Cloudflare Inc (NET): Next-Year EPS Estimate 32.51%
As of 2026-08-25, Cloudflare Inc (NET) has a next-year EPS growth estimate of 32.51%. Featured in 3 EPS revision reports, most recently on 2026-07-14.
On 2026-08-24, analyst consensus for NET's next-year EPS growth shifted from 32.52% to 32.51% — a negative change of 0.01 percentage points. The revised estimate has been sustained across 2 subsequent trading sessions. Current-year growth is projected at 35.57%.
What's Driving This
Analysts raised the next-year EPS growth estimate to 32.86% from 32.41% on 2026-08-03, marking the primary structural driver behind NET's rise. That upgrade aligns with Cloudflare's stronger AI-driven demand outlook, which lifted its forecast and sent shares up 8.2%, plus its new FedRAMP High authorization for government workloads. Momentum has continued, with the stock recently reaching 52-week highs alongside broader AI-related gains.
Generated 2026-08-11 from news as of 2026-08-11
Current Snapshot
- Sector
- Technology
- Industry
- Software - Infrastructure
- EPS growth next year
- 32.51%
- EPS growth this year
- 35.57%
- EPS next quarter (est)
- $0.34
- Last price
- $277.58
EPS Revision History
| Date | EPS Next Y | EPS This Y | Next Q (est) | Price |
|---|---|---|---|---|
| 2026-08-25 | 32.51% | 35.57% | $0.34 | $277.58 |
| 2026-08-24 | 32.51% | 35.57% | $0.34 | $280.35 |
| 2026-08-23 | 32.52% | 35.55% | $0.34 | $293.14 |
| 2026-08-21 | 32.52% | 35.55% | $0.34 | $293.14 |
| 2026-08-20 | 32.52% | 35.55% | $0.34 | $278.91 |
| 2026-08-19 | 32.52% | 35.55% | $0.34 | $291.88 |
| 2026-08-18 | 32.52% | 35.55% | $0.34 | $301.36 |
| 2026-08-17 | 32.52% | 35.55% | $0.34 | $307.01 |
| 2026-08-16 | 32.52% | 35.55% | $0.34 | $315.78 |
| 2026-08-14 | 32.52% | 35.55% | $0.34 | $315.78 |
| 2026-08-13 | 32.53% | 35.55% | $0.34 | $330.83 |
| 2026-08-12 | 32.53% | 35.55% | $0.34 | $311.45 |
| 2026-08-11 | 32.86% | 35.16% | $0.34 | $306.97 |
| 2026-08-10 | 32.86% | 35.16% | $0.34 | $310.59 |
| 2026-08-09 | 32.93% | 34.51% | $0.34 | $300.27 |
| 2026-08-07 | 32.93% | 34.51% | $0.34 | $300.27 |
| 2026-08-06 | 32.83% | 28.76% | $0.27 | $284.43 |
| 2026-08-05 | 32.83% | 28.76% | $0.27 | $292.96 |
| 2026-08-04 | 32.83% | 28.76% | $0.27 | $301.33 |
| 2026-08-03 | 32.86% | 28.75% | $0.27 | $282.74 |
| 2026-08-02 | 32.41% | 28.75% | $0.27 | $278.98 |
| 2026-07-31 | 32.41% | 28.75% | $0.27 | $278.98 |
| 2026-07-30 | 32.48% | 28.78% | $0.27 | $283.39 |
| 2026-07-29 | 32.48% | 28.78% | $0.27 | $270.38 |
| 2026-07-28 | 32.48% | 28.78% | $0.27 | $264.10 |
| 2026-07-27 | 32.48% | 28.78% | $0.27 | $265.61 |
| 2026-07-26 | 32.48% | 28.78% | $0.27 | $262.15 |
| 2026-07-24 | 32.48% | 28.78% | $0.27 | $262.15 |
| 2026-07-23 | 32.48% | 28.79% | $0.27 | $262.32 |
| 2026-07-22 | 32.48% | 28.79% | $0.27 | $268.98 |
Reports Featuring NET
Recent News
- Cloudflare Achieves FedRAMP High Authorization to Secure and Accelerate the U.S. Government's Critical MissionsBusiness Wire
- SpaceX-Cloudflare Partnership In The Making? Elon Musk Reviews NET CTOs Proposal To Tackle Starlinks AI Traffic ChallengeStocktwits
- As Intel and Cloudflare shares slip, Goldman says new issuance is a 'headwind' but not a galeMarketWatch
- Cloudflare Seeks to Sell $2.175 Billion in Convertible NotesBloomberg
- Cloudflare, Inc. Announces Proposed Private Offering of $2.175 Billion of Convertible Senior Notes Due 2031Business Wire
- Why Did NET, ABNB, SNOW Stocks Jump To 52-Week Highs Last Week?Stocktwits
- Elon Musk Backs Study Showing Bot Traffic Will Be 1,000X Human Traffic Michael Burry Wants To Know Who's Actually PayingStocktwits
- Cloudflare Stock Jumps 8.2% as AI Demand Lifts ForecastGuruFocus.com
- Software Stocks Trade Like It's 2022 After Atlassian Leads Earnings RallyBarrons.com
- Cloudflare Stock Soars to Record on Strong EarningsInvestopedia
Screen Performance
Aggregate stats across all 2014 tickers our top-EPS-revision screen has flagged over the past 146 days.
- Median return since detection
- +3.1%
- % of tickers in the green
- 56%
- Median return on winners
- +19.9%
- Large revisions captured
- 1606
Past detection performance reflects the price change between when a ticker first entered our screen and the most recent observation. Not a forward-looking forecast.
Also Tracked by Our Screen
Frequently Asked Questions
What is Cloudflare Inc's next-year EPS growth estimate?▾
As of 2026-08-25, Cloudflare Inc (NET) has a next-year EPS growth estimate of 32.51%, based on analyst consensus.
When was the latest EPS estimate revision for NET?▾
The most recent revision occurred on 2026-08-24, when analysts adjusted the next-year EPS growth estimate from 32.52% to 32.51%.
What sector and industry does Cloudflare Inc belong to?▾
Cloudflare Inc operates in the Technology sector, specifically the Software - Infrastructure industry.
How often is this EPS estimate data updated?▾
EPS revision data is refreshed daily from analyst consensus estimates. NET appears on this page because it was flagged by our daily top-EPS-revision-performer screen.
EPS revision data sourced from analyst consensus estimates, refreshed daily. Cloudflare Inc (NET) appears here because it was detected by our daily top-EPS-revision-performer screen.