NET
Cloudflare, Inc. · Technology · Software - Infrastructure
$311.03
-4.10% today · -9.03% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Down more than its cybersecurity peers
- NET −4.10% on the last session vs SPY −0.08%: −4.0 pts of stock-specific move.
- More than its group: its cybersecurity peers -2.0% (-1.9 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.
- Activity: volume on pace for 1.9× its 20-day average.
Assembled from Wallsti's own signals.
Best and worst times to own NET in the past two years
Buying and selling at the close. Each colored stretch is the best or worst window for that holding period, green for a gain and red for a loss: longer holds are wider and darker underneath, shorter ones brighter on top. The grey line is the full two years. Letters mark events inside the windows (E earnings, A analyst, I insider, M mention spike, V volume spike, T theme move, N news). Hover a period above the chart to pick it out and see only its events; click it to hide or show it.
Best and worst window per holding period
| Best | Worst | |||||||
|---|---|---|---|---|---|---|---|---|
| Hold for | Buy | Sell | Gain | Rank | Buy | Sell | Gain | Rank |
| one single day | Feb 6, 2025 | Feb 7, 2025 | +17.8% | #52 | May 7, 2026 | May 8, 2026 | -23.6% | #9 |
| one week | May 7, 2025 | May 14, 2025 | +26.9% | #55 | May 5, 2026 | May 12, 2026 | -23.6% | #37 |
| one month | Jan 13, 2025 | Feb 13, 2025 | +59.4% | #31 | Feb 13, 2025 | Mar 13, 2025 | -35.6% | #27 |
| 3 months | Apr 8, 2025 | Jul 8, 2025 | +97.9% | #30 | Nov 3, 2025 | Feb 3, 2026 | -31.4% | #91 |
| 6 months | Apr 4, 2025 | Oct 6, 2025 | +127.7% | #38 | Oct 10, 2025 | Apr 10, 2026 | -21.9% | #192 |
| one year | Oct 31, 2024 | Oct 31, 2025 | +188.8% | #37 | Oct 15, 2024 | Apr 4, 2025 | +3.5% | #427 |
Rank #55 for the best one week means 54 of the S&P 500 components had a better best-one week gain over the past year; for the worst windows #1 is the deepest fall. Updated .
What happened in each window
Best one single day Feb 6, 2025 → Feb 7, 2025 +17.8% · 4 events
- V Volume spike 4.5x average volume, +17.8% on the day
- E Earnings beat EPS +$0.01 (+5.6%) vs consensus · +17.8% reaction
- M Mention spike 37 mentions vs 1.1/day the week before
- T Theme rally Cybersecurity peers +2.1 pts vs SPY; the stock +17.8%
Best one week May 7, 2025 → May 14, 2025 +26.9% · 1 event
- V Volume spike 3.2x average volume, +6.5% on the day
Best one month Jan 13, 2025 → Feb 13, 2025 +59.4% · 7 events
- T Theme selloff Cybersecurity peers -2.0 pts vs SPY; the stock -1.7%
- T Theme rally Cybersecurity peers +4.3 pts vs SPY; the stock +10.7%
- V Volume spike 3.1x average volume, +10.7% on the day
- V Volume spike 4.5x average volume, +17.8% on the day
- E Earnings beat EPS +$0.01 (+5.6%) vs consensus · +17.8% reaction
- M Mention spike 37 mentions vs 1.1/day the week before
- T Theme rally Cybersecurity peers +2.1 pts vs SPY; the stock +17.8%
Best 3 months Apr 8, 2025 → Jul 8, 2025 +97.9% · 6 events
- T Theme rally Cybersecurity peers +3.5 pts vs SPY; the stock +15.5%
