NET
Neutral signalScored 2026-10-21 Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.
Research, not advice.
À propos
Cloudflare, Inc.
- Nom
- Cloudflare, Inc.
- Secteur
- Technology
- Industrie
- Software - Infrastructure
- Bourse
- NYSE
- Capitalisation
- $115.8B
- Employés
- 5,156
- PDG
- Matthew Prince
- Site web
- https://www.cloudflare.com
- Marché
- AKAMATENFFIVFSLYNTSKRDWR
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 environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 5 306 titres (~1 426 708,50 $ US)
- Insiders
- Graham-Cumming JohnHawkins Mark J
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$1,742,875
Avg sell (VWAP, 90d window) $305.55 vs last close $331.86 (+8.6%)
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
$1,590,800 of that total is under a Rule 10b5-1 plan. It is shown here and left out of the score.
- Last activity
- 2026-08-10
- Liquidity
- Liquid $997,232,381/day · 20d vol
- Last synced
-
2026-10-26 21:10:43
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-10-19 | SEIFERT THOMAS J | Sell · S | 500 | $304.15 | $152,075 | Form 4 |
| 2026-09-17 | SEIFERT THOMAS J | Sell · S · 10b5-1 | 100 | $336.51 | $33,651 | Form 4 |
| 2026-08-18 | Riley Janel | Sell · S · 10b5-1 | 500 | $308.92 | $154,460 | Form 4 |
| 2026-08-18 | Starzak Alissa Michelle | Sell · S · 10b5-1 | 2,538 | $304.68 | $773,278 | Form 4 |
| 2026-08-17 | Riley Janel | Sell · S · 10b5-1 | 270 | $314.42 | $84,893 | Form 4 |
| 2026-08-17 | SEIFERT THOMAS J | Sell · S · 10b5-1 | 100 | $314.61 | $31,461 | Form 4 |
| 2026-08-17 | Starzak Alissa Michelle | Sell · S · 10b5-1 | 399 | $314.49 | $125,482 | Form 4 |
| 2026-08-10 | Graham-Cumming John | Sell · S · 10b5-1 | 25 | $311.90 | $7,797 | Form 4 |
| 2026-08-04 | SEIFERT THOMAS J | Sell · S · 10b5-1 | 1,139 | $301.00 | $342,839 | Form 4 |
| 2026-08-03 | Hawkins Mark J | Sell · S · 10b5-1 | 133 | $277.74 | $36,939 | Form 4 |
Sales marked 10b5-1 are scheduled in advance and don't count toward the Quorum score. Les ventes marquées 10b5-1 sont planifiées à l'avance et ne pèsent pas dans le score Quorum.
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-08-18 | Gilbert Cisneros | Sale | $1,001 - $15,000 |
| 2026-02-04 | Josh Gottheimer | Sale (Full) | $1,001 - $15,000 |
| 2026-01-30 | Gilbert Cisneros | Purchase | $1,001 - $15,000 |
| 2025-12-24 | Gilbert Cisneros | Sale (Full) | $1,001 - $15,000 |
| 2025-11-18 | Gilbert Cisneros | Purchase | $1,001 - $15,000 |
| 2025-10-17 | Gilbert Cisneros | Purchase | $1,001 - $15,000 |
| 2025-09-12 | Gilbert Cisneros | Purchase | $1,001 - $15,000 |
| 2025-06-20 | Josh Gottheimer | Purchase | $1,001 - $15,000 |
| 2025-05-12 | Jefferson Shreve | Sale (Full) | $15,001 - $50,000 |
| 2025-04-08 | Robert P. Bresnahan | Sale (Full) | $1,001 - $15,000 |
| 2025-04-04 | Robert P. Bresnahan | Sale (Full) | $1,001 - $15,000 |
| 2025-02-10 | Robert P. Bresnahan | Purchase | $1,001 - $15,000 |
| 2022-12-06 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-12-06 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-11-03 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-11-02 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-08-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-06-16 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-05-23 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-05-05 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2022-01-21 | Ro Khanna | Purchase | $1,001 - $15,000 |
Signal
Neutral signalScored 2026-10-21 Drivers: Congress, trend, fundamentals. Insiders: neutral. Moteurs : Congrès, tendance, fondamentaux. Initiés : neutre.
