NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$351.00
3.72 (1.07%)
▲
5d:
-2.18%
30d:
+22.94%
90d:
+44.8%
WAIT
LOW Confidence
Analysis Updated: Oct 1, 2026 12:00 AM ET
Earnings: Oct 29, 2026
26d
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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
$81.60
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$50.67
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 $351.00, which is considered extended relative to its 30-day fair value range of $289.32 to $346.61. From a valuation perspective, the stock is trading at a premium (Forward PE: 209.4) compared to its historical average (157.6). At these levels, the market is pricing in 9.9% 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 $313.50, while resistance sits at $367.43.
Market Sentiment: NET scores 0/100 on our bottoming-setup gauge. Note this measures entry quality, not trend direction — a low score can mean the chart is extended after a strong run (don't chase) or still falling without stabilization; better entries typically come after a pullback toward the 20-day average. 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 $313.50, while resistance sits at $367.43.
Market Sentiment: NET scores 0/100 on our bottoming-setup gauge. Note this measures entry quality, not trend direction — a low score can mean the chart is extended after a strong run (don't chase) or still falling without stabilization; better entries typically come after a pullback toward the 20-day average. Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
EXTENDED
Historical Trading Range
$289.32 -
$346.61
Company Quality Score
35/100
(SELL)
Volume Confirmation
HIGH
Confidence Score
22.9%
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
- BEARISH: Weak technical setup (0/100)
- BULLISH: High volume confirmation
- NEUTRAL: Near Wall St target ($336.81)
- NEUTRAL: Trading at premium valuation - market expects 9.9% growth which is achievable
- WARNING: Composite score 35/100 in the bottom quintile — this cohort historically lags the market
Trading Range Analysis
30-Day Trading Range
$289.32 -
$346.61
Current vs Trading Range
EXTENDED
Support & Resistance Levels
Support Level
$313.50
Resistance Level
$367.43
Current Trend
Strong Uptrend
Technical data as of
Oct 1, 2026
Fundamental Context
Forward P/E (Next Year Est.)
209.41
Wall Street Target
$336.81
(-4.0%)
Revenue Growth (YoY)
35.9%
Profit Margin
-8.2%
Valuation Premium vs History
+9.9% premium
PE vs Historical
209.4 vs 157.6
STRETCHED
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+9.9%
(market-implied from PE analysis)
1-Year Target
$385.75
(+10%)
2-Year Target
$423.94
(+21%)
3-Year Target
$465.91
(+33%)
3-Yr Target (if PE normalizes)
(PE: 209→158)
PE COMPRESSION
$350.63
(0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 209.4, Growth: 32.7%)
$819.96
(+134%)
Base:
(SPY PE: 20.4, Growth: 32.7%)
$79.88
(-77%)
Bear:
(PE: 17.3, Growth: 32.7%)
$67.89
(-81%)
Share & Embed Analysis
Last updated: October 02, 2026 7:39 AM ET
Data refreshes hourly during market hours. Next update: 8:39 AM
Data refreshes hourly during market hours. Next update: 8:39 AM
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Technical Signals Check
Is NET showing a specific setup today?
Insider Activity (6 Months)
0
Buys
6
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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