N NET

Cloudflare Inc - Class A

SOFTWARE - INFRASTRUCTURE · TECHNOLOGY

Cloudflare Inc. (ticker: NET) is a prominent global cloud services provider headquartered in San Francisco, California, delivering an extensive range of security, performance, and reliability solutions for websites and applications. Its portfolio, which includes cutting-edge content delivery network...

$231.03

-1.99% ($4.68)

Volume 2.69M

52W High $276.82

52W Low $158.83

Market Cap $89.08B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.27

Whisper EPS

$0.29

6.9% above consensus

Last Quarter

$0.25

Current Streak

4 Beats

Avg Surprise (4Q)

+11.61%

Next Earnings Report

Reports in 42 days

Report Date Jul 30, 2026

Whisper Spread +6.85%

Consensus Estimate

$0.27

Official analyst average

Whisper Number

$0.29

What traders expect

Bullish Sentiment: The whisper number is 6.9% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 11 quarters

Price Movement Around Earnings

Q1 2026 May 7, 2026

1-Day: -23.62%

5-Day: -27.26%

Q1 2026 Apr 30, 2026

1-Day: +6.11%

5-Day: +19.25%

Q4 2025 Feb 10, 2026

1-Day: +5.24%

Q3 2025 Oct 30, 2025

1-Day: +13.84%

5-Day: +4.68%

Revenue & Financial Performance

Revenue Whisper

$651.0M

TWN Proprietary Estimate

Last Quarter Revenue

$639.8M

+33.5% YoY

Gross Margin

71.2%

Net Margin: -3.6%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$639.8M	+33.5%	71.2%	-9.7%	-$22.9M
Q4'25	$614.5M	+33.6%	73.6%	-8.0%	-$12.1M
Q3'25	$562.0M	+30.7%	74.0%	-6.7%	-$1.3M
Q2'25	$512.3M	+27.8%	74.9%	-13.1%	-$50.4M
Q1'25	$479.1M	+26.5%	75.9%	-11.1%	-$38.5M
Q4'24	$459.9M	+26.9%	76.4%	-7.6%	-$12.8M
Q3'24	$430.1M	+28.2%	77.7%	-7.2%	-$15.3M
Q2'24	$401.0M	+30.0%	77.8%	-8.7%	-$15.1M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 7, 2026	$0.23	$0.24	$0.25	+8.70%	Beat
Q1 2026	Apr 30, 2026	$0.25	$0.27	--	--	--
Q4 2025	Feb 10, 2026	$0.27	$0.28	$0.28	+3.70%	Missed
Q3 2025	Oct 30, 2025	$0.23	$0.25	$0.27	+17.39%	Beat
Q2 2025	Jul 31, 2025	$0.18	$0.20	$0.21	+16.67%	Beat
Q1 2025	May 8, 2025	$0.16	$0.18	$0.16	+0.00%	Missed
Q4 2024	Feb 6, 2025	$0.18	$0.21	$0.19	+5.56%	Missed
Q3 2024	Nov 7, 2024	-$0.07	-$0.07	-$0.04	+42.86%	Beat
Q2 2024	Aug 1, 2024	$0.14	$0.16	$0.20	+42.86%	Beat
Q1 2024	May 2, 2024	$0.13	$0.15	$0.16	+23.08%	Beat
Q4 2023	Feb 8, 2024	$0.12	$0.14	$0.15	+25.00%	Beat
Q3 2023	Nov 2, 2023	$0.10	$0.12	$0.16	+60.00%	Beat