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Cloudflare (NET)
NYSE:NET
NET Analyst Ratings
Moderate Buy
14 Buy
11 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
$249.41
▲(28.57% Upside)
| Highest Price Target$318.00 | Average Price Target$249.41 | 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
Bank of America Securities
$255
Buy
31.45%
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.
TR | OpenAI - 4o
$242→$210
Hold
8.25%
Upside
Reiterated
11/18/25
AI Generated ArticleAI Generated Article
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
54.65%
Upside
Initiated
11/10/25
DZ BANK AG
$237
Hold
22.17%
Upside
Upgraded
11/05/25
Susquehanna
$205→$260
Hold
34.03%
Upside
Reiterated
11/03/25
TD Cowen
$250→$265
Buy
36.60%
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.
Citizens JMP
$250→$270
Buy
39.18%
Upside
Reiterated
10/31/25
Robert W. Baird
$200→$220
Hold
13.41%
Upside
Reiterated
10/31/25
RBC Capital
$228→$265
Buy
36.60%
Upside
Reiterated
10/31/25
Morgan Stanley
$235→$258
Buy
33.00%
Upside
Reiterated
10/31/25
Citi
$255→$318
Buy
63.93%
Upside
Reiterated
10/31/25
Wells Fargo
$250→$265
Buy
36.60%
Upside
Reiterated
10/31/25
Stifel Nicolaus
$230→$275
Buy
41.76%
Upside
Reiterated
10/31/25
Ranks
Any
Analyst Rating
Any
Upside/ Downside
Any
Action
Any
Bank of America Securities
$255
Buy
31.45%
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.
TR | OpenAI - 4o
$242→$210
Hold
8.25%
Upside
Reiterated
11/18/25
AI Generated ArticleAI Generated Article
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
54.65%
Upside
Initiated
11/10/25
DZ BANK AG
$237
Hold
22.17%
Upside
Upgraded
11/05/25
Susquehanna
$205→$260
Hold
34.03%
Upside
Reiterated
11/03/25
TD Cowen
$250→$265
Buy
36.60%
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.
Citizens JMP
$250→$270
Buy
39.18%
Upside
Reiterated
10/31/25
Robert W. Baird
$200→$220
Hold
13.41%
Upside
Reiterated
10/31/25
RBC Capital
$228→$265
Buy
36.60%
Upside
Reiterated
10/31/25
Morgan Stanley
$235→$258
Buy
33.00%
Upside
Reiterated
10/31/25
Citi
$255→$318
Buy
63.93%
Upside
Reiterated
10/31/25
Wells Fargo
$250→$265
Buy
36.60%
Upside
Reiterated
10/31/25
Stifel Nicolaus
$230→$275
Buy
41.76%
Upside
Reiterated
10/31/25
Best Analysts Covering Cloudflare
1 Month
xxx
Success Rate
14/23 ratings generated profit
Average Return
+6.27%
reiterated a xxx
rating 26 days 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 +6.27% per trade.
3 Months
xxx
Success Rate
27/40 ratings generated profit
Average Return
+17.71%
reiterated a xxx
rating 26 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 3 Months would result in 67.50% of your transactions generating a profit, with an average return of +17.71% per trade.
1 Year
Success Rate
19/22 ratings generated profit
Average Return
+53.15%
reiterated a buy rating 26 days ago
Copying Matthew Hedberg's trades and holding each position for 1 Year would result in 86.36% of your transactions generating a profit, with an average return of +53.15% per trade.
2 Years
xxx
Success Rate
19/22 ratings generated profit
Average Return
+114.25%
reiterated a xxx
rating 26 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 2 Years would result in 86.36% of your transactions generating a profit, with an average return of +114.25% 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
Jul 25
Aug 25
Sep 25
Oct 25
Nov 25
Strong Buy
0
0
0
0
0
Buy
32
33
25
35
22
Hold
19
16
16
19
16
Sell
2
2
2
1
0
Strong Sell
1
1
1
0
0
total
54
52
44
55
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 249.41.
What is NET’s upside potential, based on the analysts’ average price target?
Cloudflare has 28.57% 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 14 buy ratings, 11 hold ratings and 0 sell ratings.
What is Cloudflare’s price target?
The average price target for Cloudflare is 249.41. 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 28.57% Increase from the current price of $193.99.
The highest analyst price target is $318.00 ,the lowest forecast is $131.00. The average price target represents 28.57% Increase from the current price of $193.99.
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.