Why Cloudflare Inc (NET) Stock Is Rising
As of 2026-11-12, Cloudflare Inc (NET) has a next-year EPS growth estimate of 36.59%. Featured in 3 EPS revision reports, most recently on 2026-07-14.
Why NET Stock Is Rising
- +EPS Estimate Upgraded: Analysts raised Cloudflare Inc's next-year EPS growth estimate from 32.98% to 36.13% on 2026-11-06.
- →Estimate Trending Higher: Since detection, the estimate has moved up a net +0.46 pp to 36.59% across 1 upward revision.
- ·Current-Year Growth: Projected at 45.43%, supporting the forward estimate revision.
News Context
NET’s rise appears primarily supported by an upward EPS revision: on 2026-11-03 analysts raised the next-year EPS growth estimate from 32.81% to 32.98%, and it has since climbed 3.82 pp across two trading sessions to 36.80%. Headlines citing strong revenue growth driven by AI demand and earnings analysis provide a plausible operating catalyst connected to that improving outlook. The estimate momentum has continued beyond the initial revision.
Generated 2026-11-11 · news as of 2026-11-10
Current Snapshot
- Sector
- Technology
- Industry
- Software - Infrastructure
- EPS growth next year
- 36.59%
- EPS growth this year
- 45.43%
- EPS next quarter (est)
- $0.43
- Last price
- $318.51
EPS Revision History
| Date | EPS Next Y | EPS This Y | Next Q (est) | Price |
|---|---|---|---|---|
| 2026-11-12 | 36.59% | 45.43% | $0.43 | $318.51 |
| 2026-11-11 | 36.59% | 45.43% | $0.43 | $315.00 |
| 2026-11-10 | 36.80% | 45.11% | $0.43 | $305.80 |
| 2026-11-09 | 36.80% | 45.11% | $0.43 | $293.75 |
| 2026-11-07 | 36.13% | 44.59% | $0.43 | $268.75 |
| 2026-11-06 | 36.13% | 44.59% | $0.43 | $268.75 |
| 2026-11-05 | 32.98% | 35.66% | $0.34 | $244.51 |
| 2026-11-04 | 32.98% | 35.66% | $0.34 | $266.58 |
| 2026-11-03 | 32.98% | 35.66% | $0.34 | $273.62 |
| 2026-11-02 | 32.81% | 35.65% | $0.34 | $265.17 |
| 2026-10-31 | 32.80% | 35.65% | $0.34 | $280.70 |
| 2026-10-30 | 32.80% | 35.65% | $0.34 | $280.70 |
| 2026-10-29 | 32.80% | 35.65% | $0.34 | $310.30 |
| 2026-10-28 | 32.80% | 35.65% | $0.34 | $318.72 |
| 2026-10-27 | 32.80% | 35.65% | $0.34 | $327.80 |
| 2026-10-26 | 32.79% | 35.67% | $0.34 | $331.86 |
| 2026-10-23 | 32.79% | 35.67% | $0.34 | $325.73 |
| 2026-10-22 | 32.79% | 35.67% | $0.34 | $303.61 |
| 2026-10-21 | 32.79% | 35.67% | $0.34 | $307.22 |
| 2026-10-20 | 32.79% | 35.67% | $0.34 | $291.69 |
| 2026-10-19 | 32.61% | 35.67% | $0.34 | $297.58 |
| 2026-10-16 | 32.61% | 35.67% | $0.34 | $296.30 |
| 2026-10-15 | 32.61% | 35.67% | $0.34 | $316.32 |
| 2026-10-14 | 32.61% | 35.67% | $0.34 | $324.33 |
| 2026-10-13 | 32.61% | 35.67% | $0.34 | $347.70 |
| 2026-10-12 | 32.61% | 35.67% | $0.34 | $350.87 |
| 2026-10-11 | 32.62% | 35.65% | $0.34 | $360.93 |
| 2026-10-10 | 32.62% | 35.65% | $0.34 | $360.93 |
| 2026-10-09 | 32.62% | 35.65% | $0.34 | $360.93 |
| 2026-10-08 | 32.62% | 35.65% | $0.34 | $341.89 |
Reports Featuring NET
Recent News
- Cloudflare earnings analysis: questions answered and next catalystsInvesting.com
- Cloudflare earnings analysis: questions answered and next catalystsInvesting.com
- Cloudflare shares jump as AI demand drives strong revenue growthProactive
- Cloudflare shares jump as AI demand drives strong revenue growthProactive
- Expect More Fireworks as Markets Adjust to the New AI RealityBarrons.com
- Expect More Fireworks as Markets Adjust to the New AI RealityBarrons.com
- Premarket movers: Airbnb, Cloudflare, IREN rally; Atlassian, Five9 tumbleInvesting.com
- Premarket movers: Airbnb, Cloudflare, IREN rally; Atlassian, Five9 tumbleInvesting.com
- Intel, Sandisk, AMD, Airbnb, Monster, and More Stocks That Explain Today's MarketBarrons.com
- Intel, Sandisk, AMD, Airbnb, Monster, and More Stocks That Explain Today's MarketBarrons.com
Screen Performance
Aggregate stats across all 2145 tickers our top-EPS-revision screen has flagged over the past 225 days.
- Median return since detection
- -2.9%
- % of tickers in the green
- 43%
- Median return on winners
- +22.8%
- Large revisions captured
- 2246
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
Why did Cloudflare Inc (NET) stock go up recently?▾
Cloudflare Inc (NET) stock has risen following an analyst upgrade of its next-year EPS growth estimate from 32.98% to 36.13% on 2026-11-06. Since detection, the estimate has moved up a net +0.46 pp to 36.59%. EPS estimate upgrades are among the strongest leading indicators of stock outperformance.
What is Cloudflare Inc's next-year EPS growth estimate?▾
As of 2026-11-12, Cloudflare Inc (NET) has a next-year EPS growth estimate of 36.59%, based on analyst consensus.
When was the latest EPS estimate revision for NET?▾
The most recent revision occurred on 2026-11-11, when analysts adjusted the next-year EPS growth estimate from 36.80% to 36.59%.
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.