Cloudflare (NET) Stock Analysis & Price (Updated Oct 16, 2026, 4:00 PM ET)
Updated Oct 16, 2026, 4:00 PM ET
- Closed at $296.30, -6.33% vs the prior close of $316.32.
- Volume 4.20M shares, 1.2x its 50-day average.
- No new SEC filings since the prior session.
- No new insider buys or sales reported since the prior session.
NET slides 6.3% to $296.30, a 1-month low, 5 down days in a row. Closed at $296.30, -6.33% vs the prior close of $316.32. Day range $291.15–$320.50, opened at $319.00.
NET daily analysis — what happened
A plain-English, data-only note written after every US trading day. Newest first; older days stay archived below.
Oct 16, 2026 — NET slides 6.3% to $296.30, a 1-month low, 5 down days in a row
- Closed at $296.30, -6.33% vs the prior close of $316.32. Day range $291.15–$320.50, opened at $319.00.
- Volume was 4.20M shares, 1.2x its 50-day average of 3.37M.
- Price is -7.4% vs its 50-day average ($319.92) and +22.3% vs its 200-day average ($242.25).
- 52-week range $158.83–$370.35; today's close sits at 65% of that range, 20.0% below the 52-week high.
- That makes 5 straight losses.
Oct 15, 2026 — NET dips 2.5% to $316.32, a 1-month low, 4 down days in a row
- Closed at $316.32, -2.47% vs the prior close of $324.33. Day range $305.01–$317.24, opened at $310.55.
- Volume was 4.50M shares, 1.3x its 50-day average of 3.36M.
- Price is -1.1% vs its 50-day average ($319.68) and +30.8% vs its 200-day average ($241.76).
- 52-week range $158.83–$370.35; today's close sits at 74% of that range, 14.6% below the 52-week high.
- That makes 4 straight losses.
Oct 14, 2026 — NET slides 6.7% to $324.33, 3 down days in a row
- Closed at $324.33, -6.72% vs the prior close of $347.70. Day range $323.00–$346.79, opened at $340.59.
- Volume was 3.73M shares, 1.1x its 50-day average of 3.39M.
- Price is +1.6% vs its 50-day average ($319.22) and +34.5% vs its 200-day average ($241.18).
- 52-week range $158.83–$370.35; today's close sits at 78% of that range, 12.4% below the 52-week high.
- That makes 3 straight losses.
Oct 13, 2026 — NET dips 0.9% to $347.70
- Closed at $347.70, -0.90% vs the prior close of $350.87. Day range $342.69–$355.50, opened at $345.28.
- Volume was 1.75M shares, 0.5x its 50-day average of 3.42M — lighter than usual.
- Price is +9.1% vs its 50-day average ($318.76) and +44.5% vs its 200-day average ($240.57).
- 52-week range $158.83–$370.35; today's close sits at 89% of that range, 6.1% below the 52-week high.
Oct 12, 2026 — NET dips 2.8% to $350.87
- Closed at $350.87, -2.79% vs the prior close of $360.93. Day range $346.14–$362.75, opened at $362.00.
- Volume was 1.64M shares, 0.5x its 50-day average of 3.46M — lighter than usual.
- Price is +10.5% vs its 50-day average ($317.46) and +46.3% vs its 200-day average ($239.85).
- 52-week range $158.83–$370.35; today's close sits at 91% of that range, 5.3% below the 52-week high.
Oct 9, 2026 — NET jumps 5.6% to $360.93, a 52-week high
- Closed at $360.93, +5.57% vs the prior close of $341.89. Day range $343.34–$363.21, opened at $345.11.
- Volume was 2.62M shares, 0.8x its 50-day average of 3.47M.
- Price is +14.2% vs its 50-day average ($316.02) and +51.0% vs its 200-day average ($239.10).
- 52-week range $158.83–$370.35; today's close sits at 96% of that range, 2.5% below the 52-week high.
Oct 8, 2026 — NET dips 0.3% to $341.89, 3 down days in a row
- Closed at $341.89, -0.31% vs the prior close of $342.97. Day range $337.00–$349.78, opened at $340.02.
- Volume was 2.44M shares, 0.7x its 50-day average of 3.49M.
- Price is +8.7% vs its 50-day average ($314.47) and +43.5% vs its 200-day average ($238.31).
- 52-week range $158.83–$370.35; today's close sits at 87% of that range, 7.7% below the 52-week high.
- That makes 3 straight losses.
Oct 7, 2026 — NET slides 3.4% to $342.97
- Closed at $342.97, -3.39% vs the prior close of $355.01. Day range $341.78–$353.04, opened at $353.04.
- Volume was 2.32M shares, 0.7x its 50-day average of 3.49M.
