NET Cloudflare, Inc.
NET Cloudflare, Inc.
Technology · Software - Infrastructure
Desk view
Market read
Scan convergence 5 scans as of 2026-08-17 3 bull 1 bear 1 neutral diverging
POC $205.79 · VWAP $216.23 · +42.0% vs 12m avg buyer
Insiders selling 0 buy / 28 sell · Form 4, 90d latest sell Graham-Cumming John
Coverage
3 related perspectives
NET Price Structure
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Peers
Every watchlist NET belongs to, members best 30-day change first — NET highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.
@web-cloud
@cybersec
@cloud-etf-holdings
@focus
@tech-insider-buys
@insider-universe
@ai-scan
Reported the quarter ending 2026-03-31: revenue $640M, diluted EPS $-0.07, net income $-23M (SEC filing). Across the print the stock moved -21.1% (close before → first close after).
full note →Against street estimates
How NET's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.
Recent news
Headlines about NET from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.
pulled 1 day ago · Aug 17
- NET Investor Relations - Cloudflare Inc
- Cloudflare Inc. (NET) shares climbed 7% on Tuesday after Scotiabank upgraded the cloud infrastructure and cybersecurity company, citing growing confidence in its long-term role in artificial intelligence infrastructure and raising its price target on the stock.
- Leverage Shares 2X Long NET Daily ETF (NETG)
- Leverage Shares 2X Long NET Daily ETF (NETG)
- Cloudflare (NET) Investor Relations, Earnings Summary & Outlook
“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.
NET research tape
249 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.
Desk commentary
Authored analysis and challenge notes tied to NET.
Deep-read queue: OUST 424B5, NET Class C split, QBTS NSF grant - the filings behind today's composites