Cloudflare Inc vs Riot Platforms Inc — how do they compare? Cloudflare Inc trades at $317.01 (market cap $109.31B), while Riot Platforms Inc trades at $20.63 (market cap $7.59B). The key difference: Cloudflare Inc is far larger — about 14.4× Riot Platforms Inc's market cap, and Cloudflare Inc is trading nearer its 52-week high, Riot Platforms Inc nearer its low. Which is the better fit depends on your goals.
| NET | RIOT | |
|---|---|---|
Market Cap | $109.31B | $7.59B |
Sector | Technology | Technology |
52-Week High | $310.40 | $28.67 |
52-Week Low | $160.16 | $11.33 |
Enterprise Value | $108.67B | $8.00B |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $310.40, up 3.37% on the day, and is near its 52-week high. The stock shows strong technical momentum with bullish moving averages, though RSI levels indicate potential overbought conditions. Fundamentally, revenue growth is robust at 36% year-over-year in Q2 2026, but the company remains unprofitable with a net margin of -8.21%. Recent news highlights AI-driven demand and a $2.175 billion convertible note offering.
The outlook is positive given analyst consensus and AI tailwinds, but high valuation multiples and persistent losses pose risks. Investment appeal hinges on sustained growth justifying premium pricing, while competition and execution challenges are key watchpoints for shareholders.
RIOT Platforms trades at $20.90, up 7.73% in the last 24 hours, following the announcement of a landmark $9.1 billion, 20-year AI data center deal with Anthropic. Despite this positive news, the technical outlook remains bearish, and the company continues to report significant net losses, with a net income margin of -196.28% for 2026. Analyst sentiment is overwhelmingly positive, with a consensus price target of $33.40 representing substantial upside potential.
The stock presents a high-risk, high-reward opportunity. The transformative AI deal offers a clear long-term growth catalyst, but investors must weigh this against persistent unprofitability and negative cash flows. The key risk is the company's ability to execute its strategic pivot to AI infrastructure while managing its financial losses.
Trailing returns across standard periods
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 →Riot Platforms, Inc. is a Bitcoin mining company that focuses on building, operating, and expanding large-scale infrastructure for digital asset mining in North America. The company's operations include Bitcoin mining, data center hosting, and engineering solutions. Riot's strategy emphasizes vertical integration to maximize efficiency and scale its mining capacity, aiming to be a leader in the global Bitcoin and digital infrastructure industry.
Read more on RIOT →