Cloudflare Inc (NET) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

MIXED

Cloudflare (NET) has launched Cloudflare Mesh, a new private networking solution designed to support the increasing use of AI agents by unifying AI agents, human users, and multicloud environments. This development, coupled with a strategic partnership with Wiz to secure the global AI attack surface and eliminate blind spots caused by "shadow AI," signals an aggressive push into critical emerging technology areas. These moves are intended to drive new revenue streams and solidify market leadership by enhancing AI security protocols and providing real-time risk detection for enterprise applications. Despite a recent price target reduction by Mizuho from $255 to $235, Cloudflare was still named a top Q1 pick by the firm, indicating continued confidence in its strategic positioning and growth prospects. Traders should monitor the market's reaction to the price target revision and look for confirmation of this optimistic outlook in upcoming earnings reports. Separately, Netcall, a software products and services company, is noted as an undervalued small-cap with recent insider buying, suggesting potential value recognition amid broader resilience in small-cap stocks.

Market Data

NET Stock Snapshot

Cloudflare Inc · Technology · cloudflare.com

Cloudflare, Inc. is a cloud services provider specializing in comprehensive solutions for businesses across various sectors. The company's core offering centers on securing and optimizing websites, applications, and networks through a unified cloud platform. Cloudflare provides essential services like web application firewalls, bot management, and DDoS protection, ensuring robust security for diverse platforms, including public and private clouds, as well as IoT devices. Beyond security, the company enhances performance with content delivery, load balancing, and smart routing capabilities, improving user experience. Cloudflare's solutions cater to a broad customer base, including technology, healthcare, and financial services, offering a valuable proposition for organizations seeking to fortify their online presence and improve performance.

NET is currently trading at $201.80, giving Cloudflare Inc a market cap of 70.74B. Today's range spans $193.50–$202.00, with shares opening at $199.63 and moving up $0.86 (0.4%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 54/100.

Over the past year NET has traded between $100.25 and $260.00 - the current price is +101.3% off the 52-week low and -22.4% from the high. 40 analysts cover the stock with a Buy consensus and a mean 12-month target of $231.85 (range $135.00–$300.00), implying upside of +14.9%.

NET scores 68/100 (BUY) and is at $201.80 - in the middle of its 52-week range within its $100.25–$260.00 annual range. Sentiment at 54/100 is neutral. At 70.74B in Technology market cap, this large-cap name benefits from a dynamic that mega-caps don't have: the potential for multiple expansion. When a name at this size with bullish momentum catches the attention of large allocators, the re-rating can be rapid and meaningful.

NET|EarningsCloudflare Inc

Earnings Summary

Cloudflare, Inc. is a leading cloud services provider offering a unified platform for securing and optimizing websites, applications, and networks. Operating within the Technology sector, specifically the Software - Infrastructure industry, the company provides essential services such as web application firewalls, bot management, DDoS protection, content delivery, and load balancing to a diverse clientele. In its most recent reported quarter, Q4 2025, Cloudflare reported actual EPS of $0.28 against an estimate of $0.27129, and actual revenue of $614.51 million against an estimate of $591.36 million. This followed Q4 2024, where actual EPS was $0.19 with an estimate of $0.18101, and actual revenue was $459.95 million. Comparing the last two reported quarters (Q4 2025 and Q4 2024) to the two prior quarters (not provided), the trend shows positive performance in both EPS and revenue, with Q4 2025 demonstrating stronger growth than Q4 2024. The company has a pattern of beating analyst estimates, having exceeded expectations in both reported quarters for Q4 2025 and Q4 2024. Historically, Cloudflare has demonstrated a strong year-over-year growth trajectory, consistently beating analyst expectations for both earnings per share and revenue. Recent news highlights Cloudflare's strategic expansion into the AI sector, including a significant partnership with OpenAI to integrate advanced AI models into its Agent Cloud platform and a collaboration with Wiz for unified security analysis of AI applications. These developments, alongside a recent analyst upgrade, position Cloudflare to capitalize on the growing AI market, leveraging its existing infrastructure. Investors will be watching for the company's ability to translate these AI initiatives into tangible customer adoption and revenue growth in upcoming quarters, as well as continued performance of its core CDN and Workers platform. Key will be the sustained acceleration in revenue and earnings growth, and how effectively the company integrates its new AI capabilities into its service offerings.

