NYSE:NET

Cloudflare (NET)

249.65
-0.46 (0.18%)
as of Jun 8, 2026, 4:11:17 pm Market Open.
37 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Cloudflare (NET) is viewed as a fundamentally strong company, despite recent market volatility and concerns regarding its quarterly performance. Some experts believe the layoffs may enhance efficiency, although the approach taken was described as brutal. There is optimism about Cloudflare's position in the evolving AI landscape, which offers both opportunities and challenges, with predictions of increased data demand from AI applications. The company has been recognized for its infrastructure that supports internet functionality and its initiative to restrict AI crawlers, positioning it uniquely in the market. Analysts have varied price targets, indicating a mix of confidence and caution, with a recommendation to consider incremental buying, particularly if share prices decline further.

consensus icon
Consensus
Hold
valuation icon
Valuation
Overvalued
review icon
Similar
Akamai, AKAM
BUY

Shares popped 7% today when they announced several AI initiatives. A longtime favourite of his. They have partnerships with Nvidia, Microsoft and Meta. They help businesses operate more efficiently.

BUY

They reported a positive quarter but the street didn't like its forecast: a lighter sales cycle, macroeconomic uncertainty. The 21% plunge was an overreaction, though shares have recovered.

BUY

Is confident they can recover from a couple of bad quarters. Shares should be higher.

BUY
Crowdstrike vs. Cloudflare Prefers Cloudflare. Crowdstrike is in a crowded industry. Cloudflare's CEO has a good, long-term view.
DON'T BUY
Crowdstrike vs. Cloudflare Prefers Cloudflare. Crowdstrike is in a crowded industry. Cloudflare's CEO has a good, long-term view.
BUY
Shares are low, because they're making little, but the CEO is fantastic. You can buy and put this away.
BUY
From November to July shares fell 80%, but last week they reported 54% revenue growth and a surprise profit. Management raised full-year guidance. Shares have been roaring. It shouldn't haven't been so low in the first place.
DON'T BUY
They report Thursday. He expects great numbers, but expects no one to care. It was once one of the priciest stocks, then led the way down when tech stocks recently fell out of favour.
DON'T BUY
Their business in on fire, but he can recommend stocks that only make money,.
BUY
Take profits after a good run? Keep buying, because this stock will keep rising.
BUY
It came public at $15 and has rallied 700% in two years. They keep delivering super results. About 18% is powered by their platform and today announced they're growing their network by 25%, targeting 250 cities in more than 100 countries. There's still room to run.
PARTIAL BUY
One of the big winners of 2020. A content deliverer-maker and offers cyber-security. Six weeks ago they delivered another quarterly beat. He recommends it, but it's moved up 27% in the past month and 391% YTD.
SELL
Has had to big a run. Look what happened to Fastly. The stock is too high. Take profits.
BUY ON WEAKNESS
It ensures that digital operations in companies run smoothly It's pulled back a bit from recent highs, but still sells at above 30x sales, which is pricey. It's soared during Covid. Reports in two weeks--see what happens.
COMMENT
What he calls one of 15 Red Hot stocks: unstoppable growth stocks with a sky-high valuation (30-100x sales, not earnings) It exploded up last week when it announced a new network as a service platform. It's at $58, but if falls weak and reports at 25x earnings, this stock will be $44.
Showing 16 to 30 of 31 entries