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NET Stock Forecast 2025-2026
$210.60
Current Price
$73.77B
Market Cap
Buy 19
Hold 13
Sell 2
Wall St Analyst Ratings
Distance to NET Price Targets
+51.0%
To High Target of $318.00
+22.5%
To Median Target of $258.00
-44.4%
To Low Target of $117.00
NET Price Momentum
-9.5%
1 Week Change
-3.1%
1 Month Change
+134.6%
1 Year Change
+95.6%
Year-to-Date Change
-19.0%
From 52W High of $260.00
+139.9%
From 52W Low of $87.77
📊 TOP ANALYST CALLS
Did NET Make This Month's Elite Buy List?
We don't follow just any analyst — only the top 3% with a proven track record make our cut. See if CloudFlare is one of their latest high-conviction picks.
Latest NET Stock Price Targets & Analyst Predictions
Based on our analysis of 46 Wall Street analysts, NET has a bullish consensus with a median price target of $258.00 (ranging from $117.00 to $318.00). The overall analyst rating is Buy (7.8/10). Currently trading at $210.60, the median forecast implies a 22.5% upside. This outlook is supported by 19 Buy, 13 Hold, and 2 Sell ratings.
The most optimistic forecast comes from Fatima Boolani at Citigroup, projecting a 51.0% upside. Conversely, the most conservative target is provided by Jonathan Ruykhaver at Baird, suggesting a 44.4% downside.
Please note that analyst price targets are forward-looking estimates subject to substantial market, economic, and company-specific risks. Past performance does not guarantee future results, and actual stock performance may materially differ from these projections. Investors should conduct their own due diligence and consider their investment objectives and risk tolerance before making investment decisions.
NET Analyst Ratings
19
Buy
13
Hold
2
Sell
NET Price Target Range
Low
$117.00
Average
$258.00
High
$318.00
Current: $210.60
Latest NET Stock Forecasts by Analyst
These are the latest 20 analyst ratings and price targets for NET.
| Date | Firm | Analyst | Rating | Change | Price Target |
|---|---|---|---|---|---|
| Nov 10, 2025 | Argus Research | Joseph Bonner | Buy | Maintains | $265.00 |
| Nov 3, 2025 | Citigroup | Fatima Boolani | Buy | Maintains | $318.00 |
| Nov 3, 2025 | Susquehanna | Aaron Samuels | Neutral | Maintains | $260.00 |
| Oct 31, 2025 | Stifel | Adam Borg | Buy | Maintains | $275.00 |
| Oct 31, 2025 | UBS | Roger Boyd | Neutral | Maintains | $245.00 |
| Oct 31, 2025 | Citizens | Trevor Walsh | Market Outperform | Maintains | $270.00 |
| Oct 31, 2025 | Mizuho | Gregg Moskowitz | Outperform | Maintains | $280.00 |
| Oct 31, 2025 | Jefferies | Joseph Gallo | Hold | Assumes | $250.00 |
| Oct 31, 2025 | RBC Capital | Matthew Hedberg | Outperform | Maintains | $265.00 |
| Oct 31, 2025 | Needham | Mike Cikos | Buy | Maintains | $285.00 |
| Oct 31, 2025 | Keybanc | Jackson Ader | Overweight | Maintains | $300.00 |
| Oct 31, 2025 | Wells Fargo | Andrew Nowinski | Overweight | Maintains | $265.00 |
| Oct 31, 2025 | Piper Sandler | James Fish | Neutral | Maintains | $249.00 |
| Oct 31, 2025 | Cantor Fitzgerald | Thomas Blakey | Neutral | Maintains | $224.00 |
| Oct 31, 2025 | Scotiabank | Patrick Colville | Sector Perform | Maintains | $255.00 |
| Oct 21, 2025 | UBS | Roger Boyd | Neutral | Maintains | $240.00 |
| Aug 18, 2025 | Citigroup | Fatima Boolani | Buy | Maintains | $255.00 |
| Aug 1, 2025 | B of A Securities | Madeline Brooks | Buy | Maintains | $240.00 |
| Aug 1, 2025 | Piper Sandler | James Fish | Neutral | Maintains | $224.00 |
| Aug 1, 2025 | Wells Fargo | Andrew Nowinski | Overweight | Maintains | $250.00 |
Cloudflare Inc. (NET) Competitors
The following stocks are similar to CloudFlare based on their market capitalization and industry sector. These similar stocks potentially provide investors with alternative investment opportunities within the same market segment.
Cloudflare Inc. (NET) Financial Data
Cloudflare Inc. has a market capitalization of $73.77B with a P/E ratio of -915.7x. The company generates $2.01B in trailing twelve-month revenue with a -5.1% profit margin.
Revenue growth is +30.7% quarter-over-quarter, while maintaining an operating margin of -6.7% and return on equity of -8.9%.
Valuation Metrics
Market Cap
$73.77B
Enterprise Value
$78.51B
P/E Ratio
-915.7x
PEG Ratio
9.2x
Price/Sales
37.2x
Growth & Margins
Revenue Growth (YoY)
+30.7%
Gross Margin
+74.0%
Operating Margin
-6.7%
Net Margin
-5.1%
EPS Growth
+30.7%
Financial Health
Cash/Price Ratio
+5.5%
Current Ratio
2.0x
Debt/Equity
260.0x
ROE
-8.9%
ROA
-2.7%
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Cloudflare Inc. (NET) Business Model
About Cloudflare Inc.
What They Do
Provides web infrastructure and security services.
Business Model
Cloudflare generates revenue by offering a range of subscription-based services, including content delivery networks, DDoS protection, and DNS solutions. The company serves diverse sectors, enabling both large enterprises and smaller businesses to enhance their online security and performance.
