--- title: "NET Cloudflare" canonical: "https://supercyclehq.com/stock/cloudflare" type: "stock" dataAsOf: "2026-11-06" ticker: "NET" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Cloudflare (NET) Cloudflare runs a global network that sits between the internet and its customers' applications, selling security, performance, and developer services as subscriptions. ## AI Exposure Score **35/100, Growing.** Sells edge cloud services including Workers AI inference, AI Gateway, and vector search on its global network, alongside security and delivery. AI developer services are a fast-growing new act, while most revenue remains core security and performance products. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $268.75 | | Change 1d | +9.91% | | Change 7d | -4.26% | | Change 30d | -21.39% | | Change 1y | +15.44% | | 52-week high | $360.93 | | 52-week low | $160.19 | | Market cap | $95.7B | | P/E | n/a | | EPS | $-0.67 | | Next earnings | 2026-11-05 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Technology | | Headquarters | San Francisco, California | | CEO | Matthew Prince | | Employees | 5,156 | | Website | https://www.cloudflare.com | | Buildout layers | [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure), [Cybersecurity AI](https://supercyclehq.com/category/cybersecurity-ai) | ## What the company does Cloudflare runs a global network that sits between the internet and its customers' applications, selling security, performance, and developer services as subscriptions. Millions of sites and apps route their traffic through its infrastructure. That network is becoming an AI platform. Workers AI lets developers run AI inference at the edge, close to users, AI Gateway gives teams control and observability over their AI API usage, Vectorize provides vector search for AI applications, and Constellation AI extends model capabilities across the platform. Founded in 2009 and headquartered in San Francisco, California, Cloudflare trades on the NYSE and employs about 5,500 people under CEO Matthew Prince. ## Role in the AI buildout Cloudflare sits in the Cloud & Hyperscalers and Cybersecurity AI layers with a distinctive angle: inference at the edge. Its global network positions AI compute close to users, and Workers AI, AI Gateway, and Vectorize make it a developer platform for AI applications, a fast-growing new act for the company. Most revenue still comes from core security and performance products, which is why Supercycle scores it 35 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Cathie Wood](https://supercyclehq.com/investors/cathie-wood) | ARK Investment Management | $43.1M | 0.28% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $1.6M | 0.01% | trimmed | 2026-06-30 | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $1.1M | 0.01% | trimmed | 2026-06-30 | ## Recent news - [Cloudflare CEO: “Cloudflare Isn’t a Neocloud.” Maybe That’s Why Its Stock Soared as Neoclouds Sank](https://www.tikr.com/blog/cloudflare-ceo-cloudflare-isnt-a-neocloud-maybe-thats-why-its-stock-soared-as-neoclouds-sank?ref=yahoofinance&tlnk=yf-261106-c64j543m&.tsrc=rss) (source, 2026-11-06) - [Cloudflare Just Surged on Earnings. Here’s What It Means for Your ETFs](https://247wallst.com/investing/etf/2026/11/06/cloudflare-just-surged-on-earnings-heres-what-it-means-for-your-etfs/?.tsrc=rss) (source, 2026-11-06) - [Cloudflare earnings analysis: questions answered and next catalysts](https://finance.yahoo.com/markets/stocks/articles/cloudflare-earnings-analysis-questions-answered-182556402.html?.tsrc=rss) (source, 2026-11-06) - [Why Cloudflare Stock Opened 17% Higher Today](https://www.fool.com/investing/2026/11/06/why-cloudflare-stock-opened-17-higher-today/?.tsrc=rss) (source, 2026-11-06) - [Cloudflare Stocks Surge 10.9% After 39% Revenue Jump and Fresh Guidance](https://finance.yahoo.com/markets/stocks/articles/cloudflare-stocks-surge-10-9-170724449.html?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Cloudflare do? Cloudflare operates a global network selling security, performance, and developer services. Customer traffic routes through its infrastructure, which now also runs AI inference at the edge. ### How is Cloudflare exposed to AI? Through edge AI services. Workers AI, AI Gateway, and Vectorize are a fast-growing developer platform, while core security and delivery products still drive most revenue. Supercycle scores it 35 out of 100. ### What are Cloudflare's main AI products? Workers AI for edge inference, AI Gateway for managing AI API usage, Vectorize for vector search, and Constellation AI on its developer platform. ### Where is Cloudflare headquartered and who leads it? Cloudflare is headquartered in San Francisco, California, was founded in 2009, and is led by CEO Matthew Prince. It employs about 5,500 people and trades on the NYSE. ### Is NET a pure play AI stock? No. Cloudflare is a security and edge network company where AI services are a fast-growing new act. Its score of 35 out of 100 reflects growing but partial exposure. --- Source: https://supercyclehq.com/stock/cloudflare. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.