Insider buying last 90 days
No open-market insider purchases were filed for NET in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every NET insider filing, plotted on the chart in Gekko.Open NET in Gekko
NYSE: NET
Cloudflare (NET) Stock Analysis & Forecast
$323.60−10.34 (−3.1%)
Close on Sep 18, 2026. Page updated Sep 19, 9:18 pm ET.
Gekko Brief
AI summaryCloudflare closes at $323.60, down 3.1% on the day but still above both its 50-day average of $291.74 and its 200-day average of $227.84, with the shorter average sitting above the longer one. The GekkoIndex reads 51.1, placing the stock in the Neutral zone, down 3.2 over the past five readings. Against this, the price sits 14% above Gekko Fair Value of $283.83, a gap that stands out even with the trend intact.
Coverage this week centers on Cloudflare's AI-related product moves and its position among agentic AI names, including a new setting letting website owners block AI scraping while keeping search visibility, and a related "Accountable" designation for AI crawling. The stock touched an all-time high near $332.22 before pulling back, and commentary has drawn comparisons with peer DigitalOcean. Separately, CFO Thomas Seifert was named to Crusoe's board. Consensus among 27 analysts stands at 21 buy, 5 hold and 1 sell, with a consensus target of $336.81, about 4.1% above current levels.
Looking ahead, the next earnings report lands 29 October 2026, 39 days out and beyond a typical 20-day holding window; the prior print on 6 August showed EPS of $0.29 against a $0.27 estimate, with a 2.5% reaction, and Cloudflare has beaten estimates in 7 of the last 8 quarters. In the last 30 days, 2 unusual options signals appeared, with call premium of $9,604,713 against put premium of $1,189,000. Seasonally, the next 20 trading days have averaged +8.8% over 5 years, rising in 3 of them.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $323.60200-day averageGekko Fair Value $283.83
Key stats
- Market cap
- $115.0B
- P/E ratio
- —
- Forward P/E
- 163.9
- EPS, TTM
- −$0.60
- Revenue, TTM
- $2.51B
- Profit margin
- -8.2%
- Dividend yield
- —
- Beta
- 1.66
- Volume
- 4.55M avg 3.12M
- 1-year return
- +51.3%
- Typical daily move
- ±5.4%
- Typical 20-day move
- ±10.1%
- 50-day average
- $291.74
- 200-day average
- $227.84
- Next earnings
- Oct 29 after close
- Shares outstanding
- 322.6M
Cloudflare swing-trade checklist
Cloudflare scores 4 supportive, 1 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
4 supportive1 mixed1 headwind
- Trendsupportive
Above 50 and 200-day
Close $323.60 is above the 50-day ($291.74) and 200-day ($227.84) averages, and the 50-day is above the 200-day.
See the chart - GekkoIndexmixed
51.1, Neutral
Reading 51.1 is in the Neutral zone.
See the GekkoIndex - Fair valueheadwind
14.0% above
Price is 14% above Gekko Fair Value (more than 5% above).
See fair value - Smart moneysupportive
Leans bullish
Last 30 days: 2 unusual options signals.
See smart money - Earnings risksupportive
Reports in 39 days
Next report Oct 29, 2026, 39 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+8.8% on average
From this point in the calendar, the next 20 trading days averaged +8.8% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Cloudflare stock chart and price history
Cloudflare closed at $323.60 on Sep 18, 2026, +51.3% over the past year, inside a 52-week range of $158.83 to $338.00.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +10.9%
- 3 months
- +44.4%
- 6 months
- +46.2%
- 1 year
- +51.3%
The full NET chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open NET in Gekko
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About Cloudflare
Cloudflare operates a cloud-based platform that protects websites, applications and networks across public and private clouds, on-site systems, SaaS tools and connected devices. It is recognized for combining defensive tools such as firewalls, DDoS mitigation, bot control and encryption with services that speed up online traffic, including content delivery, routing and image optimization. The platform also covers uptime and reliability needs through load balancing, its own Anycast network, DNS services and virtual waiting rooms for high-traffic sites.
Beyond its core security and performance offerings, Cloudflare gives developers tools for building and running applications, from serverless computing and programmable networks to site creation, domain registration and data analytics. It also reaches individual users directly through a DNS resolver app and a consumer VPN aimed at improving browsing speed and privacy. Its customer base cuts across technology, healthcare, financial services, retail, non-profit and government sectors.
