Cloudflare Inc (NET) — the peer cohort

As of 2026-10-21 — 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 (46/100) — the cohort is led by Joint Stock Company Kaspi.kz at 69/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
NET Cloudflare Inc	46	84	34	9	bear	21.2%
CRM Salesforce.com Inc	66	87	75	57	watch	9.7%
WDAY Workday Inc	66	85	64	45	bull	18.4%
INTU Intuit Inc	65	32	84	63	watch	52.1%
PLTR Palantir Technologies Inc.	65	89	90	11	neutral	9.6%
MNDY Monday.Com Ltd	62	64	51	51	bull	54.3%
RDDT Reddit, Inc.	62	30	85	35	neutral	45%
TWLO Twilio Inc	62	88	44	30	bull	16.1%
VEEV Veeva Systems Inc Class A	61	98	75	29	bull	1%
SAP SAP SE ADR	60	78	76	34	bull	18.6%
QCOM Qualcomm Incorporated	59	57	77	50	bull	32.1%
NOW ServiceNow Inc	59	91	67	28	bull	5.2%
GOOGL Alphabet Inc Class A	58	54	78	37	watch	16.7%
KSPI Joint Stock Company Kaspi.kz	69	74	86	97	info	14.9%
TMICY Trend Micro Inc ADR	67	69	80	73	bear	23%
NTAP NetApp Inc	66	89	85	35	bull	12.8%

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 2026-10-21

Quick answers

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

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

How does NET score against its peers?

Cloudflare Inc's composite reads 46/100, ranking 16 of 16 in its cohort as of 2026-10-21; the cohort's highest composite is Joint Stock Company Kaspi.kz 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.