CGGR, NET, RCL, KKR: ETF Inflow Alert
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 14 2025
0mins
Source: NASDAQ.COM
Stock Performance Overview: CGGR's share price is currently at $40.94, within its 52-week range of $29.23 to $41.01, and technical analysis using the 200-day moving average can provide further insights.
ETFs Trading Dynamics: Exchange traded funds (ETFs) operate like stocks but involve trading units that can be created or destroyed based on investor demand, impacting the underlying assets held within those ETFs.
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Analyst Views on NET
Wall Street analysts forecast NET stock price to rise
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 248.590
Low
131.00
Averages
253.24
High
318.00
Current: 248.590
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. The Company delivers a range of services to businesses of all sizes and in all geographies, enhancing the performance of business-critical applications. Its full suite of products consists of application services that help deliver security, performance, and reliability for any organization's applications connected to the Internet, including Websites and application programming interfaces (APIs) and its secure access service edge (SASE) platform, which contains its suite of and workplace security services and network services solutions to help ensure traffic in and out of an organization’s network and devices is verified and authorized and data is protected and secured, as well as to securely connect data centers, cloud services, and branch offices to an organization with its connectivity cloud. The Company also offers developer-based solutions which build and deploys serverless and artificial intelligence applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cloudflare to incur $140M-$150M charges due to layoffs
- Layoff Charges Expected: Cloudflare anticipates incurring charges between $140 million and $150 million due to layoffs, which will be reflected in Q2 earnings, indicating financial strain during its transformation process.
- Performance Beats Expectations: The company reported adjusted earnings of $0.25 per share for Q1, exceeding the expected $0.23, with revenue rising to $639.8 million from $479.1 million a year prior, showcasing strong market performance amid its AI transition.
- Upgraded Future Outlook: Cloudflare raised its 2026 adjusted earnings guidance to between $1.19 and $1.20 per share, significantly above the previous forecast of $1.11 to $1.12, reflecting management's confidence in future performance despite uncertainties from layoffs.
- Market Sentiment Analysis: While Cloudflare's stock has soared 111% over the past year, investor sentiment appears cautious following the layoff announcement, with some analysts suggesting that the cuts may introduce execution risks that could undermine investor confidence.
See More
Iran Deal Doubts Hit Stocks, Nvidia and Tesla Show Strength
- Market Volatility: Doubts surrounding the Iran deal led to volatility in the stock market on Thursday, with major indices experiencing declines, reflecting investor sensitivity to geopolitical risks and uncertainty.
- Tech Stocks Resilience: Despite the overall market pressure, Nvidia and Tesla showed strong performance, indicating investor confidence in the long-term growth potential of these companies, which may attract more capital into the tech sector.
- Earnings Movers: CoreWeave, Rocket Lab, Cloudflare, and IREN's earnings reports became focal points for the market, with investors closely monitoring their performance to assess future growth prospects and competitive positioning.
- Jobs Report Anticipation: The market is set to receive a new jobs report, with analysts expecting it to provide crucial signals regarding economic recovery, which could further influence investor decisions and market trends.
See More
US Stocks Close Lower Amid Cautious Market Sentiment
- Market Weakness: On Thursday, the S&P 500 Index fell by 0.38%, the Dow Jones Industrial Average dropped by 0.63%, and the Nasdaq 100 Index decreased by 0.12%, reflecting investor skepticism regarding a potential US-Iran peace deal, which led to a reversal of early gains and impacted market confidence.
- Economic Data Support: Despite the market decline, initial jobless claims rose by 10,000 to 200,000, below the expected 205,000, indicating resilience in the labor market, while Q1 nonfarm productivity increased by 0.8%, surpassing the 0.6% forecast, providing some support to the market.
- Earnings Report Impact: As of Thursday, 84% of the 425 S&P 500 companies that reported earnings exceeded expectations, with Q1 earnings projected to rise by 12% year-over-year, although growth outside the tech sector is only expected to be around 3%, indicating a divergence that may influence investor allocation strategies.
- Oil Price Recovery: WTI crude oil prices rebounded after a 4% decline on Thursday, as the market focused on the potential resumption of US military operations to ensure safe passage through the Strait of Hormuz, which is expected to have ongoing implications for global oil prices and related stocks.
