Cloudflare Inc vs Wolfspeed Inc — how do they compare? Cloudflare Inc trades at $347.27 (market cap $121.74B), while Wolfspeed Inc trades at $31.53 (market cap $1.64B). The key difference: Cloudflare Inc is far larger — about 74.2× Wolfspeed Inc's market cap, and Cloudflare Inc is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and Wolfspeed Inc for 19 Days on average.
| NET | WOLF | |
|---|---|---|
Market Cap | $121.74B | $1.64B |
Volume | 2,433,002 | 22,772,687 |
Sector | Technology | Technology |
52-Week High | $359.60 | $73.68 |
52-Week Low | $160.16 | $14.80 |
Typical Hold Time | 61 Days | 19 Days |
Enterprise Value | $121.11B | $2.35B |
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 2025 revenue reaching $2.17 billion, though profitability remains elusive with a net income margin of -8.21%. Recent product launches including Cloudflare Basin and partnerships with Deutsche Telekom highlight ongoing innovation. Technical indicators show a bullish trend with the current price trading between support at $340 and resistance at $348.
While Cloudflare shows impressive revenue momentum and strong analyst support (71% buy ratings), investors face valuation concerns with elevated P/S ratio of 48x and persistent losses. The stock's outlook depends on continued enterprise adoption and path to profitability, with key risks including competitive pressure and high growth expectations priced in.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company reported a net loss of $1.61 billion in 2025, but forecasts a return to profitability in 2026 with a net income of $4 million. Recent news highlights the expansion of its 200mm silicon carbide portfolio, positioning it for growth in AI and electrification markets.
The outlook is mixed; analyst consensus is a buy with a $54.32 price target, but significant risks include negative margins, high debt, and ongoing legal investigations. Revenue growth in power devices offers upside, yet achieving breakeven remains critical for sustained shareholder value.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →