NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$278.98
-4.41 (-1.56%)
▼
5d:
+6.42%
30d:
+13.26%
90d:
+36.11%
WAIT
LOW Confidence
Analysis Updated: Jul 31, 2026 12:00 AM ET
Earnings: Aug 06, 2026
3d
Smart Money Accumulation
None View Scanner →
Strength: 5.4/10
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Interactive Price Chart (1 Month)
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Bottom Line:
📊 MIXED SIGNALS: NET shows conflicting indicators. Wait for confirmation before entering.
📊 MIXED SIGNALS: NET shows conflicting indicators. Wait for confirmation before entering.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$77.02
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$47.82
Trading above historical range
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 25.0x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: NET is currently trading at $278.98, which is considered extended relative to its 30-day fair value range of $240.40 to $278.05. From a valuation perspective, the stock is trading at a premium (Forward PE: 176.3) compared to its historical average (150.5). At these levels, the market is pricing in 5.4% annual earnings growth. This growth rate appears achievable given the company's track record, suggesting the valuation is rational.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $250.69, while resistance sits at $293.80.
Market Sentiment: The stock shows a mixed technical setup (55/100), with neutral trendline and momentum signals. Current signals suggest waiting for a better entry point before initiating new positions.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $250.69, while resistance sits at $293.80.
Market Sentiment: The stock shows a mixed technical setup (55/100), with neutral trendline and momentum signals. Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
EXTENDED
Historical Trading Range
$240.40 -
$278.05
Company Quality Score
52/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
42.9%
Protect Your Profits
Holding NET? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- BEARISH: Price extended above range
- NEUTRAL: Mixed technical signals (55/100)
- BULLISH: High volume confirmation
- BEARISH: Trading above Wall St target ($262.26)
- NEUTRAL: Trading at premium valuation - market expects 5.4% growth which is achievable
Trading Range Analysis
30-Day Trading Range
$240.40 -
$278.05
Current vs Trading Range
EXTENDED
Support & Resistance Levels
Support Level
$250.69
Resistance Level
$293.80
Current Trend
Strong Uptrend
Technical data as of
Jul 31, 2026
Fundamental Context
Forward P/E (Next Year Est.)
176.35
Wall Street Target
$262.26
(-6.0%)
Revenue Growth (YoY)
33.5%
Profit Margin
-3.7%
Valuation Premium vs History
+5.4% premium
PE vs Historical
176.4 vs 150.5
STRETCHED
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+5.4%
(market-implied from PE analysis)
1-Year Target
$294.04
(+5%)
2-Year Target
$309.92
(+11%)
3-Year Target
$326.66
(+17%)
3-Yr Target (if PE normalizes)
(PE: 176→151)
PE COMPRESSION
$278.78
(0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 176.3, Growth: 31.8%)
$639.38
(+129%)
Base:
(SPY PE: 20.7, Growth: 31.8%)
$75.16
(-73%)
Bear:
(PE: 17.6, Growth: 31.8%)
$63.89
(-77%)
Share & Embed Analysis
Last updated: August 02, 2026 5:14 PM ET
Data refreshes hourly during market hours. Next update: 6:14 PM
Data refreshes hourly during market hours. Next update: 6:14 PM
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Technical Signals Check
Is NET showing a specific setup today?
Insider Activity (6 Months)
0
Buys
20
Sells
Net
INSIDERS SELLING
Recent Transactions
Michelle Zatlyn
SELL
25641 shares
2026-04-22
Michelle Zatlyn
SELL
25641 shares
2026-04-20
Thomas J Seifert
SELL
10000 shares
2026-04-17
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Professional options setups generated by AI based on today's NET price and gamma walls.