- T Theme rally Cybersecurity peers +2.2 pts vs SPY; the stock +5.6%
- V Volume spike 3.2x average volume, +6.5% on the day
- T Theme selloff Cybersecurity peers -2.8 pts vs SPY; the stock +0.1%
- T Theme rally Cybersecurity peers +2.4 pts vs SPY; the stock +1.1%
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -5.6%
Best 6 months Apr 4, 2025 → Oct 6, 2025 +127.7% · 14 events
- T Theme rally Cybersecurity peers +3.5 pts vs SPY; the stock +15.5%
- T Theme rally Cybersecurity peers +2.2 pts vs SPY; the stock +5.6%
- V Volume spike 3.2x average volume, +6.5% on the day
- T Theme selloff Cybersecurity peers -2.8 pts vs SPY; the stock +0.1%
- T Theme rally Cybersecurity peers +2.4 pts vs SPY; the stock +1.1%
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -5.6%
- T Theme selloff Cybersecurity peers -5.8 pts vs SPY; the stock -6.0%
- T Theme rally Cybersecurity peers +2.3 pts vs SPY; the stock +0.2%
- E Earnings beat EPS +$0.03 (+16.7%) vs consensus · -3.6% reaction
- T Theme selloff Cybersecurity peers -2.2 pts vs SPY; the stock -0.5%
- T Theme selloff Cybersecurity peers -2.5 pts vs SPY; the stock -2.0%
- T Theme rally Cybersecurity peers +2.2 pts vs SPY; the stock +2.8%
- T Theme rally Cybersecurity peers +2.4 pts vs SPY; the stock +2.1%
- T Theme rally Cybersecurity peers +3.7 pts vs SPY; the stock +4.5%
Best one year Oct 31, 2024 → Oct 31, 2025 +188.8% · 38 events
- V Volume spike 3.4x average volume, -4.6% on the day
- E Earnings beat EPS +$0.02 (+11.1%) vs consensus · -4.6% reaction
- T Theme rally Cybersecurity peers +2.2 pts vs SPY; the stock +2.2%
- T Theme rally Cybersecurity peers +3.3 pts vs SPY; the stock +5.5%
- T Theme selloff Cybersecurity peers -2.6 pts vs SPY; the stock -0.2%
- T Theme rally Cybersecurity peers +2.3 pts vs SPY; the stock +0.9%
- T Theme selloff Cybersecurity peers -3.3 pts vs SPY; the stock -7.2%
- T Theme selloff Cybersecurity peers -2.0 pts vs SPY; the stock -1.7%
- T Theme rally Cybersecurity peers +4.3 pts vs SPY; the stock +10.7%
- V Volume spike 3.1x average volume, +10.7% on the day
- V Volume spike 4.5x average volume, +17.8% on the day
- E Earnings beat EPS +$0.01 (+5.6%) vs consensus · +17.8% reaction
- M Mention spike 37 mentions vs 1.1/day the week before
- T Theme rally Cybersecurity peers +2.1 pts vs SPY; the stock +17.8%
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -2.8%
- T Theme rally Cybersecurity peers +5.8 pts vs SPY; the stock -1.4%
- T Theme selloff Cybersecurity peers -3.7 pts vs SPY; the stock -8.0%
- T Theme selloff Cybersecurity peers -2.1 pts vs SPY; the stock -2.1%
- T Theme rally Cybersecurity peers +3.5 pts vs SPY; the stock +15.5%
- T Theme rally Cybersecurity peers +2.2 pts vs SPY; the stock +5.6%
- V Volume spike 3.2x average volume, +6.5% on the day
- T Theme selloff Cybersecurity peers -2.8 pts vs SPY; the stock +0.1%
- T Theme rally Cybersecurity peers +2.4 pts vs SPY; the stock +1.1%
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -5.6%
- T Theme selloff Cybersecurity peers -5.8 pts vs SPY; the stock -6.0%
