Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$100.6B
355M shares
52-week range
$158.83 – $293.80
89% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
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.
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.
$ZENA ZenaTech's DaaS Oil and Gas Business Enters a Strengthened Market with Higher Oil Prices and More Than US$500 Billion in Expected Canadian Energy Investment Over the Next Decade https://finance.yahoo.com/energy/articles/zenatechs-daas-oil-gas-business-120000908.html $BHC $NET
View on StockTwits ↗$NET on my short watch list. Looks like an easy target imo
View on StockTwits ↗$CRWV You can’t make this up, literally wrong about every stock he posts about. Since this $ROKU has been on a steady rise 😂💯 $NET
View on StockTwits ↗$CRWV Make sure you listen to @zerohedge2018 😂😂😂💯💯💯 Last time I checked $net was around $278 a share. Let me guess you think $278 a share is too high? I think you’re too high brew!
View on StockTwits ↗$SNOW $RDDT after earnings, I found this blog by $NET. In addition to adding to $NET I just started a position in $SNOW in AH https://blog.cloudflare.com/agentic-internet-bot-report/
View on StockTwits ↗@howardlindzon they are becoming worthless with $NET reporting over 57% of internet traffic data is bots and getting worse. https://blog.cloudflare.com/agentic-internet-bot-report/
View on StockTwits ↗$RDDT Well, the real problem as always with EVERY STOCK is AI. $GOOG is stealing traffic data from all major publishers with Gemini. You can say its too liberal blah blah blah but a lot of people, like me, avoid all that bc its all bots. $NET has declared that over 50% of all internet traffic is now bots. I bet scraping social media for AI data is one of the biggest, as well as, nation states. We will see DAUs increase coming up for the midterms if it’s the political site everyone claims it is. The deal with $GOOG was $160 million. They will renegotiate at a MUCH higher rate or Gemini will lose them and all major publishers and news outlets like Reuters which I use for business and international.
View on StockTwits ↗$NET printed a new 52-week high today
View on StockTwits ↗A look at how the leaders acted 7/30/26: 🔥 9/9 Up Today 📈 $NET $SNOW New 52 Week Closing Highs! 🛢️ $VLO Oops Reversal on Earnings 🍎 AAPL: -6% After Earnings, Down to 50SMA 🔁 HPE, PANW In, AAPL, FTNT Out https://join.marketpulsetrader.com/NDST ANET DDOG DELL HPE HWM NET PANW SNOW VLO
View on StockTwits ↗$NET Share Price: $283.33 Contract Selected: Aug 21, 2026 $280 Calls Buy Zone: $19.64 – $24.26 Target Zone: $34.52 – $42.19 Potential Upside: 66% ROI Time to Expiration: 21 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$NET no volume move up. The qqq fell a dollar and this ran 2. No clue where this goes but these moves are ridiculous
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.8B | +31.0% | $1.20 | $1.18–$1.27 | 232.9× | 19 |
| 2027 | $3.6B | +27.9% | $1.59 | $1.34–$1.92 | 175.8× | 18 |
| 2028 | $4.6B | +27.4% | $2.20 | $-6.27–$8.18 | 126.8× | 4 |
| 2029 | $5.5B | +20.7% | $3.43 | $3.33–$3.64 | 81.4× | 2 |
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 |
|---|---|---|---|
| 2026-05-07 | $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% |
| 2024-08-01 | $0.14 |
| $0.20 |
| +42.0% |
| $119.0B |
| — |
| MRVLMarvell Technology, Inc. | $187.56 | +2.32% | $164.3B | — |
| MSTRStrategy Inc | $93.28 | -4.56% | $30.9B | — |
Source: Financial Modeling Prep · peers by sector/industry