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Cloudflare (NET) Stock Forecast & Price Target

Cloudflare (NET) Analyst Ratings

Based on 28 analyst ratings
Buy
Strong Buy 25%
Buy 39%
Hold 29%
Sell 0%
Strong Sell 7%

Bulls say

Cloudflare's robust 33% year-over-year increase in paying customers reflects strong market demand, contributing to a significant rise in revenue of 31% year-over-year to $562.0 million, which outperformed management's guidance. The company experienced a notable improvement in key metrics, with its Remaining Performance Obligations (RPO) growing 42.6% year-over-year, indicating a healthy future revenue stream, and a Net Dollar Retention Rate (NDRR) of 119% demonstrating strong customer loyalty and upselling potential. Additionally, Cloudflare's successful transition towards enterprise sales and its increasing sales productivity, highlighted by record bookings from partner-initiated opportunities, further underscores the firm's positive growth trajectory and potential opportunities in the AI space.

Bears say

The key points contributing to a negative outlook on Cloudflare's stock include uninspiring incremental profitability, which is expected to lead to downward adjustments in 2026 bottom-line targets. Additionally, a decrease in gross margin due to a higher mix of paid versus free traffic has resulted in increased allocation expenses, reflecting ongoing challenges in cost management. Lastly, investor sentiment towards high-growth companies is deteriorating, presenting a risk for Cloudflare, which currently holds one of the highest valuations in the software space, further complicated by potential negative impacts from trade discussions affecting its joint venture with JD.

Cloudflare (NET) has been analyzed by 28 analysts, with a consensus rating of Buy. 25% of analysts recommend a Strong Buy, 39% recommend Buy, 29% suggest Holding, 0% advise Selling, and 7% predict a Strong Sell.

This aggregate rating is based on analysts' research of Cloudflare and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Cloudflare (NET) Forecast

Analysts have given Cloudflare (NET) a Buy based on their latest research and market trends.

According to 28 analysts, Cloudflare (NET) has a Buy consensus rating as of Dec 24, 2025. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $228.96, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $228.96, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Cloudflare (NET)


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