Education
About Us
Working with TipRanks
Follow Us
Cloudflare (NET)
NYSE:NET
NET Analyst Ratings
Moderate Buy
15 Buy
10 Hold
0 Sell
TipRanks enables you to focus on the analyst rating consensus of all analysts or only the top performers in the past 3 months
NET Stock 12 Month Forecast
Average Price Target
$253.95
▲(25.44% Upside)
| Highest Price Target$318.00 | Average Price Target$253.95 | Lowest Price Target$131.00 |
The highest, average, and lowest price target of all analysts. Click on ‘Top Analysts’ to focus on the best performers.
Detailed List of Analyst Forecasts
Detailed List of Analyst Forecasts
Barclays
$235
Buy
16.08%
Upside
Initiated
12/02/25
Bank of America Securities
$255
Buy
25.96%
Upside
Reiterated
11/18/25
Cloudflare's Resilience and Growth Potential Justify Buy Rating Despite Recent OutageWe await further discussion from the Company on the outage, though we believe that any long-term impact from the incident remains limited. The stock is down 2%, in-line with a broader technology sell- off today, suggesting the outage as a temporary issue for investors. We maintain our Buy rating and $255 PO, as AI momentum and share gains in security could offset any near-term outage headwinds.
William Blair
―
Buy
―
Reiterated
11/17/25
Cloudflare's Strategic Acquisition of Replicate Enhances AI Capabilities and Streamlines DevelopmentWe believe Cloudflare is furthering its vision of its Workers platform becoming a one-stop-shop for developers to build and run AI- powered applications by integrating Replicate and allowing users to easily deploy any AI model globally with just a single line of code. In our view, this move significantly expands Cloudflare’s capabilities in the AI developer ecosystem by reducing complexity for AI application development and providing an all-in-one AI platform that we view as an attractive starting point for enterprises exploring AI-based applications. The company’s Workers AI platform will gain access to Replicate’s 50,000-plus pretrained models where developers can discover and deploy different models directly on Cloudflare’s global network.
Oppenheimer
$260→$300
Buy
48.19%
Upside
Initiated
11/10/25
DZ BANK AG
$237
Hold
17.07%
Upside
Upgraded
11/05/25
Susquehanna
$205→$260
Hold
28.43%
Upside
Reiterated
11/03/25
TD Cowen
$250→$265
Buy
30.90%
Upside
Reiterated
10/31/25
Cloudflare's Strong Financial Performance and Strategic AI Initiatives Drive Buy RatingWe are raising our PT on NET to $265 from $250 following strong 3Q25 results highlighted by 31% rev growth, 43% RPO growth, and raised guidance. NET expects to reach a $3B revenue run rate in 4Q26 on its way to $5B in 4Q28. The go-to-market transformation is on track, and demand remains strong. NET is bolstering its AI capabilities both organically and via tuck-in acquisitions. Reiterate Buy.
Robert W. Baird
$200→$220
Hold
8.67%
Upside
Reiterated
10/31/25
Citizens JMP
$250→$270
Buy
33.37%
Upside
Reiterated
10/31/25
Citi
$255→$318
Buy
57.08%
Upside
Reiterated
10/31/25
RBC Capital
$228→$265
Buy
30.90%
Upside
Reiterated
10/31/25
Wells Fargo
$250→$265
Buy
30.90%
Upside
Reiterated
10/31/25
Morgan Stanley
$235→$258
Buy
27.45%
Upside
Reiterated
10/31/25
Stifel Nicolaus
$230→$275
Buy
35.84%
Upside
Reiterated
10/31/25
Analyst Type
Any
Ranks
Any
Analyst Rating
Any
Upside/ Downside
Any
Action
Any
Barclays
$235
Buy
16.08%
Upside
Initiated
12/02/25
Bank of America Securities
$255
Buy
25.96%
Upside
Reiterated
11/18/25
Cloudflare's Resilience and Growth Potential Justify Buy Rating Despite Recent OutageWe await further discussion from the Company on the outage, though we believe that any long-term impact from the incident remains limited. The stock is down 2%, in-line with a broader technology sell- off today, suggesting the outage as a temporary issue for investors. We maintain our Buy rating and $255 PO, as AI momentum and share gains in security could offset any near-term outage headwinds.
William Blair
―
Buy
―
Reiterated
11/17/25
Cloudflare's Strategic Acquisition of Replicate Enhances AI Capabilities and Streamlines DevelopmentWe believe Cloudflare is furthering its vision of its Workers platform becoming a one-stop-shop for developers to build and run AI- powered applications by integrating Replicate and allowing users to easily deploy any AI model globally with just a single line of code. In our view, this move significantly expands Cloudflare’s capabilities in the AI developer ecosystem by reducing complexity for AI application development and providing an all-in-one AI platform that we view as an attractive starting point for enterprises exploring AI-based applications. The company’s Workers AI platform will gain access to Replicate’s 50,000-plus pretrained models where developers can discover and deploy different models directly on Cloudflare’s global network.
