NET

Cloudflare, Inc.

October 16, 2026 · intraday

Rarity
1.27
Peak move
−7.76%
Float cap
$99.3B

Cloudflare provides a cloud-based suite of security, performance, and reliability services for internet-facing applications, including websites, applications, and APIs. Its global network acts as a unified control plane for businesses of all sizes, offering products such as Web Application Firewall, Zero Trust access, and the Cloudflare Workers developer platform. The company also offers consumer services.

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What we found

11 events · 0 from SEC or newswire · 0 timed with the move
  • analyst_rating

    Zacks Research downgraded Cloudflare (NET) to "strong sell" from "hold" in a Wednesday research note, against a broader Moderate Buy consensus and $330.59 average price target.

  • institutional_flow

    First Citizens Bank & Trust Co. disclosed a new $1.73 million stake in Cloudflare (NET), purchasing 4,994 shares during the third quarter, per its latest SEC filing.

  • Key eventreg_fd_disclosure

    Cloudflare said in an October 15 update that signals from a cohort representing about 1% of its network helped OpenAI discover and index hundreds of millions of previously unknown web pages, an early result from the research pilot the two announced in July 2026.

  • Key eventmacro_data

    US September wholesale prices rose 1.3% month over month versus 0.6% expected and 6.3% year over year versus a 5.5% forecast, the largest annual gain since December 2022.

  • Key eventproduct_launch

    Cloudflare announced plans to introduce NET Dollar, a U.S. dollar-backed stablecoin fully collateralized 1:1 by USD, to enable instant programmatic payments for AI agents, developers and creators, with Coinbase and Zerohash reported to be competing to issue the token.

  • product_launch

    GoDaddy, Infoblox, Google and Cloudflare demonstrated a cross-platform AI agent flight purchase using open internet standards at GovWare 2026 in Singapore, with Singapore's IMDA participating.

  • institutional_flow

    Perpetual Ltd increased its Cloudflare (NET) stake by 188.1% in the third quarter to 4,745 shares worth approximately $1.65 million, per its latest SEC filing.

  • cybersecurity_incident

    Cloudflare reported a new managed WAF rule blocking active exploitation of a critical remote code execution vulnerability in popular web frameworks.

  • analyst_rating

    TD Cowen analyst Shaul Eyal maintained a Buy rating on Cloudflare (NET) and raised the price target to $375 from $355.

  • earnings_release

    Cloudflare (NET) announced it will report third quarter 2026 financial results, for the period ended September 30, 2026, after U.S. market close on Thursday, November 5, 2026, with an investor call at 2:00 p.m. Pacific.

  • analyst_rating

    Barclays raised its price target on Cloudflare (NET) to $400 from $355 while keeping an Overweight rating.