NYSE
351.75USD
+28.15 (+8.70%)
We have scored 87 news catalysts on Cloudflare, Inc. (NET) over the past 12 months. The biggest single-day move next to one of them came Jun 1, 2026, when NET closed +12.0%: “NVIDIA Vera Rubin Ramps Into Full Production to Power Agentic AI Factories Worldwide”. Coverage across the window leans positive (average ticker sentiment +0.28). Most of the impact sits in sector technology and price momentum.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
124.8B
P/E
—
EPS
—
Beta
1.66
52W range
158.83-352.38
Day range
322.07–352.38
Open
327.00
Prev close
323.60
Volume
3.9M
Avg volume
3.6M
Dividend
0.00
IPO
2019-09-13
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 Cloudflare, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Cloudflare, Inc., 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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Cloudflare, Inc. functions as a global provider of cloud-based services. The company delivers a comprehensive, integrated cloud security platform designed to safeguard a diverse array of digital environments, encompassing public and private clouds, on-premises infrastructure, Software-as-a-Service (SaaS) applications, and Internet of Things (IoT) devices. Its security portfolio features tools such as cloud firewalls, bot mitigation, distributed denial-of-service (DDoS) protection, IoT security, SSL/TLS encryption, secure origin connections, and rate limiting capabilities. Beyond security, Cloudflare also boosts online performance through services like content delivery networks (CDNs), intelligent routing, and various content, mobile, and image optimization tools. For enhanced reliability and availability, it provides solutions such as load balancing, its proprietary Anycast network, a virtual backbone, DNS services, DNS resolvers, and virtual waiting rooms. Furthermore, the company offers internal infrastructure tools, including "on-ramps" that facilitate seamless connections for users, devices, or locations to its expansive network, alongside "filters" engineered for data protection, inspection, and access management. Developer-centric solutions encompass serverless computing, programmable networks, website creation, domain registration, a suite of Cloudflare applications, advanced analytics, and data localization management. For individual consumers, Cloudflare provides a DNS Resolver application to improve internet browsing and a Consumer VPN to secure and speed up mobile device traffic. Its clientele spans a broad spectrum of industries, including technology, healthcare, financial services, consumer and retail, non-profit organizations, and government agencies. Established in 2009, Cloudflare, Inc. is headquartered in San Francisco, California.
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 +15%, so read this as a record of what was priced in then, not now.
