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Cloudflare, Inc. Class A common stock, par value $0.001 per share NET

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Market datapartial · fetched 2026-11-03T13:42:52.880Z

Delta surfaceAlpaca · derived absolute-delta buckets ·

Calculation methodology

Options historyIV: ThetaData historical Greeks, equal-weight mean of call/put 50-delta IV across the next four listed Friday-cycle expirations, including holiday shifts verified against ThetaData’s market calendar. Missing inputs leave gaps. Skew: equal-weight mean of put minus call IV across those four expirations. IV-implied move history: mean of each expiration’s average call/put IV multiplied by the square root of remaining calendar days divided by 365.25; percentage of spot, not a quoted straddle premium.

History data

PriceAlpaca · sip · 2026-11-03T00:43:43.067562296Z

FundamentalsAlpha Vantage · unavailable

NewsAlpha Vantage · collected 2026-11-03T02:47:59.500057+00:00

Earnings observationsAlpha Vantage · collected 2026-11-03T02:46:47.139781+00:00

Research2026-08-31 · 55 entries · 90 trades · 9 option records · 1749 price bars

Share price$264.70
1D-6.7%
AH$262$269$275$281$2885:30 AM6:30 AM9:00 AM1:00 PM2:00 PMNET
Sold putSold callAH

Cloudflare, Inc. Class A common stock, par value $0.001 per share options

Live interpolated NET call and put midpoint premiums by absolute delta.Cloudflare, Inc. Class A common stock, par value $0.001 per share$0.00$0.27$0.54$0.81$1.08$-0.26$0.12$0.50$0.88$1.2620Δ25Δ30Δ35Δ40Δ45Δ50Δ55Δ60Δ65Δ70Δ75Δ80Δ20Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —25Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —30Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —35Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —40Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —45Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —50Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —55Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —60Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —65Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —70Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —75Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —80Δ C/P unavailable: no unambiguous, price-consistent delta bracketC/P —OPTION PRICENET PRICE
Puts——
Calls——
Skew——
Implied move——
Tilt——
Table
Values and derived Greeks for the plotted delta buckets
DeltaCallsPuts
Pseudo strikeIVB/E movePseudo strikeIVB/E move
20Δ
25Δ
30Δ
35Δ
40Δ
45Δ
50Δ
55Δ
60Δ
65Δ
70Δ
75Δ
80Δ

20Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

25Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

30Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

35Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

40Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

45Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

50Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

55Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

60Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

65Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

70Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

75Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

80Δ

Calls
Pseudo strike
IV
B/E move
Puts
Pseudo strike
IV
B/E move

Options history

IV · four-Friday blend126.14%
Daily close
NET40.7%93.8%146.8%2026-08-05: 113.16%2026-08-06: 139.49%2026-08-07: 58.73%2026-08-10: 60.11%2026-08-11: 58.51%2026-08-12: 55.76%2026-08-13: 55.33%2026-08-14: 48.06%2026-08-17: 53.64%2026-08-18: 52.16%2026-08-19: 54.20%2026-08-20: 54.30%2026-08-21: 51.51%2026-08-24: 55.74%2026-08-25: 54.07%2026-08-26: 55.31%2026-08-27: 54.37%2026-08-28: 51.93%2026-08-31: 55.23%2026-09-01: 57.99%2026-09-02: 57.14%2026-09-03: 57.48%2026-09-04: 51.16%2026-09-08: 59.39%2026-09-09: 62.45%2026-09-10: 58.94%2026-09-11: 52.94%2026-09-14: 60.44%2026-09-15: 60.62%2026-09-16: 59.91%2026-09-17: 53.74%2026-09-18: 53.60%2026-09-21: 62.47%2026-09-22: 60.04%2026-09-23: 60.73%2026-09-24: 59.82%2026-09-25: 57.33%2026-09-28: 62.16%2026-09-29: 61.48%2026-09-30: 59.33%2026-10-01: 57.56%2026-10-02: 52.99%2026-10-05: 54.30%2026-10-06: 54.11%2026-10-07: 53.26%2026-10-08: 53.87%2026-10-09: 54.61%2026-10-12: 58.21%2026-10-13: 59.39%2026-10-14: 64.57%2026-10-15: 65.35%2026-10-16: 73.64%2026-10-19: 75.02%2026-10-20: 77.33%2026-10-21: 77.85%2026-10-22: 82.39%2026-10-23: 85.40%2026-10-26: 87.04%2026-10-27: 86.47%2026-10-28: 90.56%2026-10-29: 93.76%2026-10-30: 108.60%2026-11-02: 126.14%Aug 5Sep 18Nov 2
63 observations2026-08-05 — 2026-11-02
Table
DateIV (%)
113.16%
139.49%
58.73%
60.11%
58.51%
55.76%
55.33%
48.06%
53.64%
52.16%
54.20%
54.30%
51.51%
55.74%
54.07%
55.31%
54.37%
51.93%
55.23%
57.99%
57.14%
57.48%
51.16%
59.39%
62.45%
58.94%
52.94%
60.44%
60.62%
59.91%
53.74%
53.60%
62.47%
60.04%
60.73%
59.82%
57.33%
62.16%
61.48%
59.33%
57.56%
52.99%
54.30%
54.11%
53.26%
53.87%
54.61%
58.21%
59.39%
64.57%
65.35%
73.64%
75.02%
77.33%
77.85%
82.39%
85.40%
87.04%
86.47%
90.56%
93.76%
108.60%
126.14%

Company coverage

Moat

Wide

Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN to "Connectivity Clo…

Physical assets

Moderate

330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth since 2021.

Software / hardware

Software80%
Hardware20%

Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ interconnections, Work…

Latest entries
  1. manual · sw-hw

    Growth. Workers/R2/D1 developer platform monetization accelerates enterprise adoption as Cloudflare evolves from CDN to full-stack edge compute capturing a $380B TAM. Primary assets. 330+ data centers (120+ countries), 13,000+ in…

  2. manual · physical-assets

    330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth…

  3. manual · moat

    Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN…

Recent records
Action Type Relative size
BUY Equity +10%
BUY Equity +5%
BUY Equity +3%
BUY CALL option +88%
SELL CALL option +100%
BUY Equity +8%
BUY Equity +8%
BUY Equity +18%
BUY Equity +18%
BUY Equity +9%
BUY Equity +9%
BUY Equity +17%
BUY Equity +9%
BUY Equity +17%
BUY Equity +18%
BUY Equity +9%
BUY Equity +17%
BUY Equity +17%
SELL CALL option +37%
BUY Equity +8%
BUY Equity +8%
SELL Equity +80%
BUY CALL option +42%
SELL CALL option +55%

Notes

Full portfolio moat / asset analysis

Operates 20% of global internet request traffic through 330+ data centers across 120+ countries, creating self-reinforcing network effects. 295,000+ paying customers with 4,000+ spending $100K+ annually. Transition from pure CDN to "Connectivity Cloud" platform increases switching costs. Estimated $380B TAM. Revenue growth 28-30% YoY, reaching $2.5B+.

Full portfolio moat / asset analysis

330 data centers across 120+ countries with 13,000+ interconnections. Individually replicable, but collectively — integrated as a unified global platform serving 20% of web traffic — they're a powerful moat. 500%+ backbone growth since 2021.

News