NETCloudflare, Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- −$0.09Missed
- vs $0.02 expected on Nov 5
- Stock move on it
- +9.91%
- one session
- Typical move
- ±6.5%
- average over 2 reports
- Price
- $318.51
- +1.11% today · $96.0B cap
Past and upcoming reports
2
| Nov 5, 2026 | Sep 30, 2026 | Time not given | $0.02 | Missed−$0.09 | +9.91% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | $0.27 | not recorded | +3.18%2d |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Nov 5, 2026 numbers are in the table above.
Cloudflare Q2: Growth narrative intact, valuation remains stretched
Cloudflare reported Q2 earnings on July 30. While actual EPS is unavailable, the stock traded down 1.6% the following day, suggesting the market focused on valuation concerns. Revenue growth remains strong at +31.6% TTM, but a forward P/E of 149.9x and PEG of 4.62x keep the stock vulnerable to any growth deceleration.
Reported against expected
Actual EPS not available. consensus estimate was $0.27. Stock fell 1.6% on the day after earnings, indicating the market may have viewed results as in-line or slightly disappointing relative to high expectations.
Guidance
No explicit guidance data in payload. next earnings event is Aug 6 AMC, which may provide forward outlook.
How the stock reacted
Stock closed at $278.75 on July 31, down 1.6% from prior close of $283.39, with elevated volume of 3.7M shares.
What changed
Revenue growth remains strong at +31.6% TTM. forward P/E of 149.9x keeps valuation stretched.
What the price now assumes
Stock down 1.6% post-earnings suggests market is pricing in execution risk at extreme multiples.
What it means for the business
Upgrade bias only if next-quarter guidance confirms margin improvement. watch Aug 6 earnings for margin trajectory.
The next one to three months, as we saw it then
Better case30%
Revenue growth accelerates and margins improve, justifying premium valuation.
Base case50%
Growth continues at current pace, valuation remains elevated but stable.
Worse case20%
Growth deceleration or margin miss triggers multiple compression and 20%+ drawdown.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.