
Cloudflare (NET) Stock
Global network protecting and accelerating internet applications. Here's the price, business snapshot, and what's worth knowing about Cloudflare in June 2026.
Cloudflare, Inc. (NET) operates a global network that accelerates and protects internet applications. Its services include a content delivery network (CDN), DDoS protection, managed DNS, Zero Trust security, and edge computing products such as Workers. The company monetises traffic and security features via subscription and usage-based plans, serving customers from small websites to large enterprises. Investors watch Cloudflare for its high revenue growth potential tied to rising internet traffic, cloud adoption and security needs, but also for competitive pressure from large cloud providers and specialist security firms. Profitability and free-cash-flow trends matter as the business scales and invests in infrastructure. Valuation can reflect both growth expectations and the durability of its margins. Consider investment suitability carefully: this is general information only and not personalised advice. Stock prices can be volatile and past performance is not a reliable indicator of future results.
Why It’s Moving

Cloudflare’s upbeat analyst backdrop keeps NET in focus as investors weigh durability of growth and valuation.
- Analyst sentiment remains supportive, with multiple brokerages and forecast trackers showing a Buy consensus and double-digit upside potential, reinforcing the view that Cloudflare’s growth remains intact despite a softer share price.
- The stock has pulled back meaningfully from its highs, and that reset is fueling debate over whether the valuation has become more attractive or simply reflects a slower path to the premium the market once assigned it.
- The core story remains Cloudflare’s role in cloud security and edge networking, where investors continue to focus on whether expanding enterprise demand can justify the company’s long-term growth premium.

Cloudflare’s upbeat analyst backdrop keeps NET in focus as investors weigh durability of growth and valuation.
- Analyst sentiment remains supportive, with multiple brokerages and forecast trackers showing a Buy consensus and double-digit upside potential, reinforcing the view that Cloudflare’s growth remains intact despite a softer share price.
- The stock has pulled back meaningfully from its highs, and that reset is fueling debate over whether the valuation has become more attractive or simply reflects a slower path to the premium the market once assigned it.
- The core story remains Cloudflare’s role in cloud security and edge networking, where investors continue to focus on whether expanding enterprise demand can justify the company’s long-term growth premium.
When is the next earnings date for CLOUDFLARE INC (NET)?
Cloudflare (NET) is expected to report next earnings on July 30, 2026. That release should cover Q2 2026 results. This date is consistent with the company’s typical late-July reporting pattern, though the exact schedule has not yet been formally confirmed.
Stock Performance Snapshot
Analyst Rating
Analysts suggest buying Cloudflare's stock, believing it has great potential for growth.
Financial Health
Cloudflare is performing well with strong revenue and cash flow, though profitability could be improved.
View more stocks by downloading the app for FREE
It only takes 60 seconds.
Discover More Opportunities
Accenture
Provides consulting and technology services.
AUTOMATIC DATA PROCESSING INC
Provides business process outsourcing and technology services.
ADOBE INC
Develops software and cloud-based solutions for digital media and digital marketing.
Baskets Featuring NET
Cybersecurity Investment Themes Explained (Overview)
This investment theme focuses on companies providing advanced network security solutions and cloud-native defense systems. It targets organizations positioned to combat the rising complexity of global cyber threats through innovative software-defined security architectures.
Published: 4 June 2026
Explore BasketTop Cybersecurity Stocks (Cloud & AI Defence Focus)
This investment theme focuses on companies providing advanced network security, cloud defense, and AI-driven threat detection. It aims to capture the growing demand for digital resilience in an increasingly complex cyber landscape.
Published: 31 May 2026
Explore BasketNext-Gen Cyber Defense Stocks to Watch in 2026
This investment basket focuses on companies providing advanced cloud-native security and AI-driven threat detection. It aims to capture the growing demand for enterprise protection against sophisticated cyber threats.
