Quote
245.18
-21.41 (-8.03%)
We have scored 88 news catalysts on NET (NET) over the past 12 months. Coverage across the window leans positive (average ticker sentiment +0.24). Most of the impact sits in sector technology and price momentum.
Market cap
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P/E
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EPS
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Beta
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52W range
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Day range
233.62–252.44
Open
251.53
Prev close
266.58
Volume
7.4M
Avg volume
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Dividend
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IPO
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No scored news tagged NET or its network in the window yet.
Show more NET articles →Analysts publish price targets on NET, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
33 analyst price targets from $136 to $390
as of 2026-09-13
The market is within 1% of the median target — broadly agreeing with the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about NET — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of NET, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for NET: .
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The price sits at the 52nd percentile of 33 published models, almost exactly at the median, meaning it fully pays for the near-consensus outlook but explicitly rejects both the bull case for AI-driven acceleration and the bear case for growth deceleration.
What the disagreement turns on
Can Cloudflare accelerate its revenue growth from roughly 30% to the 45% compound rate the price requires, primarily through AI agent orchestration and consumption-based billing, and the available unit-volume data cannot settle this because it cannot measure AI-specific pricing power or the conversion of developer traction to large-contract consumption.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $307 on 2026-09-13 — the quote has since moved -20%, so read this as a record of what was priced in then, not now.
