NET Cloudflare Inc

sorry users...nasty traffic surge from bots on mars and russia well timed to mess with us and even all we spend on $NET can't prevent these attacks sorry for inconvenience $SPY $QQQ

$NET the accelerating growth accelerated, then accelerated again, and now the acceleration is accelerating ..

$NET another big win after $IREN (above 20 ) .. that enough in this brutal market !! Don’t over trade !! Not healthy market .. pump/ dump both side tempting Sometime stay side more healthy for you $SPY Was lucky with iren and net !! $SPY

$NET | Truist Securities Reiterates Cloudflare at Buy with $350 PT on Strong Growth and Agentic Internet Demand Truist stays bullish as accelerating revenue, improving retention, and broad-based platform demand support continued upside. Follow more analyst insights on other tickers .

$NET I bet you with 200 bucks this will open red tomorrow with the market still in a deep red flow.

$NET NOV20 325C · still actionable Zone: $312.74 to $317.15 Invalidation: close under $296.98 Objectives: $335, then $355 The math: up 6.4% to the first objective and 12.7% to the second, against 5.7% risk on the invalidation, better than 2 to 1 to the second Dear friend, this is a swing setup, and the picture is a stock that fell hard and then had one strong day where buyers would not let go. Cloudflare is up about 8 percent today to near 315 dollars after holding 296.98 dollars this morning, following a slide of about 9 percent in five sessions, and what that means is the low from yesterday near 285 dollars held and the bounce has real room if it keeps working. The next report lands November 5, inside the life of these calls, so the plan has a dated reason to move while a close under 296.98 dollars says you step aside. P.S. Watch 315.46 dollars first. It is the high so far today, and a close over it would show buyers pressing, not just defending.

CLOUDFLARE $NET Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $782.5M (Est. $739M) 🟢; +39% YoY 🔹 Adj. EPS: $0.38 (Est. $0.34) 🟢; +41% YoY 🔹 GAAP EPS: $0.10 FY26 Guide: 🔹 Revenue: $2.96B-$2.96B (Est. $2.87B) 🟢 🔹 Adj. EPS: $1.35 (Est. $1.28) 🟢 🔹 Non-GAAP Operating Income: $462M-$463M Q4 Guide: 🔹 Revenue: $845M-$846M (Est. $798M) 🟢 🔹 Adj. EPS: $0.43 (Est. $0.38) 🟢 🔹 Non-GAAP Operating Income: $156M-$157M Other Q3 Metrics: 🔹 Current RPO Growth: 37% YoY 🔹 Non-GAAP Oper Income: $137.1M; 17.5% margin 🔹 Free Cash Flow: $82.1M 🔹 Operating Cash Flow: $215.4M Key Updates: 🔹 Annualized Revenue: Crossed $3B Comments: 🔸 “We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year over year.”

$NET NOV20 270C · actionable here Zone: $257.97 to $261.61 Invalidation: close under $249.39 Objectives: $277.61, then $299.69 The math: up 6.9% to the first objective and 15.4% to the second, against 4.0% risk on the invalidation, better than 3 to 1 to the second. I like this swing because you are buying a washed out name right where it has to hold, not chasing a run that already left. NET is down about 25% in a month and premarket is holding above the November 4 low at $257.83, with the 200 day average at $249.39 underneath it as your line in the sand. JPMorgan just lifted it to Overweight with a $350 target in the middle of the slide. The zone is tight and the invalidation is clear, so you know where you are wrong before the move starts. If buyers defend $257.83 into the report, $277.61 is the first spot to watch for the move back toward the October range. Watch: November 5, earnings after the close.

$NET NOV06 320C · still actionable Zone: $305 to $309 Invalidation: close under $297 Objectives: $320, then $347 The math: up 4.2% to the first objective and 13.0% to the second, against 3.3% risk on the invalidation, about 4 to 1 to the second Dear friend, picture a strong house after a storm has passed through the street. Nothing inside broke, the roof just took a beating while every house around it did the same, and that is this swing setup after the slide from 370 to the low 290s. Yesterday buyers stepped back in with a 5.3 percent lift that carried price back over 300, which tells you the selling finally ran out of breath at a level people respect. Earnings land after the close on November 5, so this contract gives you the report itself plus a day to let the dust settle, and the plan stays simple while price holds over that low near 297. P.S. Watch the 315 high from yesterday first. A close over it opens the door toward that first objective in a hurry.

$NET NOV20 305C · still actionable Zone: $290 to $294 Invalidation: close under $285 Objectives: $310, then $325 The math: up 6.3% to the first objective and 11.4% to the second, against 2.3% risk on the invalidation, better than 4 to 1 to the second Dear friend, think of this as a good house after a rough week on its street. This is a swing setup. Cloudflare has slid from above 370 early this month to a low near 285 today and still closed near 292, which means sellers pushed hard and the floor did not give way. That matters because the run into earnings on November 5 now has room to breathe back toward the levels it left behind, and you are not chasing strength at the top. P.S. Watch that 285 low. If it holds again, the story stays simple.

$NET crazy negative PE. Pathetic revenue for their market cap. Awful EPS if you can call it that

$NET Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.38 up 40.74% YoY • Reported revenue of $782.51M up 39.23% YoY

$NET is up ~21% premarket (244.51 close to ~295). Q3 revenue 782.5 million dollars, up 39%, the fastest growth in almost four years per the release. Q4 revenue guide is 845 to 846 million dollars and non GAAP EPS 0.43 vs 0.38 this quarter. Current RPO growth 37%. A guide that steps up again after an acceleration is what a gap like this needs, now it has to hold after 9:30.

$NET this was one of the most bullish earnings calls I've ever heard. Institutional investors will be chasing this stock tomorrow.

$NET The stock is down 2% over 3 months. Up 35% YTD. There has been no pullback! It’s been a rapid pull up on hype and math that are void of principles.

$NET whats with these companies that make barely any money being owrth 100x their revenue

$NET Hahaha like I told yall colonizer institutions the matrix could never save your rigged assets from our financial sovereignty I told yall this garbage moat was going straight to zero and now every single brain dead bull on the block just got completely wiped out Yall were celebrating that fake pump while I was standing on our true economic rights and exposing that reptile Ms Dell and Trump The elections are over the Democrats are dismantling this monopoly and my Nov 6 puts are reclaiming our generational wealth right now Hahaha you disgusting oppressors are officially liquidated while black power secures the greatest wealth distribution in history bye bye liquidity 📉💸🔥

$NET $SPY Tomorrow Earnings: $MRNA $HUM $OKLO NET delivered a strong earnings beat, accelerating revenue growth to 39%, improved adjusted operating margins, and raised full-year guidance. However, declining gross margins, weaker free-cash-flow margins, and continuing GAAP losses remain concerns.

$NET after only $MGNI Cloudflare is my longest-held position. I've definitely managed the position-sizing over the years, but have never been out since 5-8-2020. I have a LOT of it now, so don't need to add more. But this is a SOLID company at EXCELLENT prices today. Not, repeat not, for the risk-averse, though. If you can't handle 50% swings, look elsewhere.

$NET up 7% now. Was 3% in the morning. $FSLY up 8%. $AKAM not up as much as these, but it is up. Thank you, horrifying PHP vulnerability. Silver lining.