NET
Cloudflare IncNYSE
Technology • Software - Infrastructure
Updated 1 day ago
Coverage limited
Factor tilt: Anti-Value Large Cap
$347.70-0.90%
Close Oct 13, 2026
- Market cap
- $123.2B
- 1 month
- +5.2%
- 3 months
- +27.3%
- 1 year
- +62.6%
- 52-week range
- $160.19$360.93
- Dividend
- No dividends on record
- Next-quarter EPS estimate
- $0.34Quarter to Sep 30, 2026 · 29 analysts · revenue $738.09M
- Short interest
- 2.4% of float7.7M shares · settled Sep 30, 2026 · -0.5% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $2.51B
- Net income
- -$206.28M
- Free cash flow
- $378.63M
- Book value
- $1.62B
- Total debt
- $3.53B
- P/E
- —
- Price / sales
- 49×
- Price / book
- 76×
- FCF yield
- +0.3%
- Net margin
- -8.2%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: MEDIUM
156 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Last 13F trend: distributing (light)
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Sentiment: bearish
Last trade: sell 7 days ago
Red flags: 0
Largest 13-F holders · Q2 2026
1,227 filers reported a long position in NET for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Capital World Investors | $6B | 24.3M | +7% |
| BlackRock, Inc. | $5.3B | 21.6M | +2.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.1B | 16.8M | +4.9% |
| MORGAN STANLEY | $3.7B | 15.3M | -3.9% |
| BAILLIE GIFFORD & CO | $3.6B | 14.6M | -8.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.5B | 14.4M | +5.2% |
| FMR LLC | $3.1B | 12.7M | -6.7% |
| Capital International Investors | $2.7B | 11M | +0.8% |
| STATE STREET CORP | $1.8B | 7.4M | +3.4% |
| GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 6M | -0.5% |
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