Cloudflare/$NET

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About Cloudflare

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.
Ticker
$NET
Sector
Business services
Primary listing
NYSE
Employees
5,156

Cloudflare Metrics

BasicAdvanced
$116B
-
-$0.59
1.66
-

What the Analysts think about Cloudflare

Analyst ratings (Buy, Hold, Sell) for Cloudflare stock.
Analyst projections of the future price of Cloudflare stock.

Bulls say / Bears say

Q2 2026 revenue rose 36% year over year to $696.1 million, beating expectations, and Cloudflare raised its full-year revenue and adjusted-EPS outlook, indicating strong near-term execution and demand. (investing.com) (Reuters)
Cloudflare’s FedRAMP High and GovRAMP Moderate authorizations expand its addressable market across federal, state, local, defense, education, and other regulated customers that require certified security controls. (cloudflare.com) (Cloudflare)
Current remaining performance obligations grew 35% year over year in Q2, while Cloudflare is positioning its network, Workers platform, and security products for AI-agent and machine-to-machine traffic growth. (sec.gov) (Cloudflare)
Gross-margin pressure remains a material risk: non-GAAP gross margin fell to 72.8% in Q1 2026 from 77.1% a year earlier and was still only 73.1% in Q2, as Cloudflare invests in lower-margin developer and AI infrastructure. (investing.com) (Reuters)
Cloudflare continues to report GAAP operating losses, including a $205.7 million loss in Q2 2026, while its May restructuring affecting more than 1,100 employees is expected to generate $140–$150 million of charges. (sec.gov) (Cloudflare)
The $2.175 billion convertible-notes offering creates potential future share dilution and adds senior unsecured obligations, even though the notes carry 0% regular interest and include capped-call protections. (cloudflare.net) (Cloudflare)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

Cloudflare Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Cloudflare Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

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