NET

Cloudflare Inc. Class A Common Stock (NET)

Stock · NYSE · Technology

$299.84as of 8/28/2026

AI Market Commentary

AI-generated

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

August 29, 2026

Cloudflare Lifted by Sector Strength as Peers Beat Expectations. Cloudflare shares moved higher as cybersecurity peers CrowdStrike and Okta reported better-than-expected results and raised their guidance, lifting sentiment across the sector. One analyst lifted Cloudflare's price target to $337.83, a 25% increase, while broader coverage shows an average target of $333.55 across 31 analysts. Additional coverage highlighted growing investor interest in software names tied to AI infrastructure, a theme that Cloudflare's network and security services sit within.

Active signals

No technical signal is currently active for this symbol.

Support level
$207.69
Industry
Computer Software: Prepackaged Software

Fundamentals

Market cap
$99.94B
P/E (trailing)
P/E (forward)
EPS (trailing)
Dividend yield
Beta
Avg. volume

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

Cloudflare Inc. Class A Common Stock Competitors

Chosen by industry and closest market cap.

  • NET
    Cloudflare Inc. Class A Common Stock
    $299.51
    ▼ 2.83%
    Market cap $99.94BP/E
  • ADBE
    Adobe Inc. Common Stock
    $291.55
    ▲ 0.83%
    Market cap $99.91BP/E 15.90
    $190.12$370.86
  • DDOG
    Datadog Inc. Class A Common Stock
    $236.83
    ▼ 2.51%
    Market cap $97.39BP/E 512.00
    $98.01$292.72
  • INTU
    Intuit Inc. Common Stock
    $358.07
    ▲ 2.89%
    Market cap $87.09BP/E 19.97
    $252.84$705.08
  • NTES
    NetEase Inc. American Depositary Shares
    $122.71
    ▲ 0.02%
    Market cap $83.96BP/E 16.22
    $106.06$159.55
  • NOW
    ServiceNow Inc. Common Stock
    $144.7
    ▲ 4.53%
    Market cap $118.07BP/E 78.79
    $81.24$194.73
  • SNPS
    Synopsys Inc. Common Stock
    $442.71
    ▼ 4.77%
    Market cap $75.07BP/E 101.70
    $366$615.79

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

Latest news

Insider Activity

Insider Actions
Acquired
2.5K
Disposed
2.3K

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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