💻 Technology · Next Month

Cloudflare Inc. (NYSE: NET) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 0.23 per share (August 7, 2026, after market close)

Hit ✦ AI-generated prediction Published on 21. July 2026 · Predicted for 7. August 2026 · Based on: Historical Cycle

Probability

65%

Cloudflare has beaten Non-GAAP EPS consensus in each of the last eight quarters. The company benefits from strong AI demand (Cloudflare Workers AI), Zero Trust security growth, and rising enterprise contract wins. Q1 2026: Non-GAAP EPS $0.20 vs. consensus $0.18. Gartner forecasts the global cybersecurity market at +14% YoY in 2026. Revenue consensus Q2 approx. $670M. No Polymarket market for NET; calibration 65% based on historical beat rate.

Data basis for this prediction

Cloudflare Q1 2026: Non-GAAP EPS 0,20 USD vs. Konsens 0,18 USD (NET Investor Relations, Mai 2026)
Gartner Cybersecurity-Marktprognose 2026: +14 % YoY (Gartner, Feb. 2026)
Cloudflare Workers AI Wachstum Enterprise-Tier (Cloudflare Blog, Q1 2026)
NET Q2-Meldetermin: ca. 7. August 2026 nach Börsenschluss (NET Investor Relations)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit

Cloudflare meldete am 7. August 2026 nach Börsenschluss einen Non-GAAP-EPS von $0,29 je Aktie – deutlich über dem Konsens von $0,27 (die Vorhersage nannte ~$0,23 als Basiskonsens, der zum Berichtszeitpunkt auf $0,27 angestiegen war). Der Beat beträgt ca. +7,4 % gegenüber dem Konsens. Zusätzlich übertraf Cloudflare beim Umsatz ($696,1 Mio. vs. $666 Mio. erwartet, +36 % YoY) und hob die Jahresprognose an. Die Aktie stieg am Folgetag um ~15–17 %. Quellen: Yahoo Finance (https://finance.yahoo.com/technology/articles/cloudflare-q2-2026-earnings-beat-123048242.html), StockStory (https://stockstory.org/us/stocks/nyse/net/news/earnings/cloudflare-nysenet-reports-bullish-q2-cy2026-stock-jumps-149percent), Investing.com (https://www.investing.com/news/transcripts/earnings-call-transcript-cloudflare-tops-estimates-in-q2-2026-shares-jump-17-93CH-4844728).

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