- Price is +9.6% vs its 50-day average ($313.04) and +44.4% vs its 200-day average ($237.58).
- 52-week range $158.83–$370.35; today's close sits at 87% of that range, 7.4% below the 52-week high.
Oct 6, 2026 — NET dips 1.2% to $355.01
- Closed at $355.01, -1.25% vs the prior close of $359.49. Day range $354.25–$370.35, opened at $364.70.
- Volume was 2.59M shares, 0.7x its 50-day average of 3.49M.
- Price is +14.0% vs its 50-day average ($311.46) and +49.9% vs its 200-day average ($236.83).
- 52-week range $158.83–$370.35; today's close sits at 93% of that range, 4.1% below the 52-week high.
Oct 5, 2026 — NET rises 3.0% to $359.49, a 52-week high
- Closed at $359.49, +2.99% vs the prior close of $349.07. Day range $348.57–$366.13, opened at $351.13.
- Volume was 3.17M shares, 0.9x its 50-day average of 3.47M.
- Price is +16.1% vs its 50-day average ($309.67) and +52.3% vs its 200-day average ($236.02).
- 52-week range $158.83–$367.43; today's close sits at 96% of that range, 2.2% below the 52-week high.
Oct 2, 2026 — NET dips 0.5% to $349.07
- Closed at $349.07, -0.55% vs the prior close of $351.00. Day range $344.51–$354.58, opened at $351.80.
- Volume was 2.83M shares, 0.8x its 50-day average of 3.46M.
- Price is +13.4% vs its 50-day average ($307.73) and +48.4% vs its 200-day average ($235.21).
- 52-week range $158.83–$367.43; today's close sits at 91% of that range, 5.0% below the 52-week high.
NET latest news & SEC filings
Every SEC filing by or about NET in the last 120 days, explained in plain English. Updated daily, with a same-day refresh for new filings.
Oct 7, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Zatlyn Michelle converted 33,003 shares on Oct 5, 2026; now holds 102,778
- Zatlyn Michelle sold 3,619 shares at $349.07 (≈$1.26M) on Oct 5, 2026; now holds 99,159
- Zatlyn Michelle sold 2,683 shares at $350.09 (≈$939.29K) on Oct 5, 2026; now holds 96,476
- Zatlyn Michelle sold 4,829 shares at $351.30 (≈$1.70M) on Oct 5, 2026; now holds 91,647
- Zatlyn Michelle sold 6,864 shares at $352.39 (≈$2.42M) on Oct 5, 2026; now holds 84,783
- Zatlyn Michelle sold 5,892 shares at $353.35 (≈$2.08M) on Oct 5, 2026; now holds 78,891
- …plus 18 more transaction lines in the filing.
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Oct 5, 2026 · Form 144 — Planned insider sale
Notice of proposed sale (Form 144) — an insider or affiliate plans to sell restricted or control shares
A notice of intent, not a completed sale. Any actual sale by a director or officer shows up later on Form 4.
Sep 23, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Ledbetter Carl sold 5,000 shares at $353.15 (≈$1.77M) on Sep 22, 2026; now holds 873,073
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Sep 22, 2026 · Form 144 — Planned insider sale
Notice of proposed sale (Form 144) — an insider or affiliate plans to sell restricted or control shares
A notice of intent, not a completed sale. Any actual sale by a director or officer shows up later on Form 4.
Sep 21, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Seifert Thomas J converted 10,000 shares on Sep 17, 2026; now holds 117,902
- Seifert Thomas J sold 100 shares at $318.90 (≈$31.89K) on Sep 17, 2026; now holds 117,802
- Seifert Thomas J sold 100 shares at $320.89 (≈$32.09K) on Sep 17, 2026; now holds 117,702
- Seifert Thomas J sold 100 shares at $326.56 (≈$32.66K) on Sep 17, 2026; now holds 117,602
- Seifert Thomas J sold 300 shares at $328.04 (≈$98.41K) on Sep 17, 2026; now holds 117,302
- Seifert Thomas J sold 700 shares at $329.37 (≈$230.56K) on Sep 17, 2026; now holds 116,602
- …plus 7 more transaction lines in the filing.
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Sep 17, 2026 · Form 144 — Planned insider sale
Notice of proposed sale (Form 144) — an insider or affiliate plans to sell restricted or control shares
A notice of intent, not a completed sale. Any actual sale by a director or officer shows up later on Form 4.
Aug 13, 2026 · Form 8-K — Major event / current report
Current report — a filing companies must make within 4 business days of a major event
- Item 1.01 — Signed a material agreement.
- Item 2.03 — Took on a new material debt or financial obligation.
- Item 3.02 — Sold unregistered shares.
- Item 8.01 — Reported other events the company considers important.