Additional Information
With a strong presence in the digital economy, Cloudflare is vital for maintaining internet stability and efficiency, making it a key player in the technology sector. The company's focus on optimizing user experiences and securing digital assets positions it well for future growth as online activity continues to expand.
Company Information
Sector
Technology
Industry
Software - Infrastructure
Employees
4,616
CEO
Mr. Matthew Prince J.D.
Country
United States
IPO Year
2019
Website
www.cloudflare.comCloudflare Inc. (NET) Latest News & Analysis
Featured Analysis
Powered by
Zacks Investment Research
Zacks Industry Outlook Highlights Palantir Technologies, Cloudflare and Reddit
Palantir, Cloudflare, and Reddit are leading the charge in a strengthening Internet Software industry powered by AI, SaaS, and cloud adoption.
Nov 13, 2025
By Zacks Equity Research
Press Releases
3 Internet Software Stocks to Buy From a Prospering Industry
The Zacks Internet software industry participants like PLTR, NET and RDDT are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.
Nov 11, 2025
By Aniruddha Ganguly
Industry Outlook
Surging Earnings Estimates Signal Upside for Cloudflare (NET) Stock
Cloudflare (NET) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Nov 11, 2025
By Zacks Equity Research
Tale of the Tape
Latest News
Quick Summary
Cloudflare (NET) shares are experiencing upward momentum, supported by positive revisions in earnings estimates, suggesting potential for continued growth.
Why It Matters
Rising earnings estimates for Cloudflare suggest positive market sentiment and potential stock price appreciation, signaling a favorable investment opportunity.
Source: Zacks Investment Research
Market Sentiment:
Positive
Quick Summary
The Zacks Internet software industry, including PLTR, NET, and RDDT, is experiencing growth due to rising demand for SaaS in hybrid work, learning, diagnostics, and cybersecurity.
Why It Matters
High demand for SaaS in hybrid work and cybersecurity boosts growth prospects for companies like PLTR, NET, and RDDT, potentially enhancing their stock performance.
Source: Zacks Investment Research
Market Sentiment:
Positive
Quick Summary
Cloudflare stock rose nearly 14% in one day after its earnings report on Oct. 31, with shares now approaching a buy zone for investors.
Why It Matters
Cloudflare's 14% stock surge indicates strong earnings performance, signaling potential growth and attracting investor interest as shares approach a buy zone.
Source: Investors Business Daily
Market Sentiment:
Positive
Quick Summary
Zacks Style Scores provide investors with a method to identify top-rated stocks aligned with their investing style, offering a strategic advantage in stock selection.
Why It Matters
Zacks Style Scores highlight top-rated stocks aligned with specific investing strategies, aiding investors in making informed decisions and potentially enhancing portfolio performance.
Source: Zacks Investment Research
Market Sentiment:
Positive
Quick Summary
Dev Ittycheria is stepping down as CEO of MongoDB, effective Nov. 10. He will be succeeded by Chirantan "CJ" Desai, formerly of Cloudflare.
Why It Matters
CEO transitions can impact company strategy and stock performance. Investors may reassess MongoDB's growth trajectory and leadership direction under the new CEO, influencing market sentiment.
Source: CNBC
Market Sentiment:
Neutral
Quick Summary
MongoDB has appointed Chirantan Desai, previously Cloudflare's product and engineering head, as its new CEO, effective November 10.
Why It Matters
Leadership changes can impact a company's strategic direction and performance. Desai's experience may influence MongoDB's growth and innovation, affecting investor confidence and stock value.
Source: Reuters
Market Sentiment:
Positive
Frequently Asked Questions About NET Stock
What is Cloudflare Inc.'s (NET) stock forecast for 2026?
Based on our analysis of 46 Wall Street analysts, Cloudflare Inc. (NET) has a median price target of $258.00. The highest price target is $318.00 and the lowest is $117.00.
Is NET stock a good investment in 2026?
According to current analyst ratings, NET has 19 Buy ratings, 13 Hold ratings, and 2 Sell ratings. The stock is currently trading at $210.60. Always conduct your own research and consider your investment goals before making investment decisions.
What is the long-term price prediction for NET stock?
Wall Street analysts predict NET stock could reach $258.00 in the next 12 months. This represents a 22.5% increase from the current price of $210.60. Please note that this is a projection by Wall Street analysts and not a guarantee.
What is Cloudflare Inc.'s business model?
Cloudflare generates revenue by offering a range of subscription-based services, including content delivery networks, DDoS protection, and DNS solutions. The company serves diverse sectors, enabling both large enterprises and smaller businesses to enhance their online security and performance.
What is the highest forecasted price for NET Cloudflare Inc.?
The highest price target for NET is $318.00 from Fatima Boolani at Citigroup, which represents a 51.0% increase from the current price of $210.60.
What is the lowest forecasted price for NET Cloudflare Inc.?
The lowest price target for NET is $117.00 from Jonathan Ruykhaver at Baird, which represents a -44.4% decrease from the current price of $210.60.
What is the overall NET consensus from analysts for Cloudflare Inc.?
The overall analyst consensus for NET is bullish. Out of 46 Wall Street analysts, 19 rate it as Buy, 13 as Hold, and 2 as Sell, with a median price target of $258.00.
How accurate are NET stock price projections?
Stock price projections, including those for Cloudflare Inc., are based on various factors including financial models, market conditions, and analyst forecasts. While these predictions provide valuable insights, they should be considered alongside your own research and risk tolerance.
Important Disclaimer
The information provided by Ticker Nerd is for educational and informational purposes only. It should not be considered financial or investment advice. Past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Analyst ratings and price forecasts are sourced from Wall St analysts and other experts. These projections are speculative and do not guarantee future stock performance.
Last updated: November 15, 2025 3:33 AM UTC