Cloudflare Inc. (NET) — What Changed

Material changes in the AI committee's view · 15 events tracked · Detected nightly

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2026-07-31 MATERIAL
▼ Agreement Shift

NET'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 Change

NET'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 Shift

NET'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 Change

NET'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 Change

NET'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 Shift

NET'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 Change

NET'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 Change

NET'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 Change

NET'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 Change

NET'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 Shift

NET'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 Change

NET'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 Shift

NET'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 Change

NET'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 Change

NET 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 →