Compare MACOM Technology (MTSI) vs Cloudflare Inc (NET) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
MACOM Technology vs Cloudflare Inc — how do they compare? MACOM Technology trades at $324.26 (market cap $24.61B), while Cloudflare Inc trades at $347.92 (market cap $121.74B). The key difference: Cloudflare Inc is far larger — about 4.9× MACOM Technology's market cap, and Cloudflare Inc is trading nearer its 52-week high, MACOM Technology nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold MACOM Technology for 6 Days and Cloudflare Inc for 61 Days on average.
| MTSI | NET | |
|---|---|---|
Market Cap | $24.61B | $121.74B |
Volume | 1,594,575 | 2,433,002 |
Sector | Technology | Technology |
52-Week High | $409.68 | $359.60 |
52-Week Low | $122.18 | $160.16 |
Typical Hold Time | 6 Days | 61 Days |
Enterprise Value | $24.32B | $121.11B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Cloudflare (NET) trades at $342.82, down 3.44% on the day, as the stock consolidates near recent highs. The company continues to demonstrate strong revenue growth with $2.17 billion in 2025 sales, though profitability remains challenged with a -8.21% net margin. Recent technical indicators show a bullish trend with the stock trading above key support levels, while analyst sentiment remains overwhelmingly positive with 71% buy ratings. The company's recent product launches including Cloudflare Basin and strategic partnerships with Deutsche Telekom highlight ongoing innovation in the connectivity cloud space.
Cloudflare presents a growth story with expanding enterprise adoption but faces valuation concerns at current levels. The stock's premium multiples (P/S 47.88) require continued execution against strong revenue growth targets. Key risks include persistent profitability challenges and competitive pressures in the cloud security market, while catalysts include AI-driven security demand and platform consolidation opportunities.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About MACOM Technology
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →About Cloudflare Inc
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →
