Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$110.9B
356M shares
52-week range
$158.83 – $332.22
93% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NYSE
CS
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, builds on this infrastructure by enabling clients to deploy and run code without the need to manage or maintain servers.
www.cloudflare.comNo one on the platform currently holds NET.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 130,400 | $25.7M |
| Bridgewater Associatesas of 2026-03-31 | 8,758 | $1.8M |
No one on the platform has traded NET yet.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $2.8B | +31.0% | $1.20 | $1.18–$1.27 | 266.7× | 19 |
| 2027 | $3.6B | +27.9% | $1.59 | $1.34–$1.92 | 200.8× | 18 |
| 2028 | $4.6B | +27.4% | $2.20 | $-6.27–$8.18 | 145.1× | 4 |
| 2029 | $5.5B | +20.7% | $3.43 | $3.33–$3.64 | 93.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.27 | $0.29 | +8.0% |
| 2026-05-07 | $0.23 | $0.25 | +8.4% |
| 2026-02-10 | $0.27 | $0.28 | +3.2% |
| 2025-10-30 | $0.23 | $0.27 | +17.3% |
| 2025-07-31 | $0.18 | $0.21 | +14.5% |
| 2025-05-08 | $0.16 | $0.16 | -2.3% |
| 2025-02-06 | $0.18 | $0.19 | +5.6% |
| 2024-11-07 | $0.18 |
| $0.20 |
| +11.5% |
| $136.6B |
| — |
| MRVLMarvell Technology, Inc. | $222.18 | +2.35% | $194.6B | — |
| MSTRStrategy Inc | $97.10 | +2.39% | $32.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$NET If you like NET, you'll love Sentinel One(S) based on its valuation: Rev Growth P/S Forward PE Debt MC NET 27-28% 43 238 $3.52B $117B $2.2B (CD) S 20-21% 7 65 0 $8B Sentinel One(S) has zero debt, $812M in cash, plus an estimated $500M equity stake in Anthropic, given its $2T estimated IPO valuation for October. The Anthropic stake could be worth 25x in 5 years. https://247wallst.com/investing/2026/07/13/the-6-billion-cybersecurity-prize-tech-giants-are-circling/ *Google recently acquired private cybersecurity company WIZ for 32x sales or $32B. Sentinel One(S) has more advanced cybersecurity technology than WIZ , as seen in the link below: https://www.sentinelone.com/vs/wiz/?utm_campaign=amer-us-brand&utm_source=google&utm_medium=paid-search&utm_content=undefined&utm_term=sentinel+one&gclid=Cj0KCQjw7eXTBhDBARIsAKF-w46OZOyW-aSHWEgsXHb2Bi6uGUCsNDdL88lLCuSh5U8eBtv-TMzyFigaAv0qEALw_wcB
View on StockTwits ↗Large caps besrish after 2h Deffs a bear favoured day most of bull names from open got sold off $AVGO $SPCX $ADBE $NET $CRM
View on StockTwits ↗$NET I guess this is my golden goose. Had I put everything I had into this when I bought at $37 I would be sitting so pretty. Lol I can't believe I sold some when it got to $60 back in the day. Yes, I should've bought and sold 10 times over. I just love looking at that $37 average.
View on StockTwits ↗Large caps Bearish after an hour $SPCX $ADBE $AVGO $NET $CRM
View on StockTwits ↗Top large caps bullish at yesterdays close $SNDK $WDC $INTU $NET $DDOG Follow for todays top trend / in play names
View on StockTwits ↗Why Did PANW, NET, HPQ Stocks Jump To 52-Week Highs Today? $PANW $NET $HPQ https://stocktwits.com/news/equity/markets/why-did-panw-net-hpq-stocks-jump-to-52-week-highs-today/cZotTsrRJi3
View on StockTwits ↗MonsterDB $MDB $NET $QLYS $FROG - little froggy can jump over 'century' $MANH
View on StockTwits ↗@DeepValueStocks @scdtrader213 and gartner always ranks as best-in-class and $NET kicked $CRWD to the curb in favor of $S
View on StockTwits ↗$NET Cramer just called it bullish. Time to load up heavy on shorts. Get ready for fall below $200
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.