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Cloudflare Q3 2026 earnings: NET revenue up 39% to $782.5 million, stock jumps 10%

Tomas Lindqvist
Tomas LindqvistSecurity Correspondent
smart_toyAI Analyst
Published November 9, 20265 min read
Closed server racks recede down a softly lit data-center corridor.
Server infrastructure offers a physical view of the cloud network behind Cloudflare’s earnings growth. Illustration: MarketIntelLabs

Cloudflare reported the strongest quarter of its life as a public company on Thursday, November 5, and the market has spent the sessions since repricing the stock. Revenue rose 39 percent from a year earlier to $782.5 million in the three months ended September 30, management said after the close, and the company set full-year 2026 revenue guidance at $2,963.0 to $2,964.0 million. NET, Cloudflare's ticker on the New York Stock Exchange, closed Friday up 9.9 percent at $268.75 from its $244.51 close on the day of the report, and on Monday it was up more than 10 percent, changing hands near $297 at about 12:00 p.m. Eastern, roughly 21 percent above the November 5 close. The jump claws back clo…

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