Cloudflare Receives Market Outperform Rating with $270 Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 25 2026
0mins
Should l Buy NET?
Source: Yahoo Finance
Cloudflare Inc (NET) saw a significant price increase of 14.41%, reaching a 20-day high.
Citizens analyst Trevor Walsh reaffirmed a Market Outperform rating for Cloudflare, setting a price target of $270, reflecting confidence in the company's growth prospects amid increasing AI-driven traffic. Analysts highlighted Cloudflare's network infrastructure as a key advantage in supporting agentic architectures like MCP, which facilitate connections between AI systems and external applications, further solidifying its market position. Insights from Citizens revealed that two Cloudflare account executives exceeded their quotas for Q4 2025, indicating robust customer demand and showcasing the company's competitiveness in the CDN market.
This positive rating and the strong customer demand signal a favorable outlook for Cloudflare, suggesting that the company is well-positioned to capitalize on the growing AI market and maintain its competitive edge.
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Analyst Views on NET
Wall Street analysts forecast NET stock price to rise
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 193.680
Low
131.00
Averages
253.24
High
318.00
Current: 193.680
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. Its full suite of products consists of its website and application services to deliver security, performance, and reliability for an organization's websites, applications, and application programming interfaces (APIs); its secure access service edge (SASE) platform, which contains its suite of Zero Trust and network services solutions to help ensure traffic in and out of an organization’s internal network and devices is verified and authorized as well as to securely connect data centers, cloud services, and branch offices to an organization with its Connectivity Cloud; its developer-based solutions to build and deploy serverless applications with scale, performance, security and reliability, and its consumer offerings. Its website and application security product offerings include Web Application Firewall, Bot Management, Distributed Denial of Service Protection, API Security, SSL/TLS Encryption, Script Management, and Security Center.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Technology Shift: With the new funding, Render plans to hire additional technical staff to develop new features while testing the use of its own servers to reduce costs and enhance customer efficiency, particularly for clients like Alibaba and Shopify.
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