Aug 6, 2026 · Form 10-Q — Quarterly report
Quarterly report (unaudited financial statements for the quarter)
Quarter ended Jun 30, 2026:
- Revenue: $696.06M (prior year $512.32M) (+35.9% vs Jun 30, 2025)
- Net income: -$169.98M (prior year -$50.45M) (loss widened vs Jun 30, 2025)
- Diluted EPS: -$0.48 (prior year -$0.15) (loss widened vs Jun 30, 2025)
Aug 6, 2026 · Form 8-K — Major event / current report
Current report — a filing companies must make within 4 business days of a major event
- Item 2.02 — Reported results of operations (earnings release).
- Item 7.01 — Released information under Regulation FD (e.g. a presentation or press release).
This is a results-day filing: the earnings press release is attached as an exhibit.
Jul 24, 2026 · Form SCHEDULE 13G/A — Update to a passive 5%+ stake (13G)
Update to a passive 5%+ stake (13G)
Filed by an outside investor (not the company). It reports a holding of more than 5% of a share class; percentage and holder name are in the filing.
Jul 1, 2026 · Form 8-K/A — Current report (amended)
Amended current report
- Item 5.02 — Change in directors or officers (appointment, departure or pay).
- Item 5.07 — Reported shareholder vote results.
Jun 30, 2026 · Form 8-K — Major event / current report
Current report — a filing companies must make within 4 business days of a major event
- Item 5.02 — Change in directors or officers (appointment, departure or pay).
- Item 5.07 — Reported shareholder vote results.
Jun 25, 2026 · Form DEFA14A — Additional proxy materials
Additional proxy materials
Things to know before you trade NET
- Last results release: Aug 6, 2026 (8-K Item 2.02). Previous ones: May 7, 2026, Feb 10, 2026, Oct 30, 2025. Based on that rhythm, the next report is likely around Nov 5, 2026 — an estimate, not a confirmed date.
- How much it moves: over the last 20 sessions the average daily move was 2.57% (largest 8.7%).
- Liquidity: about 2.93M shares (≈$867.88M) trade per day on average.
- 52-week position: $296.30 vs a range of $158.83–$370.35 (65% of the range).
- Dividends: no cash dividends in the last 2 years.
- Splits: none in the last 2 years.
- Insider trades (Form 4, last 12 months, recent 25 shown): 0 open-market buys, 25 sales; latest: Carl Ledbetter sold 5,000 shares on Sep 22, 2026.
- Latest filings: 8-K Aug 13, 2026; 10-Q Aug 6, 2026; 8-K Aug 6, 2026.
- Listing: NYSE · industry: Services-Prepackaged Software.
NET market data (last 20 sessions)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 16, 2026 | 319.00 | 320.50 | 291.15 | 296.30 | 4.20M |
| Oct 15, 2026 | 310.55 | 317.24 | 305.01 | 316.32 | 4.50M |
| Oct 14, 2026 | 340.59 | 346.79 | 323.00 | 324.33 | 3.73M |
| Oct 13, 2026 | 345.28 | 355.50 | 342.69 | 347.70 | 1.75M |
| Oct 12, 2026 | 362.00 | 362.75 | 346.14 | 350.87 | 1.64M |
| Oct 9, 2026 | 345.11 | 363.21 | 343.34 | 360.93 | 2.62M |
| Oct 8, 2026 | 340.02 | 349.78 | 337.00 | 341.89 | 2.44M |
| Oct 7, 2026 | 353.04 | 353.04 | 341.78 | 342.97 | 2.32M |
| Oct 6, 2026 | 364.70 | 370.35 | 354.25 | 355.01 | 2.59M |
| Oct 5, 2026 | 351.13 | 366.13 | 348.57 | 359.49 | 3.17M |
| Oct 2, 2026 | 351.80 | 354.58 | 344.51 | 349.07 | 2.83M |
| Oct 1, 2026 | 350.01 | 353.84 | 342.11 | 351.00 | 2.77M |
| Sep 30, 2026 | 351.00 | 357.64 | 346.15 | 347.28 | 2.59M |
| Sep 29, 2026 | 351.92 | 356.72 | 348.01 | 352.26 | 2.16M |
| Sep 28, 2026 | 339.25 | 357.00 | 338.67 | 353.99 | 2.82M |
| Sep 25, 2026 | 360.80 | 364.00 | 344.27 | 349.02 | 3.17M |
| Sep 24, 2026 | 349.80 | 367.43 | 347.88 | 358.82 | 3.16M |
| Sep 23, 2026 | 355.40 | 364.23 | 351.00 | 352.33 | 2.92M |
| Sep 22, 2026 | 352.46 | 357.10 | 345.30 | 353.00 | 3.32M |
| Sep 21, 2026 | 327.00 | 352.45 | 321.85 | 351.67 | 3.89M |
About Cloudflare
Cloudflare (NET) is listed on the NYSE and classified by the SEC under “Services-Prepackaged Software”. Its business address is in SAN FRANCISCO, CA. State of incorporation: DE. Fiscal year ends December 31. SEC CIK 1477333.
