Cloudflare, Inc. (NET): A Bull Case Theory [Yahoo! Finance]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
Check Earnings Report
Company Research
Source: Yahoo! Finance
We came across a bullish thesis on Cloudflare, Inc. on Expanse Stocks's Substack by Nikotes. In this article, we will summarize the bulls' thesis on NET. Cloudflare, Inc.'s share was trading at $195.85 as of February 13th. NET's forward P/E was 169.49 according to Yahoo Finance. Jim Cramer Discusses President Trump & CoreWeave (CRWV) everything possible/Shutterstock.com Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. NET delivered a standout fourth quarter of 2025, with revenue growth re-accelerating to 34% year over year and new annual contract value bookings surging nearly 50%, signaling that the company's multi-year go-to-market restructuring is translating into tangible momentum. Management, led by CEO Matthew Prince, highlighted record enterprise wins, including its largest contract ever, alongside rising sales productivity and adoption of its “Pool of Funds” contracting model, which reduces friction and enc
Show less
Read more
Impact Snapshot
Event Time:
NET
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
NET alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
NET alerts
High impacting Cloudflare, Inc. Class A news events
Weekly update
A roundup of the hottest topics
NET
News
- How The Cloudflare (NET) Investment Story Is Shifting With AI Hopes And Valuation Doubts [Yahoo! Finance]Yahoo! Finance
- TSplus Releases Advanced Security v7.5 with Updated Ransomware Protection Driver [Yahoo! Finance]Yahoo! Finance
- Cloudflare's Pullback: A Buying Opportunity or a Warning Sign? [Yahoo! Finance]Yahoo! Finance
- Stocks making big moves yesterday: Angi, Zoom, Photronics, Cloudflare, and Bally's [Yahoo! Finance]Yahoo! Finance
- Jim Cramer on Cloudflare: “It's Holding Up Much Better Than Many of Its Other Rivals” [Yahoo! Finance]Yahoo! Finance
NET
Earnings
- 2/10/26 - Beat
NET
Sec Filings
- 3/6/26 - Form 4
- 3/5/26 - Form 4
- 3/4/26 - Form 4
- NET's page on the SEC website