NET
Cloudflare Inc
NYSE: NET · TECHNOLOGY · SOFTWARE - INFRASTRUCTURE
$204.97
-3.30% today
Updated 2026-04-30
Market cap
$72.88B
P/E ratio
—
P/S ratio
33.62x
EPS (TTM)
$-0.29
Dividend yield
—
52W range
$117 – $260
Volume
4.1M
Cloudflare Inc (NET) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
8 of 8
Last 8 quarters
Avg EPS surprise
+9.4%
Last 4 quarters
Revenue YoY growth
+33.6%
Most recent quarter
EPS YoY growth
+47.4%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
+10.2%
Last 2 reports
Positive reaction rate
100%
2 of 2 quarters
Largest single-day move
+11.4%
2025-10-30
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-10 | $0.28 | +3.7% | $173.75 | $189.41 | +9.0% |
| 2025-10-30 | $0.27 | +17.4% | $227.38 | $253.30 | +11.4% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2025-12-31 | $0.27 | $0.28 | +3.7% | $614.51M | +33.6% |
| 2025-09-30 | $0.23 | $0.27 | +17.4% | $562.03M | +30.7% |
| 2025-06-30 | $0.18 | $0.21 | +16.7% | $512.32M | +27.8% |
| 2025-03-31 | $0.16 | $0.16 | +0.0% | $479.09M | +26.5% |
| 2024-12-31 | $0.18 | $0.19 | +5.6% | $459.95M | +26.9% |
| 2024-09-30 | $-0.07 | $-0.04 | +42.9% | $430.08M | +28.2% |
| 2024-06-30 | $0.14 | $0.20 | +42.9% | $401.00M | +30.0% |
| 2024-03-31 | $0.13 | $0.16 | +23.1% | $378.60M | +30.5% |
| 2023-12-31 | $0.12 | $0.15 | +25.0% | $362.47M | — |
| 2023-09-30 | $0.10 | $0.16 | +60.0% | $335.60M | — |
| 2023-06-30 | $0.07 | $0.10 | +42.9% | $308.49M | — |
| 2023-03-31 | $0.03 | $0.08 | +166.7% | $290.18M | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $1.15 | $2.8B | +30.4% | 25 | high |
| 2027 (E) | $1.49 | $3.6B | +27.5% | 25 | high |
| 2028 (E) | $2.10 | $4.5B | +26.0% | 25 | medium |
Frequently asked questions
Has Cloudflare Inc beaten earnings estimates?
Cloudflare Inc has beaten Wall Street EPS estimates in 8 of its last 8 quarterly reports, with an average EPS surprise of +9.4% over the last 4 quarters.
How does NET stock react to earnings?
NET stock has moved an average of +10.2% in the trading day following earnings over its last 2 reports, with positive reactions in 100% of those quarters.
What is Cloudflare Inc's revenue growth rate?
Cloudflare Inc reported year-over-year revenue growth of +33.6% in its most recent quarter, with EPS growing +47.4% year-over-year.
What is the expected EPS for NET in 2026?
Analysts expect Cloudflare Inc to report EPS of $1.15 for fiscal year 2026, on revenue of $2.8B, based on estimates from 25 analysts.