Scoreboard / NET
Cloudflare, Inc. NET
Week of September 3 to September 10, 2026 · Updated September 11, 2026
Setup Snapshot
The Setup in One Card
How NET scored, how it moved against the market, and the catalyst behind the move. A high score means the stock deserves research time, not that it is a buy.
Friday Five Score
Weekly Rank
04 of 5
Sector Trend
Improvingdown 0.4 percent
Actionability
Extended
Catalyst
Outlook RaiseRaised the long run growth target to 50 percent a year from 40 percent at the same conference, after a September 3 security product launch with OpenAI
Returns are measured from the Thursday, September 3 close to the Thursday, September 10 close. Markets were closed Monday for Labor Day. Benchmarks: S&P 500 -2.0% and Nasdaq Composite -1.9% for the week. Benchmark figures are official index closes; sector figures use SPDR sector ETF closes because the official S&P sector index closes for this window were not yet published at press time.
Why It Moved
The Story Behind the Move
Catalyst
On September 9, 2026 Cloudflare's chief financial officer raised the company's long run growth outlook to 50 percent a year from 40 percent at the Goldman Sachs Communacopia conference and described a shift toward an agentic artificial intelligence platform. The stock rose 10.51 percent to 314.18 dollars. On September 3 the company announced Vulnerability Discovery and Remediation, built on OpenAI's Daybreak models, citing 60,475 vulnerabilities logged by September against 48,185 across all of 2025.
Why It Mattered
It rose 9.37 percent in the same week its own industry group fell 5.38 percent and the 10 year yield rose 18 basis points, a gap of almost 15 points against the thing it most resembles. That is the largest relative move in the issue against an industry group.
Risk Note
It is the most expensive name here on a multiple of sales in the low forties, and the story rests least on a filed number. The target was spoken at a conference. The product is in early access by invitation to selected enterprise customers, which is a long way from revenue, and the stock closed at 93.7 percent of its 52 week high.
Reader Takeaway
A long run growth target is a promise about years you cannot see. The week the discount rate moves is the week the market starts charging more for promises, so notice when one gets paid for anyway.
Continue the Research
Put NET Back in Context
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