NET combines a weak catalyst score (25) driven by net insider selling and mixed congressional trades with fragile fundamentals — persistent net losses, high leverage, and extreme valuation multiples (EV/EBITDA, P/S)…
The first sentence of the analysis written for NET on 2026-10-21 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Unavailable or mixed. – Insider: neutral. All sales (≈ $388K) were pre-planned Rule 10b5-1 trades, excluded from the score. No open-market buys or discretionary sales. – Initiés : neutre. Toutes les ventes (≈ $388K) sont sous plan 10b5-1 préétabli, exclues du score. Aucun achat ni vente discrétionnaire.
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Congress Unavailable or mixed. 1 purchase disclosure year to date, a thin reading
- Timing Supports a bullish reading. Interesting trend — weekly bias up
- Financial indicators Unavailable or mixed. Current ratio 1.98 · operating margin -9.6% — readings disagree
Suggested stop 287.98, nearest stored support minus 0.5 ATR(13.2% under the last close). Reward/risk to the next stored resistance is 0.88. Wait — that reward/risk is under 2. Research, not advice. Not an order.
Recent news
- 2026-10-20 Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock''s prospects.
- 2026-10-20 More than 10 Million Developers Are Building on Cloudflare SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that more than 10 million developers are building on Cloudflare, up from 7.4 million in the prior quarter. What began with Workers, Cloudflare''s serverless compute platform, has grown into a full stack for building modern applications across compute, storage, databases, AI, media, real-time services, observability, and developer workflows. As developers increasingly use AI to wr.
- 2026-10-20 KEYCORP REPORTS THIRD QUARTER 2026 NET INCOME OF $537 MILLION, OR $0.51 PER DILUTED COMMON SHARE; DILUTED EPS INCREASED 24% YEAR-OVER-YEAR Record revenue of $2.04 billion, up 8% year-over-year and 4% sequentially Net interest margin of 2.95%, up 20 basis points year-over-year and 6 basis points sequentially Deposit growth outpaced loan growth - average deposits increased $3.6 billion sequentially while average loans held for investment increased $1.5 billion Investment banking and debt placement fees up 27% sequentially Common Equity Tier 1 ratio of 11.1% (a) ; repurchased $320 million of common shares during the quarter Generated a return on tangible common equity (b) exceeding 15% CLEVELAND, Oct. 20, 2026 /PRNewswire/ -- KeyCorp (NYSE: KEY) announced third quarter of 2026 net income from continuing operations attributable to Key common shareholders of $537 million, or $0.51 per diluted common share. For the second quarter of 2026, net income from continuing operations attributable to Key common shareholders was $472 million, or $0.44 per diluted common share.
- 2026-10-19 Cloudflare''s AI Workspace Platform Partners with Leading Applications and Deployment Teams to Make AI Productive in the Enterprise SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced an expanded partner ecosystem to help teams deploy productive AI in their organizations using Cloudflare OS, Cloudflare''s AI workspace. Cloudflare is partnering with leading professional service teams to help enterprises train their teams on how to adopt AI tooling for their work within Cloudflare OS. Additionally, those teams can bring one-click connectivity to key systems of r.
- 2026-10-18 48,806 Cloudflare, Inc. $NET Shares Acquired by Assenagon Asset Management S.A. Assenagon Asset Management S.A. boosted its holdings in shares of Cloudflare, Inc. (NYSE: NET) by 119.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 89,582 shares of the company''s stock after acquiring an additional 48,806 shares during the
- 2026-10-18 Cloudflare (NYSE:NET) Stock Falls 5.9% – Time to Sell? Cloudflare, Inc. (NYSE: NET - Get Free Report)''s stock price dropped 5.9% on Friday. The stock traded as low as $297.39 and last traded at $297.7550. 346,211 shares changed hands during mid-day trading, a decline of 91% from the average daily volume of 4,044,874 shares. The stock had previously closed at $316.32. Wall Street Analyst Weigh
- 2026-10-17 As AI Supercharges Hackers, Cybersecurity Stocks Split Into Platforms and Point Solutions AI-powered hacking is forcing cybersecurity companies to pick a side.
