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) Is Up +13% in the Last 30 Days
Key Takeaways
- NET stock rose +13% over the past 30 days, driven by anticipation ahead of Q1 2026 earnings and positive analyst sentiment on AI infrastructure growth.
- Over the past quarter, the stock gained +41%, reflecting recovery from early-year volatility amid strong Q4 2025 earnings momentum and cybersecurity demand.
- Key drivers include robust enterprise customer additions, AI agent platform expansions, and partnerships enhancing zero-trust security offerings.
- Volatility persisted with sharp dips in April due to sector rotation, but upward trend resumed on AI tailwinds and upcoming earnings.
- Analyst upgrades, such as Piper Sandler's shift to Overweight, bolstered confidence in sustained revenue growth.
Cloudflare (NET) Company Overview and Market Position
Cloudflare, Inc. (NET) provides a connectivity cloud platform that delivers security, performance, and reliability for websites, applications, and networks. Its core business model revolves around a global edge network offering services like content delivery, DDoS mitigation (distributed denial-of-service attacks), web application firewalls, and zero-trust access. Operating in the cybersecurity and cloud infrastructure industry, Cloudflare competes with players like Akamai and Fastly but holds a strong position through its developer-friendly Workers platform and AI integrations. These fundamentals, including high net retention rates exceeding 120% and growing large enterprise customers (over $100K ARR), underpin recent price strength as demand for AI-optimized edge computing rises.
Cloudflare (NET) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, NET stock climbed +13%, from approximately $216 to $244. The movement was volatile, featuring a sharp mid-April plunge to $167 on sector selling before rebounding strongly into May amid earnings anticipation. This trend-driven recovery outpaced the broader market.
For the past quarter (from around $173 in early February), the stock surged +41% to $244. Performance was range-bound early on with dips below $170, but shifted upward post-Q4 earnings digestion, marked by steady gains interrupted by brief pullbacks. Overall, it exhibited high volatility (beta of 1.67) but net positive momentum aligned with tech sector trends.
What Drove NET Stock Price in the Last 30 Days
The 30-day uptick stemmed primarily from building excitement for Q1 2026 earnings on May 7, with consensus expecting $622 million in revenue (+30% YoY) and EPS of $0.23. Cloudflare's history of beats (average 9.44% surprise) fueled optimism. Analyst actions, including Piper Sandler's April 15 upgrade to Overweight ($222 target), countered earlier volatility.
Company news like Agent Cloud expansions for AI agents and partnerships (e.g., Mastercard cybersecurity, GoDaddy for agentic web) highlighted AI/security synergies, boosting sentiment. Sector tailwinds in cybersecurity amid rising threats, plus positive software development peers (+12% monthly), supported the rally despite April dips from profit-taking.
What Drove NET Stock Performance Over the Last Quarter
The quarter's +41% gain built on Q4 2025 results: revenue of $614.5 million (+34% YoY), beating estimates, with RPO (remaining performance obligations) up 48% signaling backlog strength. Enterprise momentum, including record ACV deals averaging $42.5 million annually, drove sustained growth.
Macro factors like AI adoption shifted internet traffic patterns (31% bot-originated), favoring Cloudflare's edge platform. Institutional buying and cybersecurity demand amid geopolitical risks amplified upside. Early dips reflected broader tech rotation and rate concerns, but cumulative AI/enterprise narratives dominated, with net retention at 120% reinforcing competitive edge over peers like Zscaler.
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NET Stock Forecast Drivers: What Investors Should Watch Next
Investors should monitor Q1 2026 earnings for updates on revenue growth (expected 30%+), guidance (FY2026 $2.79 billion midpoint), and AI metrics like Workers AI adoption. Industry trends in agentic AI and edge computing, plus macro factors like interest rates impacting IT spend, remain key. Strategic developments such as partnerships (e.g., Wiz, Mastercard) and large-deal pipeline ($100M+ contracts) could sway sentiment. Risks include competition from hyperscalers, execution on profitability (non-GAAP margins ~15%), and cybersecurity regulation shifts.
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 Disclaimers and Limitations.
NET's Stochastic Oscillator remains in oversold zone for 2 days
Be on the lookout for a price bounce soon.
Technical Analysis (Indicators)
Bullish Trend Analysis
The 10-day moving average for NET crossed bullishly above the 50-day moving average on April 24, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
The 50-day moving average for NET moved above the 200-day moving average on May 06, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where NET advanced for three days, in of 339 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 283 cases where NET Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
Bearish Trend Analysis
The 10-day RSI Indicator for NET moved out of overbought territory on May 08, 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 37 similar instances where the indicator moved out of overbought territory. In of the 37 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Momentum Indicator moved below the 0 level on May 08, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on NET as a result. In of 85 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Moving Average Convergence Divergence Histogram (MACD) for NET turned negative on May 11, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 52 similar instances when the indicator turned negative. In of the 52 cases the stock turned lower in the days that followed. This puts the odds of success at .
NET moved below its 50-day moving average on May 08, 2026 date and that indicates a change from an upward trend to a downward trend.
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 of 62 cases within the following month. The odds of a continued downward trend are .
NET broke above its upper Bollinger Band on May 04, 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 (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 Seasonality Score of (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 Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock slightly better than average.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly 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 (46.296) is normal, around the industry mean (14.561). P/E Ratio (0.000) is within average values for comparable stocks, (124.593). Projected Growth (PEG Ratio) (2.377) is also within normal values, averaging (1.566). NET has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.029). P/S Ratio (30.030) is also within normal values, averaging (165.277).
The Tickeron SMR rating for this company is (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 (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.
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Fundamental Analysis Ratings
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General Information
a company, which engages in the provision of cloud-based services to secure websites
Industry ComputerCommunications