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...

$181.02

+5.13% (+$8.83)

Volume 3.36M

52W High $260.00

52W Low $89.42

Market Cap $60.86B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.25

Whisper EPS

$0.27

5.8% above consensus

Last Quarter

$0.28

Current Streak

3 Beats

Avg Surprise (4Q)

+9.44%

Next Earnings Report

Reports in 56 days

Report Date Apr 30, 2026

Whisper Spread +5.80%

Consensus Estimate

$0.25

Official analyst average

Whisper Number

$0.27

What traders expect

Bullish Sentiment: The whisper number is 5.8% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 10, 2026

1-Day: +5.24%

Q3 2025 Oct 30, 2025

1-Day: +13.84%

5-Day: +4.68%

Q2 2025 Jul 31, 2025

1-Day: -3.65%

5-Day: +0.06%

Q1 2025 May 8, 2025

1-Day: +6.46%

5-Day: +20.96%

Revenue & Financial Performance

Revenue Whisper

$618.0M

TWN Proprietary Estimate

Last Quarter Revenue

$614.5M

+33.6% YoY

Gross Margin

74.2%

Net Margin: -2.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$614.5M	+33.6%	74.2%	-7.4%	-$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%	76.3%	-7.5%	-$12.8M
Q3'24	$430.1M	+28.2%	77.7%	-7.1%	-$15.3M
Q2'24	$401.0M	+30.0%	77.8%	-8.6%	-$15.1M
Q1'24	$378.6M	+30.5%	77.5%	-14.4%	-$35.5M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
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	$0.18	-$0.07	$0.20	+11.11%	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
Q2 2023	Aug 3, 2023	$0.07	$0.07	$0.10	+42.86%	Beat
Q1 2023	Apr 27, 2023	$0.03	$0.03	$0.08	--	Beat