Cloudflare customers over $100k ARR in Q3 (paying customers with over $100k arr in Q3 2026)
4,988median
4,8005,350
Median 4,988Middle half 4,960 – 5,028
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Cloudflare customers over $100k ARR in fiscal 2026
The odds
5,291median
5,1005,550
Median 5,291Middle half 5,239 – 5,385
How the odds have moved
Median: 5,291 on Sep 30, 5,291 now.
The median price the market implied over time, and its middle half (the band), read from every strike's prices on Kalshi.
Every outcome
| Outcome | Chance | Day | Bid | Ask | Contracts |
|---|---|---|---|---|---|
| Above 5150 | 97% | 94¢ | 99¢ | 100 | |
| Above 5200 | 91% | 86¢ | 95¢ | 100 | |
| Above 5250 | 71% | 66¢ | 75¢ | ||
| Above 5300 | 46% | 41¢ | 50¢ | ||
| Above 5350 | 36% | 31¢ | 40¢ | ||
| Above 5400 | 21% | 16¢ | 25¢ | ||
| Above 5450 | 12% | 7¢ | 16¢ | ||
| Above 5500 | 8% | 3¢ | 12¢ |
Related markets
All stocks & companies ›Will Cloudflare (NET) beat quarterly earnings?
97%chance▲ 11
Which companies will be added to the S&P 500 in Q4? (Q4 2026)
7%Cloudflare
- Twilio98%▼ 2
- Cheniere Energy32%▼ 3
- Astera Labs26%▲ 5
- Cloudflare7%
31 more
- Okta22%
- Credo Technology16%▼ 12
- Alnylam Pharmaceuticals14%▲ 3
- MongoDB12%▼ 2
- SoFi12%▼ 3
- Affirm Holdings11%▲ 3
- HEICO9%▼ 1
- Rocket Companies9%
- Southern Copper9%
- LPL Financial9%
- ATI9%▼ 5
- Tradeweb Markets9%
- Venture Global9%
- TPG9%
- Snowflake9%
- Atlassian9%
- Natera9%
- Talen Energy8%
- Zoom7%▲ 2
- Curtiss-Wright7%▲ 2
- Toast7%▲ 2
- Roblox6%▲ 1
- BWX Technologies6%▲ 2
- SpaceX6%▲ 1
- Medline4%
- CoreWeave4%
- Circle Internet Group3%▼ 1
- Guidewire Software3%▼ 1
- Duolingo3%▼ 2
- Strategy (MicroStrategy)2%
- Cerebras2%
Largest Company end of December 2026?
69%Apple
- Apple69%▲ 14
- NVIDIA28%▼ 14
- Microsoft1%▲ 1
- Alphabet1%
4 more
- SpaceX<1%
- Tesla<1%
- Saudi Aramco<1%
- Amazon<1%
Largest IPO by market cap in 2026?
84%SpaceX
- SpaceX84%▲ 17
- xAI21%
- Anthropic13%▼ 16
- OpenAI<1%
9 more
- ByteDance<1%
- Stripe<1%
- Databricks<1%
- SHEIN<1%
- Waymo<1%
- Revolut<1%
- Discord<1%
- Perplexity AI<1%
- Kraken<1%
Anthropic IPO Closing Market Cap
25%$1.5–$1.75T
- $1.5–$1.75T25%▲ 3
- $1.75–$2.0T22%▼ 8
- $2.0–$2.25T17%▼ 1
- $1.25–$1.5T15%▲ 4
6 more
- <$1.25T10%▲ 2
- $2.25–$2.5T5%▲ 1
- No IPO by December 31, 20273%▲ 1
- $2.5–$2.75T2%
- $2.75–$3.0T1%
- $3.0T+<1%▼ 1
Odds are traders' prices on Kalshi and Polymarket, not forecasts by 4SEARCH.business. Read from the venues 3 min ago. Prices may be delayed up to 15 min. Not investment advice.
Market data is provided for information only and comes from free public sources. Prices may be delayed up to 15 minutes; data may be incomplete or inaccurate. Nothing on this page is investment advice or a recommendation to buy or sell any security. News and coverage analytics are drawn from the 4SEARCH.business index. Terms of use. How to use Finance