Cloudflare (NET) to Release Earnings on Thursday

Cloudflare (NYSE:NET) is expected to be posting its Q1 2026 results after the market closes on Thursday, May 7th. Analysts expect Cloudflare to post earnings of $0.23 per share and revenue of $620.8260 million for the quarter. Parties are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, May 7, 2026 at 5:00 PM ET.

Cloudflare (NYSE:NET) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.28 EPS for the quarter, topping analysts’ consensus estimates of $0.27 by $0.01. The company had revenue of $614.51 million during the quarter, compared to analyst estimates of $591.67 million. Cloudflare had a negative return on equity of 7.24% and a negative net margin of 4.72%.The firm’s revenue was up 33.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.19 earnings per share. On average, analysts expect Cloudflare to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Cloudflare Trading Up 9.4%

Shares of NET traded up $20.99 during trading hours on Tuesday, reaching $245.16. 4,587,630 shares of the company traded hands, compared to its average volume of 4,516,629. The company has a market capitalization of $86.29 billion, a price-to-earnings ratio of -845.34 and a beta of 1.67. The company has a quick ratio of 1.98, a current ratio of 1.98 and a debt-to-equity ratio of 1.35. The company’s fifty day moving average price is $199.89 and its two-hundred day moving average price is $200.05. Cloudflare has a 12 month low of $120.46 and a 12 month high of $260.00.

Insider Buying and Selling at Cloudflare

In other news, CEO Matthew Prince sold 52,384 shares of the business’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $173.78, for a total transaction of $9,103,291.52. Following the sale, the chief executive officer owned 22,911 shares of the company’s stock, valued at $3,981,473.58. The trade was a 69.57% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Thomas J. Seifert sold 41,557 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $185.04, for a total transaction of $7,689,707.28. Following the transaction, the chief financial officer directly owned 85,452 shares of the company’s stock, valued at approximately $15,812,038.08. This trade represents a 32.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 621,246 shares of company stock valued at $121,627,039. Corporate insiders own 10.89% of the company’s stock.

Institutional Trading of Cloudflare

Several hedge funds have recently added to or reduced their stakes in the business. Wiser Advisor Group LLC acquired a new position in shares of Cloudflare during the third quarter worth approximately $26,000. HM Payson & Co. bought a new position in shares of Cloudflare during the fourth quarter valued at $25,000. Wexford Capital LP bought a new stake in Cloudflare in the third quarter valued at about $30,000. Brown Brothers Harriman & Co. grew its position in shares of Cloudflare by 55.4% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock worth $34,000 after buying an additional 56 shares during the period. Finally, JPL Wealth Management LLC bought a new position in Cloudflare during the 3rd quarter worth approximately $45,000. Institutional investors own 82.68% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on NET shares. Susquehanna set a $190.00 price objective on Cloudflare in a research report on Thursday, February 12th. The Goldman Sachs Group cut shares of Cloudflare from a “buy” rating to a “sell” rating in a research note on Wednesday, April 15th. Truist Financial set a $225.00 price objective on Cloudflare in a research note on Tuesday, January 20th. Guggenheim increased their price objective on Cloudflare from $117.00 to $140.00 and gave the company a “sell” rating in a research note on Wednesday, February 11th. Finally, Mizuho reduced their target price on shares of Cloudflare from $255.00 to $235.00 and set an “outperform” rating for the company in a research report on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $232.62.

Key Stories Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Independent research named Cloudflare a Leader in Forrester’s Edge Development Platforms report, reinforcing competitive positioning in edge/developer tooling that supports higher?value customer wins and long?term revenue growth. Read More.
• Positive Sentiment: Cloudflare is rolling out AI agent onboarding and startup credits (partnering with Stripe), a strategic product move that positions NET as infrastructure for AI?native apps and could accelerate customer acquisition and usage-based revenue. Read More.
• Positive Sentiment: Media and retail attention ramped up after Jim Cramer highlighted Cloudflare as a “terrific cyber defender” ahead of earnings, which can drive short?term retail buying and momentum into the print. Read More.
• Neutral Sentiment: Analysts are conflicted ahead of Q1: previews point to strong AI and enterprise demand tailwinds but note macro pressures and potential deal delays that could swing results; this leaves stock reaction hingeing on the actual print. Read More.
• Neutral Sentiment: Coverage changes and composite/RS rating upgrades (MSN reports) are supporting momentum but don’t materially change the consensus view; analysts’ price targets remain mixed around the low?to?mid $200s. Read More.
• Neutral Sentiment: Director Carl Ledbetter executed a planned Rule 10b5?1 sale of ~5,009 shares (pre?arranged liquidity), a routine insider transaction that is unlikely to signal fresh negative information. Read More.
• Negative Sentiment: Valuation concerns surfaced in research notes and opinion pieces (Seeking Alpha flagged a downgrade to Hold), arguing much of growth is priced in and limiting upside for value?focused investors. Read More.
• Negative Sentiment: Small insider sale: Director Mark Hawkins sold 133 shares (~1.3% of his holding) — immaterial size but sometimes read negatively by short?term traders ahead of earnings. Read More.

About Cloudflare

Cloudflare, Inc is a global web infrastructure and security company that provides a suite of services designed to improve the performance, reliability and security of internet properties. Its core offerings include a content delivery network (CDN), distributed denial-of-service (DDoS) protection, managed DNS, and a web application firewall (WAF). Cloudflare also provides tools for bot management, SSL/TLS, load balancing and rate limiting to help organizations maintain uptime and protect web applications from attack.

In addition to traditional edge and security services, Cloudflare has expanded into edge computing and developer platforms.