Cloudflare Shares Surge 12% Following Strong Q4 2025 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy NET?
Source: seekingalpha
Cloudflare's stock surged by 12% as it reached a 5-day high, reflecting strong investor confidence following its impressive Q4 2025 earnings report.
The company reported a 31% year-over-year revenue increase, with significant contributions from its channel partners, which saw a 74% growth. Analysts responded positively, with Needham maintaining a Buy rating and raising its price target to $285, while Baird upgraded its rating to Outperform with a target of $260, indicating strong market confidence in Cloudflare's growth potential.
This strong performance not only boosts Cloudflare's market position but also reflects a broader trend of growth in the tech sector, as competitors also experienced stock price increases, suggesting a healthy market environment for technology companies.
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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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