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NET Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

TechnologySoftware - InfrastructureScore data as of Sep 1, 2026

NET

Catalysts
Cloudflare, Inc.
Technology· Software - Infrastructure
AIQ Score
BearishAIQ Edge 2/10
Low Priority
Relative Laggard
Score data as of Sep 1, 2026
Last price
$285.51
-$19.60 (-6.42%)
Latest market quote
Momentum49
Value24
Quality30
Risk Resilience30
Sentiment62
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Oct 29, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 33/100

Momentum 49/100 and sentiment 62/100 before the next covered event.

Recent coverage
5 articles

Updated Sep 2, 2026 · Sentiment 39.09%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 49/100AIQ Edge 2/10 Relative Laggard
Beat rate
88%
7 of 8 reported periods
Average surprise
+8.3%
Across covered historical reports
Latest result
+8.0%
Aug 6, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Aug 6, 2026$0.27$0.29+8.0%$664.67M$696.06M
May 7, 2026$0.23$0.25+8.4%$620.83M$639.76M
Feb 10, 2026$0.27$0.28+3.2%$591.34M$614.51M
Oct 30, 2025$0.23$0.27+17.3%$544.65M$562.03M
Jul 31, 2025$0.18$0.21+14.5%$501.27M$512.32M
May 8, 2025$0.16$0.16-2.3%$469.28M$479.09M
Feb 6, 2025$0.18$0.19+5.6%$452.05M$459.95M
Nov 7, 2024$0.18$0.20+11.5%$424.14M$430.08M

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
24
Buy
8
Hold
2
Sell
12-month analyst target
$299.46
+4.89% versus current price
Based on 21 analyst observations. Targets are estimates, not predictions.
Low target
$136.00
-52.37% vs latest price
Average target
$299.46
+4.89% vs latest price
High target
$390.00
+36.60% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateOct 29, 2026

Next known earnings or reporting date.

EPS estimate$0.34

Current analyst expectation for the upcoming report.

Revenue estimate$736.78M

Current analyst expectation for the upcoming report.

Sentiment score62

News pressure around the setup.

Momentum score49

Where event reaction would show up first.

AIQ score33/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
21
Average target
$299.46
Target upside
4.89%
Target range
$136.00 - $390.00
90-day revisions
96

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
5
Neutral
0
Negative
0
gurufocus.com · Sep 1, 2026

NET Looks 61.4% Overvalued on GF Value™

On August 31, 2026, Cloudflare Inc (NET) announced the launch of Adaptive Intelligence, a new threat detection engine integrated into its Bot Management platfor

gurufocus.com · Aug 31, 2026

NET Looks 58.6% Overvalued on GF Value™

On August 31, 2026, Cloudflare Inc (NYSE: NET) announced the launch of Adaptive Intelligence, a new feature integrated into its Bot Management system that uses

gurufocus.com · Aug 31, 2026

NET Reiterated by Citizens -- Price Target Maintained at $394

Cloudflare Inc (NET) Analyst Rating Update - %B %d, %Y On %B %d, %Y, Cloudflare (NET) received a reiteration of its "Market Outperform" rating from Patrick W

gurufocus.com · Aug 27, 2026

Is Cloudflare Inc (NET) Overvalued After 8.2% Rally? GF Value Says Overvalued

On August 27, 2026, Cloudflare Inc (NET) shares rose 8.2% to $308.23, continuing a strong upward trend as the stock has gained 56.3% year-to-date and 50.2% over

finance.yahoo.com · Aug 26, 2026

Cloudflare vs. Palo Alto Networks: Which Cybersecurity Stock Is the Better Buy?

Cybersecurity demand is heating up due to AI, but there's a clear winner between these stocks.

Open full news and sentiment

NET Catalysts FAQ

What are the next catalysts for NET stock?

NET's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move NET stock?

Upcoming events that could move NET include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could NET's next earnings report affect the stock?

NET's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive NET stock higher?

NET could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt NET stock?

NET could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.