Published: 23 May 2026
Explore BasketSingapore Applied AI Hub Stocks to Watch in 2026
OpenAI has signed its first government MOU to establish an applied AI lab in Singapore, committing over S$300 million to build the city-state into a global hub for real-world AI deployment. This partnership opens the door for companies across enterprise AI software, cloud infrastructure, healthcare AI, and workforce development to expand their footprint across Southeast Asia.
Published: 20 May 2026
Explore BasketCybersecurity Defenses Shaping Portfolios in 2026
This theme focuses on companies providing enterprise-grade cybersecurity solutions to combat rising digital threats. Investors gain exposure to leaders in network security, identity management, and cloud-based protection.
Published: 14 April 2026
Explore BasketAI-Driven Cybersecurity | Key Growth Theme for 2026
This investment theme focuses on companies providing advanced protection against evolving global cyber threats. It targets firms specializing in AI-driven threat detection, cloud security, and zero-trust network architecture.
Published: 11 April 2026
Explore BasketStreaming Profitability Pivot (Opportunities vs Risks)
Disney's planned layoffs highlight a painful but necessary transition for legacy entertainment giants as they aggressively cut costs to achieve streaming profitability. This industry-wide restructuring creates investment opportunities in the companies providing the critical digital infrastructure and consulting services needed to navigate this shift.
Published: 9 April 2026
Explore BasketNext-Gen AI Cybersecurity (Investment Theme Overview)
This investment theme focuses on companies providing advanced cloud-native and AI-driven security solutions. It targets the growing demand for automated threat detection in an increasingly digital global economy.
Published: 3 April 2026
Explore BasketAirborne Satellite Connectivity Stocks to Watch in 2026
Delta Air Lines is partnering with Amazon to equip its fleet with advanced Leo satellite internet, offering faster and cheaper connectivity to passengers. This major deal highlights a growing investment opportunity in aerospace communications, satellite infrastructure, and cloud network providers.
Published: 1 April 2026
Explore BasketEnergy and Tech Havens: Can Hormuz Shock Be Hedged?
The ongoing war with Iran has closed the Strait of Hormuz, sending oil prices soaring and disrupting global equity markets due to rising inflation fears. This prolonged conflict creates a strategic investment opportunity in energy producers and resilient tech stocks that are shielded from the broader industrial downturn.
Published: 30 March 2026
Explore BasketDefence Tech Stocks: Could This Ruling Shift Risks?
Anthropic recently won a preliminary injunction against the Pentagon, temporarily lifting a restrictive supply chain risk designation that the court suggested was politically motivated. This landmark ruling sets a reassuring precedent for other tech and defense contractors, stabilizing the market by limiting arbitrary government retaliation in lucrative federal projects.
Published: 27 March 2026
Explore BasketThe AI Superapp Race | Consolidation Risks to Weigh
OpenAI's decision to combine its leading tools into a single desktop superapp is redefining the competitive landscape for artificial intelligence interfaces. This strategic pivot toward unified digital ecosystems creates fresh investment opportunities among rival platform developers, cloud infrastructure providers, and software integrators.
Published: 20 March 2026
Explore BasketAI Agent Ecosystem Stocks | Infrastructure Picks 2025
Meta's acquisition of the AI agent social network Moltbook accelerates the transition toward interconnected artificial intelligence ecosystems. This creates a compelling investment opportunity in companies building the foundational cloud infrastructure and security protocols required to support autonomous digital agents.
Published: 11 March 2026
Explore BasketData Centers Vulnerable: Could Physical Attacks Rise?
Recent drone attacks on Amazon's Middle East data centers have exposed the vulnerability of global digital infrastructure to regional conflicts. This creates an investment opportunity in companies that provide enhanced physical security, cybersecurity, and operational resilience for these critical facilities.
Published: 3 March 2026
Explore BasketCloud Security Stocks Face Consolidation Risks
Google's record-breaking $32 billion acquisition of cloud security firm Wiz highlights a major push to compete with other tech giants in the cybersecurity space. This move is expected to spark further consolidation, creating potential investment opportunities among other specialized cloud security providers.
