Cloudflare’s 15% Rebound Fades as Software ETF Hits Key Resistance

NETNET

Cloudflare surged about 15% from its Feb. 23 trough but ended the week in negative territory after the iShares Expanded Tech-Software Sector ETF stalled at a key Fibonacci resistance near 88. Broader software names rolled over, and Adobe shares plunged more than 25% year-to-date following earnings and a surprise CEO succession.

1. Software Sector Rebound Fades

After climbing about 15% from the Feb. 23 low to last Friday’s peak, the iShares Expanded Tech-Software Sector ETF encountered strong resistance and reversed, leaving the group largely in negative territory this week.

2. Cloudflare’s Performance

Cloudflare shares rose roughly 15% off the trough before slipping back into the red, reflecting investor caution and lack of follow-through buying in software names.

3. Technical Resistance at Fibonacci Level

The ETF stalled near 88, a key Fibonacci retracement level that prompted short sellers to re-enter positions and capped further upside across software stocks.

4. Adobe’s Impact on Sentiment

Adobe’s shares, down over 25% year-to-date following recent earnings and an unexpected CEO succession, served as a cautionary signal that AI-driven narratives have yet to translate into sustained growth or margin gains.

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