Cloudflare (NET)
Coverage summary
Aardvark Labs Capital Research has covered Cloudflare (NET) since May 8, 2026. The company is in the Technology sector. This page lists 3 reports: 3 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published November 6, 2026. That report moved the rating from Hold to Outperform. The rating has changed once since coverage began.
Translations: 2 in Chinese.
Rating history
All NET reports
2026-11-06
Recap: Q3 2026
Best Quarter Ever Meets a 32% Drawdown: The Price Finally Pays for the Story
2026-08-23
Recap: Q2 2026
Every Q1 Criticism Answered, and the Multiple Re-Rated 48% to Pay for It
2026-05-08
Recap: Q1 2026
A 20% Workforce Cut on the Best Bookings Quarter Since 2023, and a Full-Year Raise That Is Only the Q1 Beat