$NET클라우드플레어 · Software - Infrastructure · 1246억 달러
$351.23
프리마켓+0.1%
이벤트 흐름
주요 이벤트 · 시간순
29건
기타🔥진행 중
Cloudflare 주가 하락했지만 한 달간 23% 상승, 밸류에이션 높은 수준영어 원문
9월 30일 1.41% 하락한 $347.28, S&P 500 대비 저조; 선행 PER 278.65
첫날 +0.4% · 5일 후 -0.2%
›전개 과정 4회
2026-09-22Multiple social sources confirm NET hit 52-week high intraday, technical breakout noted
2026-09-23Shares touched $338 intraday; multiple traders added it to watchlists and discussed technical levels
2026-09-25Multiple sources confirm new highs, AI agent traffic accelerating, valuation concerns noted
2026-10-01 9월 30일 1.41% 하락한 $347.28, S&P 500 대비 저조; 선행 PER 278.65
M&A·자금조달
Cloudflare Director Sells 5,000 Shares at $353.1영어 원문
Insider sale of modest size, limited market attention
첫날 +1.8% · 5일 후 -2.2%
이전 이벤트 27건›
M&A·자금조달
Nykredit Builds New Cloudflare Stake of 119,162 Shares영어 원문
Nykredit's recent 13F filing reveals a new NET position, signaling increased institutional interest.
첫날 +8.7% · 5일 후 +0.7%
애널리스트호재
AI Agent Traffic Over 50%, Cloudflare Revenue Momentum Strong영어 원문
Zacks report confirms over half of Q2 traffic from non-human sources and Workers developer growth, supporting revenue outlook.
첫날 -3.1% · 5일 후 +7.9%
›전개 과정 2회
2026-09-18Two Zacks pieces highlight AI agent traffic surge, Workers adoption, and new monetization tools, though these are analyst views, not company filings.
2026-09-18Zacks report confirms over half of Q2 traffic from non-human sources and Workers developer growth, supporting revenue outlook.
기업
Cloudflare CFO Joins Crusoe Board of Directors영어 원문
Exec's external role may expand partnerships in AI factory space
첫날 +2.9% · 5일 후 +7.5%
제품호재
Cloudflare Launches Disallow AI Training Setting, Enhances AI Crawler Accountability영어 원문
Company announcement and market reports confirm new feature addressing AI-training tradeoff, strengthening platform position
첫날 -0.9% · 5일 후 +7.9%
기업호재
Cloudflare CFO Sees Agentic AI Opportunity Dwarfing Past Growth Drivers영어 원문
Network architecture positioned for agentic AI, seen as opportunity beyond current growth drivers
첫날 +7.8% · 5일 후 +6.5%
제품호재
Cloudflare Adds Cursor Cloud Agents Support on Sandboxes영어 원문
Expands AI coding agent support, strengthening dev tools ecosystem
Cloudflare Raises $2.5B in Zero-Interest Convertible Notes영어 원문
Company raises capital via zero-interest convertibles; market watches capital strategy and share impact
첫날 +3.4% · 5일 후 -1.2%
›전개 과정 5회
2026-08-10Company plans private offering of $2.175B convertible notes due 2031 for general corporate purposes and related derivative transactions.
2026-08-11Pricing completed; proceeds for general corporate purposes and related derivative transactions
2026-08-11Company announcement confirms pricing, proceeds for general corporate purposes and related derivatives
2026-08-11Company announcement confirms pricing; proceeds for general corporate purposes
2026-08-15Company raises capital via zero-interest convertibles; market watches capital strategy and share impact
8-K 공시
8-K: 중요 계약 체결, 신규 채무 발생, 주식 발행
첫날 -4.5% · 5일 후 -7.2%
실적호재
Cloudflare Achieves FedRAMP High Authorization to Secure and Accelerate U.S. Government's Critical Missions영어 원문
Cloudflare for Government achieves FedRAMP High authorization, a new fact extending its government market expansion.
첫날 +3.4% · 5일 후 -1.2%
›전개 과정 5회
2026-08-08Earnings call shows revenue growth, 120% net retention, and agentic AI demand, confirmed by multiple sources
2026-08-08Call adds net retention 120%, RPO +38%, large customer +27%
2026-08-08Call adds net retention 120%, RPO +38%, reinforcing earnings outcome
2026-08-08Call disclosed NRR 120%, RPO +38%, agentic AI demand broad; infrastructure noted as weakness
2026-08-10Cloudflare for Government achieves FedRAMP High authorization, a new fact extending its government market expansion.
실적호재
Cloudflare Q2 beats, raises FY guidance영어 원문
Q2 revenue up 35.9% YoY to $696.1M, record large-customer additions; stock hits record high.
첫날 +5.6% · 5일 후 +5.2%
›전개 과정 2회
2026-08-07Revenue and EPS beat, AI demand lifts outlook, shares hit ATH
2026-08-07Q2 revenue up 35.9% YoY to $696.1M, record large-customer additions; stock hits record high.
