Cloudflare Expected to Report Strong Q4 Earnings Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy NET?
Source: Benzinga
Cloudflare Inc's stock is up 5.19% in pre-market trading, crossing above the 20-day SMA, reflecting positive investor sentiment ahead of its earnings report.
The company is expected to report Q4 earnings per share of $0.27, a 42% year-over-year increase, with projected revenue of $591.36 million, indicating a 29% growth. Additionally, Cloudflare is intensifying its strategic focus on developer and AI capabilities, planning to acquire the AI platform Replicate to enhance market competitiveness. Analysts have expressed caution regarding its valuation, noting high market expectations, which could impact investor confidence.
This anticipated strong performance highlights Cloudflare's growth potential in the cloud infrastructure sector, despite operational challenges faced during the quarter.
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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: 193.680
Low
131.00
Averages
253.24
High
318.00
Current: 193.680
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. Its full suite of products consists of its website and application services to deliver security, performance, and reliability for an organization's websites, applications, and application programming interfaces (APIs); its secure access service edge (SASE) platform, which contains its suite of Zero Trust and network services solutions to help ensure traffic in and out of an organization’s internal network and devices is verified and authorized as well as to securely connect data centers, cloud services, and branch offices to an organization with its Connectivity Cloud; its developer-based solutions to build and deploy serverless applications with scale, performance, security and reliability, and its consumer offerings. Its website and application security product offerings include Web Application Firewall, Bot Management, Distributed Denial of Service Protection, API Security, SSL/TLS Encryption, Script Management, and Security Center.
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.
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- Strategic Technology Shift: With the new funding, Render plans to hire additional technical staff to develop new features while testing the use of its own servers to reduce costs and enhance customer efficiency, particularly for clients like Alibaba and Shopify.
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