NET
Cloudflare, Inc. Class A common stock, par value $0.001 per share
SERVICES-PREPACKAGED SOFTWARE
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NET Stock Analysis: Buy, Sell, or Hold?
$315.66
+9.86 (+3.22%)
▲
5d:
+18.41%
30d:
-9.21%
90d:
-4.59%
QUANTITATIVE VERDICT
BUY
MODERATE Confidence (87%)
Quality Score
61/100
Position
FAIR
30-Day Fair Range
$280.89 – $342.69
Position: FAIR
Forward P/E & Valuation
167.4x
FAIR
vs 161.3x historical avg
Wall Street Target
$341.23
+11.6% upside
Options IV & Volume
HIGH Vol
HIGH volume confirmation
Support / Resistance
$233.62 / $324.10
Trend: Strong Uptrend
Executive Thesis & Bottom Line
Forward Earnings Fair Value & Price Prediction →
💡 BUY OPPORTUNITY: NET shows positive signals but monitor for confirmation. Market pricing in 1.3% annual growth which appears achievable. Moderate conviction.
Smart Money Distribution
Options positioning is turning defensive after a sharp run-up - a pattern consistent with institutional profit-taking. View Scanner →
Signal fired Nov 11, 2026 at $323.14 · last confirmed Nov 11, 2026
Strength: 6.6/10
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Interactive Price Chart (1 Month)
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Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$88.91
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$55.21
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 $315.66, which is considered fair relative to its 30-day fair value range of $280.89 to $342.69. The stock's valuation (Forward PE: 167.4) is in line with its historical norms (161.3). At these levels, the market is pricing in 1.3% 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. The price is approaching resistance at $324.10. A breakout above this level would be a bullish signal, while rejection here could lead to consolidation. The stock is showing strong short-term momentum, up 3.2% recently.
Market Sentiment: NET scores 65/100 on our bottoming-setup gauge — the chart has corrected and is stabilizing (RSI reset, momentum turning up), historically a favorable entry zone. Wall Street analysts see significant upside, with an average price target of $341.23 (+11.6%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Technical Outlook: Technically, NET is in a strong uptrend. The price is approaching resistance at $324.10. A breakout above this level would be a bullish signal, while rejection here could lead to consolidation. The stock is showing strong short-term momentum, up 3.2% recently.
Market Sentiment: NET scores 65/100 on our bottoming-setup gauge — the chart has corrected and is stabilizing (RSI reset, momentum turning up), historically a favorable entry zone. Wall Street analysts see significant upside, with an average price target of $341.23 (+11.6%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
FAIR
Historical Trading Range
$280.89 -
$342.69
Company Quality Score
61/100
(BUY)
Volume Confirmation
HIGH
Confidence Score
86.7%
Trading Range & Key Levels
30-Day Trading Range
$280.89 -
$342.69
Current vs Trading Range
FAIR
Support Level
$233.62
Resistance Level
$324.10
Current Trend
Strong Uptrend
Technical data as of
Nov 11, 2026
Quantitative Signal Breakdown
- NEUTRAL: Price in fair range
- BULLISH: Strong technical setup (65/100)
- BULLISH: High volume confirmation
- BULLISH: Strong upward momentum (+3.2%)
- BULLISH: Trading below Wall St target ($341.23)
- NEUTRAL: Market pricing in 1.3% annual earnings growth - fairly valued
- BULLISH: Bottoming setup score 65/100 — corrected, stabilizing, and turning up
Fundamental Context
Forward P/E (Next Year Est.)
167.44
Wall Street Target
$341.23
(+11.6%)
Revenue Growth (YoY)
39.2%
Profit Margin
-8.8%
Valuation Premium vs History
+1.3% premium
PE vs Historical
167.4 vs 161.3
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+1.3%
(market-implied from PE analysis)
1-Year Target
$309.78
(+1%)
2-Year Target
$313.80
(+3%)
3-Year Target
$317.88
(+4%)
3-Yr Target (if PE normalizes)
(PE: 167→161)
PE COMPRESSION
$306.22
(+0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 167.4, Growth: 35.0%)
$753.08
(+146%)
Base:
(SPY PE: 19.9, Growth: 35.0%)
$89.32
(-71%)
Bear:
(PE: 16.9, Growth: 35.0%)
$75.92
(-75%)
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bloggers & journalists: you are free to use our charts with attribution.Reddit & Retail Trader Sentiment (NET)
Bullish
2 Retail Mentions
Reddit / WSB Comments
1
Bearish
StockTwits Volume
1 msgs
24h retail stream
Last Tracked
Nov 11, 2026
Daily AI digest
AI Retail Discussion Summary:
Cloudflare reported Q3 revenue of $782.5 million, up 39% YoY, and raised full-year revenue guidance to $2.963-$2.964 billion, implying 37% growth for 2023.
Key Retail Themes:
Cloudflare's revenue growth
CEO's optimistic outlook
Aggregated from r/wallstreetbets, r/stocks & StockTwits streams.
View All Trending Reddit & WSB Stocks →
Last updated: November 11, 2026 2:37 PM ET
Data refreshes hourly during market hours. Next update: 3:37 PM
Data refreshes hourly during market hours. Next update: 3:37 PM
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Technical Signals Check
Is NET showing a specific setup today?
Insider Activity (6 Months)
0
Buys
0
Sells
0
Net
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