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Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason reveals something important about what the market actually rewards right now.
NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.
Cloudflare’s Dane Knecht proposed working with Starlink, and Musk said his team is reviewing the proposal.
Cloudflare, Airbnb, and Snowflake stocks closed at annual highs on Friday amid strong quarterly results, Wall Street optimism, and growing demand for their products.
Cloudflare's growing developer base and contract pipeline strengthened its case as infrastructure for the emerging agent-driven internet.
Atlassian, Twilio, JFrog, and Cloudflare surged after earnings, fueling hopes that software investors are rewarding fundamentals again.
The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.
Cloudflare shares are soaring to new highs on the back of a strong second-quarter earnings report.
Cloudflare shares jumped 16% before the bell after stronger guidance.
NET's Q2 earnings beat estimates as large-customer growth, Workers adoption and stronger execution drive 35.9% revenue growth.
Current remaining performance obligations rose 35%
Cloudflare, Inc. (NYSE:NET) shares jumped more than 16% in pre-market trading on Friday after the company reported better-than-expected second-quarter financials and third-quarter guidance, reinforcing the view that demand for its networking and security products is ramping up. The company reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million, beating estimates […]
Three software stocks are posting some of the biggest single-day gains in the sector this year, and the catalysts driving them higher suggest the rally could be just getting started.
Investing.com - U.S. stock index futures edged higher on Friday, as investors turned their attention to the upcoming monthly jobs report for clues on the Federal Reserve’s interest-rate path, while a fresh batch of corporate earnings drove sharp moves across individual stocks.
The connectivity cloud company posted Q2 revenue of $696.1 million, up 36% year over year, and now expects full-year revenue of up to $2.87 billion
Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.
Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual forecasts, betting that resilient AI-driven demand will sustain traffic across its network. Quarterly results of Cloudflare, whose shares were last up 16.2% at $330.51, follow Amazon.com's strongest cloud growth in more than four years. Cloudflare now expects full-year revenue of $2.86 billion to $2.87 billion, up from its prior expectation of $2.805 billion to $2.813 billion.
Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual forecasts, betting that resilient AI-driven demand will sustain traffic across its network. Quarterly results of Cloudflare, whose shares were last up 16.2% at $330.51, follow Amazon.com's strongest cloud growth in more than four years. Cloudflare now expects full-year revenue of $2.86 billion to $2.87 billion, up from its prior expectation of $2.805 billion to $2.813 billion.
Cloudflare (NET) shares jumped early Friday after the cloud and cybersecurity company lifted its ful
Morningstar said Cloudflare’s distributed network positions it to benefit as enterprises look for lower-latency and more cost-efficient alternatives to centralized cloud AI processing.
Cloudflare (NYSE:NET) shares jumped around 16% in premarket trading on Friday after the cloud networking and cybersecurity company reported second-quarter results that exceeded Wall Street expectations and raised both its quarterly and full-year guidance. The company delivered better-than-expected earnings and revenue, reflecting continued demand for its cloud infrastructure and artificial intelligence services.
(Updates with the stock move in the headline and the first paragraph.) Cloudflare (NET) shares we
Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.
Cloudflare (NET) delivered earnings and revenue surprises of +7.41% and +4.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Cloudflare stock was climbing Thursday night after the company reported better-than-expected second-quarter financials and third-quarter guidance as artificial intelligence boosts cybersecurity demand. Cloudflare reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million. Analysts surveyed by FactSet were expecting earnings of 27 cents per share on revenue of $665 million.
Cloudflare stock jumped amid Q2 earnings that handily beat Wall Street targets while the company's revenue outlook came in well above views.
Cloud security and performance company Cloudflare (NYSE:NET) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 35.9% year on year to $696.1 million. Guidance for next quarter’s revenue was optimistic at $736.5 million at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.29 per share was 7.5% above analysts’ consensus estimates.
Replimune, Snowflake, and Cloudflare shares surged to annual highs last week amid a series of positive company catalysts, Wall Street optimism, and earnings anticipation.
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