NET
Cloudflare, Inc. · Technology · Software - Infrastructure
$280.70
-9.54% 今日 · -13.82% 1W
10月30日 收盤或最新價
盤後 $283.34 +0.94% ·
解讀走勢分析10月30日 交易日
跌幅大於資安同業
- NET 最新交易日 −9.54%,SPY −1.77%:個股自身走勢 −7.8 個百分點。
- 財報 週四 收盤後:預期 EPS $0.34(29 位分析師);過去 8 次財報後平均波動 ±10.1%。
- 幅度大於族群:資安同業 -3.7%(相對 SPY -2.0 個百分點)。
- 後續表現,大跌(當日 -9.5%(門檻 -3.2%)):過去 5 年 NET 共 46 次大跌,一天後上漲 18 次(共 46 次);中間一半的結果落在 -2.4% 到 +0.8% 之間。這是歷史,不是預測。
- 過去 24 小時 Reddit 提及 1 次,本週 74% 為正面。
- 過去 10 天有 2 次分析師動作:2 次上調目標價 (中位數 +20%);最新:Bernstein 上調 $181 → $245。
- 過去 30 天有 3 筆內線或國會議員交易。
- 大盤背景(週四): Advance GDP q/q 3.4%,預期 3.2% (偏強);Core PCE Price Index m/m 0.3%,預期 0.3% (符合預期);S&P 期貨 +0.03%,10 年期殖利率 -2 個基點(公布後 30 分鐘內)。
- 交易活動:成交量為 20 日均量的 1.7 倍;選擇權反映財報前後 ±13.6% 的波動。
由 Wallsti 自身的訊號整理而成。
收盤後休市中 · 開盤
- 盤後:$283.34,較 10月30日 收盤 +0.94%,最後成交 .
- 指數期貨: 道瓊 +0.04%, S&P -0.03%, 那斯達克 -0.04%, 羅素 +0.01%.
休市期間顯示。正常交易時段外成交稀少,價格常在開盤後改變(Yahoo 財經,有延遲)。
交易活動與部位
- 成交量
- 1.7× 為 20 日均量10月30日 交易日
- 空單
- 占流通股 2.8% · +4% 較前次報告 · 回補天數 2.7 天 截至 10月15日
- 選擇權成交量
- 買權 2,204 · 賣權 2,657 (賣買權比 1.21)10月28日;累積 10 個交易日後才有平均值
- 隱含波動率
- 109% (+4.0 個百分點) 價平,11月6日 到期
- 選擇權隱含波動幅度
- ±13.6% 至 11月5日 財報
連動
Cybersecurity -3.7% 相對 SPY -2.0 個百分點 · CIBR -3.8%
新聞標題
- Did AI Partnerships Just Shift Cloudflare (NET) Stock Narrative?
- Cloudflare (NET) Could Be 49% Overvalued Following Fresh AI Commerce Traction
- Cloudflare (NET) Expands AI Reach With Browser Shopping And Workplace Tools
- Agent Pay for Machines Has Been Request-Only Since October 20. Nobody Will Say Who Gets In.
- Black October Is Changing How Companies Buy Cybersecurity. 5 Stocks in the Line of Fire
- What Sent Cloudflare Stock Higher?
- Cloudflare (NET) Exceeds Market Returns: Some Facts to Consider
- Clustering and Load Balancing Market Report 2026: Global Size, Trends, and Forecast to 2030 | Capitalize on AI, Kubernetes, and Multicloud with AWS, Microsoft, F5, and Cloudflare
- Edge Caching Platform Market 2026: Global Size, Trends, and 2030 Forecast | Capitalize on 18% CAGR as AWS, Microsoft, Akamai, Cloudflare, and Fastly Scale AI-Driven Delivery
- Is Cloudflare (NET) a Buy as Wall Street Analysts Look Optimistic?
Cybersecurity · 題材新聞
- 3 AI Trends Driving the 2026 Cybersecurity Stocks Rally
- Cybersecurity Stocks Tumble in Tech Selloff. A Crypto Bombshell Should Have Helped.
- Zscaler Drops Over 3% Amid Broad Cybersecurity Pullback : 기업주식정보 : JKN
- Datadog Sinks 12%, CrowdStrike Falls 4% Despite $6.3 Billion Binance Hack Spotlighting Cyber Defense; Palo Alto and Fortinet Slide 3%
- Palo Alto Networks vs. Fortinet: A 5-Year, $24,000 Gap Explained
- Alphabet shares plunge more than 10 percent after earnings shock as AI erodes search
- Fortinet Tumbles 20% as Service Revenue Forecast Cut Overshadows Beat; Palo Alto Drops 5%, CrowdStrike Falls 4%
- Fortinet’s stock is taking a dive after earnings. Here’s why.
- SentinelOne (S) Unveiled New AI Security Tools, Is The Stock Now Expensive?
- Palo Alto and Crowdstrike Jumped 6%, and Okta Up 5% as Evercore Survey Flags Stronger Cyber Demand
每小時從 Yahoo 財經(個股)與 Google 新聞(題材)抓取。✦ 表示 AI 解讀原因時引用的新聞。
基本資料
- 市值
- $100.0B
- 法人持股
- 90.7%
- 52 週區間
- 158.83–370.35
- 分析師平均目標價
- $345.48
- 下次財報
- 11月5日 盤後
- 預估本益比
- 166.1
近期事件
分析師 ▲
Bernstein maintained Market Perform, raised target $181 → $245基金 ▼
ARK Invest (Cathie Wood) sold 1,603 shares (≈$511.0K) in ARKW · 來源分析師 ▲
Wells Fargo maintained Overweight, raised target $380 → $400新聞(AI 解讀) ▲
Cloudflare announced new AI-driven partnerships for e-commerce agents and Cloudflare OS on October 28, per Yahoo Finance. · finance.yahoo.com新聞(AI 解讀) ▼
Peers rose 1.53% amid vulnerability concerns; NET underperformed the group.基金 ▼
ARK Invest (Cathie Wood) sold 11,925 shares (≈$3.9M) in ARKK, ARKW · 來源內線 ▼
Thomas J Seifert (Chief Financial Officer) sold 12,500 shares ($3.7M) under a pre-arranged 10b5-1 plan 10b5-1 計畫 · 申報文件內線 ▼
Carl Ledbetter (Director) sold 5,000 shares ($1.5M) under a pre-arranged 10b5-1 plan 10b5-1 計畫 · 申報文件內線
Thomas J Seifert (Chief Financial Officer) had 2,944 shares ($931.2K) withheld to pay taxes on vesting stock 代扣稅款 · 申報文件分析師 ▲
TD Cowen maintained Buy, raised target $355 → $375分析師 ▲
Barclays maintained Overweight, raised target $355 → $400分析師 ▲
Oppenheimer maintained Outperform, raised target $380 → $430