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Cloudflare

NET

Market cap $110B

309.59 USD

-1.58

0.51%

At close Updated Sep 11, 10:32 AM EDT

1 day

-0.51%

5 days

9.69%

1 month

0.85%

3 months

36.12%

6 months

45.35%

Year to date

57.94%

1 year

37.82%

5 years

148.27%

10 years

1,619.94%

About: 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.

Employees: 5,483

Technology Software - Infrastructure

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 53%

Neutral 33.3%

Negative 13.6%

24/7 Wall Street

CoreWeave Sinks 5% Despite Burry Pulling In His AI Short, Oracle Eases Into Earnings, Cloudflare Holds Steady

Shares of CoreWeave (NASDAQ:CRWV) are down 5% to $90.27 midday Thursday, sliding even after Michael Burry, the investor known for The Big Short, closed his highest-profile bearish bet against the AI infrastructure complex.

CoreWeave Sinks 5% Despite Burry Pulling In His AI Short, Oracle Eases Into Earnings, Cloudflare Holds Steady

Zacks Investment Research

Can Large-Customer Gains Remain a Key Driver of NET's Revenue Growth?

Cloudflare's large-customer gains are fueling revenue growth as rising spending, retention and multi-product adoption strengthen its expansion.

Can Large-Customer Gains Remain a Key Driver of NET's Revenue Growth?

Cloudflare stock analysis: bullish outlook, but key valuation risk remains

Cloudflare's stock has kept up its strong rally as demand for its services grows, buoyed by the ongoing AI agent boom. That momentum suggests the rally still has room to run.

Cloudflare stock analysis: bullish outlook, but key valuation risk remains

Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual boosters now achieving up to 35 re-flights. In the April quarter, Nvidia's data center revenue grew 92% year-over-year to $75.2 billion, with total revenue of $81.6 billion, up 85%; for its July quarter, the company guided for total revenue to grow at least another $9.5 billion sequentially.

Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

Cloudflare, Inc. (NET) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Cloudflare, Inc. (NET) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Cloudflare, Inc. (NET) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

The Motley Fool

Why Cloudflare Rallied Today

Meta unveiled its Muse personalized agent yesterday. Along with Meta, Cloudflare rallied even more.

Why Cloudflare Rallied Today

AI & Robotics in 2026: 16 Recent Developments for Investors

If AI and robotics suddenly feel like they are moving faster, August gave investors plenty of evidence that the pace really is accelerating. We saw longer-running agents, faster and cheaper inference, AI systems reaching into laboratories and physical equipment, robots learning from fewer demonstrations, and new capital and infrastructure forming around commercial deployment.

AI & Robotics in 2026: 16 Recent Developments for Investors

24/7 Wall Street

Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%

Shares of Cloudflare (NYSE:NET | NET Price Prediction) are ripping higher in Wednesday morning trading on a security tie-in with privately held OpenAI that investors are treating as a marquee validation of the company's agentic-AI positioning.

Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%

Zacks Investment Research

Cloudflare Surges 41% YTD: Should You Buy, Sell or Hold the Stock?

NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.

Cloudflare Surges 41% YTD: Should You Buy, Sell or Hold the Stock?

Columbia Select Mid Cap Growth Fund Q2 2026 Portfolio Review

Institutional Class shares of Columbia Select Mid Cap Growth Fund returned 26.69% for the period ending June 30, 2026. Contributors to relative performance Kioxia Holdings, Hut 8 and Sandisk. Detractors from relative performance Spotify, Cloudflare and Astera Labs.

Columbia Select Mid Cap Growth Fund Q2 2026 Portfolio Review

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