- 2026-10-16 Cloud Stocks Retreat as AI Financing Worries Spread: Snowflake and Cloudflare Tumble 7%, Datadog Drops 6% Cloud software stocks are under heavy pressure as worries about AI financing spread across the sector. High-growth names that posted strong recent results are absorbing much of the selling.
- 2026-10-15 Cloudflare (NET) Stock Slides as Market Rises: Facts to Know Before You Trade In the most recent trading session, Cloudflare (NET) closed at $316.13, indicating a -2.53% shift from the previous trading day.
- 2026-10-15 Software Stock Pullback Signaling Bulls to Move In Shares of Cloudflare Inc (NYSE:NET) are down 4.6% to trade at $309.35, pacing for a fourth-straight losing session amid broader tech weakness.
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 74.5% | 77.3% | 76.3% | 76.1% | 77.6% | |
| Ebit Margin | -3.9% | -3.9% | -13.3% | -19.0% | -30.3% | |
| Ebitda Margin | 4.9% | 3.7% | -2.8% | -8.6% | -20.1% | |
| Operating Profit Margin | -9.6% | -9.3% | -14.3% | -20.6% | -19.5% | |
| Pretax Profit Margin | -4.3% | -4.2% | -13.7% | -19.6% | -37.8% | |
| Continuous Operations Profit Margin | -4.7% | -4.7% | -14.2% | -19.8% | -39.7% | |
| Net Profit Margin | -4.7% | -4.7% | -14.2% | -19.8% | -39.7% | |
| Bottom Line Profit Margin | -4.7% | -4.7% | -14.2% | -19.8% | -39.7% | |
| Current Ratio | 1.976 | 2.859 | 3.497 | 4.745 | 6.769 | |
| Quick Ratio | 1.976 | 2.859 | 3.497 | 4.745 | 6.769 | |
| Solvency Ratio | 0.019 | 0.022 | -0.024 | -0.046 | -0.124 | |
| Cash Ratio | 0.401 | 0.186 | 0.153 | 0.513 | 1.087 | |
| Price To Earnings Ratio | -679.828 | -468.174 | -151.382 | -76.627 | -158.434 | |
| Price To Earnings Growth Ratio | -26.060 | 8.047 | 22.329 | 2.650 | -1.474 | |
| Forward Price To Earnings Growth Ratio | -26.060 | 8.047 | 22.329 | 2.650 | -1.474 | |
| Price To Earnings Diluted Ratio | -679.828 | -468.174 | -151.382 | -76.627 | -158.434 | |
| Price To Earnings Diluted Growth Ratio | -26.060 | 8.047 | 22.329 | 2.650 | -1.474 | |
| Price To Book Ratio | 47.077 | 35.140 | 36.407 | 23.645 | 50.344 | |
| Price To Sales Ratio | 31.685 | 22.019 | 21.423 | 15.128 | 62.566 | |
| Price To Free Cash Flow Ratio | 211.801 | 188.151 | 232.540 | -370.979 | -953.126 | |
| Price To Operating Cash Flow Ratio | 103.005 | 96.636 | 109.196 | 119.369 | 635.290 | |
| Debt To Assets Ratio | 0.613 | 0.443 | 0.520 | 0.609 | 0.545 | |
| Debt To Equity Ratio | 2.536 | 1.399 | 1.881 | 2.528 | 1.585 | |
| Debt To Capital Ratio | 0.717 | 0.583 | 0.653 | 0.717 | 0.613 | |
| Long Term Debt To Capital Ratio | 0.596 | 0.552 | 0.627 | 0.697 | 0.584 | |
| Financial Leverage Ratio | 4.137 | 3.155 | 3.617 | 4.148 | 2.908 | |
