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Cloudflare, Inc. (NET) is a services-prepackaged software company. Piotroski F-Score 4/8. 36 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-30 from NET's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31.
A plain-English read on NET plus an auto-SWOT — built from NET's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate NET using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Baillie Gifford | $3.29B | 3.4% of portfolio |
| Sands Capital Management | $755.6M | 3.0% of portfolio |
Projected from NET's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment NET files its announcement.
NET has rallied after 5 of its last 8 earnings reports.
Large earnings reactions have been common.
NET has traded higher after most recent earnings releases.
The average is inflated by its most volatile prints (+15.5% and -21.1%).
A more typical earnings reaction has been approximately ±8.9%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-05-07 | -21.1% |
| 2026-02-10 | +9.0% |
| 2025-10-30 | +11.4% |
| 2025-07-31 | -0.4% |
| 2025-05-08 | +8.7% |
| 2025-02-06 | +15.5% |
| 2024-11-07 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| -1.4% |
| 2024-08-01 | +2.5% |
| Ledbetter CarlDirector | SELL | $1.3M | view → |
| Graham-Cumming JohnDirector | SELL | $623K | view → |
| Prince MatthewCEO & Board Co-Chair | SELL | $17.6M | view → |
| Prince MatthewCEO & Board Co-Chair | SELL | $21.1M | view → |
| Hawkins Mark JDirector | SELL | $33K | view → |
| Prince MatthewCEO & Board Co-Chair | SELL | $23.2M | view → |
| Prince MatthewCEO & Board Co-Chair | SELL | $11.7M | view → |
| Zatlyn MichellePresident and Board Co-Chair | SELL | $17.6M | view → |