NET

Cloudflare Inc. Class A Common Stock (NET)

Stock · NYSE · Technology

$296.11as of 10/16/2026

AI Market Commentary

AI-generatedAll commentary →

Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 17, 2026

Cloudflare stock slides as market rises, AI security demo. Cloudflare's stock recently declined while the broader market rose, reflecting a pullback in software sector sentiment. On the business side, the company joined Google, GoDaddy, and Infoblox to demonstrate secure AI agent transactions across platforms. The stock is currently trading within its 52-week range of $158.83 to $370.35, below the average analyst target of $343.42.

Active signals

Support level
$209.22
Industry
Computer Software: Prepackaged Software

What NET's price did in the 20 trading sessions after each past signal, compared with any 20-session window over the same period.

SignalTimesMedian 20-session returnHigher after 20 sessions
Volume Spike31+3.5%61%
Bollinger Band Breakout25+2.8%60%
Bollinger Band BreakdownActive now18+6.5%61%
200-Day Moving Average TouchActive now14+4.2%71%
Any 20-session window (baseline)+2.7%59%

Computed by MarketWall from daily closing prices since May 18, 2022. Returns are close-to-close and don't include dividends. Past results describe what happened before; they are not a forecast and not investment advice.

About NET

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 manageme…

Sector
Technology
Industry
Computer Software: Prepackaged Software
Employees
5,156

Fundamentals

1-day range
$305.01$317.24
Market cap
$100.54B
P/E (trailing)
—
P/E (forward)
188.72
EPS (trailing)
$-0.58
Dividend yield
—
Beta
1.36
Avg. volume
3.33M
52-week range
$158.83$370.35
Next earnings: November 5, 2026 · EPS estimate $0.34After Closeconfirmed

How Cloudflare Inc. Class A Common Stock Makes Money

Where the revenue actually goes — FY2025 annual results

market-wall.comTotalRevenue$2.17BSG&A$1.31B (60%)Cost of Revenue$552.52M (25%)R&D$512.49M (24%)Tax$9.56M (0%)NET

Source: 10-K filed Feb 26, 2026 · via SEC EDGAR / Finnhub

Gross Profit$1.62B(75%)
Operating Income-$207.21M(-10%)

Forecasts

31 analyst ratings

Buy 73%
Hold 20%
Sell 8%
1-year price forecast
High
$430
+45.2%
Median
$370
+25.0%
Low
$160
-46.0%

Cloudflare Inc. Class A Common Stock Competitors

Chosen by industry and closest market cap.

  • NET
    Cloudflare Inc. Class A Common Stock
    $296.3
    ▼ 6.33%
    Market cap $100.54BP/E —
    $158.83$370.35
  • ADBE
    Adobe Inc. Common Stock
    $245.2
    ▼ 2.57%
    Market cap $103.45BP/E 13.45
    $190.12$363.7
  • CDNS
    Cadence Design Systems Inc. Common Stock
    $319.51
    ▼ 1.50%
    Market cap $93.20BP/E 66.70
    $262.75$416.69
  • SNOW
    Snowflake Inc. Common Stock
    $306.84
    ▼ 8.43%
    Market cap $110.22BP/E —
    $118.3$384.56
  • INTU
    Intuit Inc. Common Stock
    $325.15
    ▼ 1.52%
    Market cap $88.05BP/E 19.05
    $252.84$689.17
  • NTES
    NetEase Inc. American Depositary Shares
    $126.06
    ▼ 0.83%
    Market cap $83.19BP/E 16.46
    $106.06$153.54
  • DDOG
    Datadog Inc. Class A Common Stock
    $247.11
    ▼ 7.19%
    Market cap $81.62BP/E 547.81
    $98.01$300.68

P/E shows — for peers not currently carrying a live signal of their own.

Latest news

Insider Activity

Insider Actions →
Acquired
66.0K
Disposed
121.6K

Institutional Ownership

March 31, 2026

Total shares held
270.38M
Total value held
$54.50B
Institutional holders
1126
Top holders this quarter
  • Unknown22.74M
  • Unknown21.09M
  • Unknown15.92M
  • Unknown15.88M
  • Unknown13.72M
  • Unknown13.56M
  • Unknown10.89M
  • Unknown7.18M
  • Unknown5.99M
  • Unknown5.38M

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