Cloudflare Inc vs Invesco NASDAQ 100 ETF — how do they compare? Cloudflare Inc trades at $359.71 (market cap $121.74B), while Invesco NASDAQ 100 ETF trades at $308.99 (market cap $113.40B). The key difference: Cloudflare Inc and Invesco NASDAQ 100 ETF are close in size by market cap, and Invesco NASDAQ 100 ETF is more actively traded (2,866,236 versus 2,433,002). Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and Invesco NASDAQ 100 ETF for 54 Days on average.
| NET | QQQM | |
|---|---|---|
Market Cap | $121.74B | $113.40B |
Volume | 2,433,002 | 2,866,236 |
Sector | Technology | Broad Market / Factor |
52-Week High | $359.60 | $312.76 |
52-Week Low | $160.16 | $229.87 |
Typical Hold Time | 61 Days | 54 Days |
Enterprise Value | $121.11B | — |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $357.03, up 4.15% today, approaching its 52-week high. The stock shows strong technical momentum with bullish moving averages and recent earnings beats. Revenue growth remains robust at $2.17B for 2025, though profitability challenges persist with a -8.21% net margin. Recent product launches including Cloudflare Basin and strategic partnerships with Deutsche Telekom highlight ongoing innovation.
While analyst consensus remains strongly bullish (71% buy ratings), the stock trades above consensus targets at premium valuations (P/S 47.88). Key risks include persistent unprofitability and high valuation multiples. The company's growth trajectory and AI security positioning offer upside potential, but investors face volatility from execution risks and competitive pressures in the cloud infrastructure space.
QQQM trades at $308.42, down 1.15% on the day, while maintaining a bullish technical outlook with strong moving average support. The ETF's lower 0.15% expense ratio compared to QQQ's 0.18% provides a cost advantage, though trading spreads can impact returns. Recent institutional buying includes QRG Capital Management increasing its position by 207.5% during Q2 2026, signaling confidence in the Nasdaq-100 exposure.
The ETF offers pure Nasdaq-100 exposure with competitive fees, though investors should be aware of concentration risk in technology stocks and potential tax implications of distributions. Technical indicators suggest near-term support at $305 with resistance at $311, while institutional accumulation supports the bullish case for long-term growth investors.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →QQQM is an ETF designed to track the performance of the NASDAQ-100 Index. It provides exposure to the 100 largest non-financial companies listed on the NASDAQ. Positioned as a lower-cost and more long-term-investor-friendly alternative to its peer QQQ, QQQM offers the same fundamental market exposure but typically has a lower share price and is structured to appeal to investors focused on accumulation rather than active trading.
Read more on QQQM →