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NET

Cloudflare, Inc.
1 mentions · 1 source(s) · avg +0.50
Live
bid ask
Waiting for trade ticks (off-hours: only bid/ask updates).
Price
$216.17
+3.52 (+1.66%)
Day Range
211.10216.79
52w Range
158.83260.00
Mkt Cap
$76.41B
Sector
Technology
Next Earnings
2026-07-30
Fwd P/E
141.7
Beta
1.67
Implied Move · 2026-05-29 (4.2d)
±6.04% ($203.12–$229.22)
ATM IV 65%
Generating AI analysis…
🐦X · @imnotharsh1 · +0.50
  1. 🐦X · @imnotharsh·imnotharsh+0.503d
    also:MSFT

    RBC is bullish software. Maintained Outperform stance on $MSFT Microsoft and $NET Cloudflare. Microsoft PT $640 on growth opp. One of the few IBs who have maintained their stance despite bearish narratives being pushed out at a mass scale, despite earnings growth and increasing guidance.

Research · 2

  1. 专题3月6日
    TMT峰会第四天:AI投资转向规模化智能体运营平台,青睐SHOP、NOW、CRM等
    AI投资机会转向能规模化嵌入智能体并治理的企业平台,如SHOP、NOW、CRM、NET、TEAM等拥有运营护城河的公司
  2. 专题3月4日
    TMT大会软件第二日:领先平台资产铸AI护城河,确保创新周期参与
    领先软件平台利用专有数据和工作流构建AI护城河,市场低估其结构性优势