The Analysts

Call · @eugeneng · #262 on the leaderboard

@eugeneng

@eugeneng · Fri, Aug 7

Eugene Ng@EugeneNg
Cloudflare $NET 2Q26 Earnings - Rev $696m +36% ↗️🟢 - GP $500m +30% ↗️🟢 margin 71.8% -312 bps ↘️🔴 - NG EBIT $96m +33% ↗️🟢 margin 13.8% -31 bps ↘️🔴 - EBIT* -$206m ↘️🔴 margin -29.6% -1642 bps ↘️🔴 - NG Net Inc $108m +44% ↗️🟢 margin 15.5% +83 bps ✅ - Net Inc* -$170m
28d agoview on X ↗media on X

tweeted Fri, Aug 7 · counted from Mon, Aug 10 close

Read as

Long NET · High confidence

Confidence

High0.95

Counted from

Mon, Aug 10 · market close

Rank since this call

#65 → #262 · 7 scored days

#65

Aug 28

#65

Aug 29

#65

Aug 30

#70

Aug 31

#152

Sep 1

#320

Sep 2

#262

Sep 3

Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 27 · fades out by Sep 18