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Stock overview

NET · Cloudflare, Inc.

Is NET setting up for a breakout, what are traders on X and the news saying, are its insiders buying, and how is the business doing? Everything Raspberry Trades measures on Cloudflare, Inc., in one place.

Today's breakout radar

Is NET setting up for a breakout?

Breakout Radar API →

NET reports earnings on Nov 5, 2026 — a breakout right before a report can reverse on the numbers.

Not today. NET is not on today's radar: no tight base just under a resistance that has been tested again and again.

See the stocks that are setting up today →

What are traders on X saying about NET?

Stock Sentiment API →
Bullish
Overall
17
Bullish posts
4
Bearish posts
32
Posts read

Bulls: $NET treasury of 28.9M (mainly cash reserves plus yield-generating equities) exceeds its 24.2M FDV, so it could technically buy back and burn the entire supply — programmatically more solvent than the market can be irrational. Price is already under NAV, and the flow heat map shows $NET pulled back from $331.79 to $328 with the floor holding and the lit level shifting up to $330 for Oct 30 expiry at +$5.2M, with $335 at +$1.7M waiting next. Cloudflare says PHP2Shell protections were live before disclosure, including on Free plans, with $NET's value in distribution: pushing rules at the traffic layer while customers patch.

Bears: Cybersecurity stocks are priced for perfection, with Cloudflare $NET carrying a forward P/E of 194 — above Rubrik at 167, Crowdstrike at 160, Palo Alto at 78 and Fortinet at 48. Posts also call $NET a 'slow rug' and 'the biggest piece of shit trash in all of crypto,' with others telling holders to move on from the name.

Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.

X sentiment, day by day (30 days measured)Sentiment History API →
Sep 29, 2026above the line = more bullish than bearishOct 28, 2026

What is the news saying about NET?

News Sentiment API →

No recent news reading for NET. The News Sentiment API reads today's headlines on any US stock.

Are NET insiders buying or selling?

Insider Trading API →
$0
Bought, last 3 months
$174.2M
Sold, last 3 months
$0
Bought, 12 months
$700.0M
Sold, 12 months

Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.

  • Sold · SEIFERT THOMAS J$152K · Oct 19, 2026
  • Sold · SEIFERT THOMAS J$152K · Oct 19, 2026
  • Sold · SEIFERT THOMAS J$181K · Oct 19, 2026
  • Sold · SEIFERT THOMAS J$794K · Oct 19, 2026
  • Sold · SEIFERT THOMAS J$1.1M · Oct 19, 2026
Every NET insider trade →

How is Cloudflare, Inc.'s business doing?

Financial Statements API →
Quarter endedRevenuevs year beforeNet incomeEPS
Jun 30, 2026$696.1M+36%−$170.0M$-0.48
Mar 31, 2026$639.8M+34%−$22.9M$-0.07
Sep 30, 2025$562.0M+31%−$1.3M$0.00
Jun 30, 2025$512.3M+28%−$50.4M$-0.15

From the company's SEC filings (10-Q and 10-K).

What does Cloudflare, Inc. expect?

Company Guidance API →
  • Third quarter of fiscal 2026 · total revenue · 8-K filed Aug 6, 2026

    “Total revenue of $736.0 to $737.0 million”

  • Third quarter of fiscal 2026 · non-gaap income from operations · 8-K filed Aug 6, 2026

    “Non-GAAP income from operations of $129.0 to $130.0 million”

  • Third quarter of fiscal 2026 · non-gaap net income per share · 8-K filed Aug 6, 2026

    “Non-GAAP net income per share of $0.34, utilizing weighted average common shares outstanding of approximately 374 million”

  • Full year fiscal 2026 · total revenue · 8-K filed Aug 6, 2026

    “Total revenue of $2,864.0 to $2,870.0 million”

Quoted from the outlook the company filed with the SEC.

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Measured data, not recommendations. Not investment advice.