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NET Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
205.255
Open
199.000
VWAP
201.76
Vol
2.61M
Mkt Cap
72.09B
Low
195.200
Amount
526.35M
EV/EBITDA(TTM)
--
Total Shares
351.98M
EV
71.25B
EV/OCF(TTM)
118.14
P/S(TTM)
32.92
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.
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Events Timeline

(ET)
2026-04-15
16:30:00
Major Averages Close Mixed as Bank of America and Morgan Stanley Beat Q1 Earnings
select
2026-04-15
12:00:00
Dow Jones Falls, S&P 500 and Nasdaq Rise
select
2026-04-14 (ET)
2026-04-14
14:30:00
Bloom Energy Expands Partnership with Oracle to Procure 2.8GW Fuel Cells
select
2026-04-14
09:10:00
Cloudflare Launches Cloudflare Mesh to Support AI Applications
select
2026-04-14
09:10:00
Cloudflare Partners with Wiz to Enhance AI Security
select
2026-04-13 (ET)
2026-04-13
09:10:00
Cloudflare Expands Agent Cloud with New Developer Tools
select

News

Yahoo Finance
4.5
04-17Yahoo Finance
Software Stocks Catch Up to Chip Stocks in Rebound
  • Chip Stocks Surge: Since the March 30 bottom, the iShares Semiconductor ETF (SOXX) has surged over 30% in 12 trading days, indicating a strong recovery in the semiconductor sector and reflecting optimistic market expectations for semiconductor demand.
  • Software Stocks Rebound: Over the last four trading days, the iShares Expanded Tech-Software Sector ETF (IGV) has jumped over 12%, marking the beginning of a rebound in software stocks, although their overall performance still lags behind chip stocks.
  • Notable Individual Performers: In the software sector, Oracle (ORCL) has risen nearly 30% in four days, while other companies like Atlassian (TEAM) and Cloudflare (NET) have also posted double-digit gains, indicating a recovering market confidence in the software industry.
  • Market Dynamics Shift: Despite the short-term rebound in software stocks, chip stocks continue to dominate the market, with Broadcom (AVGO) and Marvell (MRVL) up over 35% and 50%, respectively, suggesting that the recovery momentum in the semiconductor sector remains strong.
NASDAQ.COM
6.5
04-16NASDAQ.COM
Recent Updates on AI Stocks and Synopsys
  • AI Stock Outlook: The recent video discusses updates affecting Synopsys and other AI stocks, highlighting the potential of AI in the future economy, although specific data was not provided, it has sparked investor interest.
  • Unique Company Report: The team released a report on a company dubbed an 'Indispensable Monopoly' that provides critical technology needed by Nvidia and Intel, which could impact the market positions of these giants.
  • Investment Recommendations: The Motley Fool analyst team identified 10 best stocks for investors, notably excluding Microsoft, indicating a shift in market focus towards other potential stocks that may influence investor decisions.
  • Historical Return Comparison: It mentions that Netflix and Nvidia were previously on the recommendation list, where a $1,000 investment at the time would now be worth $573,160 and $1,204,712 respectively, showcasing the strong performance of Motley Fool Stock Advisor.
NASDAQ.COM
4.5
04-15NASDAQ.COM
US Stocks Show Modest Gains Amid Optimism Over Middle East Peace Talks
  • Market Performance: The S&P 500 index rose by 0.10% and the Nasdaq 100 by 0.15%, reflecting optimism surrounding potential peace talks in the Middle East, with the S&P 500 reaching a two-month high and the Nasdaq 100 a 2.5-month high.
  • Supportive Economic Data: The April Empire manufacturing survey reported a rise of 11.2 in the general business conditions index to a five-month high of 11.0, surpassing expectations of 0.0, indicating a strong economic recovery that could further boost investor confidence.
  • Impact of Rising Oil Prices: WTI crude oil prices increased by over 1% as the US implemented a naval blockade in the Strait of Hormuz, potentially exacerbating global oil and fuel shortages, which could affect market supply-demand dynamics and lead to stock volatility.
  • Earnings Season Insights: Q1 earnings for the S&P 500 are projected to grow by 12% year-over-year, but excluding the technology sector, growth is only expected at 3%, indicating a lack of overall earnings momentum that may affect long-term investor confidence.
CNBC
9.5
04-15CNBC
Market Dynamics and Company Earnings Analysis
  • ASML Surpasses Expectations: ASML's first-quarter results significantly exceeded expectations, and the company raised its 2026 guidance, indicating strong demand for semiconductor manufacturing equipment, which could further boost the stock prices of related companies.
  • Morgan Stanley's Strong Quarter: Morgan Stanley reported substantial beats in equities and fixed-income trading, leading to a more than 2% increase in its stock price, showcasing its competitive edge in investment banking, with CEO Ted Pick's leadership gaining market recognition.
  • Wells Fargo's Underwhelming Performance: Although Wells Fargo reported decent quarterly results, concerns over its private credit portfolio led analysts to lower its price target and remove it from their best ideas list, resulting in the stock stabilizing after a 5.7% decline.
  • Johnson & Johnson Price Target Hikes: Following its earnings report, Barclays and Stifel raised Johnson & Johnson's price targets to $255 and $250 respectively, reflecting market optimism about its strong pharmaceutical portfolio, particularly driven by cancer treatments and Tremfya.
CNBC
6.0
04-15CNBC
Latest Rating Changes on Wall Street
  • Apple's Positive Outlook: Wells Fargo reiterates Apple (AAPL) as overweight, anticipating better-than-expected iPhone demand and continued double-digit growth in services ahead of its earnings report, with a price target of $300.
  • SolarEdge Downgraded: Goldman Sachs downgrades SolarEdge (SEDG) from neutral to sell, citing elevated expectations and challenging valuation as key factors behind the downgrade.
  • Meta's Advertising Growth: Deutsche Bank maintains a buy rating on Meta (META), highlighting that its investments in AI are yielding increasing returns for advertisers, which supports accelerated advertising revenue growth.
  • Autodesk Positioned Well: Jefferies initiates coverage on Autodesk (ADSK) with a buy rating, noting its strong positioning in agentic AI and solid fundamentals, presenting an attractive risk/reward profile at current levels.
CNBC
6.0
04-15CNBC
Cloudflare Set for Gains Amid Rising Cloud Demand
  • 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.
Wall Street analysts forecast NET stock price to rise
25 Analyst Rating
Wall Street analysts forecast NET stock price to rise
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
131.00
Averages
253.24
High
318.00
Current: 0.000
sliders
Low
131.00
Averages
253.24
High
318.00
Piper Sandler
Neutral -> Overweight
upgrade
$222
AI Analysis
2026-04-14
Reason
Piper Sandler
Price Target
$222
AI Analysis
2026-04-14
upgrade
Neutral -> Overweight
Reason
Piper Sandler upgraded Cloudflare to Overweight from Neutral with a $222 price target. The form is positive on the company's infrastructure positioning across multiple growth opportunities across Delivery, APSEC, NaaS, SASE, IAS, and IaaS, the analyst tells investors in a research note. The firm adds that the landscape is shifting toward more EDPs, or edge distribution platforms, with Cloudflare seen as a dominant player here, with strong LLM relationships that should see it benefit from AI adoption.
Mizuho
Outperform
to
Outperform
downgrade
$255 -> $235
2026-04-14
Reason
Mizuho
Price Target
$255 -> $235
2026-04-14
downgrade
Outperform
to
Outperform
Reason
Mizuho lowered the firm's price target on Cloudflare to $235 from $255 and keeps an Outperform rating on the shares. The firm adjusted targets in large-cap software as part of a Q1 preview. Mizuho's channel checks were solid overall, with cloud and consumption data points "generally good" and AI adoption remaining "very strong," the analyst tells investors in a research note. However, cybersecurity demand was mixed, contends the firm. Mizuho's favorite stocks to own into the Q1 reports are Cloudflare, ServiceNow, and Atlassian.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for NET
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Valuation Metrics

