NET (Cloudflare) Stock Analysis - News

Cloudflare (NET) is a publicly traded Technology sector company. As of May 19, 2026, NET trades at $203.03 with a market cap of $69.83B and a P/E ratio of -799.98. NET moved +0.23% today. Year to date, NET is +2.92%; over the trailing twelve months it is +28.35%. Its 52-week range spans $77.80 to $260.00. Analyst consensus is buy with an average price target of $236.59. Rallies surfaces NET's financials, insider trades, hedge fund holdings, congressional trades, analyst ratings, and AI-generated research below.

What changed in NET news today?

Cloudflare Launches Secure, Scalable Sandboxes for Claude Agents; Zscaler Logs 26% Q2 Growth: Zscaler’s Q2 revenue rose 26% to $815.8 million with ARR up 25% to $3.36 billion and a record 22.2% non-GAAP operating margin, fueling a 30% stock surge since late April. Cloudflare introduced secure, scalable sandboxes for Claude Managed Agents to isolate AI workloads across its edge network, enhancing enterprise security capabilities.

NET Key Metrics

Key financial metrics for NET
MetricValue
Price$203.03
Market Cap$69.83B
P/E Ratio-799.98
EPS$-0.25
Dividend Yield0.00%
52-Week High$260.00
52-Week Low$77.80
Volume2.25M
Avg Volume0
Revenue (TTM)$2.33B
Net Income$-86.74M
Gross Margin73.33%

Latest NET News

Recent NET Insider Trades

  • Ledbetter Carl sold 15.00K (~$3.57M) on May 5, 2026.
  • Graham-Cumming John sold 116 (~$25.29K) on May 4, 2026.
  • Graham-Cumming John sold 360 (~$78.85K) on May 4, 2026.

NET Analyst Consensus

23 analysts cover NET: 0 strong buy, 17 buy, 5 hold, 1 sell, 0 strong sell. Consensus rating is buy. Average price target: $236.59.

Common questions about NET

What changed in NET news today?
Cloudflare Launches Secure, Scalable Sandboxes for Claude Agents; Zscaler Logs 26% Q2 Growth: Zscaler’s Q2 revenue rose 26% to $815.8 million with ARR up 25% to $3.36 billion and a record 22.2% non-GAAP operating margin, fueling a 30% stock surge since late April. Cloudflare introduced secure, scalable sandboxes for Claude Managed Agents to isolate AI workloads across its edge network, enhancing enterprise security capabilities.
Does Rallies summarize NET news?
Yes. Rallies summarizes NET news with ticker-specific context, catalysts, source links, and AI-generated market summaries when news is available.
Is NET research on Rallies investment advice?
No. Rallies provides research, data, and educational context for NET. It does not provide personalized investment advice.
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