NET Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

591.26M

+28.55%

0.271

+42.78%

613.75M

+28.11%

0.254

+58.49%

653.50M

+27.56%

0.283

+34.67%

Estimates Revision

The market is revising Upward the revenue expectations for Cloudflare, Inc. (NET) for FY2025, with the revenue forecasts being adjusted by 1.33% over the past three months. During the same period, the stock price has changed by -15.38%.

Revenue Estimates for FY2025

Revise Upward

+1.33%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+6.38%

In Past 3 Month

Stock Price

Go Down

-15.38%

In Past 3 Month

25 Analyst Rating

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 249.41 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.

14 Buy

11 Hold

0 Sell

Moderate Buy

Current: 0.000

Low

131.00

Averages

249.41

High

318.00

Current: 0.000

Low

131.00

Averages

249.41

High

318.00

Piper Sandler

Neutral

downgrade

$249 -> $220

2026-01-05

New

Reason

Piper Sandler

Price Target

$249 -> $220

2026-01-05

New

downgrade

Neutral

Reason

Piper Sandler lowered the firm's price target on Cloudflare to $220 from $249 and keeps a Neutral rating on the shares. The firm is lowering multiple to 22-times sales. Piper still views it as best-in-class infrastructure and a decent setup for 2026 guide, but says that valuation at 1-time EV/Revenue/Growth already gives a lot of credit.

Baird

Neutral

maintain

$220 -> $230

2025-12-17

Reason

Baird

Price Target

$220 -> $230

2025-12-17

maintain

Neutral

Reason

Baird raised the firm's price target on Cloudflare to $230 from $220 and keeps a Neutral rating on the shares.

Jefferies

Joseph Gallo

Hold

downgrade

$250 -> $225

2025-12-16

Reason

Jefferies

Joseph Gallo

Price Target

$250 -> $225

2025-12-16

downgrade

Hold

Reason

Jefferies analyst Joseph Gallo lowered the firm's price target on Cloudflare to $225 from $250 and keeps a Hold rating on the shares. Cyber security software names should remain resilient in 2026 based on strong fundamentals, but likely lag any potential material broader AI-driven software rebound, the analyst tells investors in a year-ahead note for the group.

Barclays

Saket Kalia

Overweight

initiated

$235

2025-12-02

Reason

Barclays

Saket Kalia

Price Target

$235

2025-12-02

initiated

Overweight

Reason

Barclays analyst Saket Kalia initiated coverage of Cloudflare with an Overweight rating and $235 price target. The company 20% of the internet across four accounts and is levered to cloud adoption, cybersecurity, artificial intelligence inference, and no-click search, the analyst tells investors in a research note. The firm sees this driving 27%-30% growth for Cloudflare through fiscal 2028. This warrants a premium valuation, contends Barclays.

Oppenheimer

Param Singh

Outperform

initiated

$260 -> $300

2025-11-10

Reason

Oppenheimer

Param Singh

Price Target

$260 -> $300

2025-11-10

initiated

Outperform

Reason

Oppenheimer analyst Param Singh assumed coverage of Cloudflare with an Outperform rating with a Street-high price target of $300, up from $260. The firm believes the company is demonstrating continued success from cross selling its workers platform and newer security modules across its customer base, which is driving strong DBNRR expansion. Further, the sales team under the leadership of Mark Anderson has a two-pronged approach to address both large enterprises and grassroots developers simultaneously, a strategy Oppenheimer sees as highly prudent and one that is starting to bear fruit. The firm is confident in the company's ability to exceed its Q4 revenue guidance and deliver an over 30% revenue CAGR faster than investor expectations.

DZ Bank

Sell -> Hold

upgrade

$237

2025-11-05

Reason

DZ Bank

Price Target

$237

2025-11-05

upgrade

Sell -> Hold

Reason

DZ Bank upgraded Cloudflare to Hold from Sell with a $237 price target.

Valuation Metrics

The current forward P/E ratio for Cloudflare Inc (NET.N) is 175.22, compared to its 5-year average forward P/E of -1244.06. For a more detailed relative valuation and DCF analysis to assess Cloudflare Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

-1244.06

Current PE

175.22

Overvalued PE

4800.02

Undervalued PE

-7288.13

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

5Y Average EV/EBITDA

198.59

Current EV/EBITDA

115.79

Overvalued EV/EBITDA

381.02

Undervalued EV/EBITDA

16.16

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

5Y Average PS

25.29

Current PS

26.76

Overvalued PS

39.45

Undervalued PS

11.13

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress areBuying! The buying amount has increased100%over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

NET News & Events

Events Timeline

No data

News

8.0

01-07NASDAQ.COM

Novanta Inc Sees 2,174 Options Contracts Traded, 45.5% of Average Daily Volume

7.0

01-07Yahoo Finance

Cloudflare (NET) Expected to Grow Over 30% in Revenue Amid Overblown Customer Attrition Concerns

4.5

01-02NASDAQ.COM

FDN ETF Hits 52-Week High of $287.81, Last Trade at $266.07

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Frequently Asked Questions

What is Cloudflare Inc (NET) stock price today?

The current price of NET is 186.96 USD — it has decreased -7.82 % in the last trading day.

What is Cloudflare Inc (NET)'s business?

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.

What is the price predicton of NET Stock?

What is Cloudflare Inc (NET)'s revenue for the last quarter?

Cloudflare Inc revenue for the last quarter amounts to 562.03M USD, increased 30.68 % YoY.

What is Cloudflare Inc (NET)'s earnings per share (EPS) for the last quarter?

Cloudflare Inc. EPS for the last quarter amounts to -0.00 USD, decreased -100.00 % YoY.

What changes have occurred in the market's expectations for Cloudflare Inc (NET)'s fundamentals?

How many employees does Cloudflare Inc (NET). have?

Cloudflare Inc (NET) has 4263 emplpoyees as of January 09 2026.

What is Cloudflare Inc (NET) market cap?

Today NET has the market capitalization of 65.49B USD.