NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$226.38
8.00 (3.66%)
▲
5d:
-3.96%
30d:
+6.46%
90d:
+2.6%
BUY
MODERATE Confidence
Analysis Updated: Jun 22, 2026 12:00 AM ET
Earnings: Jul 30, 2026
Smart Money Accumulation
None View Scanner →
Strength: 10.0/10
Get Alerted When NET Hits Your Target Price
Join 10,000+ traders who never miss a move
You're in! Check your email to confirm and set your target price.
100% Free
No spam, ever
Unsubscribe anytime
Interactive Price Chart (1 Month)
Loading chart...
Loading historical data...
Bottom Line:
💡 BUY OPPORTUNITY: NET shows positive signals but monitor for confirmation. Market pricing in 2.3% decline. Moderate conviction.
💡 BUY OPPORTUNITY: NET shows positive signals but monitor for confirmation. Market pricing in 2.3% decline. Moderate conviction.
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 $226.38, which is considered fair relative to its 30-day fair value range of $209.55 to $251.31. 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. The stock is showing strong short-term momentum, up 3.7% recently.
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%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $212.32, while resistance sits at $254.70. The stock is showing strong short-term momentum, up 3.7% recently.
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%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
FAIR
Historical Trading Range
$209.55 -
$251.31
Company Quality Score
48/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
74.8%
All Signals
- NEUTRAL: Price in fair range
- NEUTRAL: Mixed technical signals (40/100)
- BULLISH: High volume confirmation
- BULLISH: Strong upward momentum (+3.7%)
- BULLISH: Trading below Wall St target ($243.11)
Trading Range Analysis
30-Day Trading Range
$209.55 -
$251.31
Current vs Trading Range
FAIR
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 11:46 AM ET
Data refreshes hourly during market hours. Next update: 12:46 PM
Data refreshes hourly during market hours. Next update: 12:46 PM
🔥 Top Stocks Breaking Out Now
| Ticker | Score | Recommendation | Change % |
|---|
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
Top Rated Software - Infrastructure Stocks
Top-rated stocks in Software - Infrastructure by analyst ratings.
| Stock | Analyst Consensus | Analyst Target | Tradestie Score |
|---|---|---|---|
|
CYBR
CyberArk Software Ltd |
STRONG BUY
38 analysts |
$475 | 52 HOLD |
|
CFLT
Confluent Inc |
STRONG BUY
36 analysts |
$31 | 63 BUY |
|
RBRK
Rubrik, Inc. |
STRONG BUY
29 analysts |
$96 | 45 HOLD |
|
GTLB
Gitlab Inc |
STRONG BUY
28 analysts |
$34 | 56 HOLD |
|
S
SentinelOne Inc |
STRONG BUY
36 analysts |
$19 | 53 HOLD |
Advanced NET Option Strategies
Professional options setups generated by AI based on today's NET price and gamma walls.
