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Cloudflare (NET) Stock News, Jan-Apr 2026

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) 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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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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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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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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Cloudflare (NYSE: NET) and Mastercard (NYSE: MA) announced a strategic partnership to combine Mastercard’s Recorded Future and RiskRecon attack surface monitoring with Cloudflare’s Application Security portfolio. The integrated offering aims to help small businesses, critical infrastructure, and governments discover internet-facing assets, grade security posture, and automate remediation from one dashboard.

The service will surface A–F security ratings, prioritize findings by criticality, and enable controls like WAF, encryption, and automated defenses through Cloudflare’s Security Insights.

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Cloudflare (NYSE: NET) reported strong Q4 and full-year 2025 results with revenue of $614.5M in Q4 (+33.6% YoY) and $2,167.9M for FY2025 (+29.8% YoY). GAAP operating loss widened to $49.2M in Q4; non-GAAP operating income was $89.6M (14.6% of revenue).

Cash flow improved with Q4 operating cash flow of $190.4M and year-end cash and securities of $4.101B. Company provided 2026 revenue guidance of $2.785B–$2.795B and first-quarter revenue of $620M–$621M.

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Cloudflare (NYSE: NET) announced that the Astro Technology Company team will join Cloudflare to accelerate development of the open source Astro web framework and keep it focused on high-performance, content-driven sites.

Astro remains open source and will continue receiving support through a new Astro Ecosystem Fund backed by Cloudflare and partners including Webflow, Netlify, Wix, and Sentry. Astro 6 entered beta with broader runtime support, improved performance, and faster builds.

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Cloudflare (NYSE: NET) announced it has acquired Human Native, an AI data marketplace that connects creators and AI developers, to help transform original content into AI-ready, indexable data and enable transparent value exchange for creators. Human Native, founded in 2024 and backed by LocalGlobe and Mercuri, brings a team with experience from DeepMind, Google, Figma, and Bloomberg. Cloudflare says the acquisition will accelerate its AI-driven Internet economy vision by building tools to let creators control, price, and monetize content for AI use while offering options to block or optimize content for AI access.

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FAQ

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

The current stock price of Cloudflare (NET) is $349.07 as of October 3, 2026.

What is the market cap of Cloudflare (NET)?

The market cap of Cloudflare (NET) is approximately 124.3B.