| Working Capital Turnover Ratio | 1.150 | 1.155 | 0.892 | 0.618 | 0.495 | |
| Operating Cash Flow Ratio | 0.284 | 0.479 | 0.449 | 0.311 | 0.224 | |
| Operating Cash Flow Sales Ratio | 0.308 | 0.228 | 0.196 | 0.127 | 0.098 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.486 | 0.514 | 0.470 | -0.322 | -0.667 | |
| Debt Service Coverage Ratio | 0.070 | 10.415 | -7.196 | -17.268 | -2.355 | |
| Interest Coverage Ratio | -23.637 | -29.785 | -31.588 | -40.370 | -2.593 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.490 | 0.000 | 0.000 | 0.000 | 5.335 | |
| Operating Cash Flow Coverage Ratio | 0.180 | 0.260 | 0.177 | 0.078 | 0.050 | |
| Capital Expenditure Coverage Ratio | 1.947 | 2.056 | 1.885 | 0.757 | 0.600 | |
| Dividend Paid And Capex Coverage Ratio | 1.947 | 2.056 | 1.885 | 0.757 | 0.600 | |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Enterprise Value Multiple | 675.299 | 613.707 | -805.323 | -193.329 | -318.232 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 74.5% | ▼-2.8% | ▼-1.9% |
| Ebit Margin | -3.9% | ▲0.1% | ▲10.2% |
| Ebitda Margin | 4.9% | ▲1.2% | ▲9.5% |
| Operating Profit Margin | -9.6% | ▼-0.3% | ▲5.1% |
| Pretax Profit Margin | -4.3% | ▼-0.0% | ▲11.6% |
| Continuous Operations Profit Margin | -4.7% | 0.0% | ▲11.9% |
| Net Profit Margin | -4.7% | 0.0% | ▲11.9% |
| Bottom Line Profit Margin | -4.7% | 0.0% | ▲11.9% |
| Current Ratio | 1.976 | ▼-0.883 | ▼-1.993 |
| Quick Ratio | 1.976 | ▼-0.883 | ▼-1.993 |
| Solvency Ratio | 0.019 | ▼-0.003 | ▲0.050 |
| Cash Ratio | 0.401 | ▲0.215 | ▼-0.067 |
| Price To Earnings Ratio | -679.828 | ▼-211.654 | ▼-372.939 |
| Price To Earnings Growth Ratio | -26.060 | ▼-34.107 | ▼-27.158 |
| Forward Price To Earnings Growth Ratio | -26.060 | ▼-34.107 | ▼-27.158 |
| Price To Earnings Diluted Ratio | -679.828 | ▼-211.654 | ▼-372.939 |
| Price To Earnings Diluted Growth Ratio | -26.060 | ▼-34.107 | ▼-27.158 |
| Price To Book Ratio | 47.077 | ▲11.937 | ▲8.555 |
| Price To Sales Ratio | 31.685 | ▲9.666 | ▲1.121 |
| Price To Free Cash Flow Ratio | 211.801 | ▲23.651 | ▲350.124 |
| Price To Operating Cash Flow Ratio | 103.005 | ▲6.369 | ▼-109.694 |
| Debt To Assets Ratio | 0.613 | ▲0.170 | ▲0.067 |
| Debt To Equity Ratio | 2.536 | ▲1.137 | ▲0.550 |
| Debt To Capital Ratio | 0.717 | ▲0.134 | ▲0.061 |
| Long Term Debt To Capital Ratio | 0.596 | ▲0.045 | ▼-0.015 |
| Financial Leverage Ratio | 4.137 | ▲0.982 | ▲0.544 |
| Working Capital Turnover Ratio | 1.150 | ▼-0.005 | ▲0.288 |
| Operating Cash Flow Ratio | 0.284 | ▼-0.196 | ▼-0.066 |
| Operating Cash Flow Sales Ratio | 0.308 | ▲0.080 | ▲0.116 |
| Free Cash Flow Operating Cash Flow Ratio | 0.486 | ▼-0.027 | ▲0.390 |
| Debt Service Coverage Ratio | 0.070 | ▼-10.345 | ▲3.337 |