See More
Cloudflare Q1 Earnings Beat Expectations but Announces 20% Workforce Reduction
- Earnings Beat: Cloudflare reported Q1 earnings of $0.25 per share, exceeding analyst expectations of $0.23, with revenue reaching $640 million, surpassing the anticipated $622 million, indicating sustained growth potential in the cloud computing sector.
- Workforce Reduction: The company announced a 20% workforce reduction, cutting over 1,100 employees, a decision aimed at adapting to rapid changes in artificial intelligence technology, which may negatively impact employee morale and company culture in the short term despite being deemed necessary by the CEO.
- AI-Driven Growth: Cloudflare's AI usage surged by 600% in the last three months, with the CEO stating that AI represents the company's biggest growth tailwind in history, suggesting that this transformation could drive higher revenue and market share in the future.
- Future Outlook: The company forecasts full-year revenue for 2026 between $2.805 billion and $2.813 billion, slightly above market expectations of $2.8 billion, with expected earnings per share between $1.19 and $1.20, reflecting confidence in future performance.
See More
Cloudflare Shares Plummet After 20% Workforce Cut Announcement
- Workforce Reduction: Cloudflare announced a 20% workforce cut affecting over 1,100 employees, leading to an 18% drop in share price after hours, despite beating earnings expectations, indicating market concerns about the company's future.
- Earnings Highlights: The company reported Q1 earnings per share of 25 cents, surpassing the 23 cents expected by analysts, with revenue of $640 million exceeding the $622 million forecast, reflecting growth potential driven by AI.
- AI-Driven Transformation: CEO Matthew Prince emphasized that the use of agentic artificial intelligence has surged over 600% in the last three months, as the company shifts to an AI-first operating model, although this transition has necessitated difficult workforce reductions.
- Future Outlook: Cloudflare forecasts full-year revenue for 2026 between $2.805 billion and $2.813 billion, slightly above the $2.8 billion estimate, while projecting earnings per share between $1.19 and $1.20, demonstrating confidence in future growth.
See More
Multiple Companies Report Earnings Beats, Significant Stock Movements
- Akamai Stock Surge: Akamai Technologies shares surged 25% after announcing a $1.8 billion seven-year contract with a leading U.S. frontier model provider, indicating strong demand for its Cloud Infrastructure Services and likely boosting future revenues significantly.
- Gen Digital's Positive Guidance: Gen Digital's stock rose 8% following its current-quarter and full-year revenue guidance that exceeded analysts' expectations, suggesting robust performance in the software market that could drive future stock price increases.
- Trade Desk Stock Plummet: Trade Desk's shares plummeted 14% as its current-quarter revenue guidance fell short of analyst expectations, highlighting intensified competition in the advertising technology sector that may impact the company's future market share.
- Gilead's Adjusted Outlook: Gilead Sciences shares dropped 3% after projecting a full-year adjusted loss of $1.05 to $0.65 per share, reflecting increased research and development and financing costs, which could negatively affect investor confidence.
See More
Cloudflare to incur $140M-$150M charges due to layoffs
- Layoff Charges Expected: Cloudflare anticipates incurring charges between $140 million and $150 million due to layoffs, which will be reflected in Q2 earnings, indicating financial strain during its transformation process.
- Performance Beats Expectations: The company reported adjusted earnings of $0.25 per share for Q1, exceeding the expected $0.23, with revenue rising to $639.8 million from $479.1 million a year prior, showcasing strong market performance amid its AI transition.
- Upgraded Future Outlook: Cloudflare raised its 2026 adjusted earnings guidance to between $1.19 and $1.20 per share, significantly above the previous forecast of $1.11 to $1.12, reflecting management's confidence in future performance despite uncertainties from layoffs.
- Market Sentiment Analysis: While Cloudflare's stock has soared 111% over the past year, investor sentiment appears cautious following the layoff announcement, with some analysts suggesting that the cuts may introduce execution risks that could undermine investor confidence.
See More
Iran Deal Doubts Hit Stocks, Nvidia and Tesla Show Strength
- Market Volatility: Doubts surrounding the Iran deal led to volatility in the stock market on Thursday, with major indices experiencing declines, reflecting investor sensitivity to geopolitical risks and uncertainty.
- Tech Stocks Resilience: Despite the overall market pressure, Nvidia and Tesla showed strong performance, indicating investor confidence in the long-term growth potential of these companies, which may attract more capital into the tech sector.
- Earnings Movers: CoreWeave, Rocket Lab, Cloudflare, and IREN's earnings reports became focal points for the market, with investors closely monitoring their performance to assess future growth prospects and competitive positioning.
