Lumida
/NET
⌘K
Cloudflare Inc

Cloudflare Inc

NET
$306.53USD-1.49%-4.64 today

MARKET CAP

109.1B

P/E (TTM)

FWD P/E

DAY RANGE

$303 – $316

52W RANGE

$159
$332

AI Summary

Stalk
StalkMedium

NET remains in a Stage 2 uptrend with rising EMAs and a Bearish Exhaustion inflection signaling sellers losing control. Price has recovered above the 9- and 20-day EMAs but is now extended and overbought, suggesting a pullback is more favorable than chasing. We defer new buys into pullbacks near the rising EMAs, while the long-term uptrend remains intact and anchors overall bullish polarity.

  • Q2 2026 revenue rose 36% YoY to $696.1 M; Adj EPS $0.29
  • AI-driven traffic exceeded 50% of network volume, driving demand
  • Earnings yield is deeply negative, suggesting lofty valuation
Full analysis →

Buying

11

institutions

Selling

11

institutions

New Positions

5

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY21.60 M5.30 B+504.62 K+21.7%0.08%
JC

Jpmorgan Chase & Co

Q2 2026

SELL5.27 M1.28 B+-633.18 K+11.8%0.08%
CA

Citadel Advisors LLC

Q2 2026

SELL2.68 M658.32 M+-681.40 K-5.2%0.08%
AC

Aqr Capital Management LLC

Q2 2026

BUY2.08 M509.41 M+1.17 M+182.4%0.18%
TR

T. Rowe Price Investment Management, Inc.

Q2 2026

BUYNEW1.89 M464.22 M+1.89 M+0.0%0.30%
BA

Balyasny Asset Management L.P.

Q2 2026

BUY762.60 K187.05 M+388.97 K+142.6%0.24%
MM

Millennium Management LLC

Q2 2026

BUY694.04 K170.23 M+317.59 K+119.2%0.06%
JH

Janus Henderson Group Plc

Q1 2026

BUY482.73 K99.61 M+447.40 K+1329.9%0.02%
CP

California Public Employees Retirement System

Q2 2026

SELL369.76 K90.70 M+-21.51 K+12.3%0.05%
RT

Renaissance Technologies LLC

Q2 2026

BUYNEW171.40 K42.04 M+171.40 K+0.0%0.06%
VI

Voloridge Investment Management, LLC

Q2 2026

BUYNEW76.59 K18.79 M+76.59 K+0.0%0.08%
MG

Man Group Plc

Q2 2026

SELL44.83 K11.00 M+-8.88 K-0.8%0.02%
PA

Point72 Asset Management, L.P.

Q2 2026

SELL39.50 K9.69 M+-458.88 K-90.6%0.01%
SR

Shannon River Fund Management LLC

Q2 2026

BUYNEW23.59 K5.79 M+23.59 K+0.0%0.52%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL23.51 K5.77 M+-1.59 K+11.3%0.01%
BH

Brevan Howard Capital Management LP

Q2 2026

BUY14.25 K3.49 M+112.00+19.8%0.03%
BA

Bridgewater Associates, LP

Q2 2026

SELL6.72 K1.65 M+-2.04 K-8.8%0.01%
MC

Moore Capital Management, LP

Q2 2026

SELL4.89 K1.20 M+-5.64 K-44.8%0.02%
SF

Soros Fund Management LLC

Q2 2026

SELL4.47 K1.10 M+-6.31 K-50.8%0.02%
FA

Fisher Asset Management, LLC

Q2 2026

BUYNEW1.22 K300.15 K+1.22 K+0.0%0.00%
WP

Woodline Partners LP

Q2 2026

SELL0.000.00+-838.98 K-100.0%0.00%
DF

Duquesne Family Office LLC

Q2 2026

SELL0.000.00+-52.53 K-100.0%0.00%