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As of September 26, 2026, Cloudflare, Inc. (NET) trades at $349.02. CleaRank Financial AI rates it Hold with a fair value of $355.00, 1.7% above the current price. Wall Street's consensus target is $355.00 across 34 analysts. RSI at 75 is in overbought territory, and the price is above its 50-day average of $299.73.
Cloudflare, Inc. (NET)
Cloudflare, Inc. NYSE
$349.02
-9.800 (-2.73%)
At close: Sep 25, 4:00 PM EDT
AI Analyst Consensus
55 / 100
Cloudflare, Inc. (NET) is trading at $349.02, significantly above its 50-day and 200-day moving averages ($299.73 and $231.59), indicating strong upward momentum. The company operates in the Software - Infrastructure sector, a segment that has seen strong growth. However, the stock's current price is trading at a premium to its sector peers, with a price-to-sales ratio of 49.47 compared to the sector median of 7.5. Despite impressive revenue growth of 35.9%, the company is not yet profitable, reporting a negative net profit margin of -8.21% and negative EPS of -0.59. The significant insider selling, totaling over $1 billion, is a notable concern that tempers the bullish outlook. Wall Street analysts maintain a generally positive stance with a consensus 'Buy' rating and a median price target of $355, implying minimal upside from the current price. While forward revenue estimates show continued strong growth, the company's negative profitability and high valuation metrics suggest a risk of correction. The overbought RSI of 75.32 further indicates that the stock may be due for a pullback.
NET Price Analysis
Market Metrics
Open
$360.80
Day Range
$344.27 to $364.00
Prev Close
$358.82
Volume
3.17M
52-Week Range
$158.83 to $367.43
Market Cap
$124.28B
Peer Benchmarking
Valuation vs Sector (Technology)
Performance vs XLK
Sector Position Analysis
On price-to-sales, the yardstick used here in place of P/E, NET trades at 49.47x, far above the sector average of 7.50x.
NET Financial Performance
Revenue vs. Earnings
Annual
Quarterly
Earnings Reality Check
Analysis: In the last 4 quarters, NET beat estimates 4 times. However, the stock fell 2 times the next day. This suggests positive news is often "priced in" or investors are selling the news.
NET Analysis
Company's Health
3/5
12-Month Analyst Target
+1.71% Upside
Median of 34 analysts (12-month)
$355.00
AI Technical Analysis
Cloudflare, Inc. (NET) is currently trading above its 50-day and 200-day moving averages ($299.73 and $231.59), with its price also surpassing the 20-day exponential moving average, signaling a strong bullish trend over the past quarter. The Relative Strength Index (RSI) is at 75.32, indicating the stock is in overbought territory and may be susceptible to a short-term pullback. The Moving Average Convergence Divergence (MACD) is positive at 16.72, supporting the bullish momentum. Volume has been slightly below its average, with 3.17 million shares traded today compared to an average of 3.40 million. The current price action suggests strong upward momentum. However, the overbought RSI suggests caution, as a reversal could occur if selling pressure increases. Investors should monitor for any signs of trend exhaustion or a break below key moving averages.
ProTips
- Monitor insider selling closely; over $1 billion in sales suggests potential headwinds that could outweigh strong revenue growth.
- Given the overbought RSI of 75.32, consider waiting for a technical pullback before initiating new positions.
- The high price-to-sales ratio of 49.47 and negative profitability metrics warrant a cautious approach to valuation.
Key Catalysts
Bearish
Significant Insider Selling
Insiders have sold over $1 billion worth of stock, indicating a lack of confidence or a need for liquidity among management and major holders.
Source: Insider Trading DataBearish
Overbought Technical Conditions
The RSI is at 75.32, signaling that the stock is overextended and potentially due for a correction or consolidation period.
Source: Technical AnalysisBullish
Strong Revenue Growth Projections
Analysts forecast continued strong revenue growth, with current year estimates at $2.9 billion (+32.00% YoY) and next year at $3.7 billion (+29.00% YoY).
Source: Wall Street EstimatesBullish
Positive Earnings Surprise in Latest Quarter
Cloudflare beat EPS estimates for the quarter ending June 2026 by 7.41%, leading to a positive stock price reaction.
Source: Earnings ReportMarket Outlook
Cloudflare, Inc. (NET) is expected to maintain its strong revenue growth trajectory, with current year estimates projecting approximately $2.9 billion in revenue, a 32.00% increase year-over-year. The company's forward-looking revenue estimates for next year also indicate continued expansion, with an average estimate of $3.7 billion, representing a 29.00% growth. Analysts project earnings per share to reach $1.68 for next year, a notable increase from the current year's estimate of $1.26. However, the path forward is not without challenges. The current valuation is exceptionally high, and the persistent lack of profitability, coupled with significant insider selling, presents considerable downside risk. A shift in market sentiment or increased competitive pressure could lead to a valuation reset. Investors should closely watch for any signs of slowing growth or a change in insider sentiment, which could significantly impact the stock's performance.
