NET

Cloudflare ·Technology
306.69 live · 2026-08-27 14:53

Some scores are at the bottom of their range

This score sits at the bottom of the 0–100 range. The underlying calculation was negative, so the displayed value is a floor, not a measurement of zero.

  • Tactical Score: displayed 0, underlying value -26.2
1.8%
Brown Bear Score
10.3%
Business Conviction Score
15.3%
Position Health Score
25.5%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · +43.5% · range 160.19–330.83

Score trends appear once the scores have been recorded on more than one trading day.

The Businesswhat the company reports

Business & cash flow

FCF / revenue
Gross margin 0.0%
ROIC 0.0%
Forward P/E 170.5

No annual filing with both total assets and a cash-flow figure is cached for this name, so neither validated measure can be computed. FCF/revenue is shown instead, which is not the validated measure.

Price vs Earnings growth

Trailing EPS is negative (-0.60), so a growth percentage does not exist — forward EPS of 1.67 implies a swing from loss to profit

Confidence 35.0/100

Takeaway Low data confidence (limited analyst coverage) — treat this section as informational only.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 234.96 — 286.31
Protective stop 219.03 (Atr, 16.0% risk)
Support 262.55 (2 touches, 8.5% away)
Resistance (— away)

Takeaway The shares are about 8.5% above 262.55, a price buyers have stepped in at before. There is no ceiling to point to, because the stock is trading where it has not traded before and nobody has sold it at these levels. That floor has held 2 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 16.0% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice BELOW the cloud | periods 6/17/34 (65% of classic 9/26/52)
LinesTenkan/Kijun BULL | cloud twist BEAR (fresh down, 2d ago)
Cloud eventFresh down breakout 2d ago
Cloud thickness4% percentile (thin — little structure to fight through)
Chikou spanAbove price from 26 periods ago
Weekly cloudPrice ABOVE the weekly cloud (context only, not scored)

Takeaway The stock is trading below its cloud — a shaded band drawn from several of its own moving averages, currently 289.92 to 291.45. Being below it means the medium-term picture is pointing downwards, and that band is the first hurdle it would have to climb back through. Its shorter-term averages point the other way, so this is a mixed reading rather than a clear one.

Trailing returns

21 days +7.9%
63 days +36.2%
126 days +65.8%
252 days +45.4%
Below 252d high13.9%

Trend context

PositionFar above trend
ExtensionExtremely extended
Trend slopeRising
Direction of travelConverging back to trend

Takeaway Extreme upside extension above Kalman fair trend; entry risk is elevated.

Volatility

State In a squeeze
Current band width20.0% of price
Recent tightest20.0% (0 sessions ago, narrower than 83.0% of its history)
Expansion since1.00×
Band 266.13 — 325.35

Takeaway Lately this share price has been swinging around inside a range roughly 20% wide, and it recently went unusually quiet — calmer than it has been 83% of the time. When a stock goes quiet like this, its next move tends to look big by comparison. But quiet says nothing about which way it will go: Brown Bear tested calm-before-a-move as a reason to buy, and it did not work.

Repair Pathway

  1. Nearest Trigger Relative momentum leadership holds already satisfied Track 2 pathway: relative momentum leadership is already present; maintaining it supports upgrade pressure · Broadly stable
  2. Trigger 2 MACD bullish crossover repair trigger repair engine identifies this as the nearest technical repair catalyst · Deteriorating rapidly
  3. Trigger 3 MACD histogram above zero secondary repair secondary repair catalyst could add confirmation if the primary trigger develops · Deteriorating rapidly
  4. Trigger 4 Bollinger recovery toward mid-band +0.13 band position price remains in the lower Bollinger zone; recovery toward mid-band would support repair · Broadly stable
  5. Trigger 5 Volume confirmation above 1.5x +0.50x volume confirmation would improve confidence in the pathway · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityInsider selling
Buy filings0
Sell filings53
Shares sold120,028
Value sold$34.7m
Latest sell2026-08-21
FiledInsiderSharesValue
2026-08-21 Sold Zatlyn MichellePresident and Board Co-Chair 2,206 $605,485
2026-08-21 Sold Zatlyn MichellePresident and Board Co-Chair 8,990 $2,478,197

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway Slightly more shares change hands on rising days than on falling ones, but the gap is too small to read anything into.

Options Positioning

No binary-event flag

NET: no binary-event flag. Near IV 53%, far IV 61% (ratio 0.87), implied move 6.3%.

Implied volatility 53% near (8d) · 61% far (85d)
Term structure 0.87× near/far
Historical volatility 65%
Implied vs historical 0.82×
Implied move ±6.3% by 2026-09-04
Implied move vs ATR 0.44×
Skew Flat (1.14×)
Call wall 400.00 (+30.4% away)
Put wall 240.00 (-21.8% away)
Gamma pin 400.00

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 6.3% in either direction by 2026-09-04.

Chain as at 2026-08-27. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Stock Rotation Headwind

Rotation health 16.6/100; Severe Rotation Headwind.

Rotation health 16.6
Rotation strength 89.0
LegQuadrantRS-RatioRS-Mom
Stock vs sector Lagging 74.3 94.1
Stock vs SPY Lagging 75.1 88.8
Sector vs SPY Weakening 103.8 79.2

Direction of travel: South-West / deteriorating rotation

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Piotroski F-score 5/9 (+5.0)
  • Altman Z-score 3.00 (+3.0)
  • High earnings quality (accrual ratio 0.000) (+1.0)
  • Track 2: bullish DI spread 1.2 (+2.9)
  • Track 2: ADX 34.3 and falling (+7.6)
  • Track 2: relative momentum rank 0.84 (+10.9)
  • Track 2: VPT strength 0.01 (+0.3)
  • Track 2: price above EMA50 by 3.9% (+1.8)
  • Track 2: EMA50 slope improving 3.8% (+3.5)
  • Track 2: Bollinger position 0.32 (+2.4)

Negative signals

  • Track 2: weak MACD histogram (-4.51)
  • Track 2: weak MACD line/signal structure (-5.6)
  • Track 2: MACD slope deteriorating (-3.7)
  • Track 2: weak volume for momentum setup (0.76x average)
  • Relative strength versus sector deteriorating
  • Track 2: negative 20-day momentum acceleration (-0.05)
  • Track 2: price below EMA20 by 1.6%
  • Track 2: EMA20 slope deteriorating -1.5%
  • Track 2: MACD histogram deteriorating (-3.33)
  • Track 2: RSI deterioration/overheating 50.2, 5-day change -3.0
  • FCF margin unavailable: revenue missing from fundamentals cache
  • Track 2 structural exemption: structural score 9.0/100 below the 25 quality floor; this is an unowned speculative candidate, so the universal SELL gate was skipped and the Track 2 momentum/RRG grid was allowed to evaluate instead. Structural quality here is weak by design for this kind of candidate -- treat any resulting BUY as higher risk than a Track 1 signal.

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.