NETTechnology · Software - InfrastructureThe 34 Wall Street analysts covering Cloudflare, Inc. hold a median 12-month price target of $355 — +12.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 72 of 100 as at 15 Aug 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Cloudflare, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (98): Analysts have, on balance, been raising their forecasts.
Issuance (37): The company has been issuing shares or taking on financing, diluting existing holders.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on NET, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +12.4% from it.
Of the 20 most recent actions, 17 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | Citigroup | Maintains | Buy | $265 → $400 |
| 10 Aug 2026 | Susquehanna | Maintains | Neutral | $200 → $300 |
| 8 Aug 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 7 Aug 2026 | Barclays | Maintains | Overweight | $300 → $355 |
| 7 Aug 2026 | BTIG | Maintains | Buy | $314 → $382 |
| 7 Aug 2026 | Citizens | Maintains | Market Outperform | $330 → $394 |
| 7 Aug 2026 | Guggenheim | Maintains | Sell | $140 → $160 |
| 7 Aug 2026 | Keybanc | Maintains | Overweight | $300 → $375 |
| 7 Aug 2026 | Needham | Maintains | Buy | $280 → $380 |
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | $330 → $380 |
| 7 Aug 2026 | Piper Sandler | Maintains | Overweight | $250 → $333 |
| 7 Aug 2026 | RBC Capital | Maintains | Outperform | $290 → $346 |
| 7 Aug 2026 | Scotiabank | Maintains | Sector Outperform | $300 → $390 |
| 7 Aug 2026 | TD Cowen | Maintains | Buy | $300 → $355 |
| 7 Aug 2026 | Truist Securities | Maintains | Buy | $300 → $350 |
| 7 Aug 2026 | UBS | Maintains | Neutral | $250 → $350 |
| 7 Aug 2026 | Wells Fargo | Maintains | Overweight | $300 → $380 |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | $300 → $330 |
| 21 July 2026 | Truist Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NET appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 99% of US stocks
Cheaper than 6% of US stocks
Cheaper than 2% of US stocks
Cheaper than 99% of US stocks
Higher than 81% of US stocks
Higher than 70% of US stocks
Higher than 84% of US stocks
Higher than 25% of US stocks
Higher than 21% of US stocks
Higher than 33% of US stocks
Higher than 37% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cloudflare, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Cloudflare's CEO discussed on a Motley Fool podcast how the internet is changing exponentially. The conversation was hosted by Motley Fool contributors Jon Quast, Matt Frankel, and Tyler Crowe.
Why it matters — A NET watcher would care because the CEO's views on the internet's exponential evolution signal the scale of opportunity and growth context for Cloudflare's business.
Tim Bohen of StocksToTrade named Palantir, CrowdStrike, and Cloudflare as his "Big 3" software picks on Schwab Network. He said Palantir continues to deliver on top-tier AI development and sales, highlighting software as the focus of his picks.
Why it matters — Cloudflare is included among the software names highlighted as a top pick, which is relevant to investors following NET, though the excerpt provides no specific detail about the company itself.
Investors Business Daily reports on an options-based strategy offering exposure to Cloudflare, Inc. at a lower cost than outright share purchases, describing it as a bullish trade.
Why it matters — A NET watcher would care because the article highlights alternative ways investors can gain exposure to Cloudflare shares at a reduced cost.
Zacks reports that Cloudflare's AI security strategy is driving demand for its SASE and Zero Trust solutions, while opening up opportunities to secure larger enterprise contracts as it competes with Palo Alto Networks and Zscaler.
Why it matters — A NET watcher would care because the article highlights how Cloudflare's AI security positioning could support broader adoption and larger enterprise wins against established security rivals.
Nebius Group shares rose 18% on Wednesday to $227.70,, extending a remarkable run for the AI cloud company. The article compares Nebius's performance to other AI cloud stocks such as CoreWeave and Cloudflare.
Why it matters — A Cloudflare watcher would care because the piece positions Nebius's gains against peer AI cloud stocks, offering context on competitive dynamics in the sector.
The 34 Wall Street analysts covering Cloudflare, Inc. have a median 12-month price target of $355, with estimates ranging from $160 to $400. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 34 analysts covering Cloudflare, Inc., 24 rate it a Buy, 8 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Cloudflare, Inc. 72 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Cloudflare, Inc. ranks 72 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 34 analysts implies +12.4% from the last close, and Ticker Nerd's factor model ranks Cloudflare, Inc. 72 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cloudflare, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NET are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $160 to $400 over the next 12 months.
Cloudflare, Inc. returned +61.6% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Cloudflare Inc. is a technology company that provides cloud-based networking and security services designed to improve the security, performance, and reliability of internet applications.
The most recent item we track (The Motley Fool, 17 Aug 2026): "Cloudflare CEO Says the Internet Is Changing Exponentially". Cloudflare's CEO discussed on a Motley Fool podcast how the internet is changing exponentially. The conversation was hosted by Motley Fool contributors Jon Quast, Matt Frankel, and Tyler Crowe.
Cloudflare Inc. is a technology company that provides cloud-based networking and security services designed to improve the security, performance, and reliability of internet applications. Its core platform sits between a customer’s infrastructure and end users, delivering content and security functions from a globally distributed network. Cloudflare offers web application firewall capabilities, DDoS protection, bot management, and zero-trust security solutions that help organizations protect websites, APIs, and internal applications. The company also delivers performance and reliability services such as content delivery, intelligent routing, and optimization tools, as well as developer-focused products including its Workers edge computing platform, domain registration, and a marketplace for integrations. Cloudflare serves businesses of various sizes across sectors that rely on fast, secure, and always-available digital experiences. Founded in 2009 and headquartered in San Francisco, California, Cloudflare plays a significant role in modern internet infrastructure by enabling secure and efficient delivery of digital services.
CEO Mr. Matthew Prince J.D. · 5,156 employees · United States · https://www.cloudflare.com