NETSoftware
FollowFollowingUnfollowFree · no card
Get what investors say about NET next
1 new call on NET this week is not on this page yet. Follow NET free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
or continue with Google ·
Who said what, and what NET did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about NET
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC (uncut) | Cloudflare's integrated security and developer platform is producing explosive growth, increasingly driven by… |
| 2026-10-23 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | Cloudflare is a sleeper in agentic AI because its existing role as gatekeeper for 20% of internet traffic… |
| 2026-10-20 | Phil Blancato | Bullish | Fox Business (uncut) | Buying the dip on a recurring-revenue compounder — 76% of revenue recurs and 50% of network traffic is… |
| 2026-10-20 | John DefucciSenior Managing Director & Software Equity Research Analyst, Guggenheim Securities | Bearish | Fox Business (uncut) | Cloudflare is an exceptional company with a visionary CEO but is priced at ~45x recurring revenue, which is… |
| 2026-02-12 | Sam EdenInvestor, Square Peg Global Technology Fund | Bullish | Business Breakdowns | Cloudflare's single global commodity-hardware network creates a self-reinforcing moat where more traffic… |
Next report: 5 Nov 2026 after the close
Notable options days
Sessions in the last 120 where NET’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-21 | ||||||
| 2026-09-14 | ||||||
| 2026-09-09 | ||||||
| 2026-08-07 | ||||||
| 2026-08-06 | ||||||
| 2026-07-07 | ||||||
| 2026-06-01 |
NET on the Wheel
NET did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
Idea Scout
Following NET? Every Sunday we read the tape so you don't have to — who's recommending what, where they agree, and who just changed their mind. One free email a week.
Free · double opt-in · unsubscribe in one click