Cloudflare stock reports 36 percent revenue growth
Published on 09/24/2026 at 09:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Cloudflare stock was quoted at USD 352.46 on the New York Stock Exchange on September 23, 2026, down 0.14 percent from USD 352.94. The central figure remains Q2 2026 revenue of USD 696.1 million, which rose 36 percent year over year, according to Zacks.
Revenue expands on two comparisons
Cloudflare's Q2 revenue also increased from USD 639.755 million in Q1 2026 to USD 696.061 million in Q2. That represents an 8.8 percent sequential gain and gives the latest quarter a second growth signal beyond the year-over-year comparison.
The earnings mix was more constructive than the GAAP result alone suggests. Adjusted EPS reached USD 0.29 versus a USD 0.27 consensus estimate, while GAAP net loss was USD 169.981 million and operating loss was USD 205.696 million in Q2 2026.
Large customers shape the outlook
Cloudflare ended Q2 2026 with 4,698 customers generating more than USD 100,000 in annual revenue, up 27 percent year over year, according to Zacks. Those customers produced 73 percent of revenue, while dollar-based net retention reached 120 percent.
Management's full-year 2026 revenue guidance stands at USD 2.864 billion to USD 2.870 billion, with adjusted EPS guidance of USD 1.25 to USD 1.26, according to Trefis. The revenue range places execution, rather than demand alone, at the center of the next checkpoint.
Stock stays below its yearly high
Cloudflare stock was trading at USD 352.46 on September 23, 2026. The quote stood below the 52-week high of USD 364.21 and above the 52-week low of USD 158.83, keeping the latest market value tied closely to the upper end of its annual range.
Cloudflare at a glance
- Company: Cloudflare, Inc.
- Ticker: NET
- Trading venue: New York Stock Exchange
- Price as of September 23, 2026: USD 352.46
- Market capitalization: USD 125,101,987,096 as of September 23, 2026
- 52-week range: USD 158.83-364.21 as of September 23, 2026
- Sector / Industry: Technology / Software Infrastructure