- T Theme rally Cybersecurity peers +2.3 pts vs SPY; the stock +0.2%
- E Earnings beat EPS +$0.03 (+16.7%) vs consensus · -3.6% reaction
- T Theme selloff Cybersecurity peers -2.2 pts vs SPY; the stock -0.5%
- T Theme selloff Cybersecurity peers -2.5 pts vs SPY; the stock -2.0%
- T Theme rally Cybersecurity peers +2.2 pts vs SPY; the stock +2.8%
- T Theme rally Cybersecurity peers +2.4 pts vs SPY; the stock +2.1%
- T Theme rally Cybersecurity peers +3.7 pts vs SPY; the stock +4.5%
- T Theme selloff Cybersecurity peers -2.2 pts vs SPY; the stock -1.6%
- T Theme rally Cybersecurity peers +3.4 pts vs SPY; the stock +1.2%
- T Theme selloff Cybersecurity peers -2.2 pts vs SPY; the stock +1.5%
- E Earnings beat 3Q2025 · EPS +$0.04 (+15.4%) vs consensus · +13.8% reaction
- T Theme rally Cybersecurity peers +2.4 pts vs SPY; the stock +13.8%
- V Volume spike 4.3x average volume, +13.8% on the day
Worst one single day May 7, 2026 → May 8, 2026 -23.6% · 2 events
- E Earnings beat 1Q2026 · EPS +$0.02 (+7.0%) vs consensus · -23.6% reaction
- V Volume spike 4.2x average volume, -23.6% on the day
Worst one week May 5, 2026 → May 12, 2026 -23.6% · 4 events
- T Theme selloff Cybersecurity peers -2.6 pts vs SPY; the stock +1.7%
- E Earnings beat 1Q2026 · EPS +$0.02 (+7.0%) vs consensus · -23.6% reaction
- V Volume spike 4.2x average volume, -23.6% on the day
- M Mention spike 33 mentions vs 2.9/day the week before
Worst one month Feb 13, 2025 → Mar 13, 2025 -35.6% · 3 events
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -2.8%
- T Theme rally Cybersecurity peers +5.8 pts vs SPY; the stock -1.4%
- T Theme selloff Cybersecurity peers -3.7 pts vs SPY; the stock -8.0%
Worst 3 months Nov 3, 2025 → Feb 3, 2026 -31.4% · 7 events
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -4.0%
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -2.5%
- T Theme selloff Cybersecurity peers -2.1 pts vs SPY; the stock -2.8%
- T Theme selloff Cybersecurity peers -2.8 pts vs SPY; the stock -0.6%
- T Theme rally Cybersecurity peers +3.8 pts vs SPY; the stock +2.4%
- V Volume spike 3.2x average volume, +9.2% on the day
- T Theme selloff Cybersecurity peers -4.4 pts vs SPY; the stock -2.4%
Worst 6 months Oct 10, 2025 → Apr 10, 2026 -21.9% · 23 events
- T Theme selloff Cybersecurity peers -2.2 pts vs SPY; the stock +1.5%
- E Earnings beat 3Q2025 · EPS +$0.04 (+15.4%) vs consensus · +13.8% reaction
- T Theme rally Cybersecurity peers +2.4 pts vs SPY; the stock +13.8%
- V Volume spike 4.3x average volume, +13.8% on the day
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -4.0%
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -2.5%
- T Theme selloff Cybersecurity peers -2.1 pts vs SPY; the stock -2.8%
- T Theme selloff Cybersecurity peers -2.8 pts vs SPY; the stock -0.6%
- T Theme rally Cybersecurity peers +3.8 pts vs SPY; the stock +2.4%
- V Volume spike 3.2x average volume, +9.2% on the day
- T Theme selloff Cybersecurity peers -4.4 pts vs SPY; the stock -2.4%
- M Mention spike 31 mentions vs 1.4/day the week before
