Compare · MBLY vs NET
MBLY vs NET
Side-by-side comparison of Mobileye Global Inc. (MBLY) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both MBLY and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $98.14B, about 12.6x MBLY ($7.76B).
- Over the past year, MBLY is down 42.5% and NET is up 40.7% - NET leads by 83.2 points.
- NET has been more active in the news (31 items in the past 4 weeks vs 8 for MBLY).
- Both have 25 recent analyst ratings on file.
- Company
- Mobileye Global Inc.
- Cloudflare Inc.
- Price
- $9.23+2.90%
- $277.63+1.93%
- Market cap
- $7.76B
- $98.14B
- 1M return
- -4.00%
- +20.23%
- 1Y return
- -42.46%
- +40.72%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2022
- 2019
- News (4w)
- 8
- 31
- Recent ratings
- 25
- 25
Cloudflare Inc.
CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
Latest MBLY
- EVP Business Dev. & Strategy Nehushtan Nimrod was granted 199,680 shares, increasing direct ownership by 67% to 496,002 units (SEC Form 4)
- Chief Technology Officer Shalev-Shwartz Shai was granted 1,064,962 shares, increasing direct ownership by 15% to 8,113,010 units (SEC Form 4)
- Chief Financial Officer Shemesh Rojansky Moran was granted 212,992 shares, increasing direct ownership by 92% to 443,479 units (SEC Form 4)
- EVP of EPG Software Ouriel Boaz was granted 266,240 shares, increasing direct ownership by 122% to 485,243 units (SEC Form 4)
- CEO and President Shashua Amnon was granted 1,618,743 shares, increasing direct ownership by 8% to 22,142,999 units (SEC Form 4)
- Mobileye Announces Timing of its Second Quarter 2026 Results
- Mobileye Global Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders
- Innoviz Technologies Proud to Enable Mobileye Drive™ as Mobileye Announces Vertically Integrated Robotaxi Business
- Mobileye To Establish Vertically Integrated Robotaxi Business
- SEC Form SD filed by Mobileye Global Inc.
Latest NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)