NET Stock Analysis: Buy, Sell, or Hold?
NET - Cloudflare, Inc. Class A common stock, par value $0.001 per share
$242.41
-3.90 (-1.58%)
▼
5d:
+6.95%
30d:
-11.09%
90d:
+18.0%
BUY
HIGH Confidence
Analysis Updated: Jul 2, 2026 12:00 AM ET
Earnings: Jul 30, 2026
26d
Smart Money Distribution
None View Scanner →
Strength: 9.0/10
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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 fair pricing.
✅ BUY SIGNAL: NET shows strong fundamentals and good volume confirmation. Solid entry point despite fair pricing.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$76.85
Based on 14.5% avg growth
INTRINSIC VALUE TODAY
$47.72
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 $242.41, which is considered fair relative to its 30-day fair value range of $220.69 to $254.11. The stock's valuation (Forward PE: 153.6) is in line with its historical norms (148.7). At these levels, the market is pricing in 1.1% annual earnings growth. This growth rate appears achievable given the company's track record, suggesting the valuation is rational.
Technical Outlook: Technically, NET is in a strong uptrend. Immediate support is located at $212.32, while resistance sits at $252.35.
Market Sentiment: NET has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. 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 $212.32, while resistance sits at $252.35.
Market Sentiment: NET has a strong technical setup (75/100), with favorable trendlines, momentum, and price action for short-term traders. Combining these factors, the current setup offers a favorable risk/reward ratio for buyers.
Quick Decision Summary
Current Position
FAIR
Historical Trading Range
$220.69 -
$254.11
Company Quality Score
61/100
(BUY)
Volume Confirmation
HIGH
Confidence Score
79.5%
All Signals
- NEUTRAL: Price in fair range
- BULLISH: Strong technical setup (75/100)
- BULLISH: High volume confirmation
- NEUTRAL: Near Wall St target ($243.65)
- NEUTRAL: Market pricing in 1.1% annual earnings growth - fairly valued
Trading Range Analysis
30-Day Trading Range
$220.69 -
$254.11
Current vs Trading Range
FAIR
Support & Resistance Levels
Support Level
$212.32
Resistance Level
$252.35
Current Trend
Strong Uptrend
Technical data as of
Jul 2, 2026
Fundamental Context
Forward P/E (Next Year Est.)
153.56
Wall Street Target
$243.65
(+0.5%)
Revenue Growth (YoY)
33.5%
Profit Margin
-3.7%
Valuation Premium vs History
+1.1% premium
PE vs Historical
153.6 vs 148.7
FAIR
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
+1.1%
(market-implied from PE analysis)
1-Year Target
$245.08
(+1%)
2-Year Target
$247.77
(+2%)
3-Year Target
$250.50
(+3%)
3-Yr Target (if PE normalizes)
(PE: 154→149)
PE COMPRESSION
$242.57
(+0%)
Earnings growth offset by PE compression
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 153.6, Growth: 31.6%)
$551.85
(+128%)
Base:
(SPY PE: 21.8, Growth: 31.6%)
$78.27
(-68%)
Bear:
(PE: 18.5, Growth: 31.6%)
$66.53
(-73%)
Share & Embed Analysis
Last updated: July 03, 2026 6:03 PM ET
Data refreshes hourly during market hours. Next update: 7:03 PM
Data refreshes hourly during market hours. Next update: 7:03 PM
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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
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Professional options setups generated by AI based on today's NET price and gamma walls.