- Jobs Report Anticipation: The market is set to receive a new jobs report, with analysts expecting it to provide crucial signals regarding economic recovery, which could further influence investor decisions and market trends.
See More
US Stocks Close Lower Amid Cautious Market Sentiment
- Market Weakness: On Thursday, the S&P 500 Index fell by 0.38%, the Dow Jones Industrial Average dropped by 0.63%, and the Nasdaq 100 Index decreased by 0.12%, reflecting investor skepticism regarding a potential US-Iran peace deal, which led to a reversal of early gains and impacted market confidence.
- Economic Data Support: Despite the market decline, initial jobless claims rose by 10,000 to 200,000, below the expected 205,000, indicating resilience in the labor market, while Q1 nonfarm productivity increased by 0.8%, surpassing the 0.6% forecast, providing some support to the market.
- Earnings Report Impact: As of Thursday, 84% of the 425 S&P 500 companies that reported earnings exceeded expectations, with Q1 earnings projected to rise by 12% year-over-year, although growth outside the tech sector is only expected to be around 3%, indicating a divergence that may influence investor allocation strategies.
- Oil Price Recovery: WTI crude oil prices rebounded after a 4% decline on Thursday, as the market focused on the potential resumption of US military operations to ensure safe passage through the Strait of Hormuz, which is expected to have ongoing implications for global oil prices and related stocks.
See More
Cloudflare Q1 Earnings Beat Expectations but Announces 20% Workforce Reduction
- Earnings Beat: Cloudflare reported Q1 earnings of $0.25 per share, exceeding analyst expectations of $0.23, with revenue reaching $640 million, surpassing the anticipated $622 million, indicating sustained growth potential in the cloud computing sector.
- Workforce Reduction: The company announced a 20% workforce reduction, cutting over 1,100 employees, a decision aimed at adapting to rapid changes in artificial intelligence technology, which may negatively impact employee morale and company culture in the short term despite being deemed necessary by the CEO.
- AI-Driven Growth: Cloudflare's AI usage surged by 600% in the last three months, with the CEO stating that AI represents the company's biggest growth tailwind in history, suggesting that this transformation could drive higher revenue and market share in the future.
- Future Outlook: The company forecasts full-year revenue for 2026 between $2.805 billion and $2.813 billion, slightly above market expectations of $2.8 billion, with expected earnings per share between $1.19 and $1.20, reflecting confidence in future performance.
See More
Cloudflare Shares Plummet After 20% Workforce Cut Announcement
- Workforce Reduction: Cloudflare announced a 20% workforce cut affecting over 1,100 employees, leading to an 18% drop in share price after hours, despite beating earnings expectations, indicating market concerns about the company's future.
- Earnings Highlights: The company reported Q1 earnings per share of 25 cents, surpassing the 23 cents expected by analysts, with revenue of $640 million exceeding the $622 million forecast, reflecting growth potential driven by AI.
- AI-Driven Transformation: CEO Matthew Prince emphasized that the use of agentic artificial intelligence has surged over 600% in the last three months, as the company shifts to an AI-first operating model, although this transition has necessitated difficult workforce reductions.
- Future Outlook: Cloudflare forecasts full-year revenue for 2026 between $2.805 billion and $2.813 billion, slightly above the $2.8 billion estimate, while projecting earnings per share between $1.19 and $1.20, demonstrating confidence in future growth.
See More
Multiple Companies Report Earnings Beats, Significant Stock Movements
- Akamai Stock Surge: Akamai Technologies shares surged 25% after announcing a $1.8 billion seven-year contract with a leading U.S. frontier model provider, indicating strong demand for its Cloud Infrastructure Services and likely boosting future revenues significantly.
- Gen Digital's Positive Guidance: Gen Digital's stock rose 8% following its current-quarter and full-year revenue guidance that exceeded analysts' expectations, suggesting robust performance in the software market that could drive future stock price increases.
- Trade Desk Stock Plummet: Trade Desk's shares plummeted 14% as its current-quarter revenue guidance fell short of analyst expectations, highlighting intensified competition in the advertising technology sector that may impact the company's future market share.
- Gilead's Adjusted Outlook: Gilead Sciences shares dropped 3% after projecting a full-year adjusted loss of $1.05 to $0.65 per share, reflecting increased research and development and financing costs, which could negatively affect investor confidence.
See More
