Cloudflare Inc. ($NET) Stock Forecast: Up 11.6% Today

What is Cloudflare Inc.?

Cloudflare (NYSE: NET) is a cloud services provider recognized for its cybersecurity and performance optimization solutions. The company has a global network operating in various cities worldwide.

Why is Cloudflare Inc. going up?

NET stock is up 11.6% on Feb 11, 2026 14:46

• Cloudflare's stock (NET) saw a notable uptrend following its strong Q4 2025 results and positive outlook for 2026.
• In Q4, the company's revenue reached $614.5 million, a substantial 33.6% increase compared to the previous year, surpassing expectations and showcasing robust growth.
• The company's optimistic revenue forecast for 2026, attributed to the impact of AI agents in driving platform demand, bolstered investor confidence in its future growth trajectory.
• Despite marginally lower full-year EPS guidance for 2026 than anticipated, Cloudflare's overall performance and effective strategies impressed the market, leading to a rise in its stock value.

NET Price Chart

NET Technical Analysis

NET News

Cloudflare (NYSE:NET) Stock Surges on Strong Q4 Earnings and Upbeat 2026 Outlook

Cloudflare (NYSE:NET) stock surged approximately 12% in after-hours trading following strong Q4 2025 financial results and an optimistic outlook for 2026. The company exceeded revenue estimates, reporting $614.5 million, a 33.6% increase year-over-year, and provided Q1 and full-year 2026 revenue guidance that surpassed analyst expectations. Cloudflare's CEO highlighted the role of AI agents in driving demand for its platform, reinforcing investor confidence in its continued growth and strategic execution.

https://www.chartmill.com/news/NET/Chartmill-41633-Cloudflare-NYSENET-Stock-Surges-on-Strong-Q4-Earnings-and-Upbeat-2026-Outlook

Cloudflare Q4 2025 Earnings: $614.5M Revenue, 33.6% Growth, 2026 Guidance - News and Statistics

Cloudflare reported strong financial results for Q4 2025, exceeding revenue expectations with $614.5 million, a 33.6% year-over-year increase. While adjusted EPS met analyst estimates at $0.28, the company's 2026 full-year EPS guidance of $1.12 was below projections, despite revenue guidance for Q1 2026 surpassing market estimates. The cloud services provider demonstrated consistent revenue growth and currently operates a global network across more than 310 cities in over 120 countries.

https://www.indexbox.io/blog/cloudflare-q4-2025-results-revenue-beats-2026-eps-outlook-below-estimates/

Trending Today

Natural Gas ($GAS) Commodity Forecast: Down 5.0% Today

Bausch + Lomb ($BLCO) Stock Forecast: Up 5.0% Today

Campbell Soup Company ($CPB) Stock Forecast: Down 6.3% Today

Fiverr International Ltd. ($FVRR) Stock Forecast: Down 5.2% Today

Lamb Weston Holdings Inc. ($LW) Stock Forecast: Down 5.6% Today

Norwegian Cruise Line Holdings Ltd. ($NCLH) Stock Forecast: Up 5.0% Today

Crocs Inc. ($CROX) Stock Forecast: Up 5.1% Today

Credo Technology Group ($CRDO) Stock Forecast: Up 5.1% Today

Leidos Holdings Inc. ($LDOS) Stock Forecast: Down 6.3% Today

Chegg Inc. ($CHGG) Stock Forecast: Down 5.5% Today

Cloudflare Inc. Price History

13.10.2025 - NET Stock was down 5.1%

• Despite consistently outperforming the market in the past 5 years, Cloudflare's stock faced a bearish trend today.
• Despite an increase in earnings forecasts and optimistic future projections for Cloudflare, the bearish movement implies a divergence between fundamental performance and market sentiment.
• The cautious behavior exhibited by well-funded investors in options trading reflects a wary attitude towards Cloudflare's stock, influencing the downward trajectory.

29.00.2026 - NET Stock was down 8.7%

• A director at Cloudflare selling $3.1 million worth of shares might have indicated a lack of confidence in the company's short-term performance, potentially influencing the bearish movement.
• Heightened stock volatility and concerns of overvaluation could have unsettled investors, triggering a sell-off and driving the stock price lower.
• Despite recent developments, analysts maintaining positive outlooks for Cloudflare due to its strong position in AI infrastructure solutions and edge computing could offer some stability to the stock in the foreseeable future.

08.00.2026 - NET Stock was down 5.2%

• The bearish movement in NET stock today could be attributed to the insider selling activity by Cloudflare executives. Investors might interpret this as a lack of confidence in the company's future performance.
• The reminder of the 2025 outages caused by Cloudflare could have reignited concerns about the company's reliability and potential impact on its revenue streams, leading to a negative sentiment among investors.
• The combination of insider selling and past service disruptions might have created a perception of uncertainty around Cloudflare's operations, prompting investors to sell off NET shares, driving the bearish movement in the market today.

