NET

Cloudflare, Inc.

$327.80

−$4.06 (1.22%)Oct 27 close

Technology Compare Technicals

1M 3M 6M 1Y 2Y

NETSPY

Wall St. Highest PT $430.00 (+31.2%) Wall St. Avg PT $343.42 (+4.8%)

Underwater Drawdown %Max DD -36.8%Current -9.2%

Relative Strength vs SPY+32.1% vs SPYOutperforming

+$36.11 (12.38%)

−$21.22 (6.08%)

+$63.70 (24.12%)

+$119.30 (57.22%)

YTD

+$130.65 (66.27%)

+$102.69 (45.62%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar

Wall Street analyst consensus

Buy

34 analysts · mean score 1.94

1 = Strong Buy · 5 = Sell

Strong Buy721%

Buy1647%

Hold926%

Underperform13%

Sell13%

Wall Street consensus

Analyst price targets

Current price$327.80

Average target$343.42

+$15.62 (+4.8%) upsideaverage target vs current price

CurrentAverageMedian

Low$160.00

Median$370.00

High$430.00

12-month Wall Street target range

Recent analyst rating changes · 30

Reiterated

2026-10-13 · TD Cowen reiterated Buy on NET

Reiterated

2026-10-12 · Barclays reiterated Overweight on NET

Reiterated

2026-10-09 · Oppenheimer reiterated Outperform on NET

Reiterated

2026-10-06 · BTIG reiterated Buy on NET

Reiterated

2026-09-17 · Bernstein reiterated Market Perform on NET

Reiterated

2026-08-31 · Citizens reiterated Market Outperform on NET

All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$116.0B

P/E (next 12 months, estimated)193.7

52-week range$158.83 – $370.35

Revenue growth (latest quarter vs a year ago)+35.9%

Dividend yieldNo dividend

Analyst consensusBuy (31)

Average analyst price target$343.42 (+5%)

What they do

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization.

Technology · Software - Infrastructure

Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

No sector grades for NET yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth

Outside this model's universe or screens

Momentum Top 15

Outside this model's universe or screens

Momentum Blend

Not in the current book

New Highs Growth

ranked 42 of 589 · 12-month momentum 39.6%

SURVYR. Barbell Momentum & T-Bill Shield

Outside this model's universe or screens

SURVYR. Physical AI Grid & Power

Outside this model's universe or screens

SURVYR. Long Book

Not in the current book

Earnings & events

NET earningsNext report in 9 days

Next report · quarter Sep 2026

Thu Nov 5, 2026After the close

EPS consensus$0.34 range $0.34–$0.37

Revenue consensus$738.1M 28 analysts

Last 4 quarters · EPS vs estimate

Aug 6, 2026$0.29est $0.27+7.5%Above estimates

May 7, 2026$0.25est $0.23+7.0%Above estimates

Feb 10, 2026$0.28est $0.27+3.2%Above estimates

Oct 30, 2025$0.27est $0.23+15.4%Above estimates

In line = within 1% of the estimate.

EstimateActual (beat)Actual (miss)

Quarterly revenue

Quarter	Revenue	YoY
2026-06-30	$696.1M	+35.9%
2026-03-31	$639.8M	–
2025-12-31	$614.5M	–
2025-09-30	$562.0M	–
2025-06-30	$512.3M	–

News & catalysts

More news

What Sent Cloudflare Stock Higher?

Trefis · Oct 26

Palo Alto and Crowdstrike Jumped 6%, and Okta Up 5% as Evercore Survey Flags Stronger Cyber Demand

TIKR · Oct 23

AI-powered cyber threats light a fire under cybersecurity stocks

Investing.com · Oct 23

Palo Alto +3% on Deutsche Bank AI Call as CEO Warns: “More of These, Not Less”

TIKR · Oct 22

Website PHP Flaws Spur a Cybersecurity Stock Rally—but Not All Are Buys

Barrons.com · Oct 22

Rating changes

Reiterated

2026-10-13 · TD Cowen reiterated Buy on NET

Reiterated

2026-10-12 · Barclays reiterated Overweight on NET

Reiterated

2026-10-09 · Oppenheimer reiterated Outperform on NET

Reiterated

2026-10-06 · BTIG reiterated Buy on NET

Reiterated

2026-09-17 · Bernstein reiterated Market Perform on NET

Reiterated

2026-08-31 · Citizens reiterated Market Outperform on NET

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades

Seifert Thomas J