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Cloudflare, Inc. (NET) Stock Forecast

Data as of May 2, 2026

Technology · Current price $216.10 (+5.50%)

Consensus Target
$230.20
Upside
+0.1%
Analysts
21
Rating
Buy(2.48)

Price Target Range

Low $140.00Consensus $230.20High $300.00
▲ Current $216.10

Consensus Price Target Over Time

Analyst Rating Distribution

Last 3 Months

Consensus
Buy
Strong Buy0
Buy9
Hold4
Sell1
Strong Sell0

6-Month Trend

Latest Analyst Forecasts

Price targets issued by Wall Street analysts. Upside calculated against today's price.

DateAnalystFirmPrice TargetUpside
Feb 11, 2026Matt HedbergRBC Capital$240.00+11.1%
Feb 11, 2026Alex HendersonNeedham$250.00+15.7%
Feb 11, 2026Roger BoydUBS$220.00+1.8%
Feb 11, 2026John DiFucciGuggenheim$140.00-35.2%
Feb 11, 2026Shrenik KothariRobert W. Baird$260.00+20.3%
Dec 16, 2025Joseph GalloJefferies$225.00+4.1%
Dec 2, 2025Saket KaliaBarclays$235.00+8.7%
Nov 3, 2025Shyam PatilSusquehanna$260.00+20.3%
Oct 31, 2025Mike CikosNeedham$285.00+31.9%
Oct 31, 2025James FishPiper Sandler$249.00+15.2%
Oct 31, 2025Thomas BlakeyCantor Fitzgerald$224.00+3.7%
Oct 31, 2025Adam BorgStifel Nicolaus$275.00+27.3%
Oct 31, 2025Param SinghOppenheimer$260.00+20.3%
Oct 31, 2025Roger BoydUBS$245.00+13.4%
Oct 31, 2025Joseph GalloJefferies$250.00+15.7%
Oct 21, 2025Roger BoydUBS$240.00+11.1%
Jan 7, 2025Andrew NowinskiWells Fargo$135.00-37.5%
Jan 2, 2025Gabriela BorgesGoldman Sachs$140.00-35.2%
Nov 8, 2024James FishPiper Sandler$92.00-57.4%
Aug 2, 2024Yi Fu LeeCantor Fitzgerald$85.00-60.7%

NET vs Sector & Market

MetricNETTechnology AvgLarge Cap Avg
Analyst Rating2.482.342.41
Analyst Count211318
Target Upside+0.1%+4072.7%+14.9%
P/E Ratio-716.0028.8531.19

Revenue Estimates

PeriodLowAvgHigh#
2026-12-31$2.78B$2.79B$2.87B24
2027-03-31$783M$797M$830M10
2027-06-30$831M$846M$881M9
2027-09-30$897M$914M$952M9
2027-12-31$972M$990M$1.03B17
2028-03-31$1.01B$1.03B$1.07B15
2028-06-30$1.07B$1.09B$1.14B10
2028-09-30$1.15B$1.17B$1.22B8
2028-12-31$1.23B$1.25B$1.30B8
2029-12-31$5.21B$5.29B$5.67B11
2030-12-31$6.13B$6.24B$6.68B6

EPS Estimates

PeriodLowAvgHigh#
2026-12-31$1.10$1.12$1.1517
2027-03-31$0.29$0.29$0.318
2027-06-30$0.32$0.33$0.358
2027-09-30$0.37$0.37$0.3913
2027-12-31$0.39$0.40$0.438
2028-03-31$0.43$0.44$0.469
2028-06-30$0.47$0.48$0.5012
2028-09-30$0.50$0.52$0.549
2028-12-31$0.54$0.55$0.589
2029-12-31$2.58$2.63$2.881
2030-12-31$0.00$0.00$0.001

Frequently Asked Questions

What is the analyst consensus for NET?

The consensus among 21 analysts covering Cloudflare, Inc. (NET) is Buy with an average price target of $230.20.

What is the highest price target for NET?

The highest price target for NET is $285.00, set by Mike Cikos at Needham on 2025-10-31.

What is the lowest price target for NET?

The lowest price target for NET is $50.00, set by John DiFucci at Guggenheim on 2023-08-16.

How many analysts cover NET?

21 analysts have issued ratings for Cloudflare, Inc. in the past 12 months.

Is NET a buy or sell right now?

Based on 21 analyst ratings, NET has a consensus rating of Buy (2.48/5) with a +0.1% upside to the consensus target of $230.20.

What are the earnings estimates for NET?

Analysts estimate NET will report EPS of $1.12 for the period ending 2026-12-31, with revenue estimated at $2.79B.

Data updated daily. Analyst price targets sourced from public filings and broker reports. Not investment advice.