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Cloudflare Inc (NET) — chart, structure and Closelook read

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Company snapshot — Cloudflare Inc

NET in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Cloudflare runs a global edge network that businesses route their traffic through for security and performance rather than for raw computing. It offers web application firewalls, bot management and DDoS protection, content delivery and DNS services, a zero-trust network-access layer for remote work, and a set of developer tools for building and running applications on that same network. It is based in San Francisco and listed in the US.
Where it sits in the stack
Cloudflare carries no seat in Rubin, the diary's build-out index for chips and data-centre equipment; it sits instead in Agentic Winners 40, our index of software and platform names positioned around AI agents running on existing infrastructure. Within our universe it belongs to the edge-networking and cloud-security sleeve: it is a customer of hyperscale cloud capacity for backhaul and compute, and its own network becomes infrastructure that application and agent builders route through and pay to use.
Who it is priced against
Closelook's peer group prices it against edge and cloud-security names for the reason that they compete on the same traffic — Zscaler, Akamai, Fastly and Datadog; the market also weighs it against Microsoft's competing security and edge services.
Why Closelook tracks it
It holds a seat in Agentic Winners 40 and carries a Closelook score across our modules, strongest on momentum and weakest on valuation. The diary has quoted it repeatedly in the Midday 10 alongside other security names when that group holds its bid against a weaker software tape.
What the diary watches
Whether the gap between its momentum reading and its valuation reading narrows, and whether its print record of consistent earnings and revenue beats keeps holding when the wider security group is sold together.

Cloudflare Inc (NET) trades on US exchanges, classified under Technology. Constituent of Agentic Winners 40.

The Closelook company score reads 46/100 composite (momentum 94, quality 31, valuation 8) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for NET, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 1 analyst action on the wire · latest: price target by Bernstein, 2026-09-17

The Street on this name

Analyst actions and the latest print for NET from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target Bernstein — target 181 from 164 Target raised to $181 from $164 (-44.3% to spot) 2026-09-17

1 action on the analyst wire since 2026-08-13: 1 target change. Analyst wire → · Earnings wire →

Who it is priced against Edge networks and cloud security · 4 names with week and year-to-date

Peer group

Edge networks and cloud security

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against NET on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Agentic Ecosystem Index — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Agentic Ecosystem Index · as of 2026-09-17

DayWeekMonth3 months
NET+2.9%+7.3%+10.8%+47.2%
Edge & Distribution+2.8%+4.5%−0.6%—
Agentic Ecosystem Index+2.5%+7.0%+3.9%—

Against the index: 0.3 pts ahead on the week, 6.9 pts ahead on the month; against its Edge & Distribution sleeve 11.4 pts ahead on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sector × region Technology in US: −2.1% week · −3.4% month · −1.2% quarter · +32.1% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-16
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Cloudflare Inc (NET)?

Cloudflare Inc trades as NET on the US exchange (US) and is classified under Technology in the Closelook research universe, as of the registry build of 2026-09-18.

Is NET in a Closelook index?

Yes — Cloudflare Inc is a constituent of Agentic Winners 40, as of 2026-09-18.

What is Cloudflare Inc's Closelook composite score?

46 out of 100, with momentum 94, quality 31 and valuation 8 sub-scores, as of 2026-09-18. Scores are Closelook's own research readings, not ratings or investment advice.

What is Cloudflare Inc's earnings print record?

Across the 10 prints Closelook covers, Cloudflare Inc beat EPS estimates 9 times and revenue estimates 10 times; the three-day reactions split 5 up, 2 flat and 3 down (moves beyond ±3%), as of the 2026-08-06 card. The full print-record card carries the per-print history.

Where does NET trade against its moving averages?

Trending: Above its 20-, 50- and 200-day — still in an uptrend. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is NET doing against its Closelook index?

Over the past month Cloudflare Inc is +10.8% against +3.9% for the Agentic Ecosystem Index — 6.9 points ahead of its index, as of 2026-09-17. Its Edge & Distribution sleeve is −0.6% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Cloudflare Inc do?

Cloudflare runs a global edge network that businesses route their traffic through for security and performance rather than for raw computing. It offers web application firewalls, bot management and DDoS protection, content delivery and DNS services, a zero-trust network-access layer for remote work, and a set of developer tools for building and running applications on that same network. It is based in San Francisco and listed in the US. Closelook's peer group prices it against edge and cloud-security names for the reason that they compete on the same traffic — Zscaler, Akamai, Fastly and Datadog; the market also weighs it against Microsoft's competing security and edge services.

Where does Cloudflare Inc sit in the AI build-out?

Cloudflare carries no seat in Rubin, the diary's build-out index for chips and data-centre equipment; it sits instead in Agentic Winners 40, our index of software and platform names positioned around AI agents running on existing infrastructure. Within our universe it belongs to the edge-networking and cloud-security sleeve: it is a customer of hyperscale cloud capacity for backhaul and compute, and its own network becomes infrastructure that application and agent builders route through and pay to use. It holds a seat in Agentic Winners 40 and carries a Closelook score across our modules, strongest on momentum and weakest on valuation. The diary has quoted it repeatedly in the Midday 10 alongside other security names when that group holds its bid against a weaker software tape.

What has Wall Street done on Cloudflare Inc recently?

The most recent analyst action on Cloudflare Inc on the Closelook wire is a price target by Bernstein on 2026-09-17 (target 181 from 164). 1 action on the analyst wire since 2026-08-13: 1 target change. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about Cloudflare Inc?

Cloudflare Inc appears in 11 Closelook pieces, most recently Midday 10: Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69 (2026-09-16); Midday 10: Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their lines (2026-09-15); Midday 10: AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5% (2026-09-14). What Closelook said most recently: Software is today’s laggard rather than its leader: the software ETF flat at $105.41, Microsoft −0.5% at $494.39, ServiceNow −0.8%, Amazon flat, while the security names hold their bid — Palo Alto +1.2%, Cloudflare +0.8%, CrowdStrike +0.5%. (Midday 10, 2026-09-16). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for NET, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 11 pieces · newest: Midday 10, “Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69” (2026-09-16)

Mentioned on Closelook

Where NET appears in the diary — 11 pieces, newest first. Every link is our own writing.

Dailies

Related in the Closelook universe