Cloudflare (NET) rises as post-quantum IPsec goes GA ahead of May 7 earnings
NET•Cloudflare (NET) is higher as investors react to fresh product momentum in network security, highlighted by the April 30, 2026 general availability launch of post-quantum encryption for Cloudflare IPsec. The move comes ahead of Cloudflare’s next earnings report scheduled for May 7, 2026, keeping attention on growth and security-platform expansion.
1. What’s moving the stock today
Cloudflare shares are trading higher as the market digests a new security milestone: post-quantum encryption support for Cloudflare IPsec is now generally available as of April 30, 2026. The launch strengthens Cloudflare’s enterprise networking and SASE positioning by offering quantum-resistant key agreement for IPsec tunnels, a widely used building block for corporate WAN connectivity and secure hybrid networking. (blog.cloudflare.com)
2. Why investors care
General availability matters because it signals the feature is production-ready for broad customer deployments, not just an early-access capability. For security buyers, "harvest-now, decrypt-later" risk has turned post-quantum readiness into a procurement discussion, and expanding PQ capabilities to IPsec can make Cloudflare’s platform more competitive in modernizing legacy VPN/WAN architectures. (blog.cloudflare.com)
3. What to watch next
The next near-term catalyst is Cloudflare’s first-quarter 2026 earnings report on May 7, 2026. Traders often bid up fast-growing security names into earnings, and investors will be watching revenue growth, operating leverage, and any update on enterprise platform adoption and attach rates for Cloudflare One capabilities that tie into IPsec and private networking. (marketbeat.com)
