NET stock forecast, quote, news & analysis
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN... Show more
Why Cloudflare (NET) Stock Is Up +22.5% in the Last 30 Days
Key Takeaways
- Cloudflare (NET) shares rose roughly 22.5% over the past 30 days, climbing from a close of $284.89 to $349.02.
- Momentum was driven by strong Q2 2026 results, new AI-focused partnerships, and sustained demand for AI-era security and networking.
- Broader sentiment improved as falling Treasury yields and easing U.S.–China tensions supported high-growth software valuations.
- The stock has trended sharply higher over the quarter, reaching new 52-week highs near $359 before a modest late-period pullback.
- Elevated valuation and notable insider selling remain key risks investors are watching.
Cloudflare (NET) Company Overview and Market Position
Cloudflare, Inc. is a global cloud services provider that sits between internet users and the websites, applications, and APIs they access, helping organizations secure and accelerate their digital operations. The company routes traffic through a worldwide network spanning hundreds of cities and offers a broad platform that includes application security, distributed denial-of-service (DDoS) protection, web application firewalls, Zero Trust and SASE access, and its Workers developer platform for running code at the network edge.
Cloudflare has positioned itself as a critical infrastructure layer for the modern, increasingly AI-driven internet. Its scale and vantage point across a large share of global web traffic give it visibility into emerging threats and usage patterns, which it converts into new products. Investors follow the stock closely because of its durable revenue growth, expanding large-customer base, and its growing role in securing and delivering AI workloads and agent traffic.
Cloudflare (NET) Stock Price Performance: Last 30 Days vs. Quarter
Over the most recent 30-day period, Cloudflare shares advanced approximately 22.5%, rising from a closing price of $284.89 to $349.02. The move was not a straight line; the stock saw several multi-percentage-point daily swings as investors digested earnings, product announcements, and shifts in macroeconomic sentiment.
The last quarter tells a similar, broader story of strength. The stock climbed from the mid-$260 range in late July to roughly $349, a gain of more than 30%, repeatedly setting new 52-week highs along the way. The rally pushed NET near its 52-week high of $358.82, reached in late September, versus a 52-week low of $158.83, reflecting a sustained uptrend rather than an isolated short-term spike.
What Drove NET Stock Price in the Last 30 Days
Several catalysts fueled the recent advance. The most consequential was the company's second-quarter earnings report, which showed revenue of $696.1 million, up 35.9% year over year, ahead of analyst estimates. Non-GAAP earnings of $0.29 per share also beat consensus, and management raised its full-year revenue and earnings guidance. The stock jumped more than 14% immediately following the results.
AI-related developments provided further momentum. In early September, Cloudflare introduced a Vulnerability Discovery and Remediation service integrating OpenAI's cybersecurity models, and announced that Cursor Cloud Agents could run on Cloudflare Sandboxes through a partnership with SpaceX's AI unit. The company also launched Adaptive Intelligence, a tool designed to counter AI-powered bot attacks. These announcements were followed by a sharp single-day rally of more than 10%.
Macroeconomic conditions also helped. Falling Treasury yields and signs of cooling U.S.–China tensions eased pressure on high-multiple software stocks, whose valuations depend on cash flows projected years into the future.
What Drove NET Stock Performance Over the Last Quarter
The quarterly trend reflects a larger narrative of accelerating demand for AI-secure infrastructure. Cloudflare's Workers developer platform added nearly two million developers in the second quarter alone, bringing the total past 7.4 million, and the company reported that non-human requests now account for more than half of its network traffic. Dollar-based net retention reached 120%, and large customers paying more than $100,000 annually grew 27% year over year.
These fundamentals, combined with a Strong Buy consensus rating from analysts and an average price target near $348, kept buyers engaged through the quarter. However, the period also featured cautionary signals, including substantial insider selling by executives and a late-quarter disclosure of a cross-tenant data-isolation vulnerability in its Containers and Sandboxes products, which triggered a brief pullback from record highs.
Trending AI Robots
Tickeron operates a large ecosystem of AI-powered trading bots that collectively monitor thousands of tickers, but only the top-performing and most relevant strategies are surfaced in its curated Trending AI Robots section. These automated systems vary widely in trading style, holding timeframe, and performance metrics, giving traders a way to compare approaches rather than relying on a single signal. The section is designed to highlight bots that are currently drawing attention for their recent results and relevance to prevailing market conditions. For investors and traders seeking a data-driven, systematic view of momentum across names like NET and the broader market, exploring the curated list of Trending AI Robots can be a useful starting point.
NET Stock Forecast Drivers: What Investors Should Watch Next
Looking ahead, investors will focus on Cloudflare's upcoming quarterly results and whether revenue growth can sustain its roughly 30% pace while gross margins stabilize. Management has guided to third-quarter revenue of $736 million to $737 million and full-year revenue of $2.864 billion to $2.870 billion, and execution against these targets will be closely scrutinized.
Other factors to monitor include the pace of Workers platform adoption and conversion into revenue, the contribution of large enterprise and pool-of-funds contracts, and competitive dynamics against peers such as Zscaler (ZS) and Palo Alto Networks (PANW). Macroeconomic conditions, particularly long-term interest rates, remain influential given the stock's elevated valuation. Investors will also watch for any further security disclosures, insider selling activity, and the durability of AI-related demand trends.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
NET's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for NET turned positive on October 05, 2026. Looking at past instances where NET's MACD turned positive, the stock continued to rise in 42 of 49 cases over the following month. The odds of a continued upward trend are 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on September 14, 2026. You may want to consider a long position or call options on NET as a result. In 68 of 81 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 84%.
NET moved above its 50-day moving average on September 08, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +9.09% 3-day Advance, the price is estimated to grow further. Considering data from situations where NET advanced for three days, in 276 of 334 cases, the price rose further within the following month. The odds of a continued upward trend are 83%.
The Aroon Indicator entered an Uptrend today. In 187 of 252 cases where NET Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 74%.
Bearish Trend Analysis
The 10-day RSI Indicator for NET moved out of overbought territory on September 25, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 38 similar instances where the indicator moved out of overbought territory. In 28 of the 38 cases, the stock moved lower in the following days. This puts the odds of a move lower at 74%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 49 of 61 cases where NET's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 80%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NET declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 78%.
NET broke above its upper Bollinger Band on September 14, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 35 (best 1 - 100 worst), indicating steady price growth. NET’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 38 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 91, placing this stock slightly better than average.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 92 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (77.519) is normal, around the industry mean (18.522). P/E Ratio (0.000) is within average values for comparable stocks, (158.311). Projected Growth (PEG Ratio) (2.377) is also within normal values, averaging (3.648). Dividend Yield (0.000) settles around the average of (0.004) among similar stocks. P/S Ratio (45.455) is also within normal values, averaging (104.490).
The Tickeron SMR rating for this company is 94 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 100 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Advertisement
General Information
a company, which engages in the provision of cloud-based services to secure websites
Industry ComputerCommunications