NET

Over the past six months, Cloudflare's stock price gained 48.27%, moving from $237.24 to $351.76, reaching a low of $220.95 and a peak of $352.45. Key events impacting the stock include exceptional fiscal Q2 2026 performance and upbeat guidance, where revenue increased 36% year-over-year to $696.1 million and non-GAAP diluted EPS reached $0.29, leading to an approximate 17% stock surge. The company also raised its full fiscal year 2026 guidance. Strategic leadership in the 'Agentic Internet' and surging AI-driven demand, marked by non-human AI traffic exceeding 50% and the introduction of new AI content controls and an AI-powered vulnerability management service, contributed to positive sentiment. However, accelerated executive and insider share sales, totaling over $170 million, have been noted as a factor dampening institutional sentiment. The company also raised $2.175 billion in convertible debt.