Published: 11 February 2026
Explore BasketEnterprise AI Stocks Rise on Revenue Beat in 2025
IBM's latest earnings report revealed a significant revenue beat, driven by surging enterprise demand for its AI-integrated software. This trend signals a broader investment opportunity in the ecosystem of companies providing the essential data management, cloud infrastructure, and security services required to power the corporate AI revolution.
Published: 29 January 2026
Explore BasketTikTok Stocks Portfolio (Tech & Social Media)
TikTok's parent company, ByteDance, has sold a majority stake in its U.S. operations to American investors, creating a new, independent entity. This deal averts a U.S. ban, creating investment opportunities within the digital advertising and U.S. technology ecosystems.
Published: 24 January 2026
Explore BasketTech M&A: What's Next After FTC Acqui-Hire Probe
The U.S. Federal Trade Commission is investigating Big Tech's 'acqui-hire' strategy, where talent is hired from startups to bypass merger reviews. This regulatory pressure could shift acquisition focus toward smaller, publicly-traded technology firms not under the same antitrust microscope.
Published: 18 January 2026
Explore BasketCybersecurity Buyouts: Which Firms Might Benefit Next?
ServiceNow's reported $7 billion bid for cybersecurity firm Armis highlights an accelerating M&A trend within the sector. This strategic move could boost the valuations of other specialized security companies, positioning them as attractive acquisition targets for tech giants.
Published: 16 December 2025
Explore BasketAI Cybersecurity M&A Risks | ServiceNow-Armis Deal
ServiceNow's potential $7 billion acquisition of Armis marks a significant strategic expansion into AI-powered cybersecurity. This deal is poised to accelerate the M&A trend in the sector, potentially boosting valuations for other specialized security firms.
Published: 14 December 2025
Explore BasketMulticloud Infrastructure Investment Opportunities 2025
Amazon and Google have partnered on a new service to streamline connectivity between their respective cloud platforms. This collaboration highlights a growing trend toward multicloud adoption, creating investment opportunities in companies that provide essential networking, security, and data management infrastructure.
Published: 2 December 2025
Explore BasketInfrastructure Vulnerabilities: Which Stocks Could Rally?
A major outage at the Chicago Mercantile Exchange, caused by a data center cooling failure, exposed critical infrastructure vulnerabilities. This incident highlights an investment opportunity in companies providing essential data center services, including advanced cooling, backup power, and resilient hardware.
Published: 30 November 2025
Explore BasketGlobal Tech Stocks Could Gain From Pentagon Action?
The Pentagon has named several major Chinese tech firms, including Alibaba and Baidu, as supporters of China's military, creating significant business risks for them. This development could shift market share and investment towards their global competitors in sectors like e-commerce, search, and electric vehicles.
Published: 28 November 2025
Explore BasketStreaming Infrastructure (CDNs & Cloud) After Outages
A recent Netflix outage during a major premiere highlights the technical challenges facing streaming giants. This creates an investment opportunity in the content delivery networks and cloud infrastructure companies essential for reliable streaming.
Published: 27 November 2025
Explore BasketAI Infrastructure Stocks | Data Center & Cloud Plays
Nvidia's recent memo addressing criticism has cast a spotlight on the sustainability of the AI boom, causing investor uncertainty. This creates a potential opening for companies in adjacent, more stable sectors like data center infrastructure and enterprise cloud services that support the AI ecosystem.
Published: 27 November 2025
Explore BasketContent Compliance Stocks (Moderation & Security)
Following Singapore's directive for TikTok and Meta to block accounts spreading harmful content, social media platforms face mounting global pressure to regulate their sites. This creates a significant opportunity for companies that provide AI-powered content moderation and digital security solutions.
Published: 26 November 2025
Explore BasketCybersecurity Surge Explained | Geopolitical Tech Risks
Allegations that Alibaba is aiding the Chinese military have intensified U.S.-China tech tensions, creating significant regulatory risks. This environment could boost demand for Western cybersecurity and cloud computing firms as companies seek secure alternatives.
