Analyst Price Targets — NET
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| April 14, 2026 10:53 am | — | Mizuho Securities | $235.00 | $183.93 | TheFly | Cloudflare price target lowered to $235 from $255 at Mizuho |
| February 12, 2026 2:10 pm | — | Susquehanna | $190.00 | $189.47 | TheFly | Cloudflare price target lowered to $190 from $260 at Susquehanna |
| February 11, 2026 1:29 pm | — | Morgan Stanley | $245.00 | $199.59 | TheFly | Cloudflare price target lowered to $245 from $258 at Morgan Stanley |
| February 11, 2026 1:25 pm | Matt Hedberg | RBC Capital | $240.00 | $197.51 | StreetInsider | Cloudflare Inc. (NET) PT Raised to $240 at RBC Capital After 'Another Impressive Qtr' |
| February 11, 2026 12:11 pm | — | BTIG | $243.00 | $179.91 | TheFly | Cloudflare price target raised to $243 from $199 at BTIG |
| February 11, 2026 12:07 pm | Alex Henderson | Needham | $250.00 | $195.24 | StreetInsider | Cloudflare Inc. (NET) PT Lowered to $250 at Needham |
| February 11, 2026 11:46 am | — | Piper Sandler | $222.00 | $179.91 | TheFly | Cloudflare price target raised to $222 from $220 at Piper Sandler |
| February 11, 2026 11:40 am | Roger Boyd | UBS | $220.00 | $179.91 | TheFly | Cloudflare price target raised to $220 from $210 at UBS |
| February 11, 2026 11:38 am | John DiFucci | Guggenheim | $140.00 | $196.87 | StreetInsider | Cloudflare Inc. (NET) PT Raised to $140 at Guggenheim |
| February 11, 2026 11:34 am | — | New Street | $140.00 | $179.91 | TheFly | Cloudflare price target raised to $140 from $117 at Guggenheim |
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Latest News for NET

In the latest trading session, Cloudflare (NET) closed at $200.91, marking a +1.79% move from the previous day.

The first wave of the artificial intelligence (AI) boom delivered historic returns to investors focused on the hardware that powers massive training models. That phase, centered on semiconductor manufacturing, has matured.

Assetmark Inc. lifted its position in Cloudflare, Inc. (NYSE: NET) by 19.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 61,113 shares of the company's stock after purchasing an additional 10,121 shares during the quarter. Assetmark Inc.'s holdings

Revenue of $1.95 billion, up 10% year-over-year, with noninterest income up 8% Net interest income up 11% year-over-year and 1% quarter-over-quarter despite seasonality impact; net interest margin of 2.87% increased 5 bps sequentially Period-end loans up $2.6 billion quarter-over-quarter, with commercial loans up $3.3 billion or 4% Credit quality remains strong - nonperforming assets were 63 bps and net charge-offs…

Capelight Capital Asset Management LP purchased a new position in Cloudflare, Inc. (NYSE: NET) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 45,000 shares of the company's stock, valued at approximately $8,872,000. Cloudflare comprises 7.3% of Capelight Capital Asset Management LP's
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| Name | Role | Date | Type | Shares | Price | Form | Link |
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