Cloudflare Inc Class A (NET)

Cloudflare's stock reached an all-time high of $253.30 on October 31, 2025. As of February 6, 2026, the closing stock price was $173.35. Cloudflare has consistently beaten analyst EPS estimates in recent quarters and reported strong revenue growth. Recent news indicates Cloudflare shares were impacted by a software sector sell-off in early February 2026, but analysts have a consensus 'Buy' rating for Cloudflare.

Cloudflare exhibits some demand seasonality based on historical stock performance. February has historically favored a short bias, while the next statistically strong window for the stock is anticipated around March 8, 2026.

Cloudflare, Inc. is a global cloud services provider offering security, performance, and reliability services. The company operates within the internet infrastructure and cybersecurity industries, providing a suite of services including CDN, DDoS protection, WAF, DNS services, SSL/TLS encryption, and edge computing capabilities. Cloudflare provides solutions for external-facing infrastructure, internal resources, and developer-based solutions.

Cloudflare operates a network spanning over 300 cities worldwide. In Q3 2024, approximately 50% of Cloudflare's revenue came from the U.S., 28% from EMEA, and 14% from APAC.

Cloudflare has maintained a strong brand reputation as a critical internet infrastructure and cybersecurity provider. The company is seen as a 'gatekeeper of the internet' and has delivered solid returns. Cloudflare's expanding product ecosystem and focus on AI-driven applications have contributed positively to its perception. While there was a sector-wide sell-off in early February 2026, Cloudflare's position as key AI infrastructure was also highlighted.

Approximately 52.63% of Cloudflare's stock is owned by institutional investors, 0.88% by insiders, and 46.49% by public companies and individual investors. Major institutional shareholders include Capital World Investors, Vanguard Group Inc, and BlackRock, Inc.