Cloudflare Inc

Análisis de la acción Cloudflare Inc (NET)

$324.330

-21.795 (-6.72%)Al cierre

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Máximo
346.790
Apertura
340.590
Precio medio ponderado por volumen
331.37
Volumen
3.73M
Capitalización
27.79B
Mínimo
323.000
Importe
1.24B
EV/EBITDA, TTM
-2,257.61

Cloudflare, Inc. is a connectivity cloud company. The Company delivers a range of services to businesses of all sizes and in all geographies, enhancing the performance of business-critical applications. Its full suite of products consists of application services that help deliver security, performance, and reliability for any organization's applications connected to the Internet, including Websites and application programming interfaces (APIs) and its secure access service edge (SASE) platform, which contains its suite of and workplace security services and network services solutions to help ensure traffic in and out of an organization’s network and devices is verified and authorized and data is protected and secured, as well as to securely connect data centers, cloud services, and branch offices to an organization with its connectivity cloud. The Company also offers developer-based solutions which build and deploys serverless and artificial intelligence applications.

www.cloudflare.com

Análisis de IA of Cloudflare Inc (NET)

Comprar

Cloudflare Inc is a good buy right now, trading at $360.93 with a strong recent performance, including a 17.75% increase over the last 20 days. The RSI is at 64.216, indicating bullish momentum, while the forward P/E ratio of 178.57 suggests high growth expectations. Analyst targets range from $181 to $430, with Oppenheimer projecting significant growth due to increased contract values and demand for their services. The main risk is the high forward P/E, which could indicate overvaluation if growth does not meet expectations.

Recomendaciones de analistas (1)

-21.92% Potencial de caída
Vender
0 Comprar
0 Mantener
1 Vender
Actual: 324.33
Mínimo
131.00
Promedio
253.24
Máximo
318.00

Barclays

2026-10-12

Precio objetivo

$400

Sobreponderar

Oppenheimer

2026-10-09

Precio objetivo

$430

Superar al mercado

BTIG

2026-10-06

Precio objetivo

$413

Comprar

Bernstein

2026-09-17

Precio objetivo

$181

Market Perform

Susquehanna

2026-08-10

Precio objetivo

$300

Neutral

Métricas de valoración

El PER previsto actual de Cloudflare Inc (NET) es 178.57, frente a su media de 5 años de -821.10.

PER previsto

Valor razonable
Media 5A P/E
-821.10
P/E actual
178.57
Sobrevalorada
4909.69
Infravalorada
-6551.88

EV/EBITDA previsto

Infravalorado
Media 5A EV/EBITDA
75.62
EV/EBITDA actual
-2257.61
Sobrevalorada
1265.10
Infravalorada
-1113.85

Precio/ventas previsto

Valor razonable
Media 5A P/S
22.30
P/S actual
33.50
Sobrevalorada
34.09
Infravalorada
10.52

Escenarios de precio de Alphio AI para NET

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%NET

$239.17

Precio del escenario

B

Base

Base · 50%NET

$236.95

Precio del escenario

B

Bajista

Bajista · 25%NET

$213.72

Precio del escenario

Ballenas con NET en cartera

I

ICONIQ Capital, LLC

+ Con en carteraNET

+21.81%

Rentabilidad a 3 meses

L

Lingotto Investment Management LLP

+ Con en carteraNET

+19.59%

Rentabilidad a 3 meses

S

Sequoia Capital Operations

+ Con en carteraNET

+10.05%

Rentabilidad a 3 meses

P

Peregrine Capital Management, LLC

+ Con en carteraNET

+9.32%

Rentabilidad a 3 meses

D

DWS Investment Management Americas, Inc.

