Cloudflare Reports Strong Q4 Earnings and Positive Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy NET?
Source: Benzinga
Cloudflare Inc shares surged 6.55% as the stock crossed above its 5-day SMA, reflecting strong investor confidence following the company's impressive earnings report.
Cloudflare reported adjusted earnings of $0.28 per share and revenue of $615 million for Q4, surpassing analyst expectations. The company also provided positive guidance for Q1, forecasting revenue between $620 million and $621 million, exceeding the $614 million expected by analysts. CEO Matthew Prince highlighted that the rise of AI agents has significantly boosted demand for Cloudflare's networking and security offerings, indicating a robust performance in the cybersecurity sector.
The strong earnings and optimistic outlook have positioned Cloudflare favorably in the market, as the company anticipates continued growth driven by AI adoption. This positive sentiment is likely to attract further investment, reinforcing its competitive edge in the rapidly evolving tech landscape.
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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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