Cloudflare Inc (NET) — Quality & forensics

As of 2026-09-14 — refreshed nightly. Closelook readings from an investment research diary, not ratings or advice.

The Closelook module scores

46 /100 composite · 7 modules · software-infra weight set

Valuation 8
Quality 31
Growth 69
Balance sheet 51
Cash quality 57
Capital allocation 11
Momentum 94

Scores are computed nightly across the coverage universe and read relative to it — the methodology lives in the company-scoring explainer.

Financial forensics — the academic screens

13.44 Altman Z-Score

Sits in the safe zone (above 2.99). The Z-Score estimates financial-distress risk from five balance-sheet and earnings ratios.

4/9 Piotroski F-Score

Nine binary fundamental-strength checks across profitability, leverage and operating efficiency.

-3.02 Beneish M-Score

Screens reported earnings for statistical manipulation patterns — below the −1.78 manipulation-risk threshold. A screen, not an accusation.

Continue: the NET chart & overview · the earnings record

FAQ · from the current data · as of 2026-09-14

Quick answers

What is Cloudflare Inc's Closelook quality reading?

The composite reads 46/100 across 7 modules, as of 2026-09-14: valuation 8, quality 31, growth 69, balance sheet 51, cash quality 57, capital allocation 11, momentum 94. Closelook scores are research diary readings, not ratings or investment advice.

What is Cloudflare Inc's Altman Z-Score?

13.44, which sits in the safe zone (above 2.99) as of 2026-09-14. The Altman Z-Score estimates financial distress risk from five balance-sheet and earnings ratios.

What is Cloudflare Inc's Piotroski F-Score?

4 of 9, as of 2026-09-14. The F-Score counts nine binary fundamental-strength signals across profitability, leverage and operating efficiency.

What does Cloudflare Inc's Beneish M-Score indicate?

-3.02 — below the −1.78 manipulation-risk threshold, as of 2026-09-14. The M-Score screens reported earnings for statistical manipulation patterns; it is a screen, not an accusation.

Mentioned on Closelook

Where NET appears in the diary — 9 pieces, newest first. Every link is our own writing.

Dailies

AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026
Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%Morning 10 · 11 Sept 2026
Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026
Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%Midday 10 · 10 Sept 2026
The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%Midday 10 · 9 Sept 2026
Chips up, software down: Nvidia leads a split rebound while the bond market catches its breathMidday 10 · 2 Sept 2026
Payrolls went negative, the bond veto died on appeal, and software went verticalMidday 10 · 7 Aug 2026
Sell the Model or Sell Their Market: The AI-Opex Complex Just ReportedDaily Pulse · 7 Aug 2026