- E Earnings beat 4Q2025 · EPS +$0.01 (+3.2%) vs consensus · +5.2% reaction
- T Theme rally Cybersecurity peers +3.2 pts vs SPY; the stock +5.8%
- T Theme selloff Cybersecurity peers -3.8 pts vs SPY; the stock -1.1%
- T Theme rally Cybersecurity peers +4.8 pts vs SPY; the stock +1.7%
- T Theme selloff Cybersecurity peers -3.1 pts vs SPY; the stock -1.4%
- T Theme rally Cybersecurity peers +2.2 pts vs SPY; the stock +1.5%
- T Theme selloff Cybersecurity peers -2.1 pts vs SPY; the stock -2.4%
- T Theme selloff Cybersecurity peers -5.7 pts vs SPY; the stock -3.4%
- T Theme rally Cybersecurity peers +3.4 pts vs SPY; the stock -3.6%
- T Theme selloff Cybersecurity peers -3.1 pts vs SPY; the stock -2.3%
- V Volume spike 3.3x average volume, -8.6% on the day
Worst one year Oct 15, 2024 → Apr 4, 2025 +3.5% · 19 events
- T Theme selloff Cybersecurity peers -2.1 pts vs SPY; the stock -0.9%
- V Volume spike 3.4x average volume, -4.6% on the day
- E Earnings beat EPS +$0.02 (+11.1%) vs consensus · -4.6% reaction
- T Theme rally Cybersecurity peers +2.2 pts vs SPY; the stock +2.2%
- T Theme rally Cybersecurity peers +3.3 pts vs SPY; the stock +5.5%
- T Theme selloff Cybersecurity peers -2.6 pts vs SPY; the stock -0.2%
- T Theme rally Cybersecurity peers +2.3 pts vs SPY; the stock +0.9%
- T Theme selloff Cybersecurity peers -3.3 pts vs SPY; the stock -7.2%
- T Theme selloff Cybersecurity peers -2.0 pts vs SPY; the stock -1.7%
- T Theme rally Cybersecurity peers +4.3 pts vs SPY; the stock +10.7%
- V Volume spike 3.1x average volume, +10.7% on the day
- V Volume spike 4.5x average volume, +17.8% on the day
- E Earnings beat EPS +$0.01 (+5.6%) vs consensus · +17.8% reaction
- M Mention spike 37 mentions vs 1.1/day the week before
- T Theme rally Cybersecurity peers +2.1 pts vs SPY; the stock +17.8%
- T Theme selloff Cybersecurity peers -2.3 pts vs SPY; the stock -2.8%
- T Theme rally Cybersecurity peers +5.8 pts vs SPY; the stock -1.4%
- T Theme selloff Cybersecurity peers -3.7 pts vs SPY; the stock -8.0%
- T Theme selloff Cybersecurity peers -2.1 pts vs SPY; the stock -2.1%
From Wallsti's event record (Aftermath's events over the two years, plus the AI-read news catalysts, which only cover recent weeks). An event is no proof of cause: check the dates against the line.
Today vs. the best starting days
| As of | 1d | 1w | 1m | 3m | 6m | 1y |
|---|---|---|---|---|---|---|
| Today Oct 15, 2026 |
-4.1% | -9.0% | -5.0% | +13.9% | +63.6% | +43.1% |
| Best one single day Feb 6, 2025 |
-1.9% | +3.1% | +24.2% | +53.0% | +85.6% | +73.5% |
| Best one week May 7, 2025 |
-0.5% | +0.8% | +23.7% | -27.0% | +27.2% | +64.2% |
| Best one month Jan 13, 2025 |
-1.7% | -2.9% | -2.5% | +18.4% | +34.7% | +39.5% |
| Best 3 months Apr 8, 2025 |
-0.9% | -15.7% | -23.1% | -15.8% | +19.2% | +2.2% |
| Best 6 months Apr 4, 2025 |
-9.6% | -15.5% | -31.1% | -15.4% | +16.4% | +4.1% |
| Best one year Oct 31, 2024 |
-2.4% | -2.1% | +8.4% | +13.2% | +0.4% | +54.7% |
Trailing gains over each window, today and on the day each best window started, to compare today's setup with the best entries.