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TickerTalks›$NET
NENET

Cloudflare, Inc.

Buzzing onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$NET·$124B·Software - Infrastructure·Technology
$341.70-0.4%YTD+71.8%1Y+55.3%
Price updated 4h ago·X counts updated 4d ago
NENET
$NETCloudflare, Inc.
$341.70-0.37%4.8k posts1.8×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $NET on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

4,803X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1.8×
QuietNormal · 1×Loud

How loud $NET's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 97% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data32 posts analyzed · as of 2026-10-02

The $NET conversation is almost entirely crypto bagholders of the NetNet treasury coin on Robinhood Chain — bulls brag about the $25M treasury milestone, a 130% holder-count surge and $2,800-3,600 mid-term targets, with the MMORPG beta drop and a NAV/inflation story driving the narrative. A smaller voice flags three weeks of bearish price action and dilution outpacing revenue. One off-topic chart note on Cloudflare's own ATH close bleeds in but doesn't change the vibe.

Read what X is saying about $NET

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NET — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeAcceleratingAI verdict · as of 2026-10-02

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

The AI-security story is in full gear, but at 37x sales there is zero margin for a growth wobble.

Cloudflare is the edge-network and web-security company increasingly pitched as AI's security layer. The stock has nearly doubled this year as the AI-everything thesis latched on and institutional buying followed.

  • The top line really is growing fast: Q1 revenue +33% YoY at a 21%-ish subscription growth cadence — the market is pricing in that pace for years, which is a stretch given operating margin is still negative 9.7%.
  • 37x sales is the whole bear case: that multiple is Nvidia-at-the-peak territory for a company not yet GAAP-profitable, and six insider sales over the last month tell you where management thinks the risk/reward sits.
  • The AI-security pitch is real but shared — every network-security vendor is spinning the same AI-protection narrative, and winning share tomorrow doesn't automatically justify today's multiple.

Oct 29 earnings is the gate — any revenue reaccel toward 40% keeps the AI-security premium intact; anything in the high 20s and the premium starts collapsing fast. The chart is extended, so a miss has outsized downside.

Differs from X sentimentMost of the $NET thread is actually a cashtag collision with a crypto token called NetNetCap — the lone Cloudflare post is just celebrating an ATH, which cheers the chart without pricing in the sub-zero operating margin and 37x sales multiple.

What to watch: Oct 29 Q3 — a sub-30% revenue print or any op-margin softness and this gives back a lot quickly. Watch large-customer (>$100K ARR) net adds specifically.

On the calendar: 2026-10-29 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $NET

Partial — Provides edge network security, CDN, Zero Trust access, and a developer platform to businesses globally.; data protection spend scales with AI data volumes, but pricing power is compressed by cloud-native alternatives.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+2.9%YTD
-5.3%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
Q2 2026Aug 6, 2026$0.29$0.27+8.0%
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%
Next earningsThu, Oct 29·consensus EPS $0.34

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$2.9B$2.8B – $2.9B$1.26$1.25 – $1.3024
FY27$3.7B$3.6B – $3.9B$1.67$1.45 – $1.9325
FY28$4.7B$4.3B – $5.2B$2.25-$2.34 – $5.3219
FY29$5.7B$5.5B – $6.1B$3.36$3.22 – $3.639
FY30$7.0B$6.8B – $7.4B$4.31$4.13 – $4.6615

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.0.8×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.87%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.+9.6%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.+44.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 317.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.655-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

SellOct 7Michelle ZatlynPresident33.0K sh$11.5MSellOct 6Michelle ZatlynPresident33.0K sh$12.1MSellOct 5Michelle ZatlynPresident33.0K sh$11.6MSellSep 22Carl LedbetterDirector5.0K sh$1.8MSellSep 17Thomas J SeifertCFO10.0K sh$3.3MSellSep 14Carl LedbetterDirector5.0K sh$1.6MSellSep 8Michelle ZatlynPresident33.0K sh$9.2MSellSep 4Michelle ZatlynPresident33.0K sh$9.3MSellSep 3Michelle ZatlynPresident33.0K sh$9.2MSellAug 21Michelle ZatlynPresident2.2K sh$605K
1–10 of 63
+ 85 other (36 exempts · 26 conversions · 14 inkinds · 9 awards) 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-KMaterial agreementAug 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Cloudflare, Inc. (San Francisco, CA; NYSE: NET) issued $2.50 billion aggregate principal of 0% Convertible Senior Notes due August 15, 2031 on August 13, 2026, with U.S. Bank Trust Company as trustee. The initial conversion price is approximately $496.94 per share (2.0123 shares per $1,000 principal), representing a 60% premium to the $310.59 closing price on August 10, 2026; the notes bear no regular interest and do not accrete. The filing also covers capped call transactions (Item 3.02) to offset potential dilution at higher price levels. This is Cloudflare's largest single financing, raising $2.5 billion with minimal near-term dilution but substantial future upside optionality for noteholders.

8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Cloudflare, Inc. (NET) reported Q2 2026 financial results on 2026-08-06, reporting financial results details in attached press release. The press release notes: mission made by the Company regardless of any general incorp. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

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.

+ 11 other (4 13Gs · 2 10-Qs · 2 proxys · 1 ARS) in window

Recent news

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

Why Cloudflare Stock Rallied Nearly 14% in Septemberfool.com·17h agoCloudflare Could Reach $800 Million Revenue in Q4, Analyst Saysbenzinga.com·2d agoCloudflare's Data Platform Expands: Is Basin the Next Growth Driver?zacks.com·2d agoBrokers Suggest Investing in Cloudflare (NET): Read This Before Placing a Betzacks.com·2d agoJONES SODA ANNOUNCES PRELIMINARY THIRD QUARTER NET REVENUE OF $13.3 MILLION, UP APPROXIMATELY 196% YEAR-OVER-YEARprnewswire.com·2d ago

In themes

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

AI InfrastructureCybersecurity

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Voices on X · last 7 days

No standout posts about $NET on X in the 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.

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