Zscaler Q2 Preview: Cloudflare Is Eating Its Lunch (Rating Downgrade) [Seeking Alpha]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Source: Seeking Alpha
I downgrade ZS to 'hold' and diversify into Cloudflare and CrowdStrike, seeking stronger growth and investor confidence restoration. Looking for a portfolio of ideas like this one? Members of The REIT Forum get exclusive access to our subscriber-only portfolios. Learn More » Ihor Lukianenko/iStock via Getty Images Introduction & Investment Thesis Since the start of the year, the entire cybersecurity landscape has been dragged lower in the SaaSpocalypse meltdown. As I discussed in my Rubrik post earlier this month, I believe the valuation compression in quality cybersecurity stocks More on my IG service I am Amrita, and I write primarily about growth software stocks. I recently joined The REIT Forum , and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber-only portfolios. This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ZS, NET either
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NET
News
- Cloudflare, Inc. (NET) and Mastercard Incorporated Announce Strategic Cybersecurity Partnership [Yahoo! Finance]Yahoo! Finance
- Cloudflare: AI Traffic And Workers Driving Upside [Seeking Alpha]Seeking Alpha
- Cloudflare: Accelerating Growth In Times Of Agentic AI [Seeking Alpha]Seeking Alpha
- YouTube Outage Affects 340,000 Users While Other Sites Disrupted [Yahoo! Finance Canada]Yahoo! Finance Canada
- Cloudflare (NET) Builds Global Edge Platform to Capture Security and Performance Demand [Yahoo! Finance]Yahoo! Finance
NET
Earnings
- 2/10/26 - Beat
NET
Sec Filings
- 2/20/26 - Form 144
- 2/19/26 - Form 144
- 2/18/26 - Form 4
- NET's page on the SEC website