Cloudflare stock enters new phase after 39% revenue growth

Cloudflare reported its third-quarter results on Thursday, November 5, after the U.S. market close, marking a clear operating update since the previous report. The company said revenue rose 39 percent year over year to 782.5 million US dollars for the quarter ended September 30, 2026.

Cloudflare stock traded at 261.50 euros on Lang & Schwarz at 4:45 p.m. CET on Monday, November 9, 2026, compared with 245.30 euros in the previous report published on Friday, November 6. The new quotation is 6.60 percent above that earlier indication. The change since the last report is separate from the Xetra daily comparison.

Revenue growth meets higher guidance

Cloudflare's official release showed non-GAAP operating income of 137.1 million US dollars, equal to 17.5 percent of revenue, versus 85.9 million US dollars a year earlier. On a GAAP basis, Cloudflare recorded a 67.9 million US dollar operating loss and a 34.1 million US dollar net loss.

Management expects fourth-quarter revenue of 845.0 million to 846.0 million US dollars, non-GAAP operating income of 156.0 million to 157.0 million US dollars and non-GAAP diluted earnings of 0.43 US dollars per share. The company also expects to reach GAAP profitability in the final quarter of 2026.

Execution remains the next test

Full-year 2026 revenue guidance stands at 2.963 billion to 2.964 billion US dollars, with non-GAAP operating income of 462.0 million to 463.0 million US dollars. For investors, the next benchmark is whether the stronger revenue trend can translate into sustained operating leverage while GAAP losses narrow.

U.S. technology shares remain sensitive to growth expectations and profitability signals; the S&P 500 market environment provides the broader benchmark.

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