Cloudflare Inc vs Atlassian Corporation PLC — how do they compare? Cloudflare Inc trades at $347.58 (market cap $121.74B), while Atlassian Corporation PLC trades at $204.09 (market cap $51.53B). The key difference: Cloudflare Inc is far larger — about 2.4× Atlassian Corporation PLC's market cap, and Atlassian Corporation PLC is more actively traded (2,904,511 versus 2,433,002). Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and Atlassian Corporation PLC for 64 Days on average.
| NET | TEAM | |
|---|---|---|
Market Cap | $121.74B | $51.53B |
Volume | 2,433,002 | 2,904,511 |
Sector | Technology | Technology |
52-Week High | $359.60 | $203.57 |
52-Week Low | $160.16 | $57.15 |
Typical Hold Time | 61 Days | 64 Days |
Enterprise Value | $121.11B | $51.52B |
Signals from Pluang's Aura AI — not financial advice
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.
Atlassian (TEAM) trades at $195.67, up 0.87% with bullish technical momentum and strong analyst support. The stock shows consistent earnings beats with Q2 2026 EPS of $1.87 exceeding expectations. Revenue growth remains robust at $5.22B in 2025, though profitability challenges persist with negative net margins. Recent news highlights AI-driven growth catalysts and cloud migration success.
Outlook remains positive with 69.77% analyst buy ratings and $191.16 consensus target. Key opportunities include $140B addressable market and AI adoption, while risks involve negative profitability metrics and high valuation multiples. The stock faces execution risk in maintaining growth momentum amid competitive pressures.
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 →Atlassian produces software that helps teams work together more efficiently and effectively. The company provides project planning and management software, collaboration tools, and IT help desk solutions. The company operates in four segments: subscriptions (term licenses and cloud agreements), maintenance (annual maintenance contracts that provide support and periodic updates and are generally attached to perpetual license sales), perpetual license (upfront sale for indefinite usage of the software), and other (training, strategic consulting, and revenue from the Atlassian Marketplace app store). Atlassian was founded in 2002 and is headquartered in Sydney.
Read more on TEAM →