Cloudflare (NET) Expected to Release Earnings on Thursday

Cloudflare (NYSE:NET) is anticipated to issue its Q3 2026 results after the market closes on Thursday, November 5th. Analysts expect the company to post earnings of $0.3426 per share and revenue of $736.79 million for the quarter. Cloudflare has set its Q3 2026 guidance at 0.340-0.340 EPS and its FY 2026 guidance at 1.250-1.260 EPS. Investors may visit the company’s upcoming Q3 2026 earnings overview page for the latest details on the call scheduled for Thursday, November 5, 2026 at 5:00 PM ET.

Cloudflare (NYSE:NET) last released its earnings results on Thursday, August 6th. The company reported $0.29 earnings per share for the quarter, beating the consensus estimate of $0.27 by $0.02. The company had revenue of $696.06 million for the quarter, compared to analysts’ expectations of $664.66 million. Cloudflare had a negative return on equity of 3.88% and a negative net margin of 8.21%. The business’s revenue for the quarter was up 35.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.21 EPS. On average, analysts expect Cloudflare to post $0.03 EPS for the current fiscal year and $0.25 EPS for the next fiscal year.

Cloudflare Stock Performance

Shares of NET opened at $264.86 on Tuesday. Cloudflare has a fifty-two week low of $158.83 and a fifty-two week high of $370.35. The company has a current ratio of 1.82, a quick ratio of 1.82 and a debt-to-equity ratio of 1.22. The business’s 50-day moving average is $320.21 and its 200-day moving average is $248.17.

Analysts Set New Price Targets

Several analysts recently commented on NET shares. Jefferies Financial Group decreased their price target on shares of Cloudflare from $350.00 to $320.00 and set a “hold” rating for the company in a report on Monday. Morgan Stanley reiterated an “overweight” rating and issued a $370.00 price objective on shares of Cloudflare in a research note on Friday, August 7th. Oppenheimer upped their price objective on shares of Cloudflare from $380.00 to $430.00 and gave the company an “outperform” rating in a research note on Friday, October 9th. TD Cowen increased their target price on shares of Cloudflare from $355.00 to $375.00 and gave the stock a “buy” rating in a research report on Tuesday, October 13th. Finally, DZ Bank lowered shares of Cloudflare from a “strong-buy” rating to a “strong sell” rating in a research note on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have given a Hold rating and five have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $332.59.

Insiders Place Their Bets

In other news, CEO Matthew Prince sold 33,631 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $296.10, for a total transaction of $9,958,139.10. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michelle Zatlyn sold 33,003 shares of Cloudflare stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $277.43, for a total value of $9,156,022.29. Following the sale, the insider owned 69,775 shares of the company’s stock, valued at approximately $19,357,678.25. This represents a 32.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 316,440 shares of company stock valued at $96,437,412 in the last three months. Insiders own 10.66% of the company’s stock.

Cloudflare Company Profile

Cloudflare, Inc (NYSE: NET) provides cloud connectivity, security and performance services for websites, applications, corporate networks and other internet-connected resources. Its global network is designed to help organizations improve the reliability, speed and security of digital services while reducing the complexity of managing internet infrastructure.

The company’s offerings include content delivery and authoritative domain name system services, distributed denial-of-service protection, web application and application programming interface security, bot management, and network security tools.