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net

Everything tagged "net" across research, earnings, and macro.

4 articles

Cloudflare Sinks as Strong Earnings Still Fail to Impress

This week’s earnings showed a split market: Cloudflare plunged despite 34% revenue growth, while Cheniere, McKesson, Block, and FIS beat expectations. Expedia also fell on weaker travel commentary, and Coinbase’s sharp EPS miss barely dented its stock, underscoring how sentiment is driving post-earnings moves.

May 9, 2026·10 min read

MCK NET UI

Trending StockNET

Cloudflare, Inc. (NET) slumps 15.6% on soft guidance

Cloudflare, Inc. (NET) slumps after earnings as investors react to softer Q2 revenue guidance and a plan to cut about 20% of its workforce. Despite strong Q1 growth, the post-earnings reset raised concerns about near-term momentum and the cost of restructuring.

May 8, 2026·6 min read

Research ReportNET

Cloudflare (NET): AI Traffic and Enterprise Momentum

Cloudflare is pairing 34% revenue growth with stronger enterprise traction, rising free cash flow, and expanding AI-era developer adoption. The stock looks compelling as a business, but valuation keeps the rating at Hold.

May 7, 2026·21 min read

Technology Software - Infrastructure AI

Trending StockNET

Cloudflare, Inc. (NET) slumps 15.7% after earnings

Cloudflare, Inc. (NET) slumps after hours as investors react to softer Q2 revenue guidance despite a Q1 beat on earnings and sales. The selloff also follows Reuters reporting that the company is cutting about 20% of its workforce as part of an AI-first restructuring, raising questions about growth and margins.

May 7, 2026·6 min read

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