Cloudflare (NET) to Post Earnings on Thursday

Posted by Francis Steltz on Jul 23rd, 2026

Cloudflare (NYSE:NET – Get Free Report) is expected to post its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect the company to post earnings of $0.27 per share and revenue of $664.6720 million for the quarter. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. Individuals may review the information on the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, August 6, 2026 at 5:00 PM ET.

Cloudflare (NYSE:NET – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The company reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.02. Cloudflare had a negative net margin of 3.72% and a negative return on equity of 5.65%. The company had revenue of $639.75 million during the quarter, compared to the consensus estimate of $620.83 million. During the same period in the prior year, the business earned $0.16 earnings per share. The company’s revenue for the quarter was up 33.5% compared to the same quarter last year. On average, analysts expect Cloudflare to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Cloudflare Stock Down 1.3%

Shares of NET opened at $268.86 on Thursday. The company has a debt-to-equity ratio of 1.29, a quick ratio of 1.96 and a current ratio of 1.96. Cloudflare has a 52 week low of $158.83 and a 52 week high of $291.00. The stock has a market capitalization of $95.04 billion, a price-to-earnings ratio of -1,075.46, a PEG ratio of 277.55 and a beta of 1.67. The stock has a fifty day moving average of $241.16 and a 200-day moving average of $211.56.

Wall Street Analysts Forecast Growth

NET has been the subject of a number of recent research reports. Stifel Nicolaus set a $260.00 target price on Cloudflare in a report on Friday, May 8th. Piper Sandler reissued an “overweight” rating on shares of Cloudflare in a research note on Wednesday, June 10th. Citizens Jmp boosted their price target on Cloudflare from $270.00 to $330.00 and gave the stock a “market outperform” rating in a report on Monday. Raymond James Financial started coverage on Cloudflare in a research note on Tuesday, July 7th. They issued a “strong-buy” rating for the company. Finally, BTIG Research raised their price objective on shares of Cloudflare from $269.00 to $314.00 and gave the company a “buy” rating in a report on Friday, July 10th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, six have given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, Cloudflare presently has an average rating of “Moderate Buy” and an average target price of $258.59.

Get Our Latest Stock Analysis on Cloudflare

Insider Activity at Cloudflare

In other news, insider Michelle Zatlyn sold 35,080 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $213.98, for a total value of $7,506,418.40. Following the transaction, the insider owned 47,425 shares in the company, valued at approximately $10,148,001.50. The trade was a 42.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Prince sold 52,422 shares of the company’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $249.09, for a total transaction of $13,057,795.98. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 564,903 shares of company stock valued at $127,356,194. Company insiders own 10.66% of the company’s stock.

Institutional Trading of Cloudflare

A number of institutional investors have recently bought and sold shares of the company. Empowered Funds LLC boosted its position in shares of Cloudflare by 34.2% during the 1st quarter. Empowered Funds LLC now owns 6,656 shares of the company’s stock valued at $750,000 after purchasing an additional 1,696 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in Cloudflare during the second quarter worth approximately $424,000. Cerity Partners LLC increased its holdings in Cloudflare by 30.1% in the second quarter. Cerity Partners LLC now owns 27,531 shares of the company’s stock worth $5,391,000 after purchasing an additional 6,363 shares in the last quarter. Sei Investments Co. lifted its stake in Cloudflare by 40.1% in the second quarter. Sei Investments Co. now owns 329,036 shares of the company’s stock valued at $64,432,000 after buying an additional 94,112 shares during the period. Finally, The Manufacturers Life Insurance Company lifted its stake in Cloudflare by 14.6% in the second quarter. The Manufacturers Life Insurance Company now owns 16,461 shares of the company’s stock valued at $3,224,000 after buying an additional 2,093 shares during the period. Institutional investors own 82.68% of the company’s stock.

Cloudflare Company Profile

(Get Free Report)

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.