Cloudflare Set for Gains Amid Rising Cloud Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy NET?
Source: CNBC
- Upgrade in Rating: Piper Sandler upgraded Cloudflare from neutral to overweight with a price target of $222, indicating a 24.3% upside from Tuesday's close, reflecting strong confidence in the company's growth potential.
- Cloud Service Potential: The analyst highlighted that Cloudflare is set to attract more customers through pay-as-you-go computing services, including NaaS, SASE, and IaaS, which provide lower-cost information access and storage, aligning with market demand for efficient cloud solutions.
- Market Environment Challenges: Despite Cloudflare's stock declining over 9% in 2026 amid a broader slump in software stocks, the analyst believes that the rise of generative AI will sustain the popularity of cloud computing services, with sales projected to reach $2 trillion by 2030.
- AI Infrastructure Advantage: Cloudflare's partnership with OpenAI positions it as a preferred provider for AI firms, with the analyst asserting that Cloudflare will be a winner in AI infrastructure, particularly in hosting AI applications, increased caching usage, and network security.
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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: 190.130
Low
131.00
Averages
253.24
High
318.00
Current: 190.130
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. The Company delivers a range of services to businesses of all sizes and in all geographies, enhancing the performance of business-critical applications. Its full suite of products consists of application services that help deliver security, performance, and reliability for any organization's applications connected to the Internet, including Websites and application programming interfaces (APIs) and its secure access service edge (SASE) platform, which contains its suite of and workplace security services and network services solutions to help ensure traffic in and out of an organization’s network and devices is verified and authorized and data is protected and secured, as well as to securely connect data centers, cloud services, and branch offices to an organization with its connectivity cloud. The Company also offers developer-based solutions which build and deploys serverless and artificial intelligence applications.
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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