Cloudflare, Inc. (NET) Stock Analysis
Recovery setup
Technology · Software - Infrastructure
Sell if holding. Analyst target reached at $214.99 — A.R:R is negative (-0.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5.
Cloudflare delivers network security, performance, and reliability services through its Connectivity Cloud, running on 330+ cities in 125+ countries. Revenue reached $2,167.9M in 2025 via Enterprise contracts, pay-as-you-go, and a free tier. The free tier drives global scale,... Read more
Sell if holding. Analyst target reached at $214.99 — A.R:R is negative (-0.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5. Chart setup: Death cross but MACD improving, RSI 72. Score 5.1/10, high confidence.
Passes 5/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 6d<=7d. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-02-10Item 5.02MEDIUMDoug Kramer, Chief Legal Officer, resigned effective March 31, 2026 after nearly ten years with Cloudflare. Successor named: Alissa Starzak (current Deputy Chief Legal Officer and Global Head of Public Policy) to assume the CLO role at effective date.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
3 floor-breakers·1 ceiling hit
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $214.99 — A.R:R is negative (-0.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 2.4): -1.5. Chart setup: Death cross but MACD improving, RSI 72. Prior stop was $199.60. Score 5.1/10, high confidence.
Take-profit target: $220.63 (+2.8% upside). Prior stop was $199.60. Stop-loss: $199.60.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 2.4): -1.5; Earnings in 6 days (event risk).
Cloudflare, Inc. trades at a P/E of N/A (forward 142.2). TrendMatrix value score: 3.0/10. Verdict: Sell.
40 analysts cover NET with a consensus score of 3.9/5. Average price target: $232.
What does Cloudflare, Inc. do?Cloudflare delivers network security, performance, and reliability services through its Connectivity Cloud, running on...
Cloudflare delivers network security, performance, and reliability services through its Connectivity Cloud, running on 330+ cities in 125+ countries. Revenue reached $2,167.9M in 2025 via Enterprise contracts, pay-as-you-go, and a free tier. The free tier drives global scale, attracting ISP partnerships that reduce co-location and bandwidth costs.