NET
Cloudflare, Inc. · Technology · Software - Infrastructure
$310.12
-4.38% today · -9.29% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Down more than its cybersecurity peers
- NET −4.38% on the last session vs SPY +0.06%: −4.4 pts of stock-specific move.
- More than its group: its cybersecurity peers -1.7% (-1.8 pts vs SPY).
- 3 analyst actions in the past 10 days (3 positive, 0 negative); latest: Barclays maintained Overweight, raised target $355 → $400.
- 3 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 29
In 14 days
estimated date
EPS estimate
$0.34
$0.34 to $0.37 · 29 analysts
Revenue estimate
$738.1M
$736.3M to $768.4M
Track record
7/8 beats
last 8 reports · moved ±10.1% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 6, 2026 AMC | 2Q2026 | $0.27 | $0.29 | +$0.02 (+7.5%) beat | $696.1M | +5.6% +5.0 vs SPY | +11.8% | +16.3% |
| May 7, 2026 AMC | 1Q2026 | $0.23 | $0.25 | +$0.02 (+7.0%) beat | $639.8M | -23.6% -24.4 vs SPY | -15.4% | -22.2% |
| Feb 10, 2026 AMC | 4Q2025 | $0.27 | $0.28 | +$0.01 (+3.2%) beat | $614.5M | +5.2% +5.3 vs SPY | +12.8% | +6.4% |
| Oct 30, 2025 AMC | 3Q2025 | $0.23 | $0.27 | +$0.04 (+15.4%) beat | $562.0M | +13.8% +13.5 vs SPY | +6.3% | +1.5% |
| Jul 31, 2025 AMC | $0.18 | $0.21 | +$0.03 (+16.7%) beat | — | -3.6% -2.0 vs SPY | -4.3% | +1.3% | |
| May 8, 2025 AMC | $0.16 | $0.16 | $0.00 (0.0%) in line | — | +6.5% +6.6 vs SPY | +7.5% | +22.9% | |
| Feb 6, 2025 AMC | $0.18 | $0.19 | +$0.01 (+5.6%) beat | — | +17.8% +18.7 vs SPY | +8.5% | +24.7% | |
| Nov 7, 2024 AMC | $0.18 | $0.20 | +$0.02 (+11.1%) beat | — | -4.6% -5.0 vs SPY | -7.5% | -3.9% | |
| Aug 1, 2024 AMC | $0.14 | $0.20 | +$0.06 (+42.9%) beat | — | +6.8% +8.7 vs SPY | +6.8% | +3.2% | |
| May 2, 2024 AMC | $0.13 | $0.16 | +$0.03 (+23.1%) beat | — | -16.4% -17.6 vs SPY | -12.1% | -17.6% | |
| Feb 8, 2024 AMC | $0.12 | $0.15 | +$0.03 (+25.0%) beat | — | +19.5% +18.9 vs SPY | +21.9% | +12.1% | |
| Nov 2, 2023 AMC | $0.10 | $0.16 | +$0.06 (+60.0%) beat | — | +13.9% +12.9 vs SPY | +1.6% | +9.9% | |
| Aug 3, 2023 AMC | $0.07 | $0.10 | +$0.03 beat | — | +6.9% +7.3 vs SPY | +10.4% | -2.7% | |
| Apr 27, 2023 AMC | $0.03 | $0.08 | +$0.05 beat | — | -21.0% -21.9 vs SPY | -25.5% | -32.1% | |
| Feb 9, 2023 AMC | $0.05 | $0.06 | +$0.01 beat | — | +3.3% +3.1 vs SPY | +9.4% | +17.4% | |
| Nov 3, 2022 AMC | — | $0.06 | — | -18.4% -19.9 vs SPY | -6.7% | -6.2% | ||
| May 5, 2022 AMC | — | $0.01 | — | -15.7% -15.1 vs SPY | -15.9% | -27.1% | ||
| Aug 5, 2021 AMC | −$0.04 | −$0.02 | +$0.02 beat | — | — | — | — | |
| May 6, 2021 AMC | −$0.03 | −$0.03 | $0.00 in line | — | — | — | — | |
| Feb 11, 2021 AMC | −$0.04 | −$0.02 | +$0.02 beat | — | — | — | — | |
| Nov 5, 2020 AMC | −$0.05 | −$0.02 | +$0.03 beat | — | — | — | — | |
| Aug 6, 2020 AMC | −$0.06 | −$0.03 | +$0.03 beat | — | — | — | — | |
| May 7, 2020 AMC | −$0.06 | −$0.04 | +$0.02 beat | — | — | — | — | |
| Feb 13, 2020 AMC | −$0.07 | −$0.06 | +$0.01 beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $0.34 (29) | $0.34 – $0.37 | +27% | +6.4% | ▲28 ▼1 | $738.1M | +31% |
| Next quarter · Dec 31, 2026 | $0.38 (29) | $0.36 – $0.42 | +35% | +4.8% | ▲25 ▼1 | $798.0M | +30% |
| Current year · Dec 31, 2026 | $1.26 (32) | $1.25 – $1.32 | +36% | +5.3% | ▲1 ▼0 | $2.9B | +32% |
| Next year · Dec 31, 2027 | $1.68 (33) | $1.39 – $1.98 | +33% | +6.2% | ▲5 ▼0 | $3.7B | +29% |
Consensus as of Oct 13, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.