Cloudflare Inc. (NET) — What Changed
Material changes in the AI committee's view · 15 events tracked · Detected nightly
2026-07-31 MATERIAL
▼ Agreement ShiftNET's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).
57.10 → 42.90 (-14.2)
2026-07-31 MINOR
▼ Score ChangeNET's Committee score moved from 53.23 to 50.73 (-2.50, 1 day(s) apart).
53.23 → 50.73 (-2.5)
2026-07-30 MATERIAL
▲ Agreement ShiftNET's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).
42.90 → 57.10 (+14.2)
2026-07-30 MINOR
▲ Score ChangeNET's Committee score moved from 53.02 to 53.23 (+0.21, 1 day(s) apart).
53.02 → 53.23 (+0.2)
2026-07-28 MINOR
▼ Score ChangeNET's Committee score moved from 54.76 to 53.02 (-1.74, 1 day(s) apart).
54.76 → 53.02 (-1.7)
2026-07-24 MATERIAL
▼ Agreement ShiftNET's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).
57.10 → 42.90 (-14.2)
2026-07-24 MINOR
▼ Score ChangeNET's Committee score moved from 53.88 to 53.33 (-0.55, 1 day(s) apart).
53.88 → 53.33 (-0.6)
2026-07-18 MINOR
▼ Score ChangeNET's Committee score moved from 54.07 to 52.65 (-1.42, 1 day(s) apart).
54.07 → 52.65 (-1.4)
2026-07-16 MINOR
▲ Score ChangeNET's Committee score moved from 53.22 to 54.07 (+0.85, 1 day(s) apart).
53.22 → 54.07 (+0.8)
2026-07-15 MINOR
▼ Score ChangeNET's Committee score moved from 54.07 to 53.22 (-0.85, 1 day(s) apart).
54.07 → 53.22 (-0.8)
2026-07-14 MAJOR
▼ Agreement ShiftNET's Committee agreement moved from 71.40% to 42.90% (-28.50pp, 1 day(s) apart).
71.40 → 42.90 (-28.5)
2026-07-14 MINOR
▼ Score ChangeNET's Committee score moved from 57.24 to 54.07 (-3.17, 1 day(s) apart).
57.24 → 54.07 (-3.2)
2026-07-13 MINOR
▲ Agreement ShiftNET's Committee agreement moved from 66.70% to 71.40% (+4.70pp, 1 day(s) apart).
66.70 → 71.40 (+4.7)
2026-07-13 MINOR
▼ Score ChangeNET's Committee score moved from 60.44 to 57.28 (-3.16, 1 day(s) apart).
60.44 → 57.28 (-3.2)
2026-07-13 MAJOR
— Rating ChangeNET moved from Buy to Watch (1 day(s) apart).
Buy → Watch
How Change Detection Works
Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →