← Back

NETCloudflare

$306.53-1.49%Real quote · delayedEdge network & securityCybersecurity · 6 peers →

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $2.2B · latest quarter up 35.9% YoY · not yet profitable (FY net loss $102M) · short activity within its normal range.

FY revenue

$2.2B

2025-12

Latest Q YoY

+35.9%

Gross margin

74.5%

FY net loss

$102M

Diluted EPS

$-0.29

Short volume

46.8%

20d avg 47.9% · normal

🐋 5%+ ownership filings (last 180d)

The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.

2026-07-24passive (13G)BAILLIE GIFFORD & CO
2026-05-14passive (13G)Capital World Investors
2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
2026-04-29passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
2026-03-26passive (13G)VANGUARD GROUP INC

🎯 Market expectations

Expectation reliability Low · 42/100

Nasdaq analyst consensus · the pre-news baseline

There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.

Next quarter (Sep 2026) consensus$0.02Estimate range $0.01 ~ $0.04 · 9 analystsRevisions (4w):↑1

History: actual vs consensusavg -108.3%

Jun 2026-$0.05 vs -$0.03-66.67%
Mar 2026-$0.05 vs -$0.06+16.67%
Dec 2025-$0.07 vs $0.02-450%
Sep 2025-$0.01 vs -$0.03+66.67%

Analyst estimates, not our forecast · not investment advice

What's moving this stock lately

2 direct · 0 2nd-order · 0 thematic

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

#1▲0.35%DirectAI & Robotics in 2026: 16 Recent Developments for Investors3d ago
Named as a representative of AI-era edge security and network infrastructure, providing a modest sentiment lift.
Impact chain →
Also named: CBRS · CRWD · NVDA · PANW · MRNA · MRK
#2▲0.34%DirectCoreWeave Sinks 5% Despite Burry Pulling In His AI Short, Oracle Eases Into Earnings, Cloudflare Holds Steady2d ago
Steady trading reflects the market's view that Cloudflare's high-margin (74.5% gross margin) edge/security model carries a different risk profile than CoreWeave's capital-intensive GPU cloud business
Impact chain →
Also named: CRWV · NVDA · MSFT · ORCL · IBM · AKAM

🕰️ Price × news · engine report card

Drag to pan, scroll to zoom · real daily bars and volume

The 26 engine calls on this chart (hit / miss / pending) are Pro — price and volume only for now▂ volume

📜 Call history (newest first

🔒 Pro only

26 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view

🔒 Pro only

Impact chains · crowding · conviction engine · insider signals — free 7-day trial on signup.