Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security,…
? $NET delivers… yet again ?? https://t.co/fxeQ0iUOeU
5. $NET (Cloudflare Inc) — up 20.2%. Sentiment on X: 92% bullish, 0% bearish.
All roads to AI upside go through cyber security. Folks are starting to get it. Double beat. $NET
$NET nice acceleration great quarter… Not all is lost…
Revenue up 39% y/y: CLOUDFLARE $NET Q3 2026 EARNINGS HIGHLIGHTS • Revenue: $782M (+39% y/y) • Adj. EPS: $0.38 (vs $0.27 in Q3 2025) • GAAP net loss: $34.1M (vs $1.3M in Q3 2025) • Non-GAAP income from operations: $137M (17.5% margin) • Non-GAAP gross margin: 72.4% (vs 75.3%
After-hour madness... $AXON - 12% $NET +15% $TMDX +14% What a market... https://t.co/ihC9gtB5DW
34 analysts rate NET Buy on consensus.
Consensus price target: $345.16 (+26.37% upside from $273.14)
| Insider | Date | Transaction | Shares | Value |
|---|---|---|---|---|
| SEIFERT THOMAS J Chief Financial Officer | Oct 19, 2026 | Sale | 3,756 | $1.12M |
| Ledbetter Carl director | Oct 19, 2026 | Sale | 1,931 | $586.32K |
| Ledbetter Carl director | Oct 19, 2026 | Sale | 1,106 | $337.99K |
| SEIFERT THOMAS J Chief Financial Officer | Oct 19, 2026 | Sale | 3,401 | $1.01M |
| SEIFERT THOMAS J Chief Financial Officer | Oct 19, 2026 | Sale | 598 | $180.59K |
| Fiscal year | Revenue | Revenue YoY | Net income |
|---|---|---|---|
| 2025 | $2.17B | +29.85% | $-102.27M |
| 2024 | $1.67B | +28.76% | $-78.8M |
| 2023 | $1.3B | +32.97% | $-183.95M |
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