Cloudflare Inc vs Zeta Global Holdings Corp — how do they compare? Cloudflare Inc trades at $361 (market cap $121.74B), while Zeta Global Holdings Corp trades at $33.09 (market cap $8.29B). The key difference: Cloudflare Inc is far larger — about 14.7× Zeta Global Holdings Corp's market cap, and Zeta Global Holdings Corp is more actively traded (7,156,795 versus 2,433,002). Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and Zeta Global Holdings Corp for 19 Days on average.
| NET | ZETA | |
|---|---|---|
Market Cap | $121.74B | $8.29B |
Volume | 2,433,002 | 7,156,795 |
Sector | Technology | Technology |
52-Week High | $359.60 | $33.74 |
52-Week Low | $160.16 | $14.55 |
Typical Hold Time | 61 Days | 19 Days |
Enterprise Value | $121.11B | $8.18B |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $341.70, down slightly by 0.33% on the day, with a bullish technical signal from moving averages and a consensus analyst rating of 'Buy' from 70.7% of 41 analysts. The stock has beaten earnings estimates for three consecutive quarters, though it remains unprofitable with a net income margin of -8.21%. Recent news highlights strategic partnerships and product launches, such as Cloudflare Basin and a post-quantum certificate authority, driving positive sentiment.
The outlook is mixed: strong revenue growth and strategic positioning in AI security offer upside, but high valuation multiples and persistent losses pose risks. Investors face volatility from execution challenges and competitive pressures, though analyst targets suggest moderate upside from current levels.
ZETA trades at $33.03, down 2.1% today but remains near recent highs with strong technical momentum. The company shows robust revenue growth with $1.3B in 2025 and projected $1.6B in 2026, though profitability remains challenged with negative net margins. Recent earnings beats and expanding customer base (197 superscale customers in Q2 2026) support the bullish analyst consensus.
ZETA presents a growth story with expanding AI platform adoption and international expansion, but faces execution risks amid negative cash flow and high valuation multiples. The stock's 75% buy rating from analysts suggests upside potential, though investors should monitor margin improvement and cash flow sustainability.
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →