Core Insights - Cloudflare experienced a significant outage affecting major websites, attributed to a misconfigured threat traffic file, leading to a 3% decline in stock value during trading hours [1] - The company reported strong financial results for Q3 2025, with revenue of $562 million, a 31% year-over-year increase, and a non-GAAP operating income margin of 15.3% [6] Company Overview - Cloudflare is a leading provider of internet security, edge computing, and network infrastructure, serving approximately 20% of global internet infrastructure [2] - The company is headquartered in San Francisco and offers products such as DDoS protection, zero-trust security solutions, and AI-optimized edge delivery [2] Stock Performance - Over the past 52 weeks, Cloudflare's stock price ranged from $89.42 to $260, currently trading around $197, with a recent decline of 16% over the last five trading days [3] - The stock has a positive weighted alpha of +74.46, indicating strong performance relative to the market [3] Valuation Metrics - Cloudflare's stock is considered highly valuable compared to peers, with a price/sales ratio of 44.18 and a price/CF ratio exceeding 450x, reflecting its high valuation in the software industry [4] - The company does not pay dividends, which is typical for high-growth firms [5]

Welcome back to NextGen Investing. It's now time for FOMO. And today we are talking Cloud Flare, which was seeing a bit more pressure earlier today, but I mean I will say one and a half% move to the downside.Not too bad of a session here considering this massive outage. So joining us is Marley Kaden, of course, host for the Schwab network. So this is fascinating.I had no idea there was an internet outage this morning. I think it was primarily right now based on tracking data at the East Coast. But interesti ...

Cloudflare (NET) shares opened in the red on Tuesday, Nov. 18 as the internet services company suffered a global outage that triggered partial or complete downtime across services, including ChatGPT and PayPal (PYPL). The selloff pushed NET stock decisively below its 100-day moving average (MA), a key support that, when breached, signals accelerated downward momentum ahead. More News from Barchart At its intraday low, Cloudflare stock was down about 25% versus its year-to-date high on Tuesday. www.barc ...

Cloudflare Inc. (NYSE: NET) suffered a major outage on Tuesday that affected access to some of the world's most widely used platforms. Services including ChatGPT, X (formerly Twitter), Shopify, PayPal... ...

Company Performance - Home Depot shares fell 4% after the company reported disappointing third-quarter earnings and cut its full-year profit outlook [1] - Cloudflare shares declined 3% due to an outage affecting several prominent customers, including social media site X and ChatGPT [2] - Medtronic shares rose 4% after reporting better-than-expected fiscal 2026 second-quarter results and lifting its full-year outlook [4] - Merck stock advanced 4% following positive results from a Phase 2 trial of a heart drug [4] Market Trends - Major U.S. equities indexes, including the Dow Jones Industrial Average and Nasdaq, were down about 1%, with the S&P 500 falling 0.6% amid concerns about an AI bubble [1] - Oil and gold futures slipped, while the yield on the 10-year Treasury note edged lower [5] - Prices for most major cryptocurrencies were higher, with Strategy (MSTR) rebounding roughly 6% along with the price of Bitcoin [4]

Group 1 - Cloudflare's stock has experienced a significant decline of 20.2%, dropping from $253.30 on October 31, 2025, to $202.25 currently, with potential for further decline due to its very high valuation [2] - A price target of $142 is considered plausible, as the stock has previously reached this level within the last five years [2] - Historical data indicates that after significant dips of 30% or more within a 30-day period, the median return over the following 12 months is 13%, with a peak return of 36% [3][9] Group 2 - Cloudflare has met the dip criterion of a 30% decline within 30 days five times since January 1, 2010 [5] - To assess the risk of a dip indicating declining business conditions, factors such as revenue growth, profitability, cash flow, and balance sheet strength should be evaluated [6] - A multi-asset portfolio approach is suggested to mitigate risks associated with individual stocks, providing more consistent returns [7]

That's the technology that's behind this outage is called Cloudflare. It's one of the world's biggest cybersecurity companies. You know, effectively what they do is they act as a buffer between your website and the outside world.And most importantly, you know, criminal cyber attackers. And what that means is that if Cloudflare has a problem, so does your website. We've seen this before.Cloudflare is a very, very large company. They're, you know, essential to kind of modern cyber security on the Internet. Bu ...

That's the technology that's behind this outage is called Cloudflare. It's one of the world's biggest cybersecurity companies. You know, effectively what they do is they act as a buffer between your website and the outside world.And most importantly, you know, criminal cyber attackers. And what that means is that if Cloudflare has a problem, so does your website. We've seen this before.Cloudflare is a very, very large company. They're, you know, essential to kind of modern cyber security on the Internet. Bu ...

Core Viewpoint - Cloudflare experienced a decline in stock price due to network service disruptions, initially dropping over 7% before recovering to a 1.6% decrease [2] Company Summary - On November 18, Cloudflare's stock fell sharply due to service outages, indicating potential vulnerabilities in its network infrastructure [2] - The stock's recovery to a 1.6% decline suggests some stabilization after the initial panic selling [2]

Core Insights - Cloudflare experienced a significant service outage that affected access to numerous popular websites, including X, Spotify, and government services like New Jersey Transit [1][9] - The outage was triggered by a "spike in unusual traffic" at 6:20 a.m. ET, leading to errors and service disruptions [2][5] - While many sites have been restored, some remained inaccessible as of 9:30 a.m. ET, indicating ongoing issues [3][9] Company Impact - Cloudflare's stock saw a decline of approximately 2% following the outage, although it has risen over 80% in 2025 due to its unique "AI-as-a-service" model and a recent large contract announcement [5] - The company is currently focused on restoring full service and investigating the cause of the unusual traffic spike [5] Industry Context - The outage highlights the vulnerability of the internet infrastructure, which relies heavily on a few key service providers, making e-commerce and digital services susceptible to disruptions [4] - This incident follows other recent outages from major providers like Amazon Web Services and CrowdStrike, indicating a trend of service disruptions within the industry [6]