+ Con en carteraNET

+8.52%

Rentabilidad a 3 meses

O

Oak Ridge Investments, LLC

+ Con en carteraNET

+8.37%

Rentabilidad a 3 meses

Cronología de eventos

2026-10-01 (ET)

09:30:00

Cloudflare Launches Basin Data Platform to Simplify Application Development

2026-09-29 (ET)

09:30:00

Cloudflare Announces Intent to Become Public Certificate Authority

09:30:00

Deutsche Telekom Partners with Cloudflare for Strategic Collaboration

2026-09-15 (ET)

09:30:00

Cloudflare Introduces New Accountability Feature for AI Crawling

Noticias

Preguntas frecuentes sobre NET, respondidas por Alphio AI

Cloudflare, Inc. is a connectivity cloud company. The Company delivers a range of services to businesses of all sizes and in all geographies, enhancing the performance of business-critical applications. Its full suite of products consists of application services that help deliver security, performance, and reliability for any organization's applications connected to the Internet, including Websites and application programming interfaces (APIs) and its secure access service edge (SASE) platform, which contains its suite of and workplace security services and network services solutions to help ensure traffic in and out of an organization’s network and devices is verified and authorized and data is protected and secured, as well as to securely connect data centers, cloud services, and branch offices to an organization with its connectivity cloud. The Company also offers developer-based solutions which build and deploys serverless and artificial intelligence applications. It operates in the Technology sector (SERVICES-PREPACKAGED SOFTWARE industry).

Cloudflare Inc is a good buy right now, trading at $360.93 with a strong recent performance, including a 17.75% increase over the last 20 days. The RSI is at 64.216, indicating bullish momentum, while the forward P/E ratio of 178.57 suggests high growth expectations. Analyst targets range from $181 to $430, with Oppenheimer projecting significant growth due to increased contract values and demand for their services. The main risk is the high forward P/E, which could indicate overvaluation if growth does not meet expectations.

1 analysts cover NET: 0 rate it Buy, 0 Hold and 1 Sell. The average price target is 253.24.

