Cloudflare (NET) stock

Web security software , market cap $87B

Security and web performance software

Worth $87B

$305.80

+4.10%

As of Tuesday's close · Live for Pro members at the open

Quality Score

Above Average

In its industry

#68of 268

Software

Checks firing

3of 14

Trending up

From 52-week high

-17.4%

under its best in a year

NET's Quality Score rose 1 point on Tue, Nov 10, to 11. Its 6-month gain rose to 64%, past 60%.

See NET's 14 chart checksSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.

Why is NET up?

Up 4.1% today, while its software peers are down 1.3%; no story names it yet.

Rose 25% since Nov 5

Up 25% from Nov 5 to Nov 10.

Its Nov 5 results reported adjusted earnings per share of $0.38, from $0.27 a year before, and the shares rose 10% on Nov 6.

Sources: Price history, Nov 10, 2026; Company release, Nov 5, 2026

1 more reason, free with an account →3 more reasons why NET rose 25% since Nov 5, from its filings, with the other side, the timeline, and its peers, for Pro members.

Key facts on NET

Key facts on NET
Holding it back	A $239M loss wider than $103M a year earlier
Latest filing	8-K, Nov 5 Reported its quarterly results

1 more reason behind NET's 11, free with an account →4 more reasons behind NET's 11, for Pro members.

NET in the news

TodayNo story names it yet.

What's next

Tue Nov 17: RBC Capital Markets Global…Investor conference · date confirmed.

1 more date ahead: the conference, for Pro members.

NET catalysts

Coming up

After its last 4 reports it closed -0.7% on average, higher 3 of 4 times.

30 past catalysts since 2019, with sizes and sources, for Pro members.

Why NET scores 11

Above Averagefor quality, not price, 3 of 14 chart checks firingWhat the Quality Score means

Well above its recent run. NET scores 11 today, against a median of 5.5 over its last 20 recorded sessions.

+3Chart checks 3 of 14 firing right now, one point each
+3News guidance raised, earnings beat, analyst downgrade

Long-term trend adds
Run-up adds
Size adds
Profit subtractsRead on the last four quarters against the four before, or the last full year where no quarters are filed.
Growth addsSales and margins against a year earlier: up to +3 for fast growth and widening margins, down to -2 when both shrink.

No effect today: Dilution, Volatility, Cash flow, and Persistence.

What every line is worth, and the reason behind it, on NET and every other stock.Get in free →

Price, score, chart checks, and the industry rank are from a snapshot taken at 11:29 PM ET, at least 15 minutes behind. How we rank stocks.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

Alert me when NET's Quality Score turns up

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How NET ranks in Software

NET is #68 of 268 by Quality Score.

How NET ranks in Software
Rank	Stock	Checks	Quality Score
1	HNGEHinge Health	9/14	21
2	ZETAZeta Global	8/14	20
3	VEEVVeeva Systems	7/14	19
	NBISNebius		Open for its score
	NCNOnCino		Open for its score
	NEXNNexxen International		Open for its score
	NICENICE		Open for its score
68	NETCloudflare	3/14	11

Net income over four quarters: NET -$239M, BSY $323M, DDOG $262M, DT $162M.

When does NET report earnings, and what happens after?

Expected to report Tue Feb 9, after the close (in 91 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What NET reported on Nov 5, 2026

The quarter

Sales of $782.5M, 39% more than a year ago; a loss of $0.10 a share.

The quarter that ended Sep 30, from the company's press release

The press release The filing on EDGAR

Where the sales came from

Where the quarter's sales came from
Line	Q3 2026	Q2 2026	Q3 2025
By region
United Statesup 44%	$408M52%	$354M51%	$283M50%

Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 5)

3 more lines, for Pro members.

The outlook

The outlook the company gave, by period
Measure	Figure
Fiscal 2026
Total revenue	$2.963B to $2.964Braised

Figures as filed (SEC filing, Nov 5)

4 more outlook lines, for Pro members.

The numbers

Market value: $87B; today
Sales: $2.7B; up 35.7% on the year
Free cash flow: $359M; last 12 months

Sales grew 38% a year over 5 years, fiscal 2020 to 2025.

Its share count grew 3.1% a year over 5 years.

5 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on NET: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

-23.6%+5.6%+9.9%

May 7Aug 6Nov 5

Reported	When	Gap	Reaction	5 days
Nov 5, 2026After close	After close	+17.4%	+9.9%	not yet
Aug 6, 2026After close	After close	+11.8%	+5.6%	+16.3%
May 7, 2026After close	After close	-15.4%	-23.6%	-22.2%

NET closed higher after 3 of its last 4 reports.

