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Filings, earnings, research, and institutional changes — newest first
예정된 실적 발표입니다. 일정과 시장 기대치를 확인하세요.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
An insider trade (Form 4) was filed.
신규 편입 · 포트폴리오 비중 0.04%
신규 편입 · 포트폴리오 비중 0.16%
Consensus vs. actual, and revenue trend
Consensus PT $234.18 · 31 analysts
Stored first · Google News · Yahoo Finance (English)
Cloudflare (NET) AI Security Push Leaves Its Valuation Story Harder To Ignore - simplywall.st
Cloudflare (NET) AI Security Push Leaves Its Valuation Story Harder To Ignore simplywall.st
Secunet stock gains as cyberattack partnership with Cloudflare draws attention - AD HOC NEWS
Secunet stock gains as cyberattack partnership with Cloudflare draws attention AD HOC NEWS
OpenAI’s $1 Billion Cyber Push Backs Cloudflare and SentinelOne. Which Has the Better AI Security Model? - Yahoo Finance
OpenAI’s $1 Billion Cyber Push Backs Cloudflare and SentinelOne. Which Has the Better AI Security Model? Yahoo Finance
OpenAI’s $1 Billion Cyber Push Backs Cloudflare and SentinelOne. Which Has the Better AI Security Model?

Cloudflare's AI Fixes Bugs Amid Record 60,475 CVEs [2026] - shattered.io
Cloudflare's AI Fixes Bugs Amid Record 60,475 CVEs [2026] shattered.io
Why Cloudflare (NET) Dipped More Than Broader Market Today - Yahoo Finance
Why Cloudflare (NET) Dipped More Than Broader Market Today Yahoo Finance
| Quarter | Date | Time | EPS est. | EPS actual | Surprise | Rev. est. | Rev. actual | Status |
|---|---|---|---|---|---|---|---|---|
| — | 2026. 07. 30. | After market close (AMC) | $0.27 | — | — | $666.33M | — | Scheduled |
| FY2026 Q1 | 2026. 05. 08. | Time TBD | — | $-0.11 | — | — | $479.09M | Reported |
| FY2025 Q3 | 2024. 09. 30. | Time TBD | — | $-0.19 | — | — | $1.21B | Reported |
| FY2025 Q2 | 2024. 06. 30. | Time TBD | — | $-0.15 | — | — | $779.6M | Reported |
| Date | Firm | Analyst | Action | Rating change | Price target | Report |
|---|---|---|---|---|---|---|
| 2026. 05. 11. | Susquehanna | — | Maintain | Neutral → Neutral | — | Susquehanna: Neutral |
| 2026. 05. 08. | Piper Sandler | — | Maintain | Overweight → Overweight | — | Piper Sandler: Overweight |
| 2026. 05. 08. | BTIG | — | Maintain | Buy → Buy | — | BTIG: Buy |
| 2026. 04. 15. | Piper Sandler | — | Upgrade | Neutral → Overweight | — | Piper Sandler: Neutral → Overweight |
| 2026. 04. 14. | Mizuho | — | Maintain | Outperform → Outperform | — | Mizuho: Outperform |
| 2026. 02. 13. | Citigroup | — | Maintain | Buy → Buy | — | Citigroup: Buy |
As of FY2026Q1 · Source: SEC/DART + price data
| # | Institution | Mandate | Shares | Value | Weight | Change | Position |
|---|---|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 2,819,837 | $581.85M | 0.50% | — | New position |
| 2 | TWO SIGMA INVESTMENTS, LP | TWO SIGMA INVESTMENTS, LP | 1,257,598 | $247.94M | 0.39% | — | New position |
| 3 | Point72 Asset Management, L.P. | Point72 Asset Management, L.P. | 428,984 | $88.52M | 0.16% | — | New position |
| 4 | SOROS FUND MANAGEMENT LLC | SOROS FUND MANAGEMENT LLC | 10,781 | $2.22M | 0.04% | — | New position |