What Happened?
Shares of cloud security and performance company Cloudflare (NYSE: NET) jumped 3.5% in the afternoon session after the company announced a partnership with Oracle and an expansion of its program for business partners.
Cloudflare's connectivity cloud platform became available natively on Oracle Cloud Infrastructure (OCI), allowing joint customers to use its security and performance services directly. This integration was designed to help businesses run their applications faster and more securely across different cloud environments. In a separate announcement, the company accelerated its channel business by launching new solution bundles. These bundles were created to help partners provide businesses with security and application management from a single platform, reducing the complexity of using multiple solutions.
After the initial pop the shares cooled down to $221.55, up 3.6% from previous close.
Is now the time to buy Cloudflare? Access our full analysis report here.
What Is The Market Telling Us
Cloudflare’s shares are very volatile and have had 21 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 6 days ago when the stock dropped 2.5% after tech stocks pulled back as a report raised concerns about artificial intelligence demand and profitability. Oracle shares lost more than 5% following news of its cloud business generating lighter margins than expected. According to internal documents cited in the report, the gross profit margin for this business was only 14%, a figure much lower than what analysts had expected. This suggested that the high costs of running the advanced chip infrastructure were weighing on profitability. Compounding these worries was the ongoing U.S. government shutdown, in its second week, with no clear resolution in sight from Washington. These updates drove investors away from riskier assets and towards safe havens, a trend highlighted by gold futures hitting a record $4,000 per ounce for the first time.
Cloudflare is up 96.9% since the beginning of the year, and at $221.55 per share, it is trading close to its 52-week high of $228.28 from September 2025. Investors who bought $1,000 worth of Cloudflare’s shares 5 years ago would now be looking at an investment worth $3,709.
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