NYSE:NET

Cloudflare (NET)

311.45
+4.48 (1.46%)
as of Aug 12, 2026, 8:00:00 pm Market Open.
38 watching
0
Investor Insights
star iconAug 13, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Cloudflare has garnered mixed opinions from various experts, highlighting both its strengths and challenges in the current market landscape. Some analysts value its cybersecurity capabilities, asserting that it operates across multiple fronts, especially in the Zero Trust domain. There’s a consensus that while the company has experienced volatility, its future is promising, particularly with its ties to AI advancements. However, concerns about competition and operational efficiency have emerged, suggesting a need for careful monitoring. Despite its recent market performance, experts recommend strategies like averaging down on purchases and leveraging options to navigate volatility as the company adapts to emerging challenges.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
Zscaler,ZS
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.
BUY
Offers cybersecurity and a content-delivery network. Stock is up 141% since February. IPO'd in 2019. It peaked at $45 in August then rebounded in September. Can the NET rally continue?
Showing 31 to 33 of 33 entries