Cloudflare (NET) Moves 9.2% Higher: Will This Strength Last?

Cloudflare NET shares rallied 9.2% in the last trading session to close at $189.35. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 14.3% loss over the past four weeks.The optimism surrounding the stock can be attributed to Cloudflare’s continued focus on expanding its platform through recent acquisitions. Recently in January, Cloudflare acquired Human Native, an AI data marketplace that helps connect content creators with AI companies and Astro Technology Company team to strengthen its developer ecosystem. These acquisitions bode well for Cloudflare's long-term expansion and sustained growth in the evolving cloud ecosystem.This web security and content delivery company is expected to post quarterly earnings of $0.27 per share in its upcoming report, which represents a year-over-year change of +42.1%. Revenues are expected to be $589.58 million, up 28.2% from the year-ago quarter.Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.For Cloudflare, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on NET going forward to see if this recent jump can turn into more strength down the road.The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>Cloudflare is part of the Zacks Internet - Software industry. A10 Networks ATEN, another stock in the same industry, closed the last trading session 2.5% higher at $17.81. ATEN has returned -3.8% in the past month.For A10 Networks, the consensus EPS estimate for the upcoming report has remained unchanged over the past month at $0.26. This represents a change of -16.1% from what the company reported a year ago. A10 Networks currently has a Zacks Rank of #3 (Hold).Just Released: Zacks Top 10 Stocks for 2026Hurry – you can still get in early on our 10 top tickers for 2026. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful.From inception in 2012 through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2026. You can still be among the first to see these just-released stocks with enormous potential.See New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cloudflare, Inc. (NET): Free Stock Analysis Report A10 Networks, Inc. (ATEN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks