Cloudflare Boosts Japan Security Services With Rakuten Mobile Partnership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 24 2025
0mins
Should l Buy NET?
Source: Benzinga
Strategic Alliance: Cloudflare has partnered with Rakuten Mobile in Japan to provide Zero Trust security solutions as a managed service, aimed at enhancing cybersecurity for corporate clients and addressing the needs of small and medium-sized businesses (SMBs).
Market Impact: The collaboration is expected to help Japanese businesses improve their security posture amidst rising cyber threats, with Cloudflare's infrastructure and Rakuten's regional expertise facilitating cost-effective cybersecurity solutions.
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Analyst Views on NET
Wall Street analysts forecast NET stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NET is 253.24 USD with a low forecast of 131.00 USD and a high forecast of 318.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 189.410
Low
131.00
Averages
253.24
High
318.00
Current: 189.410
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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- Enhanced Profitability: Adjusted net income soared 55% to $106.8 million, translating to $0.28 per share, slightly exceeding Wall Street's estimate of $0.27, reflecting the company's success in cost management and revenue growth.
- Optimistic Future Outlook: Cloudflare anticipates a revenue increase of approximately 29% to $2.79 billion by 2026, with management projecting adjusted earnings per share to rise from $0.93 in 2025 to $1.12, showcasing confidence in future growth.
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- Interest Rate Expectations Shift: Following the stronger-than-expected jobs report, the 10-year T-note yield increased by 3 basis points to 4.17%, with market expectations for a Fed rate cut next month dropping from 23% to 8%, reflecting investor caution regarding future monetary policy.
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