Cloudflare, Inc.
314.18USD
+29.8800 (+10.51%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.34▲ | $0.32 | 28 | 1 |
| Next quarter | $0.38▲ | $0.36 | 24 | 2 |
| Current year | $1.26▲ | $1.2 | 30 | 1 |
| Next year | $1.68▲ | $1.52 | 29 | 2 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.27 | $0.29 | +0.02 (+7.5%) |
| 2026-03-31 | $0.23 | $0.25 | +0.02 (+7.0%) |
| 2025-12-31 | $0.27 | $0.28 | +0.01 (+3.2%) |
| 2025-09-30 | $0.23 | $0.27 | +0.04 (+15.4%) |
355 ratings from 40 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Citizens | Reiterated | Market Outperform | $394 | Aug 31, 2026 |
| Citigroup | Maintained | Buy | $265 $400 | Aug 10, 2026 |
| Susquehanna | Maintained | Neutral | $200 $300 | Aug 10, 2026 |
| Scotiabank | Maintained | Sector Outperform | $300 $390 | Aug 8, 2026 |
| UBS | Maintained | Neutral | $250 $350 | Aug 7, 2026 |
| TD Cowen | Maintained | Buy | $300 $355 | Aug 7, 2026 |
| RBC Capital | Maintained | Outperform | $290 $346 | Aug 7, 2026 |
| Piper Sandler | Maintained | Overweight | $250 $333 | Aug 7, 2026 |
| Guggenheim | Maintained | Sell | $140 $160 | Aug 7, 2026 |
| Wells Fargo | Maintained | Overweight | $300 $380 | Aug 7, 2026 |
| Citizens | Maintained | Market Outperform | $330 $394 | Aug 7, 2026 |
| Keybanc | Maintained | Overweight | $300 $375 | Aug 7, 2026 |
| Oppenheimer | Maintained | Outperform | $330 $380 | Aug 7, 2026 |
| Needham | Maintained | Buy | $280 $380 | Aug 7, 2026 |
| Truist Securities | Maintained | Buy | $300 $350 | Aug 7, 2026 |
| Barclays | Maintained | Overweight | $300 $355 | Aug 7, 2026 |
| BTIG | Maintained | Buy | $314 $382 | Aug 7, 2026 |
| Oppenheimer | Maintained | Outperform | $300 $330 | Jul 23, 2026 |
| Truist Securities | Maintained | Buy | $250 $300 | Jul 21, 2026 |
| Citizens | Maintained | Market Outperform | $270 $330 | Jul 20, 2026 |
| Wells Fargo | Maintained | Overweight | $270 $300 | Jul 20, 2026 |
| Morgan Stanley | Maintained | Overweight | $305 $322 | Jul 17, 2026 |
| Mizuho | Maintained | Outperform | $260 $310 | Jul 15, 2026 |
| TD Cowen | Maintained | Buy | $265 $300 | Jul 13, 2026 |
| Barclays | Maintained | Overweight | $250 $300 | Jul 13, 2026 |
177 filings from 14 insiders · 41 buy / 48 sell over 6m
Officers and directors of NET, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | ExerciseClass B Common Stock | 33.0k | — | — | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | ExerciseClass B Common Stock | 33.0k | — | — | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | ExerciseEmployee Stock Option (right to buy) | 33.0k | — | — | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 5.5k | $279.41 | $1.53M | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 15.0k | $278.48 | $4.17M | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 4.8k | $277.53 | $1.34M | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 1.4k | $276.58 | $384k | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 2.2k | $274.39 | $604k | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 2.4k | $273.09 | $663k | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 1.7k | $272.41 | $467k | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Exerciseindirect | 33.0k | — | — | Sep 8, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | ExerciseClass B Common Stock | 33.0k | — | — | Sep 4, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | ExerciseClass B Common Stock | 33.0k | — | — | Sep 4, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | ExerciseEmployee Stock Option (right to buy) | 33.0k | — | — | Sep 4, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 4.8k | $282.87 | $1.36M | Sep 4, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 17.6k | $281.93 | $4.96M | Sep 4, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 7.8k | $281.02 | $2.20M | Sep 4, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Sellindirect | 2.8k | $279.73 | $770k | Sep 4, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | Exerciseindirect | 33.0k | — | — | Sep 4, 2026 |
| Zatlyn MichelleDirector; Officer, PRESIDENT & BOARD CO-CHAIR | ExerciseClass B Common Stock | 33.0k | — | — | Sep 3, 2026 |
No analyst notes on NET yet.
Analyst Ratings
31 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 7 | 16 | 9 | 1 | 1 | Buy2.21 |
| 1 mo ago | 7 | 17 | 8 | 1 | 1 | Buy2.18 |
| 2 mo ago | 7 | 17 | 8 | 1 | 1 | Buy2.18 |
| 3 mo ago | 6 | 17 | 9 | 1 | 1 | Buy2.24 |