| Interest Coverage Ratio | -23.637 | ▲6.147 | ▲1.957 |
| Short Term Operating Cash Flow Coverage Ratio | 0.490 | ▲0.490 | ▼-0.675 |
| Operating Cash Flow Coverage Ratio | 0.180 | ▼-0.080 | ▲0.031 |
| Capital Expenditure Coverage Ratio | 1.947 | ▼-0.109 | ▲0.498 |
| Dividend Paid And Capex Coverage Ratio | 1.947 | ▼-0.109 | ▲0.498 |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 |
| Enterprise Value Multiple | 675.299 | ▲61.593 | ▲680.875 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $68.69B | $36.76B | $27.78B | $14.75B | $41.07B | |
| Enterprise value | $71.45B | $38.08B | $29.13B | $16.13B | $42.05B | |
| EV / Sales | 32.96x | 22.81x | 22.46x | 16.54x | 64.06x | |
| EV / Op. cash flow | 107.14x | 100.09x | 114.50x | 130.48x | 650.44x | |
| EV / Free cash flow | 220.30x | 194.88x | 243.83x | -405.50x | -975.86x | |
| EV / EBITDA | 675.30x | 613.71x | -805.32x | -193.33x | -318.23x | |
| Net debt / EBITDA | 26.06x | 21.20x | -37.28x | -16.46x | -7.41x | |
| Current ratio | 1.98x | 2.86x | 3.50x | 4.75x | 6.77x | |
| Income quality | -6.52x | -4.83x | -1.38x | -0.64x | -0.25x | |
| Graham net-net | -$0 | -$0 | -$0 | -$1 | $1 | |
| Tax burden | 110.3% | 111.2% | 103.4% | 101.4% | 105.0% | |
| Interest burden | 110.4% | 107.9% | 103.4% | 102.7% | 124.8% | |
| Working capital | $2.29B | $1.48B | $1.42B | $1.49B | $1.66B | |
| Invested capital | $3.42B | $2.31B | $2.04B | $2.09B | $2.00B | |
| Return on assets | -1.7% | -2.4% | -6.7% | -7.5% | -11.0% | |
| Operating ROA | -4.4% | -5.1% | -6.9% | -8.1% | -6.8% | |
| Return on tangible assets | -1.8% | -2.5% | -7.1% | -8.0% | -11.1% | |
| Return on equity | -7.0% | -7.5% | -24.1% | -31.0% | -31.9% | |
| Return on invested capital | -4.1% | -6.1% | -8.3% | -9.0% | -6.0% | |
| Return on capital employed | -5.6% | -6.2% | -8.5% | -9.2% | -6.1% | |
| Earnings yield | -0.1% | -0.2% | -0.7% | -1.3% | -0.6% | |
| Free cash flow yield | 0.5% | 0.5% | 0.4% | -0.3% | -0.1% | |
| Capex / Op. cash flow | 51.4% | 48.6% | 53.0% | 132.2% | 166.7% | |
| Capex / Depreciation | 180.5% | 144.9% | 99.4% | 159.6% | 161.8% | |
| Capex / Sales | 15.8% | 11.1% | 10.4% | 16.8% | 16.4% | |
| SG&A / Sales | 60.4% | 61.3% | 63.0% | 66.2% | 68.2% | |
| R&D / Sales | 23.6% | 25.2% | 27.6% | 30.6% | 28.9% | |
| Stock comp / Sales | 20.8% | 20.3% | 21.1% | 20.8% | 13.7% | |
| Intangibles / Total assets | 4.4% | 6.1% | 6.1% | 7.0% | 1.0% | |
| Days sales outstanding | 68d | 73d | 73d | 59d | 57d | |
| Days payables outstanding | 56d | 102d | 64d | 56d | 65d | |
| Operating cycle | 68d | 73d | 73d | 59d | 57d | |
| Cash conversion cycle | 13d | -29d | 9d | 3d | -8d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years