
Cloudflare (NET) Stock Forecast & Price Target
Cloudflare (NET) Analyst Ratings
Bulls say
Cloudflare's financial performance demonstrates strong growth, with revenue increasing by 34% year-over-year to $614.5 million, surpassing management's guidance. The company experienced notable customer base expansion, evidenced by a 33% year-on-year increase in New Logos and a rise in the Total Paying Customers to approximately 296,000. Additionally, the improvement in Dollar-Based Net Retention rate to 120%, coupled with sustained growth in high-value customer cohorts, underscores Cloudflare's robust business momentum and effective execution strategies.
Bears say
Cloudflare's stock faces a negative outlook primarily due to ongoing valuation risk amid a market trend that has devalued high-growth companies with extended profitability timelines. Financial metrics revealed that while total revenue guidance for 2026 exceeded consensus expectations, both operating income and earnings per share forecasts fell short, suggesting potential challenges in achieving profitability. Additionally, a decline in gross margins and modest outperformance in operating margins further indicates underlying financial pressures that may deter investor confidence in the company's future performance.
This aggregate rating is based on analysts' research of Cloudflare and is not a guaranteed prediction by Public.com or investment advice.
Cloudflare (NET) Analyst Forecast & Price Prediction
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