Published: 15 November 2025
Explore BasketDigital Infrastructure: What's Next After Amazon Outage
A recent service outage at Amazon.com highlighted the critical dependence of online retail on stable digital infrastructure. This event creates an investment opportunity in companies providing the foundational technologies that ensure e-commerce platforms remain reliable and secure.
Published: 6 November 2025
Explore BasketAI Infrastructure Investing: Growth vs Market Risks
Amazon's recent earnings surge, driven by significant growth in its AWS cloud and AI services, highlights a major market trend. This creates an investment opportunity in the broader ecosystem of companies providing the essential infrastructure for cloud computing and artificial intelligence.
Published: 1 November 2025
Explore BasketAirline Technology Failures Explained | Investment View
Alaska Airlines' recent nationwide flight grounding due to a major IT failure highlights the airline industry's critical need for reliable technology. This event creates an investment opportunity in companies providing robust IT infrastructure, cloud services, and cybersecurity to prevent such costly disruptions.
Published: 25 October 2025
Explore BasketAirline Tech Modernization Stocks in 2025
A significant IT outage grounded Alaska Airlines' fleet, highlighting the vulnerability of airline operations to technological failures. This event creates a compelling investment case for companies providing robust data centers, cloud infrastructure, and cybersecurity to the aviation industry.
Published: 24 October 2025
Explore BasketBrazil Tech Infrastructure | Cloud Giants Exposure
Brazil's digital economy is expanding rapidly, creating significant demand for the foundational technology that supports modern life and industry. This basket provides exposure to US and EU-listed firms that build and manage the data centers, cloud platforms, and network equipment driving this transformation.
Published: 20 October 2025
Explore BasketState-Sponsored Hack Boosts Cyber Stocks 2025
Following a major breach at F5 Networks by state-sponsored hackers, the vulnerability of critical tech infrastructure has been exposed. This event is expected to drive significant investment into advanced cybersecurity companies that specialize in defending against sophisticated, persistent threats.
Published: 17 October 2025
Explore BasketData Infrastructure M&A Overview: Consolidation Trends
Data streaming company Confluent is exploring a sale, signaling a potential wave of consolidation in the data software sector. This theme focuses on other companies in the data infrastructure and AI space that could become attractive acquisition targets.
Published: 8 October 2025
Explore BasketCloud Security After Salesforce Breach Explained
A massive data breach targeting Salesforce customers has exposed critical vulnerabilities in cloud software integrations. This event is poised to accelerate enterprise spending on specialized cybersecurity, creating an opportunity in companies that secure cloud applications and data.
Published: 6 October 2025
Explore BasketTikTok Investment: What's Next for Tech Partners
Following a major investment led by Oracle, TikTok's U.S. operations are being restructured to comply with American regulations. This shift creates a significant opportunity for U.S. tech companies that provide the essential data security, cloud services, and algorithm auditing needed to ensure its independence.
Published: 28 September 2025
Explore BasketAviation IT Risks: Ground Stop Prevention Stocks
A significant technology failure caused a nationwide ground stop for United Airlines, highlighting a critical vulnerability in the aviation sector. This incident signals an investment opportunity in companies that provide robust IT infrastructure, cloud services, and cybersecurity to prevent future disruptions.
Published: 24 September 2025
Explore BasketAlphabet Antitrust Ruling (Data Sharing Impact)
Alphabet's market capitalization soared past $3 trillion following a favorable antitrust ruling that allowed it to retain its core assets. This outcome creates a potential opening for competitors who will gain access to Alphabet's data, potentially leveling the playing field.
Published: 16 September 2025
Explore BasketTrusted Partners (Oracle MSFT NET CYBR & More)
Oracle's reported deal to manage TikTok's U.S. operations highlights a critical need for trusted technology partners to navigate geopolitical tensions. This creates an investment opportunity in U.S. companies that provide secure data infrastructure and cybersecurity services to foreign firms.
Published: 16 September 2025
Explore BasketUS-UK Digital Alliance Tech Stocks for 2025
The United States and the United Kingdom are signing a landmark technology agreement to boost cooperation in AI, cybersecurity, and digital infrastructure. This creates a favorable environment for companies in these sectors, potentially driving growth and innovation on both sides of the Atlantic.
