
Cloudflare (NET) Stock Forecast & Price Target
Cloudflare (NET) Analyst Ratings
Bulls say
Cloudflare has demonstrated robust financial performance with significant year-over-year growth metrics, including a 43% increase in remaining performance obligations (RPO) and a 16.3% rise in headcount, indicating strong operational expansion. The company's core web application protection products are gaining traction against legacy competitors, aided by a surge in demand from AI advancements, which positively impacts its revenue streams across both channel partners and direct customer segments. Furthermore, projected revenue growth at a compound annual growth rate (CAGR) of 28% through 2028 is underpinned by the firm's strategic initiatives, positioning Cloudflare for continued success in the competitive cybersecurity and web performance markets.
Bears say
Cloudflare's recent financial performance indicates a concerning trend, as profitability has not significantly improved and is expected to lead to downward revisions of 2026 bottom-line targets. The company's gross margin has declined due to a higher proportion of paid traffic, resulting in increased costs allocated to cost of goods sold, which detracts from overall profitability. Additionally, the prevailing investor sentiment toward high-growth technology stocks is shifting negatively, which poses further risks for Cloudflare given its relatively high valuation in the software market.
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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