare Stock?

Cloudflare (NYSE: NET)'s stock increased by 54%, in the past nine months, driven not only by a significant rise in revenue and improved valuations but also by a series of impressive earnings surprises...

19 days ago - Forbes

Cloudflare's stock pops on viral Moltbot. Here's how a cybersecurity company became the newest AI winner.

Shares of cybersecurity company Cloudflare are on an unexpected tear this week thanks to the rise of a new artificial-intelligence agent.

19 days ago - Market Watch

Cloudflare surges as viral AI agent buzz lifts expectations

Cloudflare shares surged about 14% premarket on Tuesday as social media buzz around the "Clawdbot" AI agent rekindled investor ​enthusiasm for the company's tools that help run ‌the technology.

19 days ago - Reuters

Cloudflare Shares Climb Over 3% After Key Trading Signal

Cloudflare Inc (NYSE: NET) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retai...

20 days ago - Benzinga

Cloudflare's Quiet Enterprise Inflection

Cloudflare, Inc.'s enterprise customers reached 4,009, up 23% year over year, now generating 73% of total revenue versus 67% last year. Dollar-based net retention accelerated to 119% sequentially, dri...

25 days ago - Seeking Alpha

Cloudflare Acquires Astro to Accelerate the Future of High-Performance Web Development

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET) announced that The Astro Technology Company team, the creators of the Astro web framework, will be joining Cloudflare.

4 weeks ago - Business Wire

Cloudflare acquires AI data marketplace Human Native

Cloudflare is acquiring Human Native, an AI data marketplace that manages transactions between developers and content creators. The company said the deal will help it build tools for AI developers to ...

4 weeks ago - CNBC

Cloudflare Announces Date of Fourth Quarter 2025 Financial Results

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the fourth quarter ended December 31...

4 weeks ago - Business Wire

Cloudflare Strengthens Content Offering to AI Companies with Acquisition of Human Native

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare announced it has acquired Human Native, an AI data marketplace that connects creators and AI developers.

4 weeks ago - Business Wire

New Cloudflare Report Warns of a ‘Technical Glass Ceiling' Stifling AI Growth and Weakening Cybersecurity

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today published its inaugural 2026 App Innovation Report. Findings from the report reveal a stark ...

4 weeks ago - Business Wire

Stellar Gains, Heavy Losses: Cybersecurity Stocks Had a Mixed Year

The WSJ Pro Cyber Index of top 20 public cybersecurity firms by market capitalization ended 2025 up more than 27%. But that's down from highs twice as big earlier in the year.

Other symbols: BUGCIBRCRWDIHAKHACK
5 weeks ago - WSJ

Evercore's Peter Levine talks 2026 cybersecurity playbook

Evercore's Peter Levine joins 'Closing Bell Overtime' to talk the state of play with cybersecurity stocks as we head into the new year.

Other symbols: CIBRCRWDFTNTPANWS
6 weeks ago - CNBC Television

2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter

Byron Deeter, partner at Bessemer Venture Partners, joins CNBC's ‘Squawk on the Street' to discuss why AI software will be a key focus next year, where he sees opportunities in the AI boom, and more.

6 weeks ago - CNBC Television