Cloudflare, Inc. (NET) Analyst Ratings & Price Targets

Cloudflare, Inc.

NET · NYSE

Analyst Consensus

Buy

29 analysts

$330

Current

—

Low

$363

Average

—

High

Average target implies +10.02% versus the current price.

Analyst Ratings Synthesis

The supplied consensus is Buy across 29 analysts, with a mean price target of $288. The low and high targets are unavailable, so the target cluster’s width and dispersion cannot be measured. No named analyst or firm is identified as the most bullish or least bullish, and no individual targets are supplied for comparison. The evidence also provides no analyst revisions during the past week, so the direction of estimate or target changes is not established. The substantive disagreement behind the unavailable spread is therefore not documented; the available research instead frames the debate around whether AI, Zero Trust, and developer-platform demand can sustain growth while margin trends improve.

Rating Actions

No individual rating actions have been captured for NETyet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

BAIRD R W

BTIG

CANTOR FITZGERA

CAP ONE SECURIT

CITIGROUP

CITIZENS JMP

EVERCORE ISI

GOLDMAN SACHS

GUGGENHEIM SEC.

JEFFERIES & CO.

JP MORGAN SECUR

KEYBANC CAP MKT

MACQUARIE CAPIT

MIZUHO SECURITI

MOFFETT NATHANS

MORGAN STANLEY

NEEDHAM & CO.

OPPENHEIMER HLD

PIPER SANDLER

RBC CAPITAL

SANFORD BERNSTE

STIFEL NICOLAUS

SUSQUEHANNA

TD COWEN

TRUIST SECURITI

UBS

WELLS FARGO SEC

WILLIAM BLAIR

Symbol: NET
Type: Stock
Sector: Technology
Industry: Services-Prepackaged Software
Exchange: NYSE

Cloudflare, Inc. (NYSE: NET) is the leading connectivity cloud company. It empowers organizations to make their employees, applications and networks faster and more secure everywhere, while reducing complexity and cost. Cloudflare's connectivity cloud delivers the most full-featured, unified platform of cloud-native products and developer tools, so any organization can gain the control they need to work, develop, and accelerate their business. Powered by one of the world's largest and most interconnected networks, Cloudflare blocks billions of threats online for its customers every day. It is trusted by millions of organizations - from the largest brands to entrepreneurs and small businesses to nonprofits, humanitarian groups, and governments across the globe.

Key Issues

Bullish view

AI demand is explicitly in focus ahead of Q2 earnings, alongside the developer platform, and could support continued expansion if usage translates into revenue.

Bearish view

The supplied evidence does not show realized AI revenue or accelerating growth, leaving the investment case dependent on whether demand becomes measurable in reported results.

Analyst Consensus

See all

Buy

29 analysts

$330

Current

—

Low

$363

Average

—

High

Average target implies +10.02% versus the current price.

Earnings History

BeatMissNo estimate

Cloudflare, Inc.

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers