NET Cloudflare, Inc.
NET Cloudflare, Inc.
Technology · Software - Infrastructure
Desk view
Market read
Scan convergence 5 scans as of 2026-10-16 5 neutral converging
POC $207.30 · VWAP $230.83 · +28.4% vs 12m avg buyer
Insiders selling 0 buy / 6 sell · Form 4, 90d $137.7M sold last open-market sell Zatlyn Michelle
Cluster CEO, CFO + 3 others sold $64.7M, Aug 4–11
Coverage
3 related campaigns
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
@nvidia-open-agent-ecosystem
@focus
@tech-insider-buys
@insider-universe
@ai-scan
Reported the quarter ending 2026-06-30: revenue $696M, diluted EPS -$0.48, net income -$170M (SEC filing, revenue corroborated by the desk's provider cache). Across the print the stock moved +2.5% (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 · Oct 16
- Trade Cloudflare (NET) Stock Pre-Market on Public.com
- Cloudflare, Inc. (NET) Stock Price, News, Quote & History - Yahoo Finance
- NET - Cloudflare Cl A Stock Price - Barchart.com
- Cloudflare Announces Second Quarter 2026 Financial Results
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
“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
350 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