Cloudflare, Inc. (NET) experienced a significant post-market surge of 8.29% on Tuesday, following the release of its fourth-quarter financial results.

The cloud and network security provider reported quarterly revenue of $614.5 million, surpassing the analyst consensus estimate of $591.3 million. Adjusted earnings per share came in at $0.28, also beating expectations of $0.27. This represents a 34% year-over-year revenue increase and a 47% increase in adjusted EPS.

Investors reacted positively not only to the earnings beat but also to the company's forward-looking guidance. Cloudflare expects first-quarter revenue between $620 million and $621 million, exceeding the FactSet estimate of $614.4 million. For the full year 2026, the company projects revenue of $2.79 billion to $2.80 billion, alongside adjusted EPS guidance of $1.11 to $1.12.