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -2.9% · 5일 후 +16.3%
실적
실적 발표
첫날 -2.9% · 5일 후 +16.3%
실적
실적 발표
첫날 -2.8% · 5일 후 +6.3%
실적
Cloudflare to Report Q2 Earnings on Aug 6영어 원문
Jefferies expects Q2 revenue acceleration and raised FY outlook; earnings due in 2 days
첫날 +1.3% · 5일 후 +9.9%
›전개 과정 2회
2026-08-02Multiple sources confirm earnings date; focus on growth and valuation
2026-08-05Jefferies expects Q2 revenue acceleration and raised FY outlook; earnings due in 2 days
제품호재
Cloudflare Launches Identity-Aware AI Gateway and Open-Source Cloudflare OS영어 원문
Two AI product launches enhance enterprise AI visibility and workflow integration, signaling accelerated AI strategy
첫날 -2.8% · 5일 후 +6.3%
내부자 매도악재
내부자 매도 1550만 달러 (내부자 1명)
첫날 -2.8% · 5일 후 +6.3%
내부자 매도악재
내부자 매도 3210만 달러 (내부자 2명)
첫날 +6.6% · 5일 후 +1.9%
내부자 매도악재
내부자 매도 1470만 달러 (내부자 2명)
첫날 +1.3% · 5일 후 +9.9%
실적
실적 발표
첫날 +4.8% · 5일 후 +0.4%
M&A·자금조달
Multiple Institutions Adjust Cloudflare Positions in Q1: Baader New Buy, CalPERS & Amova Reduce영어 원문
Two more Q1 filings add to the institutional repositioning trend
첫날 +0.0% · 5일 후 -3.0%
›전개 과정 4회
2026-07-21Baader Bank initiates new position; CalPERS cuts 26%, Amova cuts 7.3%, showing institutional divergence
2026-07-21Baader Bank initiates new position while Amova reduces holdings, showing divergent institutional moves in Q1
2026-07-28Bank of Nova Scotia disclosed a 74.9% reduction in its NET position during Q1, continuing the trend of institutional adjustments.
2026-07-29Two more Q1 filings add to the institutional repositioning trend
애널리스트호재
Mizuho raises Cloudflare PT to $310영어 원문
Multiple PT hikes signal positive outlook
첫날 -3.1% · 5일 후 -1.5%
실적
Cloudflare Announces Q2 2026 Earnings Date영어 원문
Company to report Q2 results after market close, drawing investor attention
첫날 +4.5% · 5일 후 -3.4%
애널리스트호재
Scotiabank: 투자의견 상향 → Sector Outperform
첫날 +8.6% · 5일 후 +4.8%
내부자 매도악재
내부자 매도 1360만 달러 (내부자 2명)
첫날 +2.1% · 5일 후 +8.9%
8-K 공시
8-K: 이사·임원 변동, 주주총회 표결 결과
첫날 +0.6% · 5일 후 +11.5%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
29건
기타🔥진행 중
Cloudflare 주가 하락했지만 한 달간 23% 상승, 밸류에이션 높은 수준영어 원문
9월 30일 1.41% 하락한 $347.28, S&P 500 대비 저조; 선행 PER 278.65
첫날 +0.4% · 5일 후 -0.2%
›전개 과정 4회
2026-09-22Multiple social sources confirm NET hit 52-week high intraday, technical breakout noted
2026-09-23Shares touched $338 intraday; multiple traders added it to watchlists and discussed technical levels
2026-09-25Multiple sources confirm new highs, AI agent traffic accelerating, valuation concerns noted
2026-10-01 9월 30일 1.41% 하락한 $347.28, S&P 500 대비 저조; 선행 PER 278.65
M&A·자금조달
Cloudflare Director Sells 5,000 Shares at $353.1영어 원문
Insider sale of modest size, limited market attention
첫날 +1.8% · 5일 후 -2.2%
M&A·자금조달
Nykredit Builds New Cloudflare Stake of 119,162 Shares영어 원문
Nykredit's recent 13F filing reveals a new NET position, signaling increased institutional interest.
첫날 +8.7% · 5일 후 +0.7%
애널리스트호재
AI Agent Traffic Over 50%, Cloudflare Revenue Momentum Strong영어 원문
Zacks report confirms over half of Q2 traffic from non-human sources and Workers developer growth, supporting revenue outlook.
첫날 -3.1% · 5일 후 +7.9%
›전개 과정 2회
2026-09-18Two Zacks pieces highlight AI agent traffic surge, Workers adoption, and new monetization tools, though these are analyst views, not company filings.
2026-09-18Zacks report confirms over half of Q2 traffic from non-human sources and Workers developer growth, supporting revenue outlook.
기업
Cloudflare CFO Joins Crusoe Board of Directors영어 원문
Exec's external role may expand partnerships in AI factory space
첫날 +2.9% · 5일 후 +7.5%
이전 이벤트 24건›
제품호재
Cloudflare Launches Disallow AI Training Setting, Enhances AI Crawler Accountability영어 원문
Company announcement and market reports confirm new feature addressing AI-training tradeoff, strengthening platform position
첫날 -0.9% · 5일 후 +7.9%
기업호재
Cloudflare CFO Sees Agentic AI Opportunity Dwarfing Past Growth Drivers영어 원문
Network architecture positioned for agentic AI, seen as opportunity beyond current growth drivers
첫날 +7.8% · 5일 후 +6.5%
제품호재
Cloudflare Adds Cursor Cloud Agents Support on Sandboxes영어 원문
Expands AI coding agent support, strengthening dev tools ecosystem
