NET
CLOUDFLARE-A (NET)
NYSE
$303.00-$4.22 (-1.37%)
Price as of Oct 22, 2026 7:03 PM EDT
  • $99.1B
    Market Cap
  • 45.79%
    1-Year Change
  • Software - Infrastructure
    Industry

Key Performance

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  • Earnings Score: 71
  • Momentum Score: 60
  • True Yield: N/A
  • Financial Health Score: 84
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Latest Research & News

Bill Gross, the Entrepreneur Behind 175+ Companies, Launches Idealab.ai to Give Away Millions of Business Ideas—and Help People Everywhere Build Them

Bill Gross, founder of Idealab, has launched Idealab.ai, an AI-powered platform that makes over 1.2 million business ideas freely available to entrepreneurs worldwide. The platform applies AI to Gross's 50 years of entrepreneurial experience to identify potential businesses rooted in real-world problems. Idealab.ai aims to catalyze the creation of 1 million new businesses and 100 million new jobs by connecting ideas with people and organizations that can support their development.

10/19/2026, 9:00 AM • GlobeNewswire

FRUIT Introduces PAVE, an Approach to Bringing Human Judgment Into AI Systems

FRUIT Holdings, Inc. unveiled PAVE, a protocol enabling AI and agentic systems to request and apply human judgment while preserving authority, attribution, and provenance. The announcement comes as AI agent requests have surged over 1,700% year-over-year, raising concerns about human oversight and decision-making authority in autonomous systems. PAVE is designed for enterprise operations, AI evaluation, and agentic workflows across financial services, healthcare, and the public sector.

10/13/2026, 2:58 PM • GlobeNewswire

AI Crawlers Turned Away More Than Twice as Often, a Check to Run Before an AI Visibility Audit

Zen Media released guidance on AI visibility audits for brands that rank on Google but go unnamed in AI answers. Data shows AI crawler access denials increased to 13.47% in Q3 2026, with search and user-triggered AI requests growing from 6.51% to 11.92% between Q2 and Q3. The company's audit measures brand visibility across Claude, ChatGPT, Gemini, Perplexity, and Grok, identifying gaps between SEO performance and AI answer inclusion.

10/09/2026, 7:00 AM • GlobeNewswire

Nvidia Has Been the King of AI. This ETF Bets the Next Winners Will Be Somewhere Else.

While Nvidia and semiconductor stocks dominated the AI boom, software and cybersecurity stocks are emerging as the next phase winners. The iShares Expanded Tech-Software Sector ETF (IGV) has gained 15% this quarter as investors shift focus from AI infrastructure buildout to security concerns and concrete results. A potential slowdown in AI development could further benefit software companies that were previously threatened by AI disruption.

09/21/2026, 5:15 AM • The Motley Fool

Breakfast News: 4 CEOs Playing the Long Game

The article highlights four CEOs who exemplify great leadership through their focus on long-term vision over short-term gains: Matthew Prince (Cloudflare), Ted Sarandos (Netflix), Michael Kehoe (Kinsale Capital Group), and Jensen Huang (Nvidia). All four leaders share common traits including ruthless execution, competitive moats, and the conviction to make contrarian bets. Their stocks have delivered exceptional returns, with Cloudflare up 1,500% since IPO and Kinsale up 1,870% since 2016 IPO.

09/12/2026, 7:30 AM • The Motley Fool

X Pay is live on mainnet

X Pay has launched a payment gateway that enables any API or software to charge for individual HTTP requests and settle in USDC on Base mainnet. The service eliminates traditional payment barriers like accounts, API keys, and subscriptions by leveraging the x402 standard and stablecoins, allowing economically viable micropayments for the first time. The x402 standard, contributed by Coinbase and managed by the Linux Foundation, has already processed over 169 million payments across 590,000 buyers and 100,000 sellers.

09/11/2026, 10:55 AM • GlobeNewswire

A Deadline No One Can Negotiate Is Coming for the World's Encryption, and the Race to Get Ready Has Quietly Begun

Quantum computing threatens to break current encryption systems, prompting governments and standards bodies to mandate migration to post-quantum cryptography (PQC). Quantum Secure Encryption Corp. (QSE) announced a strategic partnership with Malaysia's Pos Digicert to help organizations assess and transition to quantum-safe systems. The partnership combines QSE's quantum-readiness technology suite with Pos Digicert's PKI and digital identity expertise to address the growing compliance obligations and multi-billion dollar market opportunity.

08/28/2026, 12:45 PM • GlobeNewswire

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Broadcom, Cerebras Systems, and Cloudflare on Wednesday, taking advantage of market pullbacks. All three stocks have declined 14-53% from recent all-time highs but show strong revenue growth and business fundamentals, with Broadcom expected to report 85% revenue growth and Cerebras showing 74% growth despite customer concentration concerns.

