NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$177.35
-3.04 (-1.69%)
▼
BUY
HIGH Confidence
Last Updated: January 30, 2026
Earnings: Feb 10, 2026
10d
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9 traders called NET this week
100% bullish • 0 bearish
100% bullish • 0 bearish
Interactive Price Chart (1 Month)
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Bottom Line:
✅ BUY SIGNAL: NET shows strong fundamentals and good volume confirmation. Solid entry point despite oversold pricing.
✅ BUY SIGNAL: NET shows strong fundamentals and good volume confirmation. Solid entry point despite oversold pricing.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$57.53
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$35.72
Trading above fair value
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 25.0x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: NET is currently trading at $177.35, which is considered oversold relative to its 30-day fair value range of $179.67 to $200.67. The stock's valuation (Forward PE: 152.6) is in line with its historical norms (163.0). Remarkably, the market is currently pricing in an annual earnings decline of 2.2% over the next few years. This aligns with recent fundamental challenges.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $168.94, while resistance sits at $218.22.
Market Sentiment: The stock shows a mixed technical setup (45/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $231.95 (+28.6%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $168.94, while resistance sits at $218.22.
Market Sentiment: The stock shows a mixed technical setup (45/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $231.95 (+28.6%). Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
OVERSOLD
Fair Price Range
$179.67 -
$200.67
Company Quality Score
56/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
79.5%
All Signals
- BULLISH: Price oversold vs 30-day range
- NEUTRAL: Mixed technical signals (45/100)
- BULLISH: High volume confirmation
- BULLISH: Trading 28.6% below Wall St target ($231.95)
Fair Price Analysis
30-Day Fair Range
$179.67 -
$200.67
Current vs Fair Value
OVERSOLD
Support & Resistance Levels
Support Level
$168.94
Resistance Level
$218.22
Current Trend
Strong Uptrend
Fundamental Context
Forward P/E (Next Year Est.)
152.64
Wall Street Target
$231.95
(+28.6%)
Revenue Growth (YoY)
30.7%
Profit Margin
-5.1%
Valuation Discount vs History
-2.2% cheaper
PE vs Historical
152.6 vs 163.0
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-2.2%
(market-implied from PE analysis)
1-Year Target
$176.42
(-2%)
2-Year Target
$172.54
(-4%)
3-Year Target
$168.74
(-7%)
3-Yr Target (if PE normalizes)
(PE: 153→163)
$180.20
(0%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 152.6, Growth: 29.4%)
$390.59
(+117%)
Base:
(SPY PE: 22.3, Growth: 29.4%)
$57.06
(-68%)
Bear:
(PE: 19.0, Growth: 29.4%)
$48.50
(-73%)
💡
Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 152.6 to 163.0
Stabilization Target:
$192.63
(+6.8%)
PE Expansion Potential:
+6.8%
Last updated: January 30, 2026 5:55 PM ET
Data refreshes hourly during market hours. Next update: 6:55 PM
Data refreshes hourly during market hours. Next update: 6:55 PM
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Technical Signals Check
Is NET showing a specific setup today?
Insider Activity (6 Months)
1
Buys
19
Sells
Net
INSIDERS SELLING
Recent Transactions
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SELL
10000 shares
2025-10-20
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SELL
15000 shares
2025-10-20
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Advanced NET Option Strategies
Professional options setups generated by AI based on today's NET price and gamma walls.