The current forward P/E ratio for Cloudflare Inc (NET.N) is 172.41, compared to its 5-year average forward P/E of -1154.47. 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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-1154.47
Current PE
172.41
Overvalued PE
4886.40
Undervalued PE
-7195.34

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
216.59
Current EV/EBITDA
1799.20
Overvalued EV/EBITDA
464.50
Undervalued EV/EBITDA
-31.32

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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
24.31
Current PS
19.82
Overvalued PS
38.24
Undervalued PS
10.37

Financials

AI Analysis
Annual
Quarterly

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Whales Holding NET

F
First Trust Advisors L.P.
Holding
NET
+80.43%
3M Return
A
Architas Multi-Manager Europe Ltd.
Holding
NET
+53.95%
3M Return
P
Polar Capital Holdings Plc
Holding
NET
+26.97%
3M Return
M
More Investment House Ltd.
Holding
NET
+23.73%
3M Return
G
Grandeur Peak Global Advisors, LLC
Holding
NET
+15.08%
3M Return
C
Cushing Asset Management, LP
Holding
NET
+10.95%
3M Return

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Frequently Asked Questions

What is Cloudflare Inc (NET) stock price today?

The current price of NET is 204.81 USD — it has increased 1.9

What is Cloudflare Inc (NET)'s business?

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.

What is the price predicton of NET Stock?

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 is253.24 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.

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

Cloudflare Inc revenue for the last quarter amounts to 614.51M USD, increased 33.60

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

Cloudflare Inc. EPS for the last quarter amounts to -0.03 USD, decreased -25.00

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

Cloudflare Inc (NET) has 5156 emplpoyees as of April 21 2026.

What is Cloudflare Inc (NET) market cap?

Today NET has the market capitalization of 72.09B USD.