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Daily historical data with per-account defaults
Filings, earnings, research, and institutional changes — newest first
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
Consensus vs. actual, and revenue trend
Consensus PT $234.18 · 31 analysts
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
US analyst rating / recommendation change.
US analyst rating / recommendation change.
Stored first · Google News · Yahoo Finance (English)
Geode Capital Management LLC Has $1.18 Billion Stock Position in Cloudflare, Inc. $NET - MarketBeat
Geode Capital Management LLC Has $1.18 Billion Stock Position in Cloudflare, Inc. $NET MarketBeat
Is Cloudflare (NET) Quietly Repositioning Its Edge Network as Essential Infrastructure for Enterprise AI Agents? - simplywall.st
Is Cloudflare (NET) Quietly Repositioning Its Edge Network as Essential Infrastructure for Enterprise AI Agents? simplywall.st
Cloudflare Inc Stock (NET) Closed Up by 6.15% on May 29: Key Drivers Unveiled - TradingKey
Cloudflare Inc Stock (NET) Closed Up by 6.15% on May 29: Key Drivers Unveiled TradingKey
I switched to Cloudflare's WARP DNS and ditched my router settings for good - MakeUseOf
I switched to Cloudflare's WARP DNS and ditched my router settings for good MakeUseOf
| Quarter | Date | Time | EPS est. | EPS actual | Surprise | Rev. est. | Rev. actual | Status |
|---|---|---|---|---|---|---|---|---|
| — | 2026. 07. 30. | After market close (AMC) | $0.27 | — | — | $666.33M | — | Scheduled |
| FY2026 Q1 | 2026. 05. 08. | Time TBD | — | $-0.11 | — | — | $479.09M | Reported |
| FY2025 Q3 | 2024. 09. 30. | Time TBD | — | $-0.19 | — | — | $1.21B | Reported |
| FY2025 Q2 | 2024. 06. 30. | Time TBD | — | $-0.15 | — | — | $779.6M | Reported |
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 05. 11. | Susquehanna | — | Maintain | Neutral → Neutral | — | Susquehanna: Neutral |
| 2026. 05. 08. | Piper Sandler | — | Maintain | Overweight → Overweight | — | Piper Sandler: Overweight |
| 2026. 05. 08. | BTIG | — | Maintain | Buy → Buy | — | BTIG: Buy |
| 2026. 04. 15. | Piper Sandler | — | Upgrade | Neutral → Overweight | — | Piper Sandler: Neutral → Overweight |
| 2026. 04. 14. | Mizuho | — | Maintain | Outperform → Outperform | — | Mizuho: Outperform |
| 2026. 02. 13. | Citigroup | — | Maintain | Buy → Buy | — | Citigroup: Buy |
As of FY2026Q1 · Source: SEC/DART + price data
| # | Institution | Mandate | Shares | Value | Weight | Change | Position |
|---|---|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 2,819,837 | $581.85B | 0.50% | — | New position |
| 2 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 1,257,598 | $247.94B | 0.39% | — | New position |
| 3 | Point72 Asset Management, L.P. | Point72 Asset Management, L.P. | 428,984 | $88.52B | 0.16% | — | New position |
| 4 | SOROS FUND MANAGEMENT LLC | SOROS FUND MANAGEMENT LLC | 10,781 | $2.22B | 0.04% | — | New position |