Cloudflare Stock Surges on Strong Q4 Earnings

Demand for AI-related services drives 34% revenue growth

Published on Feb. 11, 2026

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Cloudflare Inc. (NYSE: NET) reported fourth-quarter results that exceeded Wall Street expectations, sending the cloud infrastructure company's stock soaring in premarket trading on Wednesday. The San Francisco-based firm posted revenue of $614.51 million, up 34% year-over-year, and adjusted earnings of 28 cents per share, beating the consensus estimate of 27 cents.

Why it matters

Cloudflare's strong performance, particularly in the AI-related segment, underscores the growing demand for cloud-based infrastructure and services that enable emerging technologies. The company's ability to exceed expectations amid economic uncertainty signals its resilience and potential for continued growth.

The details

Cloudflare's Q4 revenue beat was driven by surging demand for its artificial intelligence-related services. The company also provided robust guidance for the first quarter of 2026, with revenue expected to reach $620 million to $621 million, above the Street's estimate of $613.93 million. However, the company's adjusted EPS guidance of 23 cents fell short of the 25-cent consensus.

  • Cloudflare reported its Q4 2026 results on February 11, 2026.
  • The company is slated to provide its next financial update on May 7, 2026.

The players

Cloudflare Inc.

A cloud infrastructure company that provides content delivery network services, DDoS mitigation, Internet security, and distributed domain name server services.

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What’s next

Cloudflare is slated to provide its next financial update on May 7, 2026, where investors will be closely watching the company's continued growth and ability to capitalize on the AI-driven demand.

The takeaway

Cloudflare's ability to exceed expectations and deliver strong revenue growth, driven by its AI-related services, highlights the company's resilience and potential for further expansion in the cloud infrastructure market.