08/27/2026, 10:22 AM • The Motley Fool

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Nvidia, Broadcom, and Cloudflare on Monday. Nvidia was purchased across five of Ark's six ETFs despite a 3% decline, trading at attractive valuations relative to its accelerating growth. Broadcom, which has seen 15% decline from recent highs, offers compelling valuations with 84% projected revenue growth. Cloudflare rebounded to all-time highs with strong 36% revenue growth as cybersecurity demand strengthens.

08/11/2026, 11:33 AM • The Motley Fool

Cloudflare's CFO Sold Nearly 13,000 Company Shares for $3.6 Million. What Does This Mean for Investors?

Cloudflare's CFO Thomas Seifert sold 12,943 shares for $3.6 million on July 15-17, 2026. The sale was non-discretionary, consisting of tax withholding for RSU vesting and a pre-established Rule 10b5-1 trading plan. The CFO retains substantial equity holdings of ~206,000 shares, indicating continued alignment with shareholders. Cloudflare's stock has performed strongly with 45% returns over 12 months and 34% YoY revenue growth, driven by increased demand for bot mitigation services.

07/30/2026, 6:33 PM • The Motley Fool

Cloudflare Could Be a Big Winner in AI, But There's a Catch

Cloudflare could benefit significantly from AI-driven internet traffic through its 'Pay Per Crawl' revenue model, positioning itself as a key infrastructure provider. However, concerns about valuation, competition, and insider selling make the investment case more complicated.

07/06/2026, 11:30 AM • The Motley Fool

Why CoreWeave Stock Is Tumbling Today

CoreWeave stock dropped 12.7% after Meta announced plans to sell access to its excess AI computing capacity. While Meta's massive scale and $145 billion AI infrastructure budget pose a competitive threat, the article argues CoreWeave's specialized focus and developmental headstart in third-party AI infrastructure may help it weather the competition.

07/01/2026, 12:26 PM • The Motley Fool

Is Cloudflare Overvalued?

Cloudflare's underperformance relative to competitors CrowdStrike and Fortinet is justified due to persistent profitability concerns. Despite solid 34% revenue growth and a strong customer base, the company posted a net operating loss of $62 million in Q1. Trading at over 33x sales with decelerating guidance and no GAAP profitability outlook, Cloudflare leaves little room for error and may not justify its valuation compared to profitable competitors.

06/23/2026, 6:30 AM • The Motley Fool

SpaceX Stock Already Blew Past Two Of Three Price Targets — Here's What's Next

SpaceX (SPCX) surged 6% on its second trading day, already surpassing two of three analyst price targets set at its IPO. The stock topped $176 intraday Friday, clearing New Street's $165 and Wolfe's $175 targets, before settling near $170. Only Oppenheimer's $190 target remains untested. New Street's bull-case scenario projects a $330 valuation by 2040 based on a $20 trillion space market with SpaceX capturing 50% share.

06/15/2026, 9:48 AM • Benzinga

HR Tech 2026 Announces Initial Agenda: Focuses on Real-World AI Implementation, Skills, and Workforce Transformations

HR Tech 2026 conference (October 20-22 in Las Vegas) unveiled its agenda featuring sessions on AI implementation, skills development, and workforce transformation. Leading HR and talent executives from major companies including Amsted Industries, Cloudflare, IFF, Lumen, Sanofi, and TIAA will share practical strategies on job architecture, AI adoption, internal mobility, and HR technology readiness.

06/09/2026, 7:00 AM • GlobeNewswire

Peers

Statistics

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Day Range
$296.98
$315.46
$307.22
1-Year Range
$160.19
$360.93
$307.22
Latest Close$307.22
Change
+$15.53 (+5.06%)
Volume3,658,891
Market Cap$99.1B
Shares Outstanding322.6M
P/E (TTM)-524.00
Diluted EPS (TTM)-$0.59
Enterprise Value$100.7B

Information as of 10/21/2026

Company Profile

$99.1B
Market Cap
-$206.3M
Net Income
Sector: Technology
Industry: Software - Infrastructure
101 Townsend Street, San Francisco, CA, United States, 94107
888 993 5273

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

Key Executives

  • Matthew Prince
  • Michelle Zatlyn
  • Thomas Josef Seifert
  • Alissa Starzak
  • Mark F. Anderson

Current Ownership Distribution

  • Institutions4.9B (53.24%)
  • Mutual Funds4.2B (46.29%)
  • Insiders43.4M (0.48%)
  • Other0 (0.00%)