Cloudflare, Inc.(NET)Stock Analysis
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Rank #1,168 of 2,961 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
NET Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Cloudflare, Inc. (NET), a Technology sector company. 13F Pro's AI-powered ranking engine scores NET at 56.4/100 on a 32-signal composite quality model, placing it at rank #1,168 of 2,961 stocks — the top half of the AI-ranked universe. NET scores in the top quartile across revenue growth (88.8), earnings quality (80.4). Areas of concern include profitability (21.5) and balance sheet strength (25.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 8.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Cloudflare, Inc. reports quarterly revenue of $696.1M, net income of $-170.0M, free cash flow of $67.6M. Top institutional holders of NET by reported 13-F value include Capital World Investors, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. NET trades on the NYSE exchange and files with the SEC under CIK 1477333. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NET daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Cloudflare, Inc. directly from SEC EDGAR. Cloudflare, Inc.'s 13F Pro composite quality score has ranged between 34 and 60 since 2021, currently 56.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$696.1M
Net Income
Q2 2026
$-170.0M
Free Cash Flow
Q2 2026
$67.6M
ROIC
Q2 2026
-50.8%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+29.8% YoYNet Income
-29.8% YoYOperating Income
-33.9% YoYEPS (Diluted)
-26.1% YoYTotal Assets
+82.9% YoYOp. Cash Flow
+58.5% YoYFree Cash Flow
+47.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.17B +29.8% | $1.67B +28.8% | $1.30B +33.0% | $975.2M +48.6% | $656.4M +52.3% | $431.1M |
| Net Income | $-102.3M -29.8% | $-78.8M +57.2% | $-183.9M +4.9% | $-193.4M +25.7% | $-260.3M -118.1% | $-119.4M |
| Operating Income | $-207.2M -33.9% | $-154.8M +16.6% | $-185.5M +7.8% | $-201.2M -57.6% | $-127.7M -19.6% | $-106.8M |
| EPS (Diluted) | $-0.29 -26.1% | $-0.23 +58.2% | $-0.55 +6.8% | $-0.59 +28.9% | $-0.83 -107.5% | $-0.40 |
| Total Assets | $6.04B +82.9% | $3.30B +19.6% | $2.76B +6.6% | $2.59B +9.1% | $2.37B +71.8% | $1.38B |
| Operating Cash Flow | $603.1M +58.5% | $380.4M +49.5% | $254.4M +105.8% | $123.6M +91.2% | $64.6M +477.4% | $-17.1M |
| Free Cash Flow | $287.5M +47.1% | $195.4M +39.6% | $140.0M +799.7% | $-20.0M +29.4% | $-28.3M +61.4% | $-73.5M |
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Top Institutional Holders of NET
Capital World Investors
$6.0B24,325,692 shBlackRock, Inc.
$5.3B21,598,907 shVANGUARD PORTFOLIO MANAGEMENT LLC
$4.1B16,819,726 shMORGAN STANLEY
$3.7B15,258,327 shBAILLIE GIFFORD & CO
$3.6B14,598,594 shVANGUARD CAPITAL MANAGEMENT LLC
$3.5B14,430,365 shFMR LLC
$3.1B12,655,471 shCapital International Investors
$2.7B10,981,005 shSTATE STREET CORP
$1.8B7,420,765 shGEODE CAPITAL MANAGEMENT, LLC
$1.5B5,963,905 sh
| Fund | Value | Shares |
|---|---|---|
| Capital World Investors | $6.0B | 24,325,692 |
| BlackRock, Inc. | $5.3B | 21,598,907 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.1B | 16,819,726 |
| MORGAN STANLEY | $3.7B | 15,258,327 |
| BAILLIE GIFFORD & CO | $3.6B | 14,598,594 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.5B | 14,430,365 |
| FMR LLC | $3.1B | 12,655,471 |
| Capital International Investors | $2.7B | 10,981,005 |
| STATE STREET CORP | $1.8B | 7,420,765 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 5,963,905 |
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Popular Research
Is NET a good stock to buy?
13F Pro's AI-powered analysis of Cloudflare, Inc. (NET) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NET are available on the NET stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. NET is classified as a large company.
Which hedge funds own NET?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NET. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Cloudflare, Inc.'s investment landscape.