NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$194.63
-8.39 (-4.13%)
▼
5d:
-11.79%
30d:
+13.03%
90d:
-3.83%
WAIT
LOW Confidence
Analysis Updated: Mar 30, 2026 12:00 AM ET
Earnings: May 14, 2026
Smart Money Accumulation
NET is down 5.8% this week, but smart money is accumulating calls. Top strike: $250 2026-06-18 with 4,045 OI. Call ratio: 72% View Scanner →
Strength: 5.1/10
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Interactive Price Chart (1 Month)
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Bottom Line:
⏸️ WAIT FOR STABILIZATION: NET is down 11.8% over the last 5 days. While fundamentals may be solid, catching a falling knife is risky. Wait for price to stabilize before entering.
⏸️ WAIT FOR STABILIZATION: NET is down 11.8% over the last 5 days. While fundamentals may be solid, catching a falling knife is risky. Wait for price to stabilize before entering.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$70.19
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$43.58
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 $194.63, which is considered fair relative to its 30-day fair value range of $178.96 to $216.25. From a valuation perspective, the stock is trading at a discount (Forward PE: 135.0) compared to its historical average (151.1). Remarkably, the market is currently pricing in an annual earnings decline of 3.7% over the next few years. This aligns with recent fundamental challenges.
Technical Outlook: Technically, NET is in a strong uptrend. The price is currently testing key support at $197.62. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 4.1% recently.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $233.47 (+20.0%). Current signals suggest waiting for a better entry point before initiating new positions.
Technical Outlook: Technically, NET is in a strong uptrend. The price is currently testing key support at $197.62. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 4.1% recently.
Market Sentiment: The stock shows a mixed technical setup (40/100), with neutral trendline and momentum signals. Wall Street analysts see significant upside, with an average price target of $233.47 (+20.0%). Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
FAIR
Fair Price Range
$178.96 -
$216.25
Company Quality Score
52/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
65.2%
Protect Your Profits
Holding NET? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- NEUTRAL: Price in fair range
- NEUTRAL: Mixed technical signals (40/100)
- BULLISH: High volume confirmation
- BEARISH: Downward momentum (-4.1%)
- BULLISH: Trading below Wall St target ($233.47)
- WARNING: Recommendation downgraded due to -11.8% 5-day decline - wait for stabilization
Fair Price Analysis
30-Day Fair Range
$178.96 -
$216.25
Current vs Fair Value
FAIR
Support & Resistance Levels
Support Level
$197.62
Resistance Level
$229.15
Current Trend
Strong Uptrend
Technical data as of
Mar 30, 2026
Fundamental Context
Forward P/E (Next Year Est.)
135.00
Wall Street Target
$233.47
(+20.0%)
Revenue Growth (YoY)
33.6%
Profit Margin
-4.7%
Valuation Discount vs History
-3.7% cheaper
PE vs Historical
135.0 vs 151.1
CHEAP
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-3.7%
(market-implied from PE analysis)
1-Year Target
$187.43
(-4%)
2-Year Target
$180.49
(-7%)
3-Year Target
$173.82
(-11%)
3-Yr Target (if PE normalizes)
(PE: 135→151)
$194.54
(0%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 135.0, Growth: 28.6%)
$413.46
(+112%)
Base:
(SPY PE: 22.4, Growth: 28.6%)
$68.45
(-65%)
Bear:
(PE: 19.0, Growth: 28.6%)
$58.18
(-70%)
💡
Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 135.0 to 151.1
Stabilization Target:
$217.84
(+11.9%)
PE Expansion Potential:
+11.9%
Share & Embed Analysis
Last updated: March 30, 2026 7:27 PM ET
Data refreshes hourly during market hours. Next update: 8:27 PM
Data refreshes hourly during market hours. Next update: 8:27 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
Matthew Prince
SELL
38766 shares
2026-03-18
Matthew Prince
SELL
13618 shares
2026-03-18
Thomas J Seifert
SELL
10341 shares
2026-03-17
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Advanced NET Option Strategies
Professional options setups generated by AI based on today's NET price and gamma walls.
