NETTechnology · Software - InfrastructureThe 34 Wall Street analysts covering Cloudflare, Inc. hold a median 12-month price target of $355 — -1.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 71 of 100 as at 10 Oct 2026 — in the upper half. The factors read stronger than the Street's target implies. That gap is the story on this page.
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 (97): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits −1.6% from it.
Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Oct 2026 | Oppenheimer | Maintains | Outperform | $380 → $430 |
| 6 Oct 2026 | BTIG | Maintains | Buy | $382 → $413 |
| 17 Sept 2026 | Bernstein | Maintains | Market Perform | $164 → $181 |
| 17 Sept 2026 | Bernstein | Maintains | Market Perform | — |
| 31 Aug 2026 | Citizens | Reiterates | Market Outperform | $394 |
| 31 Aug 2026 | Citizens | Reiterates | Market Outperform | — |
| 10 Aug 2026 | Citigroup | Maintains | Buy | — |
| 10 Aug 2026 | Citigroup | Maintains | Buy | $265 → $400 |
| 10 Aug 2026 | Susquehanna | Maintains | Neutral | — |
| 10 Aug 2026 | Susquehanna | Maintains | Neutral | $200 → $300 |
| 8 Aug 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 7 Aug 2026 | Barclays | Maintains | Overweight | — |
| 7 Aug 2026 | Barclays | Maintains | Overweight | $300 → $355 |
| 7 Aug 2026 | BTIG | Maintains | Buy | $314 → $382 |
| 7 Aug 2026 | BTIG | Maintains | Buy | — |
| 7 Aug 2026 | Citizens | Maintains | Market Outperform | $330 → $394 |
| 7 Aug 2026 | Citizens | Maintains | Market Outperform | — |
| 7 Aug 2026 | Guggenheim | Maintains | Sell | $140 → $160 |
| 7 Aug 2026 | Guggenheim | Maintains | Sell | — |
| 7 Aug 2026 | Keybanc | Maintains | Overweight | $300 → $375 |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 9 Oct 2026, Cloudflare, Inc. returned +63.4% against +17.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 5% of US stocks
Cheaper than 2% of US stocks
Cheaper than 99% of US stocks
Higher than 81% of US stocks
Higher than 69% of US stocks
Higher than 84% of US stocks
Higher than 25% of US stocks
Higher than 21% of US stocks
Higher than 34% of US stocks
Higher than 37% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cloudflare, Inc. has a market value of $128.5B and an enterprise value of $121.5B.
Revenue in the twelve months to 30 June 2026: $2.5B. The latest quarter grew 35.9% year on year.
Net income over the same four quarters: −$206.3M, a −8.2% net margin.
Diluted earnings per share, trailing twelve months: $−0.58.
Free cash flow in the twelve months to 30 June 2026: $314.9M, after $33.5M of capital spending.
Trailing P/E: −1244.6×; forward P/E: 215.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Cloudflare, Inc. employs 5,156 people — $487K of revenue per employee.
Data provided by Twelve Data
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 announced Friday that it is acquiring Deno, the startup behind the Deno programming runtime.
Why it matters — The acquisition is relevant to NET watchers because the headline says it is intended to improve Cloudflare’s Workers programming model.
Zacks Investment Research reports that Cloudflare has recently drawn substantial attention from Zacks.com users. The excerpt says it is worth knowing the facts that could shape the stock’s prospects but provides no further details.
Why it matters — NET watchers may note the increased user attention, though the excerpt offers no specific company developments or factors affecting its prospects.
Cloudflare announced several key business developments in September, while investor sentiment rebounded as concerns about AI-related disruption faded. Its stock rallied nearly 14% that month, according to the headline.
Why it matters — NET watchers may care about the reported business developments and the shift in investor sentiment around AI-related disruption.
BTIG analyst Gray Powell raised Cloudflare’s price forecast from $382 to $413, maintaining a Buy rating and citing stronger growth and product momentum.
Why it matters — The analyst’s forecast change and rationale provide a view on Cloudflare’s growth and product momentum for NET watchers.
Cloudflare launched Basin, a data platform featuring serverless analytics, open formats and no cross-cloud transfer fees. The excerpt says it is designed to simplify data management and support AI workloads.
Why it matters — NET watchers may follow whether Basin expands Cloudflare’s data-platform offering for AI workloads.
The 34 Wall Street analysts covering Cloudflare, Inc. have a median 12-month price target of $355, with estimates ranging from $160 to $413. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 34 analysts covering Cloudflare, Inc., 23 rate it a Buy, 8 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Cloudflare, Inc. 71 out of 100 across roughly 4,600 US stocks as at 10 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Oct 2026, Cloudflare, Inc. ranks 71 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 34 analysts implies -1.6% from the last close, and Ticker Nerd's factor model ranks Cloudflare, Inc. 71 out of 100 as at 10 Oct 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 $413 over the next 12 months.
Cloudflare, Inc. returned +63.4% over the 12 months to 9 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Cloudflare, Inc. Class A Common Stock represents Cloudflare, a cloud-based technology company that provides services designed to improve the security, performance, and reliability of websites and applications.
The most recent item we track (TechCrunch, 10 Oct 2026): "Cloudflare acquires Deno to improve its Workers programming model". Cloudflare announced Friday that it is acquiring Deno, the startup behind the Deno programming runtime.
Cloudflare, Inc. Class A Common Stock represents Cloudflare, a cloud-based technology company that provides services designed to improve the security, performance, and reliability of websites and applications. Cloudflare’s platform includes application security tools, network services, Zero Trust access solutions, developer-focused services, domain registration, and consumer offerings. The company also supports content delivery, edge computing, and traffic optimization for businesses operating across public cloud, private cloud, on-premises, and hybrid environments. Its products are used by organizations in sectors such as technology, media, retail, financial services, and government to help manage internet traffic and protect digital infrastructure. Headquartered in San Francisco, California, Cloudflare plays an important role in the broader internet infrastructure market by helping connect users and applications more securely and efficiently.
CEO Mr. Matthew Prince J.D. · 5,156 employees · United States · https://www.cloudflare.com
