Cloudflare, Inc. (NET) News
Follow Cloudflare, Inc. (NET) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 61 public stories across 33 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.
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Cloudflare shares rise 3.2% after JPMorgan upgrade
Cloudflare shares rose 3.2% in premarket trading after JPMorgan raised its rating to Overweight.
EQUITY | Nov 03, 2026, 01:23 PM UTC
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Cloudflare shares rise 3.2% premarket after JPMorgan upgrade
Cloudflare shares are up 3.2% premarket after JPMorgan raised its rating to Overweight from Neutral.
EQUITY | Nov 03, 2026, 11:11 AM UTC
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Zscaler Falls 7.5%, Rubrik 5.3%, SentinelOne 3.5%
ZSCALER DOWN 7.5%, RUBRIK OFF 5.3%, SENTINELONE DOWN 3.5%
EQUITY | Oct 29, 2026, 01:36 PM UTC
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Cybersecurity Stocks Fall 4.6% to 7.1%
CROWDSTRIKE DOWN 4.6%, PALO ALTO NETWORKS DOWN 5%, CLOUDFLARE DOWN 4.9%, OKTA FALLS 7.1%
EQUITY | Oct 29, 2026, 01:36 PM UTC
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Cloudflare Q3 Revenue Estimate Is Reported
Cloudflare is scheduled to report Q3'26 results on November 5 after the market closes. Revenue and EPS estimates are provided in the source.
EQUITY | Oct 29, 2026, 11:00 AM UTC
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Cloudflare reports operational issues affecting internet services
Cloudflare is experiencing operational problems, according to the report.
EQUITY | Oct 27, 2026, 05:25 PM UTC
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Cloudflare Sees Millions of Exploit Attempts After PHP Disclosure
CEO Matthew Prince said Cloudflare observed millions of exploitation attempts after critical PHP vulnerabilities were publicly disclosed.
EQUITY | Oct 22, 2026, 04:03 AM UTC
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Shares of companies within the broader technology sector are trading lower after Treasury yields spiked to a 24-year record and the Federal Reserve's September meeting minutes showed officials expect another interest rate hike in 2026. This may cause investors to rotate out of the sector due to economic tightening.
Shares of companies within the broader technology sector are trading lower after Treasury yields spiked to a 24-year record and the Federal Reserve's September meeting minutes showed officials expect another interest rat
LIVE | Oct 07, 2026, 07:48 PM UTC
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Cloudflare Partners With Deutsche Telekom To Boost Internet Security Of European Enterprises
BONN (dpa-AFX) - U.S. connectivity cloud company Cloudflare, Inc. (NET), announced on Tuesday that it has entered into a strategic partnership with German telecommunications firm Deutsche Telekom AG (DTE.DE) to strengthe
NEWS | Sep 29, 2026, 02:17 PM UTC
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Cloudflare, Inc. (NET) Partners With Deutsche Telekom To Expand EU Enterprise Reach
Cloudflare announced a strategic partnership with Deutsche Telekom to interconnect networks and add Cloudflare security and connectivity solutions to Deutsche Telekom’s enterprise portfolio across Europe.Material Details
NEWS | Sep 29, 2026, 01:01 PM UTC
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Cloudflare and Deutsche Telekom Join Forces for a Secure and Resilient Internet
Deutsche Telekom AG (XETRA:DTE) and Cloudflare, Inc. (NYSE:NET), the leading connectivity cloud company, today announced a strategic partnership designed to strengthen the security and resilience of digital infrastructur
NEWS | Sep 29, 2026, 01:01 PM UTC
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Cloudflare, Inc. (NET) To Become Public CA, Acquire GlobalSign Root
Cloudflare will become a public Certificate Authority and agreed to acquire publicly trusted Root CA key material from GlobalSign, subject to closing. It plans to begin issuing post-quantum Merkle Tree Certificates in Q1
MNA | Sep 29, 2026, 01:01 PM UTC
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Cloudflare Announces Public Certificate Authority for the Post-Quantum Web
Cloudflare, Inc. (NYSE:NET), the leading connectivity cloud company, today announced its intent to become a public Certificate Authority (CA), an open service that issues the digital certificates websites need to encrypt
NEWS | Sep 29, 2026, 01:00 PM UTC
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Cloudflare (NET) Stock Trades Down, Here Is Why
What Happened? Shares of cloud security and performance company Cloudflare NYSE:NET fell 3.2% in the afternoon session after Cloudflare’s disclosure of a cross-tenant data-isolation vulnerability in its Containers and Sa
EQUITY | Sep 25, 2026, 05:10 PM UTC
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Akamai Jumps On OpenAI Deal, 30-Year Yields Top 5.5%: Stock Market Today
U.S. stocks traded mixed but mostly higher at midday Friday as crude oil retreated on hopes for an Iran-brokered reopening of the Strait of Hormuz, even as Treasury yields pushed toward their highest level since 2007 aft
LIVE | Sep 25, 2026, 04:09 PM UTC
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Buy These 4 Cybersecurity Stocks, Skip These 2: Josh Brown Names Names
Ritholtz Wealth Management CEO Josh Brown and colleague Sean Russo used their latest “The Best Stocks in the Market” column at CNBC to stake out a clear position on security software: four names earn a spot, two do not.