Comunidad

Más ↗
humblemarten7/10/2026

The latest Futures leaderboard is sending a very interesting message: Some assets are moving sharply higher… While others are seeing double-digit declines. This isn't a clean “everything is bullish” market. It is a MARKET OF ROTATION. ⚡ ━━━━━━━━━━━━━━━━━━ 🟢 TOP FUTURES GAINERS 🥇 SAND — 0.08028 | +23.24% 🔥 MET — 0.379 | +13.33% 🔥 BSPU — 37.60 | +12.60% 🚀 HEMI — 0.006488 | +10.37% 📈 RAY — 2.4429 | +9.85% ⚡ GTC — 0.1689 | +7.44% 📊 TAU — 0.05477 | +7.01% 📈 BTW — 1.267781 | +6.44% 🟢 CT — 0.38345 | +6.34% And the momentum continues down the leaderboard: SOXS — 30.88 | +5.78% SNXX — 16.32 | +5.69% US — 0.015781 | +5.08% DRIFT — 0.01992 | +3.80% MUU — 37.70 | +3.68% ━━━━━━━━━━━━━━━━━━ 🔴 NOW LOOK AT THE LOSERS This is where things get serious. 💀 GRIFFAIN — 0.01779 | -34.59% 🔻 MINA — 0.09279 | -25.09% 🔻 AIN — 0.04162 | -17.77% 🔻 AIOT — 0.04732 | -17.20% 🔻 龙虾 — 0.043044 | -16.74% 🔻 ACE — 0.16656 | -16.60% 🔻 FLUX — 0.07955 | -15.72% 🔻 PHA — 0.06216 | -14.58% 🔻 CAP — 0.07350 | -13.67% That's a huge spread between winners and losers. And that spread tells us something important: 💡 CAPITAL IS MOVING. ━━━━━━━━━━━━━━━━━━ 🧠 WHAT I'M SEEING The strongest names aren't necessarily leading the entire market. Instead, we're seeing selective momentum. SAND is the standout gainer with more than +23%, while GRIFFAIN and MINA are seeing some of the largest declines. This creates two very different trading environments: 🟢 MOMENTUM TRADES → Breakouts → Retests → Higher highs → Volume confirmation 🔴 WEAKNESS TRADES → Failed bounces → Lower highs → Support breakdowns → Retest failures The key is identifying which side has STRUCTURE behind it. ━━━━━━━━━━━━━━━━━━ 🔥 SAND VS GRIFFAIN This is probably the most interesting contrast on the board. SAND: +23.24% GRIFFAIN: -34.59% That's nearly a 58 percentage-point difference. One is attracting aggressive buyers. The other is experiencing aggressive selling. This is exactly why traders shouldn't treat the entire altcoin market as one trade. Relative strength matters. ━━━━━━━━━━━━━━━━━━ ⚠️ BUT DON'T CHASE THE BIGGEST GREEN CANDLE A coin being +20% doesn't automatically make it a LONG. And a coin being -30% doesn't automatically make it a SHORT. After a huge move, the next setup is often determined by the RETEST. For longs: BREAK → RETEST → HOLD → CONTINUATION For shorts: BOUNCE → REJECTION → BREAKDOWN → CONTINUATION That's the structure I would be watching. ━━━━━━━━━━━━━━━━━━ 🎯 MY CURRENT MARKET PLAYBOOK 🟢 STRONG GAINERS SAND MET HEMI RAY GTC Watch for: → Breakout confirmation → Retest → Volume expansion → Higher-low formation 🔴 WEAK NAMES GRIFFAIN MINA AIN AIOT ACE FLUX PHA CAP Watch for: → Relief bounce → Lower high → Support failure → Breakdown continuation ━━━━━━━━━━━━━━━━━━ 🚨 THE BIGGEST WARNING When the leaderboard becomes this divided, leverage becomes dangerous. A coin can move 10–20% in a very short period. That means: ❌ Don't chase pumps. ❌ Don't blindly short dumps. ❌ Don't average down without a plan. ❌ Don't increase leverage because a setup “looks obvious.” Instead: ✅ Define invalidation first. ✅ Wait for confirmation. ✅ Scale risk appropriately. ✅ Protect capital when volatility expands. ━━━━━━━━━━━━━━━━━━ 📌 THE REAL SIGNAL The most important thing isn't simply: “Which coin is green?” It's: “Which coin is holding its structure?” A +23% coin that keeps making higher lows can remain strong. A -15% coin that cannot reclaim resistance can remain weak. And when momentum shifts, the leaderboard can change extremely fast. ━━━━━━━━━━━━━━━━━━ 🔥 FINAL MARKET TAKE The Futures market is currently showing: 🟢 Aggressive upside rotation 🔴 Heavy downside pressure ⚡ Extreme dispersion 💰 Fast-moving liquidity 🎯 Plenty of short-term opportunities But this is NOT the environment to trade emotionally. The best setups will likely come from: BREAKOUT + RETEST or REJECTION + BREAKDOWN. Let the market prove the direction. ━━━━━━━━━━━━━━━━━━ 👀 MY WATCHLIST 🟢 SAND 🟢 MET 🟢 HEMI 🟢 RAY 🟢 GTC 🔴 GRIFFAIN 🔴 MINA 🔴 AIN 🔴 AIOT 🔴 ACE Which side are you trading? 🟢 LONG 🔴 SHORT 🟡 WAIT FOR CONFIRMATION Drop ONE ticker + your direction below 👇 #Crypto #Bitget #Futures #CryptoTrading #Altcoins #Trading #MarketAnalysis #SAND #MINA #GRIFFAIN #Bitcoin $RAY $NET $GRIFFAIN

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0xBearsigil4/10/2026

$NET Cloudflare says its new Clef model means humans no longer need to be in the loop for AI agents. $NET reports median response times of 39 milliseconds for Clef-flash and 209 milliseconds for Clef, faster than competing decision models. Specifically, at Cloudflare, the company has been testing its new Clef model on its Threat Intelligence team to help classify website domains.

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whalepulse1/10/2026

A note to our awesome @Stocktwits users about occasional downtime like this morning. We are a very large website, and although we spend a lot on cybersecurity with companies like $NET and $DDOG, attacks do often still get through. Thanks.

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