Market open · Delayed intraday data · 2:21 PM ET

Last update: Jun 30, 2026, 2:04 PM ET

Cloudflare, Inc. (NET) — What Changed

$246.58+2.82 (+1.16%) today so far

Jun 30, 2026 2:21 PM ET·New York Stock Exchange·Market Open·CEO: Matthew Prince·4,400 employees

Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital envir…

🔔Major Change Detected

Market Cap

$87.5B

Sector

Technology

Software - Infrastructure

Next Earnings

Jul 29, 2026

(30 Days)

Relative Volume

0.28x

Below Avg

Risk Level

Low

Price Move

+1.16%

1-Day Change

Below 5D Avg: +-1.3%

Volume Confirmation

0.28x

vs 30D Average

Below Avg

Catalyst

Earnings Beat

Material / Earnings

Cloudflare (NET) reported EPS of $0.25, beating the consensus estimate of $0.23

Peer Context

Underperforming

Top 5 of 6 peers

Sector-Wide Move

Signal Quality

Low

Confidence Score

48/100

BestStocks surfaces only meaningful changes—backed by price, volume, catalysts, and peer context—so you can focus on what matters.

1Event Reaction Chartⓘ

Price reaction around a key event

NETCloudflare, Inc.$246.58+2.82 (+1.16%)

Price Move Up·Jun 29, 2026·+2.75% reaction

1. What Changed Since Last Close

Price Move UpHighHigh

Jun 29+2.75%0.98x vol

NET climbed 3.68% to $245.97 intraday, approaching an all-time high of $260.67 reached recently. The move reflects analy

›

Price Move UpMediumMedium

Jun 26+4.67%1.69x vol

NET rose 4.67% to $237.24 intraday on strong earnings results and AI-driven demand. The stock recently hit an all-time h

›

Price Move UpLowLow

Jun 25+1.42%0.81x vol

Cloudflare Inc. (NET) moved +1.42% from $223.48 to $226.65 on 2026-06-25, reaching a new 30-day high. We checked news, e

›

New FilingMediumMedium

Jun 9

Cloudflare (NET) filed a DEF 14A proxy statement on 2026-06-09, with no material price movement recorded.

›

Earnings BeatMediumMedium

May 7

Cloudflare (NET) reported EPS of $0.25, beating the consensus estimate of $0.23 by 8.4%.

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Showing 5 of 6 events

2. Change Timeline

Date	Change	Price Reaction	Volume	Confidence ↓
Jun 29	VPrice Move Up	+2.75%	0.98x	High
May 7	EEarnings Beat	—	—	Medium
Jun 26	VPrice Move Up	+4.67%	1.69x	Medium
Mar 31	EEarnings Beat	—	—	Medium
Jun 9	FNew Filing	—	—	Medium
Jun 25	VPrice Move Up	+1.42%	0.81x	Low

Sort:

3. Why It Moved

Primary Catalyst

Earnings Beat

Cloudflare (NET) reported EPS of $0.25, beating the consensus estimate of $0.23

Supporting Evidence

Cloudflare (NET) reported EPS of $0.25, beating the consensus estimate
NET rose 4.67% to $237.24 intraday on strong earnings results and AI-d
Cloudflare (NET) reported quarterly earnings per share of $0.25, beati
Cloudflare Inc. (NET) moved +1.42% from $223.48 to $226.65 on 2026-06-

Nature of Move

Sector-Wide Move

NET moved broadly in line with sector peers — consistent with a sector or macro-driven event.

4. Peer / Sector Confirmation

Symbol	Today	5D	Rel. Vol
NET	+1.16%	—	0.28x	Lagging
MSFT	-1.18%	—	—
CRM	-0.28%	—	—
ORCL	-0.52%	—	—
NOW	+1.66%	—	—
SNOW	+1.08%	—	—

Sector-Wide Move. Top 5 of 6 peers. NET is underperforming relative to sector peers — consistent with a sector or macro event.

5. SEC Filing Watch

DEF 14A

Jun 9Low

Annual proxy — exec compensation & governance

10-Q

May 8Medium

Quarterly financial results

8-K

May 7High

Material event — review for impact

View on SEC EDGAR →Source: filing_snapshots DB · past 120 days

6. Analyst Expectations

Consensus Target

$229.12

Median Target

$250.00

Upside to Target

-7.1%

vs $246.58

Analyst Activity — Last 90 Days

Upgrades

Maintains

Downgrades

Last Directional Actions

↑ Upgrade

Piper Sandler · Neutral → Overweight

Apr 15, 2026

↓ Downgrade

DZ Bank · Buy → Sell

Jul 22, 2025

View Analyst Detail →

7. Bull vs Bear Thesis Shift

Bullish Factors

✓Earnings beat with positive market reaction

✓Positive 1.2% session move

✓Positive price momentum

✓Cloudflare Inc. (NET) moved +1.42% from $223.48 to $226.65 o

Bearish Factors

✕New SEC filing — review for material disclosures

Net Thesis Change vs Yesterday

BearishNeutralBullish

Bullish Shift+43 / 100

8. What To Watch Next

Date	Event	Impact
Jul 30	Earnings Release	High
Aug 7est.	10-Q Filing	Medium

est. = estimated from prior filing cycle

🔔

9. Set Alerts & Get Notified

Get notified when NET reports earnings, files an 8-K, receives an analyst upgrade, or sees unusual volume.

✓ Earnings alerts

✓ Filing alerts

✓ Volume spikes

✓ Analyst actions