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CloudFlare(NET.US)

Hardik ShahJun 04

$CloudFlare(NET.US) | Morgan Stanley reiterates 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗖𝗹𝗼𝘂𝗱𝗳𝗹𝗮𝗿𝗲, 𝗿𝗮𝗶𝘀𝗲𝘀 𝗣𝗧 𝘁𝗼 $𝟯𝟬𝟱

Analyst sees Cloudflare as one of the best assets in software due to its str...

Hardik ShahMay 22

$CloudFlare(NET.US) | 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞: RBC Capital reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟒𝟎

Analyst sees AI and agentic positioning emerging as major catalysts, with Cloudflare...

Redwire Return Rate

ACHRMay 08

I’d pick the AI capex reality trade, but selectively. The key shift is that AI spending is no longer just management guidance, it’s increasingly showing up as multi-year contracts, prepayments, infras...

Dolphin ResearchMay 08

COIN (Trans): Confident a bill will be enacted by late summer

Below is Dolphin Research's compiled Trans of $Coinbase(COIN.US) FY26 Q1 earnings call.

For the earnings analysis, please see 'Coinbase: After a long drought, awaiting policy rain'.

1) Earnings highligh......

Conference Minutes

Traded ValueMay 08

Like

Rate Of ReturnMay 08

I wish US and Iran will just stop behaving like spoilt children and act like the adults which they are. And US being supposedly stronger should just agree to disagree. Not everybody wants to have them...

Heroic Lifesaver

Rate Of ReturnMay 08

Same old story. US and Iran are behaving like kids at a playground. Friends one day and fighting another day. And the markets like parents. The faster the markets ignore them, the better they will beh...

Micron Tech Return RateMay 08

I am bullish on Nvdia, it has been stagnant for some time now. These news are definitely tailwinds that will drive to all time high!

Rate Of ReturnMay 08

CoreWeave raised its 2026 capital expenditure forecast, citing increased component prices, which led to a 9% drop in shares after hours. Even though earnings beat expectations, increase in capex once ...

First FellowMay 07

$CloudFlare(NET.US) I am not surprised at this pull back, much needed after the fundamentals looked like this. However I think this pullback might be bought sooner or later. A leader!

$Akamai Tech(AKA......

+1

Event Tracking

Jun7

Cloud Security Firm Data: AI Access Requests Surpass Humans for First Time

05:34

Jun5

Morgan Stanley Raises Cloudflare Price Target to $305, Maintains Overweight Rating

04:15

Cloudflare: Internet Bot Traffic Surpasses Human Traffic for First Time in 2026

03:32

Jun4

May Layoffs Hit Highest Since 2020 Driven by AI Transition, Initial Jobless Claims Rise Unexpectedly

14:41

29 Analysts Raise Cloudflare Average 12-Month Price Target to $237.38, Maintain Buy Rating

07:21

Jun2

Cloudflare Director Carl Ledbetter Sells 14,000 Shares for $3.45 Million

20:11

Schedules & Filings

Schedules

Filings

May7

Earning Release(EST)

FY2026 Q1 Earning Release (USD) Revenue 639.76 M, Net Income -22.93 M, EPS -0.065

Feb10

Earning Release(EST)

FY2025 Q4 Earning Release (USD) Revenue 614.51 M, Net Income -12.08 M, EPS -0.0343

Oct30

Earning Release(EST)

FY2025 Q3 Earning Release (USD) Revenue 562.03 M, Net Income -1.29 M, EPS -0.0036

Cloudflare, Inc. (NET.US) Q3 2025 Earnings Conference Call

Cloudflare, Inc. (NET.US) Q3 2025 Earnings Conference Call

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COIN (Trans): Confident a bill will be enacted by late summer

05-08 15:48

SPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement ---

02-11 00:54

Meta3Q25 Quick Interpretation: At first glance, a company with a market value of $2 trillion having a quarterly profit of only $2.7 billion seems like a major flop! However, the net profit was mainly affected by a one-time provision of $15.9 billion due to the OBBB Act in the third quarter.

Excluding this factor, Meta's overall performance from revenue to expenditure is in a "high revenue, high expenditure" state. The 26% year-on-year revenue growth is quite impressive, but it did not exceed the current buy-side expectation range of approximately $51-52 billion. On the expenditure side, due to high increases in R&D and administrative expenses, the operating profit of $20.5 billion, with an 18% year-on-year growth, is not particularly outstanding compared to the revenue growth rate.

Of course, these are minor issues. The main concern is the upcoming guidance, which hits the market's "nightmare"—Opex & Capex. Whether for 2025 or 2026, both quantitative and qualitative aspects are generally being raised:

a. The 2025 Opex baseline is raised by $2 billion, reaching $116-118 billion. Based on the new midpoint estimate, the year-on-year growth in operating expenses for the fourth quarter will reach 37%.

b. In comparison, the 2025 fourth-quarter revenue guidance is $56-59 billion, with a year-on-year growth of only 16-22% (versus the buy-side expectation of approximately $58-60 billion). Clearly, fourth-quarter revenue growth is slowing. Based on this revenue and expenditure guidance, even if the highest revenue guidance of $59 billion is achieved, with the midpoint expenditure guidance, operating profit growth is likely to slow to around 10%+.

c. The 2025 Capex baseline is raised by $4 billion, with new guidance at $70-72 billion. Fourth-quarter capital expenditure will further increase to $20 billion from the third quarter's $19.4 billion.

d. The growth opportunities in 2026 are too tempting. Although specific data for 2026 capital expenditure has not been finalized, it is expected to "invest aggressively" through self-built and third-party co-built data centers, with the absolute value of capital expenditure "notably larger."

e. 2026 operating expenses: The growth rate in 2026 will be significantly higher than in 2025, mainly due to higher cloud expenses and amortization of infrastructure costs. This is actually because of the substantial recruitment of AI and technical talent in 2025, leading to a significant increase in employee expenses.

In this context, a market value of $1.89 trillion matching a full-year post-tax operating profit of less than $70 billion in 2025 results in a valuation of around 28X. When these numbers are put together, it becomes apparent: if revenue growth in 2026 cannot accelerate but investment increases, performance will clearly be in a mismatch period of input and output, causing EPS growth to slow to the low-teens or high single-digit growth range. Moreover, in 2026, due to increased capital and operating expenditures, the space for shareholder returns will be squeezed.

In this situation, if the valuation continues to hover in the 25-30X range, it is clearly inappropriate, and Meta is very likely to experience a valuation correction. $Meta Platforms(META.US)

10-30 08:12

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