Oppenheimer
$260→$300
Buy
48.19%
Upside
Initiated
11/10/25
DZ BANK AG
$237
Hold
17.07%
Upside
Upgraded
11/05/25
Susquehanna
$205→$260
Hold
28.43%
Upside
Reiterated
11/03/25
TD Cowen
$250→$265
Buy
30.90%
Upside
Reiterated
10/31/25
Cloudflare's Strong Financial Performance and Strategic AI Initiatives Drive Buy RatingWe are raising our PT on NET to $265 from $250 following strong 3Q25 results highlighted by 31% rev growth, 43% RPO growth, and raised guidance. NET expects to reach a $3B revenue run rate in 4Q26 on its way to $5B in 4Q28. The go-to-market transformation is on track, and demand remains strong. NET is bolstering its AI capabilities both organically and via tuck-in acquisitions. Reiterate Buy.
Robert W. Baird
$200→$220
Hold
8.67%
Upside
Reiterated
10/31/25
Citizens JMP
$250→$270
Buy
33.37%
Upside
Reiterated
10/31/25
Citi
$255→$318
Buy
57.08%
Upside
Reiterated
10/31/25
RBC Capital
$228→$265
Buy
30.90%
Upside
Reiterated
10/31/25
Wells Fargo
$250→$265
Buy
30.90%
Upside
Reiterated
10/31/25
Morgan Stanley
$235→$258
Buy
27.45%
Upside
Reiterated
10/31/25
Stifel Nicolaus
$230→$275
Buy
35.84%
Upside
Reiterated
10/31/25
Best Analysts Covering Cloudflare
1 Month
xxx
Success Rate
14/23 ratings generated profit
Average Return
+6.42%
reiterated a xxx
rating 2 months ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 1 Month would result in 60.87% of your transactions generating a profit, with an average return of +6.42% per trade.
3 Months
xxx
Success Rate
28/40 ratings generated profit
Average Return
+18.22%
reiterated a xxx
rating 2 months ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 3 Months would result in 70.00% of your transactions generating a profit, with an average return of +18.22% per trade.
1 Year
Success Rate
21/22 ratings generated profit
Average Return
+60.61%
reiterated a buy rating 2 months ago
Copying Matthew Hedberg's trades and holding each position for 1 Year would result in 95.45% of your transactions generating a profit, with an average return of +60.61% per trade.
2 Years
xxx
Success Rate
21/22 ratings generated profit
Average Return
+129.92%
reiterated a xxx
rating 2 months ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 2 Years would result in 95.45% of your transactions generating a profit, with an average return of +129.92% per trade.
The Best Analyst Covering tool allows you to follow the analysts who have the best success rates and average returns on a specific stock. Only analysts that gave a Buy or Sell rating on the stock in the past 12 months are eligible for inclusion in this tool. Follow the analysts of your choice to receive real-time updates when they publish a new rating.
NET Analyst Recommendation Trends
Rating
Aug 25
Sep 25
Oct 25
Nov 25
Dec 25
Strong Buy
0
0
0
0
0
Buy
33
25
35
22
22
Hold
16
16
19
16
16
Sell
2
2
1
0
0
Strong Sell
1
1
0
0
0
total
52
44
55
38
38
Each month's total comprises the sum of three months' worth of ratings.
NET Financial Forecast
NET Stock Forecast FAQ
What is NET’s average 12-month price target, according to analysts?
Based on analyst ratings, Cloudflare’s 12-month average price target is 253.95.
What is NET’s upside potential, based on the analysts’ average price target?
Cloudflare has 25.44% upside potential, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is NET a Buy, Sell or Hold?
Cloudflare has a consensus rating of Moderate Buy which is based on 15 buy ratings, 10 hold ratings and 0 sell ratings.
What is Cloudflare’s price target?
The average price target for Cloudflare is 253.95. This is based on 25 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
The highest analyst price target is $318.00 ,the lowest forecast is $131.00. The average price target represents 25.44% Increase from the current price of $202.44.
The highest analyst price target is $318.00 ,the lowest forecast is $131.00. The average price target represents 25.44% Increase from the current price of $202.44.
What do analysts say about Cloudflare?
Cloudflare’s analyst rating consensus is a Moderate Buy. This is based on the ratings of 25 Wall Streets Analysts.
How can I buy shares of NET?
Open a brokerage account, see exclusive account opening deals on our Best Online Brokers page.