Cloudflare Inc (NET): Next-Year EPS Estimate 32.62%
As of 2026-09-01, Cloudflare Inc (NET) has a next-year EPS growth estimate of 32.62%. Featured in 3 EPS revision reports, most recently on 2026-07-14.
On 2026-08-31, analyst consensus for NET's next-year EPS growth shifted from 32.51% to 32.62% — a positive change of 0.11 percentage points. The revised estimate has been sustained across 2 subsequent trading sessions. Current-year growth is projected at 35.64%.
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
- 32.62%
- EPS growth this year
- 35.64%
- EPS next quarter (est)
- $0.34
- Last price
- $305.11
EPS Revision History
| Date | EPS Next Y | EPS This Y | Next Q (est) | Price |
|---|---|---|---|---|
| 2026-09-01 | 32.62% | 35.64% | $0.34 | $305.11 |
| 2026-08-31 | 32.62% | 35.64% | $0.34 | $305.11 |
| 2026-08-30 | 32.51% | 35.57% | $0.34 | $299.84 |
| 2026-08-29 | 32.51% | 35.57% | $0.34 | $299.84 |
| 2026-08-28 | 32.51% | 35.57% | $0.34 | $299.84 |
| 2026-08-27 | 32.51% | 35.57% | $0.34 | $308.23 |
| 2026-08-26 | 32.51% | 35.57% | $0.34 | $284.89 |
| 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 |
Reports Featuring NET
Recent News
- Cloudflare Introduces Adaptive Intelligence; Reverses the Economics of Automated Cyber AttacksBusiness Wire
- Cathie Wood Sends a $20 Million Signal on Broadcom StockGuruFocus.com
- Major tech companies call for defensive surge to defeat AI-driven hacksReuters
- On Nvidia Earnings Day, Cathie Woods ARK Loaded Up $20M On Rival Chip StockStocktwits
- NetApp Inc. stock outperforms competitors on strong trading dayMarketWatch
- 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
Screen Performance
Aggregate stats across all 2024 tickers our top-EPS-revision screen has flagged over the past 153 days.
- Median return since detection
- +1.8%
- % of tickers in the green
- 54%
- Median return on winners
- +20.3%
- Large revisions captured
- 1641
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 2026-09-01, Cloudflare Inc (NET) has a next-year EPS growth estimate of 32.62%, based on analyst consensus.
When was the latest EPS estimate revision for NET?▾
The most recent revision occurred on 2026-08-31, when analysts adjusted the next-year EPS growth estimate from 32.51% to 32.62%.
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.