Analyst Shaul Eyal of TD Cowen reiterated a Buy rating on Cloudflare, boosting the price target to $265.00.
Meet Your ETF AI Analyst
- Discover how TipRanks' ETF AI Analyst can help you make smarter investment decisions
- Explore ETFs TipRanks' users love and see what insights the ETF AI Analyst reveals about the ones you follow.
Shaul Eyal has given his Buy rating due to a combination of factors that highlight Cloudflare’s strong financial performance and strategic initiatives. The company reported impressive third-quarter results for 2025, with a 31% year-over-year revenue increase and a 43% rise in remaining performance obligations (RPO). These metrics exceeded market expectations and demonstrate robust growth momentum. Additionally, Cloudflare’s non-GAAP earnings per share surpassed consensus estimates, further solidifying its financial health.
Cloudflare’s strategic focus on enhancing its AI capabilities, both organically and through acquisitions, is another reason for the positive outlook. The company’s go-to-market transformation is progressing well, with a notable increase in sales productivity and partner-initiated bookings. Furthermore, Cloudflare’s ability to secure large deals, particularly in the AI domain, underscores its competitive edge. These factors, combined with strong cash reserves and improved customer retention metrics, contribute to Shaul Eyal’s confidence in maintaining a Buy rating for Cloudflare.
In another report released today, Citizens JMP also reiterated a Buy rating on the stock with a $270.00 price target.