Key Statistics
| Market Cap | 124.28B |
|---|---|
| P/E Ratio | N/A (Negative EPS) |
| EPS (TTM) | -0.5900 |
| Dividend Yield | 0.00% |
| 52 Week High | 367.43 |
| 52 Week Low | 158.83 |
Cloudflare, Inc. (NET) exhibits strong revenue growth of 35.9%, outpacing the sector median of 24.1%, but its valuation remains significantly stretched. The company's price-to-sales ratio stands at 49.47, far exceeding the sector average of 7.5, and its earnings per share (EPS) is negative at -0.59, making its P/E ratio mathematically negative. The return on equity is a negative -14.43%, and the operating margin is -7.60%, indicating the company is not yet profitable on a per-share basis. While the company's growth trajectory is impressive, its current valuation does not reflect profitability. The debt-to-equity ratio of 2.18 is higher than the sector average, suggesting a reliance on debt financing. Investors should weigh the high growth potential against the current lack of profitability and premium valuation, especially considering the significant insider selling.
Earnings & Growth Analysis
Cloudflare, Inc. (NET) most recently reported earnings for the quarter ending June 2026, with an actual EPS of $0.29, beating the estimated $0.27 by 7.41% and resulting in a 5.57% price increase. Prior to this, the company missed estimates for the quarter ending March 2026, reporting an EPS of $0.07 against an estimate of $0.05, leading to a -2.41% price change. The company has shown an inconsistent pattern of earnings beats and misses, with a notable miss in the quarter to June 2026 where EPS was -0.02 against an estimate of 0.04.
Key Risks
Cloudflare, Inc. (NET) faces significant risks including its stretched valuation, with a price-to-sales ratio of 49.47 compared to the sector median of 7.5, and a lack of profitability indicated by negative EPS and net margins. The company is also experiencing substantial insider selling, with over $1 billion in sales reported, signaling potential concerns among management. Also, the stock's RSI is in overbought territory at 75.32, suggesting a potential for a near-term correction.
Technical Indicators
| RSI (14) | 75.32 |
|---|---|
| MACD | 16.72 |
| SMA 50 | 299.73 |
| SMA 200 | 231.59 |
RSI
Overbought
SMA Cross
Bullish
Price vs SMA
Bullish
MACD
Bullish
Golden Cross in effect with the 50-day SMA ($299.73) above the 200-day SMA ($231.59), price action is firmly bullish above key moving averages, RSI at 75.3 indicates overbought conditions; consider caution for immediate entries.
Market Correlations
How this stock moves relative to other assets
Based on 1 year of daily price data. Correlations may vary over different time periods.
S&P 500 (SPY)
+0.45
Moderate correlation
Nasdaq 100 (QQQ)
+0.46
Moderate correlation
Bitcoin (BTC)
+0.25
Weak correlation
Gold (XAU)
+0.00
Weak correlation
Check Custom Correlation
How does any other asset move with NET? One year of daily closes, Pearson correlation.
Try
NET Trade Plans
Specific entry, exit, and risk management levels
Select Your Trade Bias
Risk Tolerance
Conservative
2%
Aggressive
Portfolio Value
$
Position Size: Enter portfolio size →
Entry Strategies pick an entry style
Conservative
$345.53
Slight discount to current
Wait for small dip
Aggressive
$349.02
At current price
Enter now if confident
Risk Management
STOP LOSS
$309.87
MAX LOSS
-10.3%
Volatility-Adjusted Stop Loss
Calculated based on RSI (75.3) and current market volatility
Profit Targets (Based on Conservative Entry)
TARGET 1
$355.90
+3% (Conservative)
+2.0% (Aggressive)
TARGET 2
$362.81
+5% (Conservative)
+4.0% (Aggressive)
TARGET 3
$373.17
+8% (Conservative)
+6.9% (Aggressive)
Consider scaling out: Take 50% profit at Target 1, 30% at Target 2, let 20% run to Target 3
Calculate Your Trade
High-Volatility Risk Disclaimer
NET is classified as a high-volatility asset (Daily Vol: 4.29%). Aggressive price swings can lead to rapid capital loss. Liquidity risks may prevent exiting trades at desired prices. This AI-generated analysis is for educational purposes only and is not financial advice. Generated on September 26, 2026.Growth of $10,000
A $10,000 investment in NET in September 2019 would be worth about $193,900 today, compared with about $25,619 for the same investment in the S&P 500 benchmark.
