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Cloudflare Inc Stock Price, News & Analysis

NET NYSE

Cloudflare, Inc. develops a connectivity cloud that combines security, web performance, networking, and developer tools on a global edge network. Its recurring company news includes quarterly financial results, cash-flow metrics, and updates to products such as Workers, AI Gateway, AI Security for Apps, Agent Cloud, and Cloudflare Mesh.

Cloudflare announcements also cover partnerships and integrations for enterprise security, AI application protection, web crawling controls, telemetry, and threat detection. Product news often centers on edge development, serverless application deployment, AI agents, private networking, and tools that connect employees, applications, and multicloud infrastructure.

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Cloudflare (NYSE: NET) reported Q1 2026 revenue of $639.8M, up 34% YoY. GAAP loss from operations was $62.0M (9.7% of revenue); non-GAAP operating income was $73.1M (11.4% of revenue). Free cash flow was $84.1M (13% of revenue). Cash and investments totaled $4.1639B as of March 31, 2026. The company will reduce its workforce by ~1,100 and expects restructuring charges of $140–150M, mostly in Q2, with execution substantially complete by Q3. Q2 and full‑year 2026 revenue and non‑GAAP targets were provided.

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Cloudflare (NYSE: NET) was named a Leader in The Forrester Wave: Edge Development Platforms, Q1 2026, receiving the highest possible scores in 12 criteria including Vision, Innovation, Roadmap, and AI application development.

Forrester highlighted Cloudflare’s AI Gateway, agent-first development ecosystem, zero cold starts, automatic workload placement, and a 100% uptime SLA. The roadmap references deeper AI model catalog integration following the Replicate acquisition and expanded GPU coverage.

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9.04%
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Cloudflare (NYSE: NET) partnered with Wiz (part of Google Cloud) to integrate Cloudflare AI Security for Apps into the Wiz Security Graph, giving CISOs unified discovery, real-time inspection, data-flow mapping, guardrail verification, and prioritized remediation for AI endpoints across web properties.

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-2.92%
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partnership AI
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Cloudflare (NYSE: NET) on April 14, 2026 launched Cloudflare Mesh, a private networking solution built to secure the AI agent lifecycle. Mesh unifies AI agents, humans, and multicloud infrastructure into a single encrypted fabric, provides agent identity, granular access policies, and integrates with Workers, Workers VPC, and the Agents SDK.

Cloudflare says Mesh enables private connectivity in minutes, routes private IPs across its global network, and keeps internal services invisible to the public Internet.

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-2.92%
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Cloudflare (NYSE: NET) expanded its Agent Cloud on April 13, 2026, adding Dynamic Workers, Artifacts, Sandboxes (GA), Think framework, and a unified model catalog after the Replicate acquisition.

These tools aim to run long‑running, autonomous AI agents at scale with faster isolate runtimes, Git‑compatible storage, persistent Linux sandboxes, and multi‑model flexibility.

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10.2%
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Cloudflare (NYSE: NET) will report first-quarter 2026 results after the U.S. market closes on May 7, 2026, and will host an investor call at 2:00 p.m. PT / 5:00 p.m. ET that day.

Dial-in access and a live webcast will be available at cloudflare.NET; a replay will appear about two hours after the call and remain available for roughly 30 days. Cloudflare will hold an Investor Day at the New York Stock Exchange on June 9, 2026 with a live webcast and post-event replay.

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10.2%
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earnings date
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Cloudflare (NYSE: NET) and GoDaddy (NYSE: GDDY) announced a strategic partnership on April 7, 2026 to integrate Cloudflare’s AI Crawl Control into GoDaddy hosting and support open standards like Agent Name Service (ANS) and Web Bot Auth.

The collaboration aims to give website owners control over AI crawlers, enable cryptographic agent identity, and support permissioned AI commerce and audit logging for a transparent agentic web.

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2.13%
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SentinelOne (NYSE: S) and Cloudflare (NYSE: NET) expanded their partnership on March 16, 2026 to integrate Cloudflare Logpush telemetry with SentinelOne’s Singularity AI SIEM.

The integration brings Gateway, Access, and WAF logs into a unified Singularity Platform, enabling automated AI-driven correlation, investigation, and response across edge, endpoint, cloud, and identity.

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-0.94%
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Cloudflare (NYSE: NET) announced on February 23, 2026 that Cloudflare One is the first complete SASE platform to support modern post‑quantum encryption across Zero Trust, SWG, IPsec, WAN, and the Cloudflare One Appliance.

The update adds post‑quantum IPsec support, claims industry interoperability, high‑availability routing, and is available today at no extra cost to customers.

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FAQ

What is the current stock price of Cloudflare (NET)?

The current stock price of Cloudflare (NET) is $193.52 as of May 11, 2026.

What is the market cap of Cloudflare (NET)?

The market cap of Cloudflare (NET) is approximately 69.3B.