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Cloudflare Inc (NET) — chart, structure and Closelooknet read

The Closelooknet read

Cloudflare runs a global edge network that businesses route their traffic through for security and performance rather than for raw computing. It offers web application firewalls, bot management and DDoS protection, content delivery and DNS services, a zero-trust network-access layer for remote work, and a set of developer tools for building and running applications on that same network.

Detail below: the desk's view, the earnings record, peers and the company snapshot; daily prices on the price-history tab. Agents can buy the score depth per call over HTTP 402 — see the catalogue. Research diary readings, not advice.

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The desk on NET

What this diary said about Cloudflare Inc, what it holds and what would change its view — in its own words, dated. Investment diary, not advice.

What we hold

BookPositionSinceResult
AI Buildout 75 shares · average entry $195.86 — +56.1%
Hypergrowth 100 shares · average entry $185.86 — +64.5%
Hypergrowth short 1 call · $250 strike · 18 Dec 2026 · sold at $22.23, now $59.55 — −167.9%
Derivatives short 1 put · $250 strike · 17 Sept 2027 · sold at $35.10, now $40.85 11 May 2026 −16.4%
AI Cycle 2030 (wikifolio) ↗ 9 shares · average entry €275.86 — —
Core and Conviction (wikifolio) ↗ 18 shares · average entry €279.65 — —

Model books as of 10 Nov 2026; wikifolio positions from the official wikifolio data, entries in euros. Results are unrealised, before any exit. A record of what the diary does, not a recommendation to do the same.

Our record on NET

Every scored call, pick and trade this diary has made on Cloudflare Inc, with the outcome where it is known.

Charts from the desk on NET

The charts this diary drew or picked on Cloudflare Inc, as published — each dated and linked to the piece that explains it.

Signals for this name

Every Closelooknet reading that exists for NET, from the same nightly bakes the boards use. Research diary readings, not advice.

Versus its index Agentic Ecosystem Index — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelooknet index and its own sleeve — equal-weight, nightly closes.

Agentic Ecosystem Index · as of 2026-11-10

DayWeekMonth3 months
NET+4.1%+11.8%−12.8%−1.8%
Edge & Distribution+1.9%−1.7%−15.9%—
Agentic Ecosystem Index0.0%−2.8%−18.1%—

Against the index: 14.6 pts ahead on the week, 5.3 pts ahead on the month; against its Edge & Distribution sleeve 3.1 pts ahead on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Mentioned on Closelooknet 20 pieces · newest: Midday 10, “Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6%” (2026-11-10)

Mentioned on Closelooknet

Where NET appears in the diary — 20 pieces, newest first. Every link is our own writing.

Dailies

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 48/100 · S&P 500 fund at 51, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-11-10
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 67th percentile of the window, -18.1% over 20 sessions. Factor regime → 2026-11-10
  • Sector × region Technology in US: −4.3% week · −14.0% month · −10.5% quarter · +5.7% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-11-10
  • Sovereign pressure Index -1.67 · down 1.71 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-11-09
How it trades on rate days beta −0.12 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How NET has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year −0.12 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Cloudflare Inc moved −0.12% on average · correlation −0.02 · higher than 7% of US names
  • Beta, last 3 months −0.89 less rate-sensitive lately than over the year
  • On the 10 worst bond days +0.24% on average against −0.72% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days +4.10% TLT −1.32% that day 2026-11-10

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

Who it is priced against Edge networks and cloud security · 4 names with week and year-to-date

Peer group

Edge networks and cloud security

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against NET on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Cloudflare Inc

