TickerTalks
Browse all tickers →
TickerTalks›$NET
NENET

Cloudflare, Inc.

$NET·$95B·Software - Infrastructure·Technology
$277.61+1.9%YTD+39.6%1Y+45.2%
Mentions · last 7 days
2026-07-10: 293 posts2026-07-11: 85 posts2026-07-12: 177 posts2026-07-13: 324 posts2026-07-14: 232 posts2026-07-15: 227 posts2026-07-16: 116 posts1,481-6%
Price updated 3h ago·X counts updated 1d ago
NENET
$NETCloudflare, Inc.
$277.61+1.89%1.5k posts-6%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NET, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Cloudflare just printed fresh all-time highs on the OpenAI research pilot — President Zatlyn cashed out $18M today.

Cloudflare runs the edge network that sits in front of a huge chunk of the internet — DDoS protection, CDN, and increasingly the compute platform for AI applications running close to end users. The stock just printed fresh all-time highs on a research pilot with OpenAI on AI crawling and indexing, and today President Michelle Zatlyn sold $18.6M of stock in one day.

  • Revenue grew 34% YoY to $482M last quarter with 73% gross margin — the growth rate is remarkable for a company at this scale, and the operating leverage from the platform build is finally starting to show.
  • Trades at 38x TTM sales — even for a hyper-growth software name, that's a full valuation; the multiple works only if the AI-edge narrative keeps compounding, which is exactly what the tape is now pricing.
  • The OpenAI research pilot — improving AI systems' discovery, crawling, and indexing of the open web using Cloudflare's real-time network signals — puts Cloudflare in the middle of the AI-data-supply chain, which is the most defensible spot in the AI value chain.
  • President and co-founder Michelle Zatlyn sold $18.6M in two blocks today at the print — that's a big single-day sale from the most visible non-CEO exec and the timing is worth naming, whether or not it was 10b5-1 planned.
  • 52-week position 86th percentile with position vs 200-day MA +30% — the tape is confirming; a Class C stock split is coming with the recent equity-plan amendments, which historically compounds retail engagement.

July 30 Q2 earnings is where the OpenAI narrative gets translated into revenue: a Q3 guide reflecting new AI-workload wins plus continued 30%+ growth keeps the run alive; a modest print with unchanged guide is where the tape asks whether 38x sales was the top. Fresh highs are usually not where you initiate — but this is a genuine platform business with a growing AI-adjacency.

Agrees with X sentimentX's bullish framing on the cup-and-handle breakout, institutional accumulation, and the OpenAI narrative is analytically right — this is a real AI-value-chain positioning. Where the crowd is thin: $18M of insider selling from the President into fresh highs is a fact that deserves being named, not filtered out; the 'cybersecurity/edge is the trade of H2' framing needs a Q2 print to confirm.

What to watch: July 30 Q2 earnings — need a Q3 guide reflecting new AI-workload wins and continued 30%+ growth. A modest print with unchanged guide is where the tape asks whether 38x sales was the top.

On the calendar: 2026-07-30 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment15 posts analyzed · as of 2026-07-17

Cloudflare is one of the cleanest technical breakouts in the sample. Mizuho raised its Cloudflare price target to $310 from $260 (Outperform), and posters flag a multi-month breakout holding above $262, a weekly cup-and-handle retest processing toward $255-$260 and then $295, relative strength through the software rotation, and a new all-time high in the tape. Bulls frame NET as 'primed, finally catching up with the security names' alongside CRWD and PANW, with $300 next. The AI-at-the-edge thesis is emphasized: Cloudflare's global network delivering and securing apps, now running AI at the edge to reduce datacenter dependence. Post-Quantum authentication signaling is also cited. There is no substantive bear thread in the sample.