LIVE | Sep 21, 2026, 05:12 PM UTC
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NET - Cloudflare Helps End the Search-or- AI -Training Tradeoff
NET - Cloudflare Helps End the Search-or- AI -Training Tradeoff
NEWS | Sep 15, 2026, 01:07 PM UTC
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Cloudflare Helps End the Search-or-AI-Training Tradeoff
Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced a new Accountable designation for AI crawling. In conjunction with this, Cloudflare launched Disallow AI Training, a setting that lets
NEWS | Sep 15, 2026, 01:05 PM UTC
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Cloudflare reports Q revenue up 36% YoY; warns on bot traffic
Cloudflare reported quarterly revenue of $696M, up 36% YoY, with 71.8% gross margin and non-GAAP net income of $107M despite a GAAP loss that included $150M restructuring. The company warned bots accounted for 57% of Jun
EQUITY | Sep 14, 2026, 11:23 AM UTC
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Cloudflare NET shares jump more than 10% to about $313
Cloudflare NYSE:NET shares surged more than 10% to about $313 on Wednesday. The move was tied to new partnerships linking Cloudflare with OpenAI and SpaceX NASDAQ:SPCX.
EQUITY | Sep 10, 2026, 12:41 PM UTC
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NET: Agentic AI and new monetization strategies are set to drive accelerated, diversified growth
Significant growth is anticipated from agentic AI and new product cycles, with a shift to consumption-based revenue and expansion into media and content monetization. Strategic partnerships and ongoing innovation in netw
EQUITY | Sep 09, 2026, 06:05 PM UTC
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The End of the Captcha? Not So Fast — WSJ
By Jackie SnowWhat's up with captchas, those annoying image puzzles and check boxes that websites use to prove you're human?They may feel outdated, and in some ways they are. Bots have gotten much better at solving them,
EQUITY | Sep 08, 2026, 08:09 PM UTC
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Cloudflare highlights ~30% annual revenue growth and Adaptive Intelligence rollout
Traders point to Cloudflare’s roughly 30% annual revenue growth since 2022. The company also rolled out an Adaptive Intelligence live-traffic engine that blocks automated bot attacks in real time without downtime.
EQUITY | Sep 07, 2026, 11:22 AM UTC
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Cloudflare launches AI-powered vulnerability discovery and remediation in early access
Cloudflare, Inc. says it has launched “Vulnerability Discovery and Remediation,” available in early access through Cloudflare Managed Defense, using the OpenAI Daybreak Defense Network for deep code investigation and aut
EQUITY | Sep 03, 2026, 09:00 PM UTC
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NET - Cloudflare Expands Support for AI Coding Agents with Cursor Cloud Agents on Cloudflare Sandboxes
NET - Cloudflare Expands Support for AI Coding Agents with Cursor Cloud Agents on Cloudflare Sandboxes
EQUITY | Sep 02, 2026, 08:04 PM UTC
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Cloudflare adds support for Cursor Cloud Agents on Cloudflare Sandboxes
Cloudflare (NET) said it now supports running Cursor Cloud Agents on Cloudflare Sandboxes, giving developers a way to run AI coding agents in secure, customer-controlled environments.
EQUITY | Sep 02, 2026, 08:00 PM UTC
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Cloudflare Makes Bigger AI Push as Threats Rise
Cloudflare Makes Bigger AI Push as Threats Rise
EQUITY | Sep 01, 2026, 02:36 AM UTC
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Major tech companies urge defenses against AI-driven hacks
Major tech companies are calling for a defensive surge to defeat AI-driven hacks.
EQUITY | Aug 27, 2026, 05:00 PM UTC
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Cybersecurity peers rise on sympathy after better results and guidance
Shares of cybersecurity-related companies are trading higher on sympathy with CrowdStrike and Okta after they reported better-than-expected financial results and raised their guidance metrics above estimates.
EQUITY | Aug 27, 2026, 02:56 PM UTC
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Cybersecurity names draw support from earnings and guidance
PANW, CRWD, QLYS, NET and RBRK are highlighted for recent earnings momentum, with PANW and QLYS posting reported results and guidance updates and CRWD facing an August 26 call.
