Cloudflare stock jumps after Q4 earnings beat; 2026 revenue outlook tops estimates as AI agents drive demand
SAN FRANCISCO, Feb. 10, 2026, 2:07 p.m. PST Cloudflare topped quarterly estimates and raised its revenue forecast for 2026, pushing its shares up 6% in after-hours trading Tuesday. The San Francisco-based cloud connectivity and cybersecurity company reported an adjusted, non-GAAP profit of 28 cents per share on $614.5 million in fourth-quarter revenue. It now expects full-year revenue between $2.785 billion and $2.795 billion, beating analyst predictions.