Cloudflare Inc (NET) — the peer cohort

As of 2026-10-30 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

Cloudflare Inc ranks 16 of 16 in its cohort on the Closelooknet composite (45/100) — the cohort is led by Trend Micro Inc ADR at 69/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
NET Cloudflare Inc	45	84	32	10	watch	16.2%
WDAY Workday Inc	66	83	63	44	bear	21.8%
INTU Intuit Inc	65	32	84	59	neutral	52.6%
PLTR Palantir Technologies Inc.	65	86	90	12	neutral	7.8%
CRM Salesforce.com Inc	65	83	75	54	bear	14%
MNDY Monday.Com Ltd	62	63	51	49	bear	55%
RDDT Reddit, Inc.	62	27	84	38	bear	50.8%
TWLO Twilio Inc	61	84	44	30	bear	21.6%
QCOM Qualcomm Incorporated	60	63	77	51	bull	28.4%
VEEV Veeva Systems Inc Class A	60	95	75	28	neutral	4.8%
SHOP Shopify Inc	58	89	57	15	neutral	8.4%
MSFT Microsoft Corporation	57	85	82	27	neutral	3.9%
PTC PTC Inc	57	90	86	42	neutral	5.8%
TMICY Trend Micro Inc ADR	69	82	80	72	watch	12.4%
KSPI Joint Stock Company Kaspi.kz	68	67	86	97	info	17%
NTAP NetApp Inc	65	83	85	32	neutral	9.3%

Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-10-30

Quick answers

Who are Cloudflare Inc's peers in the Closelooknet universe?

The cohort is drawn from shared Closelooknet index membership first, then sector: Workday Inc (WDAY), Intuit Inc (INTU), Palantir Technologies Inc. (PLTR), Salesforce.com Inc (CRM), Monday.Com Ltd (MNDY), Reddit, Inc. (RDDT), Twilio Inc (TWLO), Qualcomm Incorporated (QCOM) and others.

How does NET score against its peers?

Cloudflare Inc's composite reads 45/100, ranking 16 of 16 in its cohort as of 2026-10-30; the cohort's highest composite is Trend Micro Inc ADR at 69/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where NET appears in the diary — 16 pieces, newest first. Every link is our own writing.

Dailies

Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is greenMidday 10 · 16 Oct 2026Our usage gauges sold hardest: Cloudflare −7.0%, Datadog −6.7%, DigitalOcean −9.1% — −24% on the week
AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026Our AI usage gauges split: DigitalOcean −6.1% after Wednesday's −14.8%, Cloudflare −4.3%; JFrog +1.7%
AI Trade — cloud fund +2.9% on a second up day, security +2.7%; chips −0.9% again, Delta −1.6% on fuelMidday 10 · 9 Oct 2026The data and monitoring layer: Datadog +5.7%, Snowflake +4.8%, Cloudflare +4.2%
Nvidia — up 2.7% in a red market; MongoDB sinks 18% as Meta hires its CEO, gold slides 3.8%Midday 10 · 28 Sept 2026Cybersecurity rises while the market falls: Palo Alto Networks $390.12 (+4.10%), Zscaler $200.25 (+3.73%), CrowdStrike $259.69 (+3.00%), Cloudflare $355.13 (+1.75%)
Cloudflare — The Put Comes Back 30 Dollars Lower and Three Months LongerDaily Pulse · 26 Sept 2026The derivatives book sold a new Cloudflare put on Monday, the September-2027 250, for 3,510 dollars of premium.
Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Software is today’s laggard rather than its leader: the software ETF flat at $105.41, Microsoft −0.5% at $494.39, ServiceNow −0.8%, Amazon flat, while the security names hold their bid — Palo Alto +1.2%, Cloudflare +0.8%, CrowdStrike +0.5%.
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026Security keeps the bid on day two: CrowdStrike +2.9% to $242.15, SentinelOne +2.3%, Zscaler +1.8% to $195.14, ServiceNow +1.9%, Okta +1.0%, Salesforce +0.7%, Cloudflare +0.7%, Fortinet +0.6%, Palo Alto +0.5% — the software ETF flat at…
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The software ETF is up 4.5% at $106.07, its best day of the year, and the security names that Sunday’s Weekly said were being sold on price and bought on flow are up 12% to 15%: Zscaler +14.8%, SentinelOne +14.6%, CrowdStrike +14.7%, Palo…

Related in the Closelooknet universe

same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.