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NET stock news · Cloudflare, Inc.

Stories about Cloudflare, Inc. (NET) from the last 90 days, each explained in plain English with whether the news reads good or bad for the company.

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  1. Oct 29, 2026, 10:10 PM ET · Market

    Bernstein has raised its price goal for Cloudflare to $245 from $181.

    Neutral

    Bernstein raised its Cloudflare target by 35.4% to $245 but kept its Market Perform rating. Recent notes listed higher targets, so this brings no clear change to Cloudflare's business outlook.

  2. Oct 13, 2026, 3:57 AM ET · Results

    Cloudflare shares the full details from its earnings call for the second quarter of 2026.

    Good for NET

    Cloudflare's sales rose 36%, and more large customers spent with it. Profit and cash flow also grew, pointing to a stronger business outlook.

  3. Sep 29, 2026, 11:41 AM ET · Deal

    Cloudflare teams up with Deutsche Telekom to grow its business in Europe.

    Good for NET

    Cloudflare gained a route to more European business customers and plans a certificate service. The added reach makes the news positive, despite approvals and a later rollout.

  4. Sep 21, 2026, 2:05 PM ET · Deal

    Josh Brown says to buy 4 cybersecurity stocks and avoid 2 others.

    Good for NET

    Cloudflare made the columnist's list and the piece notes shares hit a new high with a breakout in progress, supporting a positive reading for the company.

  5. Sep 9, 2026, 11:11 PM ET · Market

    Cloudflare (NET) shares are getting attention after the market closed.

    Neutral

    Cloudflare shares jumped after Meta's Muse announcement, but no Cloudflare news was reported, so this article does not change how we read Cloudflare today.

  6. Aug 18, 2026, 11:54 AM ET · Market

    ARK Invest is discreetly assembling a portfolio focused on AI infrastructure essentials.

    Good for NET

    Cloudflare is part of ARK's expanding AI infrastructure portfolio, indicating potential growth in demand for its services.

  7. Aug 14, 2026, 12:51 PM ET · Market

    What's Going On With Cloudflare Stock Today?

    Neutral

    Cloudflare's stock is trading lower following the announcement of a $2.5 billion capital raise through zero-interest convertible notes. This move, while providing necessary funds, raises concerns about potential dilution and impacts investor sentiment negatively in the short term.

  8. Aug 13, 2026, 7:00 PM ET · Market

    Cloudflare, Inc. (NET) discloses its engagement in a significant definitive agreement.

    Neutral

    Cloudflare, Inc. has filed a Form 8-K detailing its entry into a material definitive agreement, which suggests potential growth or strategic shifts that could enhance its market position. This news is likely to attract investor interest and could lead to positive market reactions.

  9. Aug 13, 2026, 11:12 AM ET · New shares

    Cloudflare sets the price for $2.175B zero-interest convertible notes maturing in 2031.

    Good for NET

    Cloudflare's announcement of pricing $2.175 billion in zero-interest convertible notes due 2031 is expected to strengthen its financial position and support future growth initiatives. This strategic move has led to an increase in the company's stock price, reflecting positive investor sentiment.

  10. Aug 11, 2026, 10:59 PM ET · Market

    Ark Invest makes substantial investments in Rocket Lab and Cloudflare — Discover additional stocks bought and sold by Cathie Wood.

    Good for NET

    Ark Invest's acquisition of Cloudflare shares reflects positive sentiment following strong earnings and growth outlook.

  11. Aug 10, 2026, 6:35 AM ET · New boss

    Cloudflare's CTO suggests that Starlink requires updated internet traffic regulations tailored for satellites, prompting Elon Musk to relay the concept to his team.

    Good for NET

    Cloudflare's CTO has proposed a collaboration with Starlink to address congestion control challenges in low-Earth orbit satellite communications. This initiative, which has caught the attention of Elon Musk, could lead to significant improvements in network performance for Starlink, potentially enhancing both companies' market positions as they adapt to the growing demand for satellite internet…

  12. Aug 7, 2026, 11:11 AM ET · Market

    Following impressive Q2 performance, Cloudflare shares surge.

    Good for NET

    Cloudflare's stock has surged following a strong Q2 earnings report that exceeded analyst expectations on both revenue and earnings per share. The company also raised its guidance for the fiscal year, which has led to multiple analysts increasing their price targets, indicating strong market confidence in Cloudflare's growth trajectory.

  13. Aug 6, 2026, 5:35 PM ET · Results

    Following the release of Q2 earnings, Cloudflare's stock jumps over 17% — here's the reason behind it.

    Good for NET

    Cloudflare's stock surged over 17% following the release of its Q2 earnings, which exceeded analyst expectations on both earnings and revenue. The company also raised its guidance for fiscal 2026, reflecting strong growth and positioning in the evolving internet landscape.