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Overview
Smart money at a glance
Filings to Sep 30, 2026Net selling: insiders sold $191.5M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $1K to $15K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$191.5M netNet selling
- CongressSTOCK Act, last 180 days
- -$1K to -$15K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 3 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- 3 awardsAwards on record
Key stats
Fundamentals Sep 29- Open
- $351.92
- 52-wk high
- $367.43
- High
- $356.72
- 52-wk low
- $158.83
- Low
- $348.01
- Prev close
- $352.26
- Mkt cap
- $126.05B
- Volume
- 2.15M
- Fwd P/E
- 178.6x
- Beta
- 1.66
- P/S
- 50.2x
- P/B
- 77.4x
- Profit margin
- -8.2%
- Op margin
- -7.6%
- ROE
- -14.4%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about NET filings
Are insiders buying or selling Cloudflare Inc (NET) stock?
Net selling: insiders sold $191.5M and bought $0 of NET stock on the open market in the 90 days to Sep 30, 2026, according to SEC Form 4 filings. $191.5M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Zatlyn, Michelle (President and Board Co-Chair), who sold $83.4M. The latest filing was on Sep 23, 2026.
Which members of Congress have traded NET recently?
Rep. Gilbert Cisneros (D) sold $1K to $15K on Aug 18, 2026, disclosed 23 days later. In total, 1 member disclosed 1 NET trade with trade dates in the last 180 days, filed a median 23 days after trading.
How current is this NET smart-money data?
This summary uses filings available on Sep 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
What funds are doing
Buys/Adds (2)
- AQ
AQR
$329.0M
added
- DS
D.E. Shaw
$212.1M
added
Sells/Trims (1)
- CI
Citadel
$280.1M
trimmed
What insiders are doing
What Congress is doing
Buys (1)
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings came in $0.02 a share below what analysts expected.
Earnings per share
-$0.03 expected
Revenue
$666.3M expected
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
Q3 FY2026 guidance
$736.0M to $737.0M
$722.6M expected+1.9%at the midpoint
Reports Oct 29, 2026, in 29 days
Estimates as of Sep 29, 2026
EPS expected
$0.34 to $0.37
Revenue expected
28 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $562.0M | $614.5M | $639.8M | $696.1M |
| Cost of what it sold | $146.3M | $162.0M | $184.2M | $196.5M |
| Gross profit | $415.7M | $452.6M | $455.6M | $499.5M |
| What it spent | ||||
| Research and development | $121.0M | $141.9M | $151.0M | $159.5M |
| Sales and admin | $95.9M | $108.8M | $95.0M | $118.9M |
| Other operating costs | $236.3M | $251.1M | $271.6M | $426.8M |
| Total operating expenses | $453.2M | $501.8M | $517.6M | $705.2M |
| What was left | ||||
| Operating profit | -$37.5M | -$49.2M | -$62.0M | -$205.7M |
| Interest on debt | $2.9M | $2.9M | $2.6M | $3.1M |
| Profit before tax | $1.9M | -$10.5M | -$21.4M | -$167.9M |
| Tax | $3.1M | $1.6M | $1.5M | $2.0M |
| Net profit | -$1.3M | -$12.1M | -$22.9M | -$170.0M |
| EBITDA | $54.2M | $45.0M | $39.0M | -$99.5M |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Under a trading plan, a director's trust sold 5,000 Cloudflare (NET) shares at $353.1501 each.
Leans bearishSep 24Cloudflare Inc Stock (NET) Moved Up by 4.00% on Sep 24: Key Drivers Unveiled
Leans bullishSep 24Cloudflare, Inc. Class A Common Stock (Derivatives) USD Price (NET41771-USD)
NeutralSep 24Cloudflare (NET) Stock Is Trending After Hours: Here's Why
NeutralSep 22Cloudflare (NYSE: NET) CFO exercises options, then sells 10,000 shares
NeutralSep 22Form 4 Cloudflare Inc For: 22 September By Investing.com
NeutralSep 22Cloudflare, Inc. Class A Common Stock (Derivatives) Price Today in India
BullishSep 21
Macro
31 macro signals shaping NET right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results