Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$109.1B
356M shares
52-week range
$158.83 – $334.60
93% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
P/S (TTM)
45.5
EV / FCF (TTM)
307
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.
www.cloudflare.comNo one on the platform currently holds NET.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 130,400 | $25.7M |
| Bridgewater Associatesas of 2026-03-31 | 8,758 | $1.8M |
No one on the platform has traded NET yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 29.8% | 38.1% | ||||
| Profit Margin % | -4.7% | -16.6% | -22.1% | |||
| Free Cash Flow Margin % | 15.0% | 5.0% | -12.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +21.0% on the P/E track.
At today's price, your expected annual return is +27.9% on the P/E track.
At today's price, your expected annual return is +34.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.9B | +33.7% | $1.26 | $1.19–$1.30 | 255.7× | 18 |
| 2027 | $3.7B | +28.4% | $1.67 | $1.45–$1.93 | 192.8× | 19 |
| 2028 | $4.7B | +27.1% | $2.26 | $-2.35–$5.35 | 142.7× | 5 |
| 2029 | $5.7B | +21.8% | $3.36 | $3.20–$3.64 | 95.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.27 | $0.29 | +8.0% |
| 2026-05-07 | $0.23 | $0.25 | +8.4% |
| 2026-02-10 | $0.27 | $0.28 | +3.2% |
| 2025-10-30 | $0.23 | $0.27 | +17.3% |
| 2025-07-31 | $0.18 | $0.21 | +14.5% |
| 2025-05-08 | $0.16 | $0.16 | -2.3% |
| 2025-02-06 | $0.18 | $0.19 | +5.6% |
| 2024-11-07 | $0.18 |
| $0.20 |
| +11.5% |
| $123.6B |
| — |
| MRVLMarvell Technology, Inc. | $218.82 | -7.32% | $191.6B | — |
| MSTRStrategy Inc | $136.94 | +4.56% | $45.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Ansem is completely right here CT has become so conditioned to treating everything in short term I don’t need $NET to pump tomorrow. What I care about is what happens if tokenized stocks on Robinhood Chain become 10x, 50x or 100x bigger over the next months. NetNet is literally building a treasury around exactly that market. The treasury is now above $17M TVL, they’re accumulating tokenized equities and almost 90% of the $NET supply is currently staked. I’m betting that Robinhood becomes one of the biggest venues for tokenized stocks, and that NetNet keeps growing its balance sheet while that market expands. If I’m wrong, I’m wrong. But if tokenized equities really explode from here, I want exposure to one of the protocols aggressively accumulating them before that thesis becomes obvious to everyone else.
View on StockTwits ↗
$NET including Cloudflare in cybersecurity is indexing error (mutual funds / ETFs ) or height of ignorance 🤥 but why do we care, lets pump !! where are you going NET? just outside the upper channel. no fundamentals supporting the price.
View on StockTwits ↗
$NET $OKTA $CRWD damn, yall pumped the heck out of these. Still set up my shorts today tho excited for the future
View on StockTwits ↗
Cybersecurity has been the best-performing sector of software this year, and can sustain this move higher with AI safety concerns emerging. YTD: $OKTA +116% FTNT +113% $PANW +104% $CRWD +99% $DDOG +69% $NET +67% FFIV +61% S +50% Every name on this list: - beat on both revenue and eps last quarter - trading above major technical supports
View on StockTwits ↗
fresh momentum monday discussing the ai trade and rotation $IGV $SMH $CRWD $NET $CAT
View on StockTwits ↗
$CRWD Gap & Go long setup crushing it! 📈 Morning pre-plan had software rotation on radar - $CRWD $PANW $NET $CRM all as top plays! @ripster47 's guidance helped members long these with full confidence! 🎯
View on StockTwits ↗
Momentum Monday - Rotation into Software https://ivanhoff.com/2026/09/14/rotation-into-software/ @MarketSurge @howardlindzon $IGV $SMH $CRWD $NET $ETHA
View on StockTwits ↗
$NET Let's review the cybersecurity landscape for a moment: Cloudflare (NET) trades for about...42x trailing sales Wiz... was recently acquired by Google for ....32x trailing sales ($32B) SentinelOne(S) - Google's and AWS' cybersecurity partner- trades for only...6x trailing sales and has zero debt, $813M in cash, has an estimated $500M equity stake in Anthropic through their investment arm S Ventures, is a 20%+ revenue grower, and has more advanced AI centric cybersecurity technology than CRWD, PANW, MSFT & WIZ, as seen below: https://www.sentinelone.com/vs/competition/
View on StockTwits ↗
$NET key levels mapped in seconds with @TrendSpider. https://share.trendspider.com/chart/NET/75941latc1
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.