All 4 reports, and NET's Quality Score going into each

NET sales and profit by year

Sales and profit by year

Sales grew every year from 2018 to 2025, to $2.2B. It lost money in each of the eight years.

NET has 3 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on NET, and all 14 on every stock.Get in free →

NET RSI today: 51.0, below its 50-day, above its 200-day

Not scored

RSI 51.0, MACD below signal, below its 50-day, above its 200-day. Not scored.13 readings

The deep dive on NET

What it does and how it makes money6 findingsAn operating loss of $207M in fiscal 2025, on $2.17B of sales.Annual report, filed Feb 26, 2026"Our issued patents are scheduled to expire between 2030 and 2045, and cover various aspects of our network and products." (10-K for fiscal 2025)SEC filing · Feb 26, 2026
Where it stands4 findingsFor Pro members4 findings on where NET stands: its cash, debt, and share count, for Pro members
What changed in its filings3 findings"For example, in October 2025, a court in Japan held us liable for damages in a case alleging infringing content on websites using our services, a decision we have appealed." (10-Q for the quarter to Sep 30, 2026)SEC filing · Nov 5, 2026Completed its acquisition of VoidZero, Inc. on Jun 1, 2026, for $164.2 million in total purchase consideration.SEC filing · Nov 5, 2026Backlog rose 34% in a year, to $2.88B on Sep 30, 2026 from $2.14B: sales under contract, not yet delivered. "As of September 30, 2026, the Company expected to recognize 65 % of its remaining performance obligations as revenue over the next 12 months with the remainder recognized thereafter."SEC filing · Nov 5, 2026
Who holds and trades it4 findingsFor Pro members4 findings on who holds and trades NET, for Pro members
Against its closest peers4 peersNet income over four quarters: NET -$239M, BSY $323M, DDOG $262M, DT $162M.

12 more findings on NET, each with its source, for Pro members.

NET insider trades

NET trades by Congress and the executive branch

6 trades disclosed in the last six months. The newest:

SellGilbert Cisneros$1K to $15KHousetraded Aug 18, disclosed Sep 10(23 days later)

SellGilbert CisnerosHouse$1K to $15Ktraded Aug 18, disclosed Sep 10(23 days later)

All 6 trades on NET disclosed by Congress and the executive branch, for Pro members.Get in free →

See what Congress is buying across the market

NET's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Matthew PrinceCEO & Board Co-Chair · 35 trades
Michelle ZatlynPresident and Board Co-Chair · 36 trades
Thomas J. SeifertChief Financial Officer · 13 trades
Janel RileyChief Accounting Officer · 7 trades
Alissa Michelle StarzakChief Legal Officer · 3 trades
Douglas James KramerChief Legal Officer · 3 trades
Carl LedbetterDirector · 15 trades
John Graham-CummingDirector · 9 trades

5 more officers and directors file at NET.

See insider trades by person

Which ETFs hold NET?

In ETFs: NET is 0.5% of FTEC, 0.4% of VGT, and 0.4% of SCHG, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jul 31 to Aug 31, 2026.

About Cloudflare

Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.

5,483 employeesSan Francisco, CAcloudflare.com

What Cloudflare says it competes with

“In addition, we believe we are increasingly competing with public cloud vendors for storage and compute workloads as more third-party developers utilize our serverless platform.”

From its annual report, SEC filing · Feb 26, 2026

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14 chart checks, read for you
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What would move NET's score: 5 things
2 more filings explained, a plain line each
Real-⁠time prices, no delay

BreakawayAug 22Donald Trump bought NET$1K to $15K, disclosed Aug 22

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See NET's 14 chart checks

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Straight AnswersStraight Answers

As of Nov 10, 2026: NET's Quality Score is 11 (Above Average), #68 of 268 in Software.

What does NET's Quality Score say?

NET scores 11 today, which Breakaway calls Above Average. It is #68 of 268 in Software by Quality Score, with 3 of 14 chart checks firing. Up 25% from Nov 5 to Nov 10. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is NET's Quality Score?

NET scores 11 today, which Breakaway calls Above Average (11 to 14). That is #68 of 268 in Software by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind NET's 11.

When does NET report earnings?

Expected to report Tue Feb 9, after the close, a date Breakaway expects from the company's usual timing; the company has not confirmed it. NET closed higher after 3 of its last 4 reports. Past behavior, not a forecast.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.