Cloudflare was founded in 2009 and is based in San Francisco, California. Its shares trade on the NYSE under the ticker NET.
- Listed
- NYSE
- Sector
- Technology services
- Industry
- Information technology services
- Website
- cloudflare.com
Cloudflare GekkoIndex: the smart money zone
Cloudflare’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 51.1, in the Neutral zone, down 3.2 points over five sessions.
51.1Neutral
Down 3.2 points over five sessions.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 25 | +4.2% | +4.9% | ||
| Accumulation | 155 | +0.8% | +4.1% | ||
| Neutral (current zone) | 402 | +1.5% | +6.1% | ||
| Distribution | 75 | +0.5% | +0.5% | ||
| Selling | 5 | Too few readings yet | |||
Average NET share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.2% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the NET price, zone by zone.Track NET in Gekko
Is Cloudflare stock overvalued? Gekko Fair Value
Cloudflare trades 14.0% above Gekko Fair Value of $283.83, so the shares are overvalued on Gekko’s estimate.
Gekko’s own estimate of what Cloudflare shares are worth, recalculated every trading day.
$283.83
Gekko Fair Value, Sep 19, 2026
14.0% Overvalued
Gekko Fair Value on every chart, with the gap to price updating daily.Open NET in Gekko
Cloudflare insider and Congress trading
No open-market insider purchases were filed for Cloudflare, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in NET were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for NET, plotted on the chart in Gekko.Open NET in Gekko
Buybacks
Cloudflare has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $29.47M
- As a share of market cap
- 0.03%
From company filings.
Unusual options activity last 30 days
2signals, 89% of the flagged premium in calls.
Latest: Bullish flow on Sep 15, $8.08M in unusual premium.
Hedge funds and billionaires quarter ended Jun 30
4of the funds Gekko tracks hold NET.
0added1opened3trimmed1sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko
Cloudflare earnings: next date and track record
Cloudflare reports on Oct 29, 2026, after the close (39 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Oct 29, 2026
Expected after the close, 39 days away
- EPS estimate
- $0.35
- Revenue estimate
- $736.8M
7 of 8reports beat the EPS estimate
±8.8%average move across the report
5 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 6, 2026 AI summary
- What they said
- Cloudflare reported Q2 2026 revenue of $696.1 million, up 36% year-over-year, with non-GAAP operating margin of 13.8% and $96.1 million operating profit. Large customers (>$100K ARR) grew 27% YoY to 4,698, with a record 986 net additions. Dollar-based net retention improved to 120%, up 6% YoY. Free cash flow reached $56.4 million, up 69% YoY. Developer platform added nearly 2 million developers in Q2 alone.
- Guidance
- No explicit forward-looking guidance or revenue targets were provided in this excerpt. Management expressed continued confidence in business momentum, citing accelerating pipeline generation, record customer additions, and strong positioning in agentic AI infrastructure.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 6, 2026 | $0.29 est $0.27 | $696.1M est $664.7M | +2.5% |
| May 7, 2026 | $0.25 est $0.23 | $639.8M est $620.8M | −21.1% |
| Feb 10, 2026 | $0.28 est $0.27 | $614.5M est $591.3M | +9.0% |
| Oct 30, 2025 | $0.27 est $0.23 | $562.0M est $544.6M | +11.4% |
| Jul 31, 2025 | $0.21 est $0.18 | $512.3M est $501.3M | −0.4% |
| May 8, 2025 | $0.16 est $0.16 | $479.1M est $469.3M | +8.7% |
| Feb 6, 2025 | $0.19 est $0.18 | $459.9M est $452.1M | +15.5% |
| Nov 7, 2024 | $0.20 est $0.18 | $430.1M est $424.1M | −1.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Cloudflare stock forecast and analyst price targets
Analysts’ average 12-month price target for Cloudflare is $336.81, +4.1% from the last close, from 27 firms rating the stock in the last 90 days.