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$0.23	-	-
Q4'25	$0.27	$0.28	+3.2%
Q4'24	$0.18	$0.19	+5.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$623M	-	-
Q4'25	$591M	$615M	+3.9%
Q4'24	-	$460M	-

Technical Score (1D)

BUY

News Sentiment

MIXED

Market Data

NET Stock Snapshot

Cloudflare Inc · Technology · cloudflare.com

News Sentiment Analysis

Sentiment gathered from recent headlines

54/100

Strong NegativeNeutralStrong Positive

MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Analysts anticipate Cloudflare (NET) will achieve breakeven in 2027, with profitability expected in 2028. This projection relies on an average annual growth rate of 33%, which is considered very strong. The company's path to profitability remains a key focus for investors, with potential delays if growth targets are not met.

What did this article say?

Cloudflare's Chief Financial Officer, Thomas Seifert, divested 10,000 shares of NET for approximately $1.98 million. This transaction was executed under a pre-arranged Rule 10b5-1 trading plan, indicating prior planning. Following the sale, Seifert retains a substantial stake in the company, valued at over $43 million. The sale represents a minor adjustment to his overall position.

What did this article say?

The CEO of Barclays has voiced concerns that advanced AI models like Anthropic's Mythos could identify and exploit vulnerabilities within global banking systems. This development highlights the increasing cybersecurity risks associated with sophisticated AI, potentially impacting the broader cloud security landscape. Financial institutions and regulators are urged to understand and safeguard against these emerging threats.

What did this article say?

Cloudflare (NET) recently saw its stock price increase by 1.79%, surpassing the S&P 500's daily gain. While the stock has underperformed the tech sector over the past month, upcoming earnings are anticipated to show significant year-over-year growth. Analysts project earnings per share of $0.23 and revenue of $621.91 million for the next quarter, with full-year estimates also indicating robust expansion.

What did this article say?

A significant insider transaction at Cloudflare (NET) has been reported, with a company insider selling shares valued at approximately $1.98 million. This sale, detailed in a recent SEC filing, represents a notable divestment by an individual with direct knowledge of the company's operations. Investors will monitor insider activity for potential signals regarding management's confidence in future performance.

What did this article say?

Cloudflare (NET) saw a significant stock increase following announcements at its 'Agents Week.' The company unveiled an expanded partnership with OpenAI, integrating GPT-5.4 and Codex models into its Agent Cloud platform to facilitate large-scale autonomous AI agent deployment. Additionally, a new collaboration with Wiz aims to provide unified security analysis for AI-powered applications. These developments, coupled with a recent analyst upgrade, underscore Cloudflare's strategic push into AI infrastructure and security.

What did this article say?

This report provides an overview of Cloudflare's core business, focusing on its distributed content delivery network (CDN) and its edge computing platform, Workers. The company leverages this infrastructure to offer security and web performance solutions to clients. The platform allows for code deployment without server management, highlighting a key aspect of its service offering.

What did this article say?

Piper Sandler has upgraded Cloudflare (NET) to an overweight rating, signaling increased confidence in the company's future performance. This upgrade suggests a positive view on NET's strategic positioning and growth prospects within the cybersecurity and cloud infrastructure sectors. Investors should monitor Cloudflare's continued execution and market share gains.

What did this article say?

Cloudflare's stock experienced an upward trend after Piper Sandler initiated an upgrade. This analyst action signals a more positive outlook on the company's performance and market position. Investors are reacting to the improved rating, suggesting potential upside.

What did this article say?

Cloudflare Inc. (NET) shares are trading higher today subsequent to Piper Sandler's decision to upgrade the stock to an 'Overweight' rating. This analyst reassessment suggests increased conviction in the company's future prospects. The market is currently reflecting this positive sentiment.

NET|EarningsCloudflare Inc

Earnings Summary

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$0.23	-	-
Q4'25	$0.27	$0.28	+3.2%
Q4'24	$0.18	$0.19	+5.0%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$623M	-	-
Q4'25	$591M	$615M	+3.9%
Q4'24	-	$460M	-

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

NET·Cloudflare Inc

NET Stock Snapshot

Earnings | EPS

Revenue

NET·Cloudflare Inc

NET Stock Snapshot

News Sentiment Analysis

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Revenue

News Sentiment Analysis

Recent News Coverage

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NET Stock Snapshot

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NET·Cloudflare Inc

NET Stock Snapshot

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