NET Cloudflare, Inc. — earnings, filings & institutional moves

Price chart

Daily historical data with per-account defaults

Latest close

$272.31

Period return

+99.01 (+57.13%)

Volume

3.2M

2026-07-21O $272.97 H $277.25 L $268.98 C $272.31MA5 $273.58MA20 $257.16MA60 $235.22MA120 $214.61

6M · 124 barsYahoo Finance · USD2026-01-22 → 2026-07-21

Recent event timeline

Filings, earnings, research, and institutional changes — newest first

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2026. 07. 30.Highin 9 days
다음 실적 발표 예정
예정된 실적 발표입니다. 일정과 시장 기대치를 확인하세요.
2026. 05. 27.Low2 months ago
4 filed
An insider trade (Form 4) was filed.
2026. 05. 21.Low2 months ago
4 filed
An insider trade (Form 4) was filed.
2026. 05. 19.Low2 months ago
4 filed
An insider trade (Form 4) was filed.
2026. 05. 19.Low2 months ago
4 filed
An insider trade (Form 4) was filed.
2026. 05. 19.Low2 months ago
4 filed
An insider trade (Form 4) was filed.
2026. 05. 19.Low2 months ago
4 filed
An insider trade (Form 4) was filed.
2026. 05. 19.Low2 months ago
4 filed
An insider trade (Form 4) was filed.
2026. 05. 15.High2 months ago
13F 기관 보유 변화 — SOROS FUND MANAGEMENT LLC
신규 편입 · 포트폴리오 비중 0.04%
2026. 05. 15.High2 months ago
13F 기관 보유 변화 — Point72 Asset Management, L.P.
신규 편입 · 포트폴리오 비중 0.16%

Recent earnings

Consensus vs. actual, and revenue trend

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Research actions

Consensus PT $234.18 · 31 analysts

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AI Brief (Premium)

Automated summary from public sources · not investment advice

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Top institutions (13F)

Ranked by position value

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Company info

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.

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

#	Institution	Mandate	Shares	Value	Weight	Change	Position
1	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	2,819,837	$581.85M	0.50%	—	New position
2	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	1,257,598	$247.94M	0.39%	—	New position
3	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	428,984	$88.52M	0.16%	—	New position
4	SOROS FUND MANAGEMENT LLC	SOROS FUND MANAGEMENT LLC	10,781	$2.22M	0.04%	—	New position

Cloudflare, Inc.클라우드플레어

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