
Cloudflare (NET) Stock Forecast & Price Target
Cloudflare (NET) Analyst Ratings
Bulls say
Cloudflare's stock outlook remains positive due to significant year-over-year increases in annual contract value (ACV), with Cloudflare One experiencing a 43% rise and Workers/Developers achieving a remarkable 76% growth. The company's strategic investments in sales, marketing, and channel initiatives are expected to bolster productivity and drive market expansion, particularly in larger enterprise accounts, which are seeing accelerated growth. Additionally, the improvement in sales productivity, evidenced by a 40% year-over-year increase in the sales pipeline and the ramp-up of account executives, signals strong revenue growth potential along with improved profit margins moving forward.
Bears say
The outlook for Cloudflare's stock appears negative due to significant valuation risks, particularly as high-growth companies with extended timelines to profitability face increased market pressure. Moreover, tensions surrounding trade discussions may hinder Cloudflare's joint venture with JD, potentially restricting access to the Chinese internet market and resulting in customer and revenue losses. Additionally, the company's aspirations to maintain a solid customer base could lead to reputational damage and financial repercussions if it experiences notable network downtime, further amplifying its vulnerabilities.
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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