EARNINGS | Aug 18, 2026, 08:39 PM UTC
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Cramer likes Vistra, Constellation Energy, Fastly after earnings
Jim Cramer said he likes Vistra and Constellation Energy on CNBC, called Fastly “back from the abyss,” and said Recursion, NextEra and Huntington Ingalls on the show.
EARNINGS | Aug 13, 2026, 12:00 PM UTC
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NET Taps Cloudflare for User Privacy Protection
NET partners with Cloudflare to protect user privacy through key transparency
EQUITY | Aug 12, 2026, 01:02 PM UTC
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Multiple Companies Price Offerings
Several companies announce pricing of various offerings
EQUITY | Aug 11, 2026, 09:30 AM UTC
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Cloudflare Announces $2.175 Billion Convertible Notes Offering
Cloudflare issues $2.175 billion in convertible notes
EQUITY | Aug 11, 2026, 08:04 AM UTC
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Cloudflare Achieves FedRAMP High Authorization
Cloudflare secures US government's critical missions
REGULATION | Aug 10, 2026, 01:00 PM UTC
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Cloudflare Announces $2.175 Billion Convertible Notes Offering
Cloudflare issues $2.175 billion convertible notes
EQUITY | Aug 10, 2026, 11:04 AM UTC
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Cloudflare CTO Says Starlink Needs New Internet Traffic Rules Built for Satellites, Elon Musk Sends Idea to His Team
Cloudflare Inc. (NYSE: NET ) CTO Dane Knecht proposed that his company and Space Exploration Technologies Corp.’s (NASDAQ: SPCX ) Starlink jointly rethink a core layer of internet networking for low-Earth-orbit satellite
EQUITY | Aug 10, 2026, 10:27 AM UTC
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Consumer Tech (Aug 3-7): SpaceX Released Strong First Earnings, Meta Sued For Harming Children's Mental Health & More
President Donald Trump said on Friday that data centers could eventually become a bigger industry than oil, calling them significant for the U.S. economy. President Donald Trump ‘s former Counterterrorism Chief Joe Kent
EARNINGS | Aug 09, 2026, 02:40 PM UTC
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JS&P 500 Hits Record As Jobs Shock Sinks Rate-Hike Bets: Stock Market Today
The S&P 500 cleared 7,755 and Wall Street is on course for its best week since April. The rally comes on the heels of a contraction in July payrolls. The U.S. economy unexpectedly shed 23,000 jobs in July against forecas
EARNINGS | Aug 07, 2026, 05:27 PM UTC
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Cloudflare Stock Pops After Strong Q2 Results
Cloudflare Inc. (NYSE: NET ) shares are surging Friday after the internet security and infrastructure company shattered second-quarter expectations on both the top and bottom lines. Cloudflare shares are testing new high
EARNINGS | Aug 07, 2026, 03:03 PM UTC
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Mizuho Raises NET PT
Mizuho increases price target
EQUITY | Aug 07, 2026, 10:56 AM UTC
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NET Price Target Raised
NET price target increased to $382
EQUITY | Aug 07, 2026, 09:48 AM UTC
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Fluor, Cloudflare And 3 Stocks To Watch Heading Into Friday
With U.S. stock futures trading mixed this morning on Friday, some of the stocks that may grab investor focus today are as follows: Wall Street expects Take-Two Interactive Software Inc. (NASDAQ: TTWO ) to post quarterly
EARNINGS | Aug 07, 2026, 06:55 AM UTC
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Cloudflare Stock Pops on Q2 Earnings Print — Here's Why
Cloudflare Inc. (NYSE: NET ) posted its second-quarter results after Thursday’s closing bell, beating estimates on the top and bottom lines. Here’s a look at the key figures from the quarter. NET stock is moving. Watch t
EARNINGS | Aug 06, 2026, 09:27 PM UTC
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Cloudflare Raises FY2026 Adj EPS Guidance from $1.19-$1.20 to $1.25-$1.26 vs $1.21 Est; Raises FY2026 Sales Guidance from $2.805B-$2.813B to
Cloudflare (NYSE: NET ) raises FY2026 Adj EPS guidance from $1.19-$1.20 to $1.25-$1.26 vs $1.21 analyst estimate. Raises FY2026 sales outlook from $2.805 billion-$2.813 billion to $2.864 billion-$2.870 billion vs $2.813
EARNINGS | Aug 06, 2026, 08:48 PM UTC
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Cloudflare, Microchip Technology Report Earnings
Cloudflare and Microchip Technology report Q3 and Q1 earnings
EARNINGS | Aug 06, 2026, 08:19 PM UTC