NET in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Cloudflare runs a global edge network that businesses route their traffic through for security and performance rather than for raw computing. It offers web application firewalls, bot management and DDoS protection, content delivery and DNS services, a zero-trust network-access layer for remote work, and a set of developer tools for building and running applications on that same network. It is based in San Francisco and listed in the US.
Where it sits in the stack
Cloudflare carries no seat in Rubin, the diary's build-out index for chips and data-centre equipment; it sits instead in Agentic Winners 40, our index of software and platform names positioned around AI agents running on existing infrastructure. Within our universe it belongs to the edge-networking and cloud-security sleeve: it is a customer of hyperscale cloud capacity for backhaul and compute, and its own network becomes infrastructure that application and agent builders route through and pay to use.
Who it is priced against
Closelooknet's peer group prices it against edge and cloud-security names for the reason that they compete on the same traffic — Zscaler, Akamai, Fastly and Datadog; the market also weighs it against Microsoft's competing security and edge services.
Why Closelooknet tracks it
It holds a seat in Agentic Winners 40 and carries a Closelooknet score across our modules, strongest on momentum and weakest on valuation. The diary has quoted it repeatedly in the Midday 10 alongside other security names when that group holds its bid against a weaker software tape.
What the diary watches
Whether the gap between its momentum reading and its valuation reading narrows, and whether its print record of consistent earnings and revenue beats keeps holding when the wider security group is sold together.

Cloudflare Inc (NET) trades on US exchanges, classified under Technology. Constituent of Agentic Winners 40.

The Closelooknet company score reads 44/100 composite (momentum 73, quality 33, valuation 10) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

The Street on this name 14 analyst actions on the wire · latest: price target by Piper Sandler, 2026-11-06 · last print 2026-11-05

The Street on this name

Analyst actions and the latest print for NET from the Closelooknet wires — third-party opinions on the record, not our readings.

  • Price target Piper Sandler — target 337 Target set to $337 (+23.2% to spot) 2026-11-06
  • Price target RBC Capital — target 350 Target set to $350 (+27.5% to spot) 2026-11-06
  • Price target Cantor Fitzgerald — target 310 Target set to $310 (+13.4% to spot) 2026-11-06
  • Latest print EPS 0.38 against 0.34 expected — a +11.0% beat 2026-11-05

14 actions on the analyst wire since 2026-08-13: 1 upgrade, 2 downgrades, 5 initiations, 6 target changes. Analyst wire → · Earnings wire →

Dividends and capital return no distribution in twelve months · buybacks 25 m USD in FY2025

Dividends and capital return

What NET pays out and buys back — distributions read from the price series, money terms from the filings.

  • Distributions No cash distribution recorded in the price series over the last three years
  • Buybacks, FY2025 25 m USD 0.0% of today's market value
  • Share count +2.1% in FY2025 451 m USD of stock-based compensation in the year
  • Capital returned 25 m USD · 10% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-11-11

Quick answers

What is Cloudflare Inc (NET)?

Cloudflare Inc trades as NET on the US exchange (US) and is classified under Technology in the Closelooknet research universe, as of the registry build of 2026-11-11.

Is NET in a Closelooknet index?

Yes — Cloudflare Inc is a constituent of Agentic Winners 40, as of 2026-11-11.

What is Cloudflare Inc's Closelooknet composite score?

44 out of 100, with momentum 73, quality 33 and valuation 10 sub-scores, as of 2026-11-11. Scores are Closelooknet's own research readings, not ratings or investment advice.

What is Cloudflare Inc's earnings print record?

Across the 10 prints Closelooknet covers, Cloudflare Inc beat EPS estimates 9 times and revenue estimates 10 times; the three-day reactions split 5 up, 2 flat and 3 down (moves beyond ±3%), as of the 2026-10-15 card. The full print-record card carries the per-print history.

Where does NET trade against its moving averages?

Cloudflare Inc trades 7.7% below its 50-day and 17.1% above its 200-day moving average (2.0% below its 20-day). As of 2026-11-09 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is NET doing against its Closelooknet index?

Over the past month Cloudflare Inc is −12.8% against −18.1% for the Agentic Ecosystem Index — 5.3 points ahead of its index, as of 2026-11-10. Its Edge & Distribution sleeve is −15.9% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

How does Cloudflare Inc compare with its peers?