Compare with Another Ticker
Monte Carlo Projection (10yr)
CleaRank's 10-year Monte Carlo simulation projects that a $10,000 investment in NET today could grow to about $55,993 by 2036 in the base case, with a bull case near $424,797 and a bear case around $7,380. Projections are statistical simulations, not guarantees.
NET Stock Price Prediction: 2030
CleaRank's simulation projects a price near $695 for NET by 2030 in the base case, from $349 today (2.0x over 4 years). The downside path ends near $193. These are outcomes of a Monte Carlo simulation run on NET's historical return distribution, not price targets, and they assume no dividends are reinvested.
| Year | Downside (10th pct) | Base case | Upside (90th pct) |
|---|---|---|---|
| 2027 | $218 | $415 | $787 |
| 2028 | $199 | $493 | $1,219 |
| 2029 | $193 | $585 | $1,775 |
| 2030 | $193 | $695 | $2,504 |
| 2031 | $197 | $826 | $3,461 |
| 2032 | $204 | $981 | $4,714 |
| 2033 | $214 | $1,166 | $6,351 |
| 2034 | $226 | $1,385 | $8,482 |
| 2035 | $241 | $1,645 | $11,248 |
| 2036 | $258 | $1,954 | $14,826 |
Method: 10,000 simulated price paths using NET's historical volatility and drift, re-run daily. The base case is the median path; the two outer columns are the 10th and 90th percentile outcomes, which widen with time because uncertainty compounds. NET is highly volatile, so its upside column reaches an extreme multiple; treat it as a statistical tail, not an expectation. Simulations are not guarantees, and past volatility does not predict future returns. This is analysis, not investment advice.
People Also Watch
NET Insider Trading Analysis
Bought
None
No open-market buys
Sold
$1.0B
129 Transactions
Insiders
13
Active Traders
Avg Transaction
$8.0M
Large trades
| Date | Insider | Type | Shares | Value |
|---|---|---|---|---|
| Feb 20, 2024 | ZATLYN MICHELLE
President
|
Sell | 461.5K | $46.3M |
| Sep 11, 2025 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 157.2K | $34.9M |
| Oct 16, 2025 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 157.0K | $34.1M |
| Apr 8, 2026 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 156.5K | $33.2M |
| May 21, 2026 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 157.2K | $32.6M |
| Dec 5, 2025 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 157.2K | $31.8M |
| Nov 19, 2025 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 157.2K | $31.3M |
| Aug 20, 2025 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 156.6K | $30.7M |
| Jan 8, 2026 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 157.2K | $30.7M |
| Mar 18, 2026 | PRINCE MATTHEW
Chief Executive Officer
|
Sell | 143.5K | $30.6M |
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Frequently Asked Questions
Is Cloudflare (NET) stock a buy right now?
Cloudflare (NET) is currently trading at $349.02 with a median analyst price target of $355, suggesting limited upside. While revenue growth is strong, the stock is overbought technically and faces significant insider selling, warranting a cautious approach.
What is Cloudflare's (NET) fair value?
Cloudflare's (NET) fair value is estimated at $355.00, with a potential upside of 1.7% from its current price of $349.02. This valuation is based on median analyst price targets.
What are the biggest risks facing Cloudflare (NET)?
The primary risks for Cloudflare (NET) include its high valuation metrics, particularly its price-to-sales ratio, a lack of profitability, and substantial insider selling totaling over $1 billion. The stock's overbought technical condition also presents a risk of pullback.
How is Cloudflare's (NET) revenue growth compared to its sector?
Cloudflare (NET) is demonstrating strong revenue growth of 35.9%, which is significantly higher than the sector median of 24.1%. This indicates strong market adoption and expansion for its services within the technology sector.
What is the outlook for Cloudflare's (NET) earnings?
Cloudflare (NET) has shown an inconsistent earnings history, with recent quarters showing both beats and misses. While forward revenue estimates project continued strong growth, the company's profitability remains a concern, with negative EPS and net margins.
What does the insider trading activity suggest for Cloudflare (NET)?
Insider activity for Cloudflare (NET) shows a heavy insider selling with over $1 billion in sales and no reported purchases. This significant net selling by insiders is a considerable bearish indicator that investors should monitor closely.
What is Cloudflare's (NET) stock forecast for 2030?
According to Monte Carlo simulations, Cloudflare's (NET) stock forecast for 2030 has a base case price of $695.19 and a downside projection of $192.98. These are statistical outcomes, not guaranteed price targets.