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Cloudflare Adds AEO Visibility Dashboard
Cloudflare adds AI assistant tracking tool
EQUITY | Aug 06, 2026, 01:03 PM UTC
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ConocoPhillips Could Swing $4.94 Billion In Value After Earnings
Earnings are set to hit the tape on Thursday and the options market is already laying down markers on how violent the post-print reaction could be — a useful read for retail investors sizing risk around the release and t
EARNINGS | Aug 05, 2026, 07:31 PM UTC
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Eli Lilly Could Swing Over $76 Billion In Value After Earnings
Earnings season will likely keep the tape jumpy this week, and the options market is already sketching out where the biggest post-print air pockets — and upside gaps — could show up, according to Pro. This is a -selected
EARNINGS | Aug 03, 2026, 12:34 PM UTC
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Chip Rout Drags Nasdaq 100 Lower, Oil Climbs: Stock Market Today
A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday. Money rotated defensively, with health care, real estate and utilities the only sectors firmly higher, wh
RATES | Jul 07, 2026, 05:20 PM UTC
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Cloudflare call volume above normal and directionally bullish
Bullish option flow detected in Cloudflare with 8,833 calls trading, 2x expected, and implied vol increasing almost 3 points to 75.27%. Jul-26 270 calls and Jul-26 260 calls are the most active options, with total volume
EQUITY | Jul 07, 2026, 04:05 PM UTC
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Midday Fly By: Wall Street starts coverage of SpaceX with bullish ratings
Stock indexes have retreated amid losses for the heavyweight chip sector and fresh deterioration in the macroeconomic backdrop. The Nasdaq was the laggard, falling over 1%, while the Dow pulled back from a record high re
MACRO | Jul 07, 2026, 03:57 PM UTC
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SpaceX initiated, Cloudflare upgraded: Wall Street's top analyst calls
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled. Top 5 Upgrades: Scotiabank upgraded Cloudflare (NE
EQUITY | Jul 07, 2026, 01:37 PM UTC
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Cloudflare Insider Sold Shares Worth $17,600,256, According to a Recent SEC Filing
() -- Matthew Prince, 10% Owner, Director, Chief Executive Officer & Board Co-Chair, on July 01, 2026, sold 71,174 shares in Cloudflare (NET) for $17,600,256. SEC Filing: Copyright © 2026. All rights reserved. does not p
REGULATION | Jul 07, 2026, 08:00 AM UTC
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10 Information Technology Stocks Whale Activity In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at on our options activity scanner. Traders often look for
EQUITY | Jul 01, 2026, 05:35 PM UTC
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Microsoft to Announce Fresh Layoffs Impacting Thousands as AI Investment Surge Reshapes Workforce: Report
Microsoft Corp. (NASDAQ: MSFT ) is reportedly preparing to announce another round of layoffs next week, with thousands of employees across sales, consulting and its Xbox gaming business expected to be affected. Microsoft
MACRO | Jul 01, 2026, 03:09 AM UTC
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MKC MCCORMICK Q2 2026 EARNINGS -ADJ EPS 80C (EST 69C) -NET SALES $1.94B (EST $1.91B) -ORGANIC VOLUME GROWTH -0.5% (EST -0.22%) -REAFFIRMS 20
MKC MCCORMICK Q2 2026 EARNINGS -ADJ EPS 80C (EST 69C) -NET SALES $1.94B (EST $1.91B) -ORGANIC VOLUME GROWTH -0.5% (EST -0.22%) -REAFFIRMS 2026 OUTLOOK -STILL SEES FY ADJ EPS $3.05 TO $3.13 (EST $3.09)...
EARNINGS | Jun 25, 2026, 10:44 AM UTC
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MICRON TECHNOLOGY Q3 26 EARNINGS: REVENUE: $41.46B (EST $35.59B) || NET INCOME: $28.24B || ADJ NET INCOME: $28.86B || EPS: $24.67 || ADJ EPS
MICRON TECHNOLOGY Q3 26 EARNINGS: REVENUE: $41.46B (EST $35.59B) || NET INCOME: $28.24B || ADJ NET INCOME: $28.86B || EPS: $24.67 || ADJ EPS: $25.11 (EST $20.60) || SEES Q4 REVENUE: $50.00B (EST $42.92B) || SEES Q4 EPS:
EARNINGS | Jun 24, 2026, 08:04 PM UTC
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SpaceX Sees Analysts
SpaceX receives varied analyst calls, from Sell to Buy, with valuation as the main concern
EQUITY | Jun 24, 2026, 01:05 PM UTC
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NET Introduces AI Crawl Controls
Cloudflare and beehiiv introduce AI crawl controls to help independent publishers navigate the AI era
EQUITY | Jun 23, 2026, 01:00 PM UTC