Against its peer group (Edge networks and cloud security), Cloudflare Inc (NET) sits 20.7% below its 52-week high, 7.7% below its 50-day average; Zscaler Inc (ZS) is 40.9% below, Akamai Technologies Inc (AKAM) is 51.5% below, Fastly, Inc. Class A Common Stock (FSLY) is 54.1% below, as of 2026-11-09. Put any of them next to NET in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Cloudflare Inc trade when bond yields rise?

Over the past year Cloudflare Inc had a beta of −0.12 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 7% of US names. On the 10 sessions in which long bonds fell most it moved +0.24% on average, against −0.72% for the S&P 500. As of 2026-11-10; The "How it trades on rate days" block on this page carries the lines.

Where has Closelooknet written about Cloudflare Inc?

Cloudflare Inc appears in 20 Closelooknet pieces as of 2026-11-11, most recently Midday 10: Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6% (2026-11-10); Midday 10: Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6% (2026-11-09); Midday 10: AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs Report (2026-11-06). What Closelooknet said most recently: Software and AI clouds — Cloudflare up 3%, CoreWeave reports tonight (Midday 10, 2026-11-10). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

Does Closelooknet hold Cloudflare Inc?

Yes — AI Buildout: 75 shares · average entry $195.86, +56.1% unrealised (book of 2026-11-10); Hypergrowth: 100 shares · average entry $185.86, +64.5% unrealised (book of 2026-11-10); Hypergrowth: short 1 call · $250 strike · 18 Dec 2026 · sold at $22.23, now $59.55, -167.9% unrealised (book of 2026-11-10); Derivatives: short 1 put · $250 strike · 17 Sept 2027 · sold at $35.10, now $40.85 since 2026-05-11, -16.4% unrealised (book of 2026-11-10); AI Cycle 2030 (wikifolio): 9 shares · average entry €275.86 (book of 2026-11-10); Core and Conviction (wikifolio): 18 shares · average entry €279.65 (book of 2026-11-10). A record of what the diary does, not a recommendation to do the same.

What does Cloudflare Inc do?

Cloudflare runs a global edge network that businesses route their traffic through for security and performance rather than for raw computing. It offers web application firewalls, bot management and DDoS protection, content delivery and DNS services, a zero-trust network-access layer for remote work, and a set of developer tools for building and running applications on that same network. It is based in San Francisco and listed in the US. Closelooknet's peer group prices it against edge and cloud-security names for the reason that they compete on the same traffic — Zscaler, Akamai, Fastly and Datadog; the market also weighs it against Microsoft's competing security and edge services. (Company snapshot of 2026-09-17.)

Where does Cloudflare Inc sit in the AI build-out?

Cloudflare carries no seat in Rubin, the diary's build-out index for chips and data-centre equipment; it sits instead in Agentic Winners 40, our index of software and platform names positioned around AI agents running on existing infrastructure. Within our universe it belongs to the edge-networking and cloud-security sleeve: it is a customer of hyperscale cloud capacity for backhaul and compute, and its own network becomes infrastructure that application and agent builders route through and pay to use. It holds a seat in Agentic Winners 40 and carries a Closelooknet score across our modules, strongest on momentum and weakest on valuation. The diary has quoted it repeatedly in the Midday 10 alongside other security names when that group holds its bid against a weaker software tape. (Company snapshot of 2026-09-17.)

Does Cloudflare Inc pay a dividend?

No cash distribution shows in Cloudflare Inc’s price series over the last three years. In fiscal 2025 the company bought back 25 m USD of its own shares, 10% of that year’s free cash flow. The share count rose 2.1% over the fiscal year. As of 2026-11-10; the "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Cloudflare Inc recently?

The most recent analyst action on Cloudflare Inc on the Closelooknet wire is a price target by Piper Sandler on 2026-11-06 (target 337). 14 actions on the analyst wire since 2026-08-13: 1 upgrade, 2 downgrades, 5 initiations, 6 target changes. Its latest earnings print on the wire, 2026-11-05: EPS 0.38 against 0.34 expected — a +11.0% beat. Analyst actions are third-party opinions recorded by the wire, not Closelooknet readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for NET, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

How to use this chart

Toolbar

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Studies

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Related in the Closelooknet universe

same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.