03.01.2026 - NET Stock was down 5.2%

• The bearish movement in Cloudflare's stock today could be attributed to the significant sale of shares by director Carl Ledbetter, amounting to $3.1 million. This move might have sparked concerns among investors about the company's future performance.
• The stock's decline from a recent high, coupled with analysis suggesting it may be overvalued, likely contributed to the negative market sentiment and the subsequent bearish movement.
• Despite the sell-off, analysts continue to maintain positive ratings for Cloudflare due to its strong presence in AI infrastructure and edge computing, indicating that the long-term prospects for the company remain favorable.
• Overall, the combination of the director's substantial share sale, stock volatility, and potential overvaluation could have led to the bearish movement in Cloudflare's stock today.

23.00.2026 - NET Stock was up 5.4%

• Cloudflare's bullish movement today can be attributed to the positive sentiments from analysts, with multiple analysts maintaining Buy ratings and providing price targets indicating significant upside potential for the stock.
• The insider transaction where Cloudflare's CFO sold a substantial amount of Class A Common Stock could have initially raised concerns, but the overall market confidence in the company's future profitability and growth potential seems to have overshadowed this event.
• The company's continuous expansion through acquisitions and partnerships, such as with Astro web framework, Human Native AI data marketplace, and JD Cloud, further reinforces investor optimism in Cloudflare's long-term prospects.
• The reiterated Market Outperform rating with a $270 price target by Citizens also adds to the positive outlook for Cloudflare, indicating strong market support for the stock's performance in the near future.

18.10.2025 - NET Stock was down 5.5%

• NET experienced a strong bearish movement today due to a global outage that affected multiple websites and social media channels, including popular platforms like Coinbase and Blockchain.com.
• The outage was caused by an "unusual" spike in traffic, leading to internal service degradation as reported by Cloudflare.
• Despite the recent bearish trend, financial giants have shown a bullish sentiment towards Cloudflare, with a majority of traders being optimistic about its future performance based on options activity.
• The long-term performance of Cloudflare stock has been impressive, outperforming the market over the past 5 years with an average annual return of 27.2%, showcasing its potential for growth once the current technical issues are resolved.

18.10.2025 - NET Stock was down 5.1%

• An unusual spike in traffic causing outage errors for Cloudflare may have raised concerns among investors, impacting the stock price negatively.
• Despite Cloudflare's strong historical performance, the bearish approach adopted by deep-pocketed investors in options trading today could have influenced the downward pressure on the stock.
• Surging earnings estimates indicate potential upside for Cloudflare in the future, but current market sentiment appears to be influenced by technical issues faced by the company, leading to the bearish movement in the stock today.

11.01.2026 - NET Stock was up 11.6%

• Cloudflare's stock (NET) saw a notable uptrend following its strong Q4 2025 results and positive outlook for 2026.
• In Q4, the company's revenue reached $614.5 million, a substantial 33.6% increase compared to the previous year, surpassing expectations and showcasing robust growth.
• The company's optimistic revenue forecast for 2026, attributed to the impact of AI agents in driving platform demand, bolstered investor confidence in its future growth trajectory.
• Despite marginally lower full-year EPS guidance for 2026 than anticipated, Cloudflare's overall performance and effective strategies impressed the market, leading to a rise in its stock value.

27.00.2026 - NET Stock was up 12.6%

• Today's positive movement in Cloudflare's stock (NET) could be linked to analysts foreseeing a bright future for the company, backing it with a Market Outperform rating and a target price of $270.
• Concerns initially arose when Cloudflare's CFO sold shares worth $1.78 million, but market sentiment appears to be more centered on the company's strategic expansions and growth possibilities.
• While presently not profitable, the company's potential profitability in the near future, alongside its ongoing technological advancements and partnerships, may have boosted investor confidence, driving today's bullish market performance.

21.10.2025 - NET Stock was down 6.6%

• A database error in Cloudflare's Bot Management System led to an outage, causing disruptions to 20% of internet traffic, impacting major websites in the crypto industry.
• The global outage affected Cloudflare's services and caused disruptions to popular platforms like X and ChatGPT, highlighting the interconnected nature of internet infrastructure.
• Despite recent bullish options activity on Cloudflare, the outage and subsequent negative publicity likely affected the stock's performance as investors responded to the operational challenges faced by the company.
• Cloudflare reported an unusual spike in traffic and internal service degradation, emphasizing the critical need for robust infrastructure in our digital world and exposing vulnerabilities in complex technological systems.

12.10.2025 - NET Stock was down 5.2%

• Today's downward movement in Cloudflare's stock (NET) could be linked to the adoption of a bearish stance by well-funded investors, evident from the latest options trading activities.
• Despite optimistic earnings projections indicating potential growth for Cloudflare, the prevailing bearish sentiment among large investors appears to have influenced the negative market performance.
• The negative stance of investors, highlighted in options trading patterns, may have overshadowed the positive earnings outlook, resulting in significant downward pressure on Cloudflare's stock (NET) today.

06.00.2026 - NET Stock was down 5.3%

• The bearish movement in NET could be due to concerns raised by the Ethereum co-founder about the reliance on centralized services like Cloudflare, which experienced outages in 2025, impacting cryptocurrency platforms.
• Investors might be worried about the potential risks associated with centralized services and looking for alternative solutions like decentralized applications (dApps) as suggested by the co-founder.
• This news could have sparked a sell-off in NET as investors reevaluate the company's position in the market and its vulnerability to similar outages in the future.