NET board of directors & executives
From SEC Form 3/4/5 insider filings made in the last 12 months (date = latest filing).
Directors
| Name | Role | Latest filing |
|---|---|---|
| Stacey Cunningham | Director | Jul 2, 2026 |
| John Graham-Cumming | Director | Aug 11, 2026 |
| Mark J Hawkins | Director | Aug 4, 2026 |
| Karim Lakhani | Director | Jul 2, 2026 |
| Carl Ledbetter | Director | Sep 23, 2026 |
| Matthew Prince | CEO & Board Co-Chair | Aug 18, 2026 |
| Scott D Sandell | Director | Jul 2, 2026 |
| Katrin Suder | Director | Jul 2, 2026 |
| Michelle Zatlyn | PRESIDENT & BOARD CO-CHAIR | Sep 8, 2026 |
Executive officers
| Name | Title | Latest filing |
|---|---|---|
| Douglas James Kramer | Chief Legal Officer | Feb 18, 2026 |
| Matthew Prince | CEO & Board Co-Chair | Aug 18, 2026 |
| Janel Riley | Chief Accounting Officer | Aug 19, 2026 |
| Thomas J Seifert | Chief Financial Officer | Sep 21, 2026 |
| Alissa Michelle Starzak | Chief Legal Officer | Aug 19, 2026 |
| Michelle Zatlyn | PRESIDENT & BOARD CO-CHAIR | Sep 8, 2026 |
Recent insider buys & sales
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Sep 22, 2026 | Carl Ledbetter | Sale | 5,000 | $353.15 |
| Sep 22, 2026 | Carl Ledbetter | Sale | 5,000 | $353.15 |
| Sep 22, 2026 | Carl Ledbetter | Sale | 5,000 | $353.15 |
| Sep 22, 2026 | Carl Ledbetter | Sale | 5,000 | $353.15 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 600 | $335.32 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 100 | $336.51 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 100 | $318.90 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 100 | $320.89 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 100 | $326.56 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 1,868 | $334.59 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 700 | $329.37 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 700 | $330.23 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 1,196 | $331.59 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 1,604 | $332.50 |
| Sep 17, 2026 | Thomas J Seifert | Sale | 2,632 | $333.62 |
NET financials (annual, from XBRL filings)
| Fiscal year end | Revenue | Net income | Diluted EPS | Operating cash flow |
|---|---|---|---|---|
| Dec 31, 2025 | $2.17B | $-102.27M | -0.29 | $603.11M |
| Dec 31, 2024 | $1.67B | $-78.80M | -0.23 | $380.43M |
| Dec 31, 2023 | $1.30B | $-183.95M | -0.55 | $254.41M |
| Dec 31, 2022 | $975.24M | $-193.38M | -0.59 | $123.59M |
| Dec 31, 2021 | $656.43M | $-260.31M | -0.83 | $64.65M |
Latest balance sheet: total assets $6.47B, total liabilities $4.85B, cash $1.66B (as of Jun 30, 2026).
NET earnings / results-day log
| Date | Filing | Close that day |
|---|---|---|
| Aug 6, 2026 | 8-K Item 2.02 (results) | $284.43 |
| May 7, 2026 | 8-K Item 2.02 (results) | $256.79 |
| Feb 10, 2026 | 8-K Item 2.02 (results) | $179.98 |
| Oct 30, 2025 | 8-K Item 2.02 (results) | $222.50 |
| Jul 31, 2025 | 8-K Item 2.02 (results) | $207.68 |
| May 8, 2025 | 8-K Item 2.02 (results) | $124.31 |
| Feb 6, 2025 | 8-K Item 2.02 (results) | $141.52 |
| Nov 7, 2024 | 8-K Item 2.02 (results) | $95.66 |
| Aug 1, 2024 | 8-K Item 2.02 (results) | — |
| May 2, 2024 | 8-K Item 2.02 (results) | — |
| Feb 8, 2024 | 8-K Item 2.02 (results) | — |
| Nov 2, 2023 | 8-K Item 2.02 (results) | — |
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Information only, not investment advice. BuyMeWhiskey is not a registered investment adviser or broker-dealer; nothing here is a recommendation to buy, sell or hold any security, and there are no price targets. Data comes from SEC EDGAR filings and public end-of-day market data and may be delayed or contain errors. Verify with the company's filings before making decisions. Prices: end-of-day data as of Oct 16, 2026, 4:00 PM ET. Filings: SEC EDGAR. Updated after every US trading day.