NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$269.53
1.13 (0.42%)
▲
5d:
+8.88%
30d:
+22.7%
90d:
+61.4%
HOLD
MODERATE Confidence
Analysis Updated: Jul 13, 2026 12:00 AM ET
Earnings: Jul 30, 2026
16d
Smart Money Distribution
None View Scanner →
Strength: 8.4/10
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6 traders called NET this week
86% bullish • 1 bearish
86% bullish • 1 bearish
Interactive Price Chart (1 Month)
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Bottom Line:
📊 HOLD: NET is fairly valued with market pricing in 4.4% annual growth. Fine to hold or accumulate slowly on dips.
📊 HOLD: NET is fairly valued with market pricing in 4.4% annual growth. Fine to hold or accumulate slowly on dips.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$76.85
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$47.72
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 $269.53, which is considered extended relative to its 30-day fair value range of $224.81 to $260.34. From a valuation perspective, the stock is trading at a premium (Forward PE: 170.0) compared to its historical average (149.3). At these levels, the market is pricing in 4.4% 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 $235.00, while resistance sits at $280.14.
Market Sentiment: NET has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. 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 $235.00, while resistance sits at $280.14.
Market Sentiment: NET has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. 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
EXTENDED
Historical Trading Range
$224.81 -
$260.34
Company Quality Score
62/100
(BUY)
Volume Confirmation
HIGH
Confidence Score
55.7%
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
- BULLISH: Strong technical setup (75/100)
- BULLISH: High volume confirmation
- BEARISH: Trading above Wall St target ($246.07)
- NEUTRAL: Market pricing in 4.4% annual earnings growth - fairly valued
Trading Range Analysis
30-Day Trading Range
$224.81 -
$260.34
Current vs Trading Range
EXTENDED
Support & Resistance Levels
Support Level
$235.00
Resistance Level
$280.14
Current Trend
Strong Uptrend
Technical data as of
Jul 13, 2026
Fundamental Context
Forward P/E (Next Year Est.)
170.02
Wall Street Target
$246.07
(-8.3%)
Revenue Growth (YoY)
33.5%
Profit Margin
-3.7%
Valuation Premium vs History
+4.4% premium
PE vs Historical
170.0 vs 149.3
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+4.4%
(market-implied from PE analysis)
1-Year Target
$280.21
(+4%)
2-Year Target
$292.54
(+9%)
3-Year Target
$305.41
(+14%)
3-Yr Target (if PE normalizes)
(PE: 170→149)
PE COMPRESSION
$268.18
(0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 170.0, Growth: 31.6%)
$611.02
(+128%)
Base:
(SPY PE: 21.8, Growth: 31.6%)
$78.27
(-71%)
Bear:
(PE: 18.5, Growth: 31.6%)
$66.53
(-75%)
Share & Embed Analysis
Last updated: July 13, 2026 4:19 PM ET
Data refreshes hourly during market hours. Next update: 5:19 PM
Data refreshes hourly during market hours. Next update: 5:19 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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Advanced NET Option Strategies
Professional options setups generated by AI based on today's NET price and gamma walls.
