Cloudflare Jumps on Strong Q4 Beat

Cloudflare Jumps on Strong Q4 Beat

Moz Farooque ACCA

Wed, February 11, 2026 at 8:32 PM GMT+9 1 min read

In this article:

  •                                       StockStory Top Pick 
    

    NET

    +3.59%

This article first appeared on GuruFocus.

Cloudflare, Inc. (NYSE:NET) got a solid lift after hours Tuesday, with shares climbing about 9% after the company posted a clean fourth quarter and showed that AI driven demand is translating into real revenue.

For Q4 2025, revenue rose 34% y/y to $614.5 million, comfortably ahead of the $591.3 million analysts were looking for. Adjusted EPS came in at $0.28, a penny above consensus, while GAAP EPS of ($0.03) was in line. In a market that’s been quick to punish even small misses, Cloudflare did enough to keep investors on its side.

Warning! GuruFocus has detected 2 Warning Sign with NET.
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CEO Matthew Prince pointed to strength in larger enterprise deals, saying the company closed its biggest annual contract ever at $42.5 million per year. Total new ACV grew nearly 50% y/y, the fastest pace since 2021. Prince tied that acceleration to AI and agent based workloads increasingly running through Cloudflare’s network.

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