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NENET

Cloudflare, Inc.

$NET·$99B·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 11h ago·X counts updated 1d ago
NENET
$NETCloudflare, Inc.
$277.61+1.89%1.5k posts-6%
AI analysisFundamentalsVoices on X
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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.

Proven numbersAcceleratingAI verdict · as of 2026-07-18

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

Cloudflare is the cleanest security/infrastructure breakout in the group — but the co-founder just sold $18M as the tape hit all-time highs.

Cloudflare runs the global edge network that powers DDoS protection, CDN, WAF and increasingly the 'AI at the edge' story — routing and securing a meaningful percentage of the world's HTTP traffic. The tape is one of the cleanest breakouts in the sample: at all-time highs, 32% above the 200-day, up 40% year-to-date and getting Street PT raises.

  • The revenue engine is genuinely accelerating: Q1 revenue grew 33.5% YoY to $640M following +33.6% in Q4 and +30.7% in Q3 — three straight quarters at accelerating rates plus a 73% gross margin means the operating leverage is coming, not just the top-line story.
  • The Street is publicly re-rating: Mizuho lifted its price target to $310 from $260 (Outperform) on the AI-at-the-edge thesis, and the sell-side chorus is pointing at $300 as the next level — the target curve is going up while the stock is going up, which is what real bull-cycle setups look like.
  • The insider signal is the loud caveat: co-founder Michelle Zatlyn's stack of C-Conversion / M-Exempt / S-Sale transactions on July 15 totals ~$18.6M of open-market selling — that is a large distribution print into all-time highs, and it deserves weight even against a great chart.
  • The technical setup is a genuine multi-month breakout: NET held above $262, retested $255-$260 as new support, printed a new all-time high, and is showing relative strength through the software rotation — the AI-at-the-edge frame plus post-quantum authentication messaging give the narrative legs beyond the chart.

The July 30 Q2 print decides how much room the trend has left: revenue growth extending above 33% with a reaffirmed FY guide plus early AI-at-the-edge revenue disclosure is what extends the run through the $310 Mizuho target; a growth number just below +30% with a hedged AI-monetization comment sends the stock back to $255 support and unwinds the recent breakout.

Agrees with X sentimentThe bullish read on the breakout structure and the Mizuho target hike are directly consistent with the operating trajectory, and the AI-at-the-edge frame is a real fundamental catalyst. The one thing the sample under-weights is the ~$18M Zatlyn distribution into the tape — that is a real risk-tell.

What to watch: The July 30 Q2 earnings — revenue growth vs Q1's +33.5%, any specific AI-at-the-edge revenue disclosure, and additional insider selling. Growth extension with AI-revenue disclosure hits the $310 target; deceleration below +30% breaks the setup.

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

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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 — 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.0.9×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.90%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.+17.3%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.+31.8%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 today1.0% 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.

Cloudflare: A Mixed Bag of Opportunities and Risksfool.com·14h agoCloudflare (NET) Gains As Market Dips: What You Should Knowzacks.com·14h agoJim Cramer Says There Will Always Be Another DeepSeek — Here Are the 5 Best Cybersecurity Stocks to Own Right Now247wallst.com·20h agoPerspective Therapeutics Announces Acceptance of VMT-α-NET Data for Oral Presentation at the ESMO Congress 2026globenewswire.com·21h agoOracle Just Cratered 33% in a Month. Is It Time to Switch to Cloudflare or CoreWeave?247wallst.com·2d ago

In themes

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

AI InfrastructureCybersecurity

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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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