NE
Cloudflare Inc. Class A
NET · Cloudflare Inc. Class A · IT
Up next day
6/12
50%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±8.6%
typical swing on earnings
Price when beating
-0.7%
avg over 11 beats
Biggest single move
-23.6%
'26.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 5 of 11 beats (45%)
Big earnings-day moves tend to fade within days
Reversed the day-one move · 67% of last 12
vs IT sector avg (177 peers)
This
-0.1%
Sector
+0.8%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 7 of last 12 times (58%)
6xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 29After close
'26.9 expectedEst. EPS $0.34
Quarter ended 6/2026
Reported 2026-08-06
Next-day move
+5.6%
After 5 days +16.3%
vs Consensus$0.27→$0.29+7.5% beat
EPS
$0.29
YoY +38%
Revenue
$0.7B
YoY +36%
Next-Q guidance
—
N/A
Price around earnings
Rose despite missvs market +5.0%p
Earnings trend · last 12 quarters
EPS$0.29YoY +38%
'23.9'26.6
Revenue$0.7BYoY +36%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
6x50%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 6 of 12q (50%)
Community · NET
What do you think of this stock's earnings pattern?
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