NYSE:NET

Cloudflare (NET)

272.74
-12.77 (4.47%)
as of Sep 2, 2026, 8:00:00 pm Market Open.
38 watching
0
Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Cloudflare, symbol NET-N, is viewed positively by several experts, albeit with caution due to its relatively high valuation and some volatility in the market. While some analysts express concerns about competition from other cybersecurity and software companies, others highlight Cloudflare's strong position in the cybersecurity landscape and its potential growth opportunities, particularly in AI and Zero Trust security. The general sentiment is that despite perceived weaknesses in quarterly performance and aggressive cost-cutting strategies, the company's fundamentals remain sound. Some experts recommend buying opportunities at current prices, while others suggest a wait-and-see approach depending on market movements and potential price changes.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
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Similar
Akamai, AKAM
BUY

A lot of tech companies are down significantly from highs. Cybersecurity is a desirable area right now. High growth has to expect more pronounced swings. Likes the name.

DON'T BUY

Too late to buy now after a big move. Wait for a pullback.

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.
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