Published: 14 September 2025
Explore BasketDigital Trust & Safety Investing Explained
Following whistleblower allegations that Meta ignored child safety risks in its VR products, the tech industry is facing intense pressure to better protect its users. This creates an investment opportunity in companies that provide essential digital safety solutions, such as identity verification and content moderation.
Published: 10 September 2025
Explore BasketDigital Resilience Stocks: Outage Risks & Alternatives
A major outage at Google Meet underscored the risks of relying on a single digital communication platform. This event creates an investment opportunity focused on competing services and the essential infrastructure companies that ensure digital resilience and uptime.
Published: 9 September 2025
Explore BasketGoogle Privacy Fine Explained | Regulatory Impact
France's data protection authority has issued a €325 million fine to Google for breaching user consent and online tracking regulations. This event highlights a growing investment opportunity in companies that provide essential data privacy and cybersecurity compliance solutions.
Published: 4 September 2025
Explore BasketCybersecurity Stocks Explained | Digital Defense
This theme focuses on leading companies in the cybersecurity sector, which is experiencing rapid growth due to increasing digital threats. Investing in these firms offers exposure to the critical industry of protecting data and digital infrastructure.
Published: 31 August 2025
Explore BasketCloud Security's IPO Catalyst
Cybersecurity firm Netskope has filed for a U.S. IPO, signaling strong growth in the cloud security market. This move highlights an investment opportunity among publicly traded companies specializing in Secure Access Service Edge (SASE) and zero-trust technologies.
Published: 24 August 2025
Explore BasketPowering The AI Data Center Boom
Google's $9 billion investment in Oklahoma data centers signals a massive build-out of AI and cloud infrastructure. This creates a ripple effect, benefiting the companies that provide the critical hardware and services needed to construct and operate these advanced facilities.
Published: 14 August 2025
Explore BasketFueling The AI Workforce
Google's $1 billion investment in AI education aims to significantly grow the U.S. talent pool of skilled professionals. This initiative is expected to increase demand for companies providing the essential cloud infrastructure and data analytics platforms that the expanding AI workforce will utilize.
Published: 7 August 2025
Explore BasketCybersecurity's Next Takeover Targets
Palo Alto Networks' massive $20 billion acquisition of CyberArk signals a major consolidation wave in the cybersecurity industry. This theme focuses on other specialized cybersecurity companies that may now be viewed as attractive acquisition targets by larger firms seeking to compete.
Published: 30 July 2025
Explore BasketAI-Powered Digital Advertising Ecosystem
This carefully selected group of stocks captures companies revolutionizing digital advertising with artificial intelligence. Our professional analysts have identified businesses across ad-tech and cloud infrastructure that are uniquely positioned to benefit as AI transforms how digital ads are created, targeted, and delivered.
Published: 20 July 2025
Explore BasketAWS Restructuring Creates Cloud Competition Opportunity
Amazon's job cuts in its profitable AWS cloud division could mean big opportunities for competitors. This carefully selected group of stocks represents companies positioned to gain market share, attract top talent, and capitalize on this moment of cloud industry disruption.
Published: 20 July 2025
Explore BasketWhy You’ll Want to Watch This Stock
Growth from Traffic
Rising internet use and cloud adoption can expand Cloudflare’s addressable market, though revenue growth may fluctuate with competition and pricing.
Global Edge Network
A widespread network reduces latency and supports diverse customers, but ongoing infrastructure investment and operational costs matter for margins.
Security & Edge Push
Demand for DDoS protection and Zero Trust services supports upsell opportunities, yet security is a competitive, fast-evolving field.
Compare Cloudflare with other stocks


DoorDash vs Cloudflare
DoorDash vs Cloudflare


Dell Technologies vs Cloudflare
Dell Technologies vs Cloudflare


ADP vs Cloudflare
ADP vs Cloudflare
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.