ATLAS News · Earnings

Cloudflare Posts Q3 Beat on 39% Revenue Growth and Raises Outlook

Published November 6, 2026 · 6 sources

Cloudflare's third-quarter revenue and adjusted earnings topped estimates, with revenue up 39% to $782.5 million and a stronger outlook, outlets report.

What happened

Cloudflare (NYSE:NET) reported third-quarter results that beat analyst estimates for both revenue and adjusted earnings, according to Yahoo Finance. The company's sales outlook also came in above expectations.

Yahoo Finance reports that revenue rose 39% from a year earlier to $782.5 million. A separate Yahoo Finance article attributes the results to strong enterprise demand and adoption of the company's AI platform, and says Cloudflare raised its 2026 outlook despite pressure on gross margin.

Seeking Alpha says analysts pointed to the report as the company's biggest earnings beat in years. Yahoo Finance also describes it as a "best quarter ever" for Cloudflare, published on a day when tech stocks fell.

Context

Cloudflare provides cloud-based security and performance services for websites and applications.

Why it matters

The results and the raised outlook offer a read on enterprise and AI-related demand for the company's services.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

CloudflareNET

+12.07%

Technology · NYSE

Latest price during the session: $274.02+12.07% vs. previous close ($244.51)
Chance of a rise in 1 month: 47%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $238.48 and $305.22; 9 in 10, between $191.63 and $379.84.

See the full ATLAS analysis of Cloudflare →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Cloudflare shares jump as AI demand drives strong revenue growth · Yahoo Finance · November 6, 2026
Cloudflare Q3 Earnings Beat Estimates on Robust Enterprise Demand · Yahoo Finance · November 6, 2026
Cloudflare Shares Jump 17.76% to $287.34 in Friday Trading · www.tokenpost.com · November 6, 2026
Cloudflare climbs as analysts highlight its biggest earnings beat in years · Seeking Alpha · November 6, 2026
Cloudflare Just Had Its “Best Quarter Ever” on the Day Tech Crashed · Yahoo Finance · November 6, 2026
Cloudflare Stocks Surge 10.9% After 39% Revenue Jump and Fresh Guidance · Yahoo Finance · November 6, 2026

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