Stock AnalizCloudflare (NET) earnings for the quarter ended September 2026: EPS beats estimates
Cloudflare reported results for the quarter ended September 2026 on November 5, 2026. Adjusted earnings per share came in at $0.38 against the analysts’ average forecast of $0.34, a beat of 10.6%.
Revenue for the quarter was $783 million, up 39.2% from $562 million in the same quarter a year earlier.
The market’s verdict: the stock rose 0.8% on the first trading day after the report.
The last four quarters
Cloudflare has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.38 | $0.34 | +10.6% | +39% | +0.8% |
| Jun 2026 | $0.29 | $0.27 | +7.5% | +36% | +2.5% |
| Mar 2026 | $0.25 | $0.23 | +7.0% | +34% | −21.1% |
| Sep 2025 | $0.27 | $0.23 | +15.4% | +31% | +11.4% |
What comes next
Analysts expect EPS of $0.43 for the next quarter on average and $1.35 for the fiscal year ending December 31, 2026.
The average analyst price target is $344.19, 13% above the current price of $305.81.
Valuation and score
Cloudflare scores 1.4 out of 5 overall on Stock Analiz (weak), and its intrinsic value under moderate assumptions is about 90% below the current market value. Full Cloudflare analysis with 10 years of financials
Frequently asked questions
What was Cloudflare’s EPS for the quarter ended September 2026?
$0.38 adjusted per share, against an analyst consensus of $0.34.
How much revenue did Cloudflare report?
$783 million, up 39.2% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.