NET NYSE
Cloudflare, Inc.
1W: +11.6%
1M: -4.8%
3M: +25.8%
YTD: +69.5%
1Y: +53.0%
3Y: +429.1%
5Y: +83.8%
$328.09
-3.77 (-1.14%)
After Hours: $328.50 (+0.41, +0.12%)
Weekly Expected Move ±8.0%
$274
$300
$326
$352
$378
Credit Risk of going bust: lower than 56% of companies Debt: 2.9% of company value Bonds: $472.6M held by 84 funds → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.75 (down 99.5%), Cloudflare, Inc. would be worth roughly what it owes.
Total debt $3.53B against a stock market value of $118.29B.
Distance to default 5.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.28B (short-term plus half of long-term), stock volatility 66.7%; Altman Z'' 1.63. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.75 (down 99.5%), Cloudflare, Inc. would be worth roughly what it owes.
Total debt $3.53B against a stock market value of $118.29B.
Distance to default 5.80 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.28B (short-term plus half of long-term), stock volatility 66.7%; Altman Z'' 1.63. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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7 relationships7
As Filer
counterparties named
0
As Counterparty
mentioned by others
2
Rel. Types
2021-08-13
Earliest Filing
2025-06-17
Latest Filing
partner: 6
investor: 1
Counterparties (Filed by NET)
7 relationshipsCompanies named in NET's SEC 8-K filings as business counterparties.
| Counterparty | Ticker | Relationship | Summary | Filing Date | SEC |
|---|---|---|---|---|---|
| Goldman Sachs & Co. LLC | GSCE | investor | Representative of Initial Purchasers for the Notes offering | 2025-06-17 | View |
| RBC Capital Markets, LLC | — | partner | Option Counterparty for Capped Call Transactions | 2021-08-13 | View |
| Deutsche Bank AG, London Branch | — | partner | Option Counterparty for Capped Call Transactions | 2021-08-13 | View |
| HSBC Bank USA, National Association | — | partner | Option Counterparty for Capped Call Transactions | 2021-08-13 | View |
| Mizuho Markets Americas LLC | — | partner | Option Counterparty for Capped Call Transactions | 2021-08-13 | View |
| Jefferies International Limited | — | partner | Option Counterparty for Capped Call Transactions | 2021-08-13 | View |
| Goldman Sachs & Co. LLC | GSCE | partner | Representative of Initial Purchasers for the Purchase Agreement | 2021-08-13 | View |
Recent 8-K Filings (20)
| Filing Date | Description | Type | SEC |
|---|---|---|---|
| 2026-08-13 | Material Agreement; Financial Obligation; Unregistered Equity Sales; Other Events; Exhibits | Agreement | View |
| 2026-08-06 | Earnings Release; Regulation FD; Exhibits | View | |
| 2026-07-01 | Officer/Director Change; Shareholder Vote; Exhibits | View | |
| 2026-06-30 | Officer/Director Change; Shareholder Vote; Exhibits | View | |
| 2026-05-07 | Earnings Release; Regulation FD; Exhibits | View | |
| 2026-05-07 | Earnings Release; Exit/Disposal Costs; Regulation FD; Exhibits | View | |
| 2026-02-10 | Departure/Election of Directors; Appointment of Officers; Financial Statements and Exhibits | View | |
| 2026-02-10 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-10-30 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-07-31 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-06-17 | Entry into Material Definitive Agreement; Creation of Direct Financial Obligation; Unregistered Sale | Agreement | View |
| 2025-06-09 | Submission of Matters to a Vote of Security Holders; Financial Statements and Exhibits | View | |
| 2025-05-08 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-03-27 | Departure/Election of Directors; Appointment of Officers; Regulation FD Disclosure; Financial Statem | View | |
| 2025-02-06 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2025-02-06 | Departure/Election of Directors; Appointment of Officers; Financial Statements and Exhibits | View | |
| 2024-11-07 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2024-08-01 | Results of Operations and Financial Condition; Regulation FD Disclosure; Financial Statements and Ex | View | |
| 2024-07-22 | Departure/Election of Directors; Appointment of Officers; Financial Statements and Exhibits | View | |
| 2024-06-06 | Submission of Matters to a Vote of Security Holders; Financial Statements and Exhibits | View |
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text.
Covers 2021–2026. View on SEC EDGAR