$336.81consensus 12-month target, +4.1% from the last close
Now $323.60Avg $336.81
Low $160High $400
Each firm’s latest rating in the last 90 days: 27 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 15 | Bernstein | $164 | −49.3% |
| Aug 27 | Stifel Nicolaus | $370 | +14.3% |
| Aug 13 | J.P. Morgan | — | — |
| Aug 11 | Mizuho Securities | $375 | +15.9% |
| Aug 11 | Truist Financial | $350 | +8.2% |
+6.1%average 20-day move after past Neutral readings
+8.8%average move over the next 20 trading days in the last 5 years
±5.4%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Cloudflare seasonality: the next 20 trading days
Over the next 20 trading days from Sep 19, Cloudflare averaged +8.8% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | −3.8% | 1 of 5 |
| Next 10 trading days | −4.7% | 1 of 5 |
| Next 15 trading days | +2.0% | 3 of 5 |
| Next 20 trading days | +8.8% | 3 of 5 |
| Next 30 trading days | +13.2% | 3 of 5 |
For scale, NET’s typical 20-trading-day move in either direction is about 10.1%.
Cloudflare market cap and key statistics
Cloudflare’s market cap is $115.0B and revenue of $2.51B over the last twelve months.
Valuation
- Market cap
- $115.0B
- Forward P/E
- 163.9
- EPS, TTM
- −$0.60
- Gekko Fair Value
- $283.83
Trading
- Volume
- 4.55M
- Avg volume, 20 days
- 3.12M
- 52-week high
- $338.00
- 52-week low
- $158.83
- Shares outstanding
- 322.6M
Financials
- Revenue, TTM
- $2.51B
- Profit margin
- -8.2%
- Return on equity
- -14.4%
- Quarterly earnings growth, YoY
- 0.0%
Risk and income
- Beta
- 1.66
- Typical daily move
- ±5.4%
- Typical 20-day move
- ±10.1%
Cloudflare stock news this week
6 headlines about Cloudflare from the past week, newest first, each linking to the publisher.
- Nykredit A S Buys Shares of 119,162 Cloudflare, Inc. $NETDefense World, Sep 19
- Cloudflare (NET) Exceeds Market Returns: Some Facts to ConsiderZacks Investment Research, Sep 17
- Crusoe Adds Cloudflare CFO Thomas Seifert, Digital Realty Former CEO Bill Stein, and Redwood Materials Founder and CEO JB Straubel to its Board of DirectorsGlobeNewsWire, Sep 17
- Reviewing DigitalOcean (NYSE:DOCN) & Cloudflare (NYSE:NET)Defense World, Sep 17
- Cloudflare Helps Website Owners Block AI Scraping Without Losing Search VisibilityPYMNTS, Sep 15
- Cloudflare Hits Highs Amid Agentic AI Boom; Nears PivotInvestors Business Daily, Sep 15
Cloudflare peers
Cloudflare’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| IBMInternational Business Machines | Accumulation | 15.8% below |
| FTNTFortinet | Neutral | 29.1% above |
| ACNAccenture | Neutral | 5.3% below |
| WDAYWorkday | Neutral | 15.8% above |
| CRDOCredo Technology | Accumulation | 26.9% below |
| HPQHP | Neutral | 9.3% above |
A peer links to its own page where one exists.
Cloudflare stock FAQ
What is Cloudflare’s market cap?
Cloudflare’s market cap is $115.0B at the Sep 18, 2026 close of $323.60, with 322.6M shares outstanding.
What is the Cloudflare stock forecast?
The consensus analyst 12-month price target for Cloudflare is $336.81, +4.1% from the last close. Of the 27 firms that rated the stock in the last 90 days, 21 rate it a buy, 5 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is Cloudflare stock overvalued or undervalued?
On Gekko’s estimate Cloudflare is overvalued: the Sep 18, 2026 close of $323.60 is 14.0% above Gekko Fair Value of $283.83. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Cloudflare report earnings next?
Cloudflare is expected to report on Oct 29, 2026, after the market closes (39 days away). Analysts expect earnings of $0.35 per share on revenue of $736.8M. Cloudflare beat the earnings estimate in 7 of its last 8 reports, moving 8.8% on average across the report.
What is Cloudflare’s 52-week high and low?
Cloudflare’s 52-week high is $338.00 and its 52-week low is $158.83; it closed at $323.60 on Sep 18, 2026, +51.3% over the past year.
Is Cloudflare stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 6 items with data read as supportive (trend, smart money, earnings risk and seasonality), 1 as mixed (gekkoindex) and 1 as a headwind (fair value). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in Cloudflare?
Gekko flagged 2 unusual options signals in Cloudflare over the last 30 days, with $9.60M of flagged premium in calls and $1.19M in puts. The latest, bullish flow, was on Sep 15, 2026 with $8.08M in unusual premium. The signal-by-signal table is in Gekko.
How this page works
Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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