NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$199.81
7.19 (3.73%)
▲
5d:
-22.19%
30d:
+5.09%
90d:
+7.91%
WAIT
LOW Confidence
Analysis Updated: May 14, 2026 12:00 AM ET
Earnings: Jul 30, 2026
Smart Money Accumulation
NET is down 12.2% this week, but smart money is accumulating calls. Top strike: $250 2026-06-18 with 7,330 OI. Call ratio: 60% View Scanner →
Strength: 7.1/10
Get Alerted When NET Hits Your Target Price
Join 10,000+ traders who never miss a move
You're in! Check your email to confirm and set your target price.
100% Free
No spam, ever
Unsubscribe anytime
16 traders called NET this week
82% bullish • 3 bearish
82% bullish • 3 bearish
Interactive Price Chart (1 Month)
Loading chart...
Loading historical data...
Bottom Line:
⏸️ WAIT FOR STABILIZATION: NET is down 22.2% 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 22.2% 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
$73.99
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$45.94
Trading above historical range
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 $199.81, which is considered fair relative to its 30-day fair value range of $187.02 to $225.44. From a valuation perspective, the stock is trading at a discount (Forward PE: 131.5) compared to its historical average (148.5). Remarkably, the market is currently pricing in an annual earnings decline of 4.0% 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 $185.75, while resistance sits at $258.88. The stock is showing strong short-term momentum, up 3.7% 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 $234.18 (+17.2%). Current signals suggest waiting for a better entry point before initiating new positions.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $185.75, while resistance sits at $258.88. The stock is showing strong short-term momentum, up 3.7% 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 $234.18 (+17.2%). Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
FAIR
Historical Trading Range
$187.02 -
$225.44
Company Quality Score
54/100
(HOLD)
Volume Confirmation
HIGH
Confidence Score
74.8%
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
- BULLISH: Strong upward momentum (+3.7%)
- BULLISH: Trading below Wall St target ($234.18)
- WARNING: Recommendation downgraded due to -22.2% 5-day decline - wait for stabilization
Trading Range Analysis
30-Day Trading Range
$187.02 -
$225.44
Current vs Trading Range
FAIR
Support & Resistance Levels
Support Level
$185.75
Resistance Level
$258.88
Current Trend
Strong Uptrend
Technical data as of
May 14, 2026
Fundamental Context
Forward P/E (Next Year Est.)
131.46
Wall Street Target
$234.18
(+17.2%)
Revenue Growth (YoY)
33.5%
Profit Margin
-3.7%
Valuation Discount vs History
-4.0% cheaper
PE vs Historical
131.5 vs 148.5
CHEAP
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-4.0%
(market-implied from PE analysis)
1-Year Target
$191.82
(-4%)
2-Year Target
$184.14
(-8%)
3-Year Target
$176.78
(-12%)
3-Yr Target (if PE normalizes)
(PE: 131→149)
$199.69
(0%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 131.5, Growth: 27.5%)
$414.33
(+107%)
Base:
(SPY PE: 22.0, Growth: 27.5%)
$69.46
(-65%)
Bear:
(PE: 18.7, Growth: 27.5%)
$59.04
(-71%)
💡
Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 131.5 to 148.5
Stabilization Target:
$225.71
(+13.0%)
PE Expansion Potential:
+13.0%
Share & Embed Analysis
Last updated: May 14, 2026 10:47 PM ET
Data refreshes hourly during market hours. Next update: 11:47 PM
Data refreshes hourly during market hours. Next update: 11:47 PM
🔥 Top Stocks Breaking Out Now
| Ticker | Score | Recommendation | Change % |
|---|
Technical Signals Check
Is NET showing a specific setup today?
Insider Activity (6 Months)
0
Buys
20
Sells
Net
INSIDERS SELLING
Recent Transactions
Michelle Zatlyn
SELL
25641 shares
2026-04-22
Michelle Zatlyn
SELL
25641 shares
2026-04-20
Thomas J Seifert
SELL
10000 shares
2026-04-17
Top Rated Software - Infrastructure Stocks
Top-rated stocks in Software - Infrastructure by analyst ratings.
| Stock | Analyst Consensus | Analyst Target | Tradestie Score |
|---|---|---|---|
|
MSFT
Microsoft Corporation |
STRONG BUY
61 analysts |
$562 | 56 HOLD |
|
CFLT
Confluent Inc |
STRONG BUY
36 analysts |
$31 | 63 BUY |
|
S
SentinelOne Inc |
STRONG BUY
36 analysts |
$19 | 63 BUY |
|
PANW
Palo Alto Networks Inc |
STRONG BUY
52 analysts |
$206 | 55 HOLD |
|
OKTA
Okta Inc |
BUY
45 analysts |
$100 | 67 BUY |
Advanced NET Option Strategies
Professional options setups generated by AI based on today's NET price and gamma walls.
