ATLAS News · Earnings

Cloudflare Lifts 2026 Revenue Outlook After 39% Third-Quarter Growth

Published November 6, 2026 · 6 sources

Cloudflare reported 39% year-over-year revenue growth in Q3 and raised its 2026 revenue outlook, with analysts at Guggenheim and Truist weighing in.

What happened

Cloudflare (NET) reported third-quarter results showing revenue up 39% from a year earlier, and raised its revenue outlook for 2026, according to TokenPost. Breakingthenews.net and Investing.com both noted the stock was trading sharply higher in premarket hours after the report.

Investing.com reports that Guggenheim raised its price target on Cloudflare following what it described as a revenue beat. Marketscreener.com reports that Truist said accelerating revenue growth reinforces the company's position in what it calls the agentic internet.

Benzinga reports that some analysts cut their forecasts on the stock after the Q3 results, so analyst reactions were not uniform. Investing.com also listed Cloudflare among the notable premarket movers that day.

Context

Cloudflare provides network, security and performance services for websites and online applications, and its quarterly results are closely followed by investors in the technology sector.

Why it matters

The revenue growth figure and the higher outlook may shape how analysts and investors assess Cloudflare's business, as the mixed target changes reported by Benzinga suggest.

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

+11.94%

Technology · NYSE

Latest price during the session: $273.71+11.94% 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 $238.21 and $304.87; 9 in 10, between $191.42 and $379.41.

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 Raises 2026 Revenue Outlook as Third-Quarter Growth Hits 39% · www.tokenpost.com · November 6, 2026
Guggenheim raises Cloudflare stock price target on revenue beat · Investing.com · November 6, 2026
Cloudflare jumps 19% premarket after earnings report · Breakingthenews.net · November 6, 2026
Premarket movers: Airbnb, Cloudflare, IREN rally; Atlassian, Five9 tumble · Investing.com · November 6, 2026
Cloudflare Accelerating Revenue Growth Reinforces Agentic Internet Position, Truist Says · marketscreener.com · November 6, 2026
These Analysts Slash Their Forecasts On Cloudflare Following Q3 Results · Benzinga · November 6, 2026

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