Cloudflare Inc (NET) — the peer cohort

As of 2026-09-18 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

Cloudflare Inc ranks 15 of 16 in its cohort on the Closelook composite (46/100) — the cohort is led by Intuit Inc at 64/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
NET Cloudflare Inc	46	94	31	8	bull	0.9%
AAPL Apple Inc.	55	82	83	23	bull	2.2%
CRM Salesforce.com Inc	63	68	73	57	bull	9.5%
CRWD Crowdstrike Holdings Inc	49	98	39	5	bull	1.8%
CSGP CoStar Group Inc	47	11	26	39	bear	68.1%
DDOG Datadog Inc	54	74	42	17	watch	19.4%
DOCN DigitalOcean Holdings Inc	43	55	65	15	bull	29.1%
INTU Intuit Inc	64	22	82	62	bear	56.3%
IOT Samsara Inc	47	73	37	10	neutral	15.7%
MDB MongoDB	49	72	38	18	bull	16.8%
MNDY Monday.Com Ltd	59	43	48	53	bear	59.1%
MSFT Microsoft Corporation	56	74	83	30	bull	9.7%
NOW ServiceNow Inc	56	67	64	30	neutral	12.2%
OKTA Okta Inc	59	98	48	24	bull	1.3%
PLTR Palantir Technologies Inc.	62	62	89	12	bull	15.1%
PTC PTC Inc	54	31	85	61	bear	38.2%

Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

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

Quick answers

Who are Cloudflare Inc's peers in the Closelook universe?

The cohort is drawn from shared Closelook index membership first, then sector: Apple Inc. (AAPL), Salesforce.com Inc (CRM), Crowdstrike Holdings Inc (CRWD), CoStar Group Inc (CSGP), Datadog Inc (DDOG), DigitalOcean Holdings Inc (DOCN), Intuit Inc (INTU), Samsara Inc (IOT) and others.

How does NET score against its peers?

Cloudflare Inc's composite reads 46/100, ranking 15 of 16 in its cohort as of 2026-09-18; the cohort's highest composite is Intuit Inc at 64/100. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

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

Dailies

Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Software 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%.
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026Security keeps the bid on day two: CrowdStrike +2.9% to $242.15, SentinelOne +2.3%, Zscaler +1.8% to $195.14, ServiceNow +1.9%, Okta +1.0%, Salesforce +0.7%, Cloudflare +0.7%, Fortinet +0.6%, Palo Alto +0.5% — the software ETF flat at…
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The software ETF is up 4.5% at $106.07, its best day of the year, and the security names that Sunday’s Weekly said were being sold on price and bought on flow are up 12% to 15%: Zscaler +14.8%, SentinelOne +14.6%, CrowdStrike +14.7%, Palo…
Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%Morning 10 · 11 Sept 2026The other half of the sort did not benefit: the software ETF fell 0.6% to $101.20, its sixth losing session in a row, with Cloudflare −1.0% to $311.17, Datadog −1.6%, Meta −1.4% after Wednesday’s gains.
Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026Under the fall, the midday flip held into the close: Cloudflare +10.5% on its OpenAI security service, Datadog +7.2%, Meta +6.6% on its Muse agent, Marvell +4.3%, Astera Labs +4.0%, while Nvidia, Broadcom, TSMC and ASML slipped and AMD…
Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%Midday 10 · 10 Sept 2026The iShares software ETF is up 0.5% at $102.38, its first gain in six sessions, with ServiceNow +2.1%, Salesforce +0.6%, Datadog +0.5% and Shopify +0.3% after two heavy days; Cloudflare −0.2% at $313 and Meta −0.2% at $652 are holding…
The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%Midday 10 · 9 Sept 2026The semiconductor ETFs opened higher and have given it all back, Nvidia, Broadcom, TSMC and ASML are lower, and the buying has moved to names with a catalyst: Cloudflare +9% on an OpenAI security partnership, Datadog +6%, Meta +6% on its…
Chips up, software down: Nvidia leads a split rebound while the bond market catches its breathMidday 10 · 2 Sept 2026The selling has spread to the whole AI-software group: Cloudflare (NET), Datadog (DDOG), ServiceNow (NOW) and Samsara (IOT), which reports tomorrow, are all lower, and together they are the main weight on the software ETF.