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 Down -19.2% in the Last 30 Days
Key Takeaways
- Cloudflare (NET) fell roughly 19.2% over the last 30 days, sliding from $347.28 at the September 30 close to $280.70 at the October 30 close.
- The decline followed a run to a 52-week high near $370.35 in early October, as investors rotated out of richly valued AI and cloud software names.
- Pressure came from elevated valuation, insider share sales, a broader cybersecurity-sector pullback, and a court ruling tied to the company's share structure.
- Underlying fundamentals remain strong: fiscal Q2 2026 revenue rose 36% year over year to $696.1 million, with dollar-based net retention of 120%.
- The stock still trades at premium multiples, leaving limited room for error as investors weigh execution and margin risks around the agentic-AI transition.
- For additional context, explore Cloudflare's Price Targets, Earnings, and Forecast pages.
- Discover curated AI trading tools on Tickeron's Trending AI Robots page.
Cloudflare (NET) Company Overview and Market Position
Cloudflare, Inc. is a leading connectivity cloud company that provides content delivery network (CDN), web security, DDoS protection, DNS, and Zero Trust/SASE services through its Cloudflare One platform, alongside a fast-growing developer platform built on its Workers serverless product. The company estimates that more than 20% of global internet traffic flows through its network, and it has reported that more than 10 million developers now build on its platform.
Cloudflare competes with established players such as Akamai (AKAM), Fastly (FSLY), Amazon (AMZN), and Microsoft (MSFT) across web infrastructure and security. Investors follow NET closely because of its strong revenue growth, its expanding base of large enterprise customers, and its positioning at the intersection of cybersecurity, edge computing, and AI-driven workloads.
Cloudflare (NET) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, NET declined approximately 19.2%, moving from $347.28 at the September 30 close to $280.70 at the October 30 close. The selloff accelerated in the final week of the period, with the stock falling 9.5% in a single session on October 30 — its largest one-day drop since May.
The picture over the trailing three-month period is different. After trading near $283 in late July, NET rallied sharply through September and into early October, reaching a 52-week high of $370.35 before reversing. As a result, the stock ended the quarter roughly flat versus late-July levels, down about 1%, despite the steep pullback from its peak. The move reflects a rapid run-up followed by an equally rapid repricing of elevated expectations.
What Drove NET Stock Price in the Last 30 Days
The 30-day decline was driven primarily by a shift in sentiment rather than deteriorating fundamentals. After months of gains, investors rotated out of high-multiple cloud and AI names, with profit-taking intensifying after a hotter-than-expected inflation report and a broader technology selloff. Cloudflare's premium valuation — including a forward P/E well above historical norms — made the stock especially vulnerable to this rotation.
Insider activity added to the pressure. President Michelle Zatlyn and other executives sold shares during the period, and disclosures showed that company insiders had sold more than $700 million of stock over the trailing 12 months with no corresponding insider buying. A court ruling related to Cloudflare's share structure also raised governance and funding concerns, contributing to a broader cybersecurity-sector downturn in mid-October.
Analyst actions were mixed. Oppenheimer, Barclays, and BTIG raised price targets, citing strong growth and product momentum, while Zacks Research downgraded the stock to a "Strong Sell" rating on October 14. The conflicting signals underscored how much optimism was already embedded in the share price ahead of the next earnings report.
What Drove NET Stock Performance Over the Last Quarter
Over the trailing quarter, Cloudflare's rally was powered by genuine business momentum. Fiscal Q2 2026 revenue grew 36% year over year to $696.1 million, and the company reported record large-customer additions, with 4,416 customers paying more than $100,000 annually. Developer platform traction was strong, and management's investor day highlighted surging demand for AI and agentic workloads across its network.
At the same time, the company navigated meaningful change. Cloudflare reduced its workforce by roughly 20% as part of its shift to an agentic AI-first operating model, recorded elevated restructuring charges, and issued $2.5 billion in convertible notes. Gross margin also declined as lower-margin developer and AI products grew as a share of revenue. These factors, combined with a valuation that reached multi-year highs, left the stock vulnerable to a sharp correction once sentiment turned.
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NET Stock Forecast Drivers: What Investors Should Watch Next
Several factors will shape Cloudflare's next move. The company is expected to report fiscal Q3 2026 results around November 5, with management previously guiding revenue of $736 million to $737 million, up roughly 31% year over year. Investors will focus on gross margin trajectory, the pace of restructuring charges, and whether large enterprise and developer demand continues to accelerate.
Broader forces also matter. Macroeconomic conditions, inflation data, and sentiment toward AI infrastructure spending could continue to drive rotation in and out of high-valuation software names. Competitive dynamics with established CDN and security vendors, the pace of agentic-AI monetization, and the company's progress toward GAAP profitability by its 2028 target are all worth monitoring. As with any high-growth, high-multiple stock, the balance between growth execution and valuation will remain central to the investment debate.
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 in -14.54% downward trend, falling for three consecutive days on November 02, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where NET declined for three days, in 227 of 291 cases, the price declined further within the following month. The odds of a continued downward trend are 78%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 12, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on NET as a result. In 60 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 72%.
The Moving Average Convergence Divergence Histogram (MACD) for NET turned negative on October 06, 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 51 similar instances when the indicator turned negative. In 34 of the 51 cases the stock turned lower in the days that followed. This puts the odds of success at 67%.
NET moved below its 50-day moving average on October 28, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for NET crossed bearishly below the 50-day moving average on October 23, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 15 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 67%.
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for NET's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.
Following a +9.30% 3-day Advance, the price is estimated to grow further. Considering data from situations where NET advanced for three days, in 266 of 324 cases, the price rose further within the following month. The odds of a continued upward trend are 82%.
NET may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 209 of 242 cases where NET Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 86%.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 4 (best 1 - 100 worst) indicates that the company is seriously undervalued 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 (58.284) is normal, around the industry mean (16.593). P/E Ratio (-457.190) is within average values for comparable stocks, (57.337). Projected Growth (PEG Ratio) (2.377) is also within normal values, averaging (3.648). Dividend Yield (0.000) settles around the average of (0.283) among similar stocks. P/S Ratio (45.455) is also within normal values, averaging (103.889).
The Tickeron PE Growth Rating for this company is 49 (best 1 - 100 worst), pointing to consistent 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.
The Tickeron Profit vs. Risk Rating rating for this company is 53 (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 Price Growth Rating for this company is 54 (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 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.
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General Information
a company, which engages in the provision of cloud-based services to secure websites
Industry ComputerCommunications