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 +10.5% in the Last 30 Days
Key Takeaways
- Cloudflare shares gained approximately 10.5% over the past 30 days, rising from $237.24 on June 26 to $262.15 on July 24, 2026.
- A July 7 Scotiabank upgrade to Sector Outperform with a $300 price target triggered a sharp single-day rally and renewed institutional interest.
- The July 1 launch of the Monetization Gateway and a July 8 OpenAI research pilot reinforced Cloudflare's strategic position in agentic AI infrastructure.
- Over the broader quarter, NET shares surged roughly 26.6% from $207.07, recovering from a volatile spring that included a post-earnings selloff in early May.
- Investor sentiment has been shaped by accelerating AI traffic trends, strong Q1 FY2026 results, and a broader rotation into high-growth software names.
Cloudflare (NET) Company Overview and Market Position
Cloudflare, Inc. is a leading connectivity cloud company headquartered in San Francisco, California. Founded in 2009 by CEO Matthew Prince, the company provides a unified platform of cloud-native security, content delivery, networking, Zero Trust access, and developer tools. Cloudflare's global network handles over 20% of all internet traffic, positioning the company as a critical infrastructure layer for millions of organizations — from the world's largest enterprises to small businesses, nonprofits, and government agencies. Investors closely follow NET stock because of its exposure to secular growth trends in cybersecurity, edge computing, and increasingly, agentic artificial intelligence. With a market capitalization of approximately $96 billion, Cloudflare competes in the fast-growing cloud infrastructure and security markets, anchored by a land-and-expand model that deepens engagement with large enterprise customers over time.
Cloudflare (NET) Stock Price Performance: Last 30 Days vs. Quarter
Over the 30-day period ending July 24, 2026, NET shares climbed from $237.24 to $262.15, delivering a gain of approximately 10.5%. The upward move was concentrated in early July, when Scotiabank's upgrade on July 7 ignited a roughly 9% single-day rally, pushing shares toward new 52-week highs above $280 intraday before settling in the $260–$275 range through mid-to-late July.
The quarterly performance tells a more dramatic story. From April 24, 2026, when NET closed at $207.07, the stock surged roughly 26.6% to its July 24 close. However, this headline gain masks extraordinary intra-quarter volatility. In early April, shares plummeted to an intra-quarter low of $164.05 amid a broad tech selloff. A powerful recovery followed Q1 earnings reported on May 7 — where revenue of $639.8 million beat estimates by nearly $19 million — but NET then dropped sharply from $256.79 to $196.13 in a single session the very next day, reflecting a brutal post-earnings reversal. Renewed AI-driven optimism, strategic product launches, and improving macro sentiment subsequently powered the sustained rally through June and July, lifting shares well above pre-earnings levels.
What Drove NET Stock Price in the Last 30 Days
Multiple catalysts converged to propel NET shares over the past month. The most impactful was Scotiabank analyst Patrick Colville's July 7 upgrade to Sector Outperform, accompanied by a price target increase from $225 to $300. Colville argued that Cloudflare's Workers developer platform is becoming the default infrastructure for "vibe coded" AI-generated applications — a trend he described as materially underappreciated by investors. He also pointed to accelerating internet traffic driven by agentic AI workloads, which historically precedes revenue growth by roughly three quarters, setting the stage for potential beats relative to Street estimates in the second half of 2026.
Just days earlier, on July 1, Cloudflare launched its Monetization Gateway, a Pay Per Use framework that enables website owners to charge AI agents for content access via the open x402 protocol. With the company noting that more than half of its web requests now originate from AI agents, the product reinforced the narrative that Cloudflare can directly monetize the structural shift from human-driven to agent-driven internet traffic. On July 8, Cloudflare further strengthened its AI credentials by announcing a first-of-its-kind research pilot with OpenAI, exploring how real-time network telemetry data from Cloudflare's global infrastructure can help AI search engines discover and index content more effectively. The announcements collectively validated Cloudflare's emerging role as an indispensable AI infrastructure provider and supported multiple expansion even at an already demanding valuation exceeding 39 times sales.
What Drove NET Stock Performance Over the Last Quarter
The broader quarterly rally was fueled by a confluence of company-specific execution and improving macro conditions. Cloudflare's Q1 FY2026 results, reported on May 7, delivered 34% year-over-year revenue growth to $639.8 million and adjusted EPS of $0.25 — both comfortably above consensus. The company raised full-year revenue guidance to $2.805–$2.813 billion, citing accelerating demand from AI and agentic workloads. Large customers generating over $100,000 in annual revenue grew 25% year-over-year to 4,416 accounts, while deals exceeding $1 million surged 73%.
On the macro front, a June 25 report suggesting OpenAI may delay its IPO eased fears that AI labs would rapidly cannibalize incumbent SaaS businesses, triggering a chip-to-software rotation that disproportionately benefited high-growth names like Cloudflare. Geopolitical de-escalation between the U.S. and Iran further reduced the rate-hike overhang that had punished long-duration growth equities earlier in the year. Additionally, Cloudflare's June 4 acquisition of VoidZero — the company behind the Vite JavaScript tooling ecosystem — strengthened its developer platform narrative, which became a centerpiece of the Scotiabank upgrade thesis weeks later.
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NET Stock Forecast Drivers: What Investors Should Watch Next
Cloudflare's upcoming Q2 FY2026 earnings report, scheduled for August 6, 2026, represents the most immediate and consequential catalyst for NET shares. Management previously guided for Q2 revenue of $664–$665 million, representing roughly 30% year-over-year growth, with non-GAAP net income per share of $0.27. Investors will scrutinize whether the AI traffic acceleration cited by Scotiabank is materializing in revenue growth and whether large-customer momentum continued through the quarter. Beyond earnings, the trajectory of agentic AI adoption, the commercial rollout of the Monetization Gateway, and any further strategic partnerships in the AI ecosystem will shape the investment narrative. Macroeconomic variables — including Federal Reserve policy expectations, inflation trends, and geopolitical stability — will continue to influence the valuation multiples assigned to high-growth software stocks. Cloudflare's premium valuation leaves little room for disappointment, making execution consistency paramount in the quarters ahead.
Disclaimer
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NET's Stochastic Oscillator is staying in oversold zone for 1 day
Be on the lookout for a price bounce soon.
Technical Analysis (Indicators)
Bullish Trend Analysis
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where NET advanced for three days, in of 336 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 265 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 July 15, 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 36 similar instances where the indicator moved out of overbought territory. In of the 36 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 July 22, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on NET as a result. In of 86 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 July 22, 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 50 similar instances when the indicator turned negative. In of the 50 cases the stock turned lower in the days that followed. This puts the odds of success at .
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 July 07, 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 93, placing this stock slightly better than average.
The Tickeron Valuation Rating of (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: NET's P/B Ratio (60.976) is slightly higher than the industry average of (13.840). P/E Ratio (0.000) is within average values for comparable stocks, (68.949). Projected Growth (PEG Ratio) (2.377) is also within normal values, averaging (1.805). NET has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.023). P/S Ratio (39.370) is also within normal values, averaging (130.582).
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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General Information
a company, which engages in the provision of cloud-based services to secure websites
Industry ComputerCommunications