Read the AI verdict + X sentiment for $NET

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Provides edge network security, CDN, Zero Trust access, and a developer platform to businesses globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $NET.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $NET

Direct beneficiary — Provides edge network security, CDN, Zero Trust access, and a developer platform to businesses globally; the company is structurally positioned to capture the cloud-native adoption and AI security spend despite multiple compression.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1016.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-9.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
38.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-6.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
73.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.25$0.23+8.4%
Q4 2025Feb 10, 2026$0.28$0.27+3.2%
Q3 2025Oct 30, 2025$0.27$0.23+17.3%
Q2 2025Jul 31, 2025$0.21$0.18+14.5%
Next earningsThu, Jul 30·consensus EPS $0.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$639.8M+33.5%71.2%-9.7%$-0.07$107.1M
Q4 FY25$614.5M+33.6%73.6%-8.0%$-0.03$155.7M
Q3 FY25$562.0M+30.7%74.0%-6.7%$-0.00$82.5M
Q2 FY25$512.3M+27.8%74.9%-13.1%$-0.15$33.3M

Forward consensus

5-year forecast · up to 25 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.8B$2.8B – $2.8B$1.20$1.19 – $1.2325
FY27$3.6B$3.5B – $3.8B$1.58$1.37 – $1.8825
FY28$4.6B$4.6B – $4.6B$2.16-$6.56 – $8.5615
FY29$5.5B$5.4B – $5.7B$3.43$3.36 – $3.6011
FY30$6.7B$6.6B – $7.0B$0.00$0.00 – $0.007

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.86%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+15.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+29.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 317.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.675-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 15Michelle ZatlynPresident33.0K sh$9.5MSellJul 14Michelle ZatlynPresident33.0K sh$9.2MSellJul 13Michelle ZatlynPresident33.1K sh$8.8MSellJul 7Carl LedbetterDirector5.0K sh$1.3MSellJul 6John Graham-cummingDirector2.5K sh$623KSellJul 6Matthew PrinceCEO2.2K sh$533KSellJul 2Matthew PrinceCEO33.6K sh$8.1MSellJul 1Matthew PrinceCEO19.7K sh$4.9MSellJul 1Mark J HawkinsDirector133 sh$33KSellJun 24Matthew PrinceCEO52.4K sh$11.7M
1–10 of 39
+ 54 other (20 exempts · 18 conversions · 9 awards · 7 inkinds) in window

See when $NET insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/AOfficer or director change (amended)Jul 18-K/A — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Cloudflare amended a prior 8-K to reflect that the approved 2019 Equity Incentive Plan and ESPP amendments become effective upon the Class C Stock Split. Amendment to annual meeting results filing.

8-KOfficer or director changeJun 308-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Cloudflare held its 2026 Annual Meeting on June 30, 2026; stockholders approved amendments to the 2019 Equity Incentive Plan and ESPP (becoming effective upon the Class C Stock Split), as well as compensation proposals 4A through 4F. Shareholder approval of expanded equity plans and the Class C stock split structure.

8-K/ARestructuring / exit costs (amended)May 78-K/A — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 7.01: Press release / Reg FD
AI summary

NET reported period ending 2026-05-07 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

NET reported second quarter of fiscal 2026, and that the execution financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsApr 103
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for NET on 2026-04-10, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 31,558 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeFeb 108-K — Item 5.02: Officer or director change
8-KPress release / Reg FDFeb 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 16 other (8 13Gs · 2 proxys · 2 10-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Oracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?247wallst.com·2d agoAre You Looking for a Top Momentum Pick? Why Cloudflare (NET) is a Great Choicezacks.com·2d agoTop Cybersecurity Stocks to Buy Now as AI Changes Tech Defensezacks.com·3d agoVint Cerf’s DNSid Project Could Expand the AI Infrastructure Tradeinvestorplace.com·3d agoCloudflare Announces Date of Second Quarter 2026 Financial Resultsbusinesswire.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureCybersecurity

More in Software - Infrastructure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$PLTR$MSFT$ORCL$CRWV$BB$PANW$S$CRWD
Voices on X · top 7 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport