NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$222.74
4.36 (2.00%)
▲
5d:
-5.5%
30d:
+4.74%
90d:
+0.95%
HOLD
LOW Confidence
Analysis Updated: Jun 22, 2026 12:00 AM ET
Earnings: Jul 30, 2026
Smart Money Accumulation
None View Scanner →
Strength: 10.0/10
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Interactive Price Chart (1 Month)
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Bottom Line:
📊 HOLD: NET shows mixed signals. Fine to hold existing positions. Not urgent to buy or sell.
📊 HOLD: NET shows mixed signals. Fine to hold existing positions. Not urgent to buy or sell.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$76.62
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$47.57
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 $222.74, which is considered slightly low relative to its 30-day fair value range of $207.72 to $251.09. The stock's valuation (Forward PE: 138.8) is in line with its historical norms (148.8). Remarkably, the market is currently pricing in an annual earnings decline of 2.3% over the next few years. This aligns with recent fundamental challenges.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $212.32, while resistance sits at $254.70.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $243.11 (+11.3%). The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $212.32, while resistance sits at $254.70.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $243.11 (+11.3%). The stock is fairly positioned - fine to hold existing positions or accumulate slowly on dips, but not an urgent buy.
Quick Decision Summary
Current Position
SLIGHTLY LOW
Historical Trading Range
$207.72 -
$251.09
Company Quality Score
48/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
77.1%
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View Profit Protection PlanAll Signals
- BULLISH: Price oversold vs 30-day range
- NEUTRAL: Mixed technical signals (40/100)
- BULLISH: High volume confirmation
- BULLISH: Trading below Wall St target ($243.11)
- CAUTION: Recommendation downgraded due to -5.5% 5-day decline
Trading Range Analysis
30-Day Trading Range
$207.72 -
$251.09
Current vs Trading Range
SLIGHTLY LOW
Support & Resistance Levels
Support Level
$212.32
Resistance Level
$254.70
Current Trend
Strong Uptrend
Technical data as of
Jun 22, 2026
Fundamental Context
Forward P/E (Next Year Est.)
138.76
Wall Street Target
$243.11
(+11.3%)
Revenue Growth (YoY)
33.5%
Profit Margin
-3.7%
Valuation Discount vs History
-2.3% cheaper
PE vs Historical
138.8 vs 148.8
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-2.3%
(market-implied from PE analysis)
1-Year Target
$213.36
(-2%)
2-Year Target
$208.45
(-5%)
3-Year Target
$203.66
(-7%)
3-Yr Target (if PE normalizes)
(PE: 139→149)
$218.39
(0%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 138.8, Growth: 31.4%)
$495.59
(+127%)
Base:
(SPY PE: 21.8, Growth: 31.4%)
$77.79
(-64%)
Bear:
(PE: 18.5, Growth: 31.4%)
$66.12
(-70%)
💡
Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 138.8 to 148.8
Stabilization Target:
$234.18
(+7.2%)
PE Expansion Potential:
+7.2%
Share & Embed Analysis
Last updated: June 23, 2026 10:46 AM ET
Data refreshes hourly during market hours. Next update: 11:46 AM
Data refreshes hourly during market hours. Next update: 11:46 AM
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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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