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Cloudflare Inc. (NET) Stock Forecast & Analyst Ratings

Median target, high/low range, buy/hold/sell mix, conviction spread, and bull/base/bear scenarios from the latest analyst data.

Section freshness

Prices as of Sep 17, 1:21 PM EDT · Fundamentals checked Sep 17, 12:23 PM EDT · Statements Jun 30, 2026

Forecast read

NET target implies +1.93% from current.

Use this dashboard to see whether Wall Street expects NET to grow, stall, or drop before you dive into the raw financial data.

Price target map

Today to 12 months out

Data last updated: Sep 17, 2026, 1:21 PM EDT

Today12M
Current$330.43
Base target$336.81 (+1.93%)
Bull target$400.00
Bear target$160.00

Consensus target

$336.81

+1.93% from current

Consensus

Buy

40 analysts tracked

Rating score

3.83

Analyst consensus score on 1-5 scale

Dispersion

0.97

Moderate Consensus Divergence

High target
$400.00
+21.05% bull case
Low target
$160.00
-51.58% bear case
Analyst disagreement
+72.63%
High target minus low target, divided by current price

TECHi take

NET consensus has a target, but the rating mix still matters.

TECHi Markets Desk · Sep 17, 2026, 1:21 PM EDT

TECHi is tracking 40 analyst ratings on Cloudflare Inc., with consensus at Buy and a rating score of 3.83. Dispersion tells you whether that consensus is broad or clustered.

The primary target is $336.81, implying +1.93% from the latest quoted price. TECHi still separates the base target from the bull and bear range because the spread is what tells investors whether analysts agree or are simply clustering around a headline number.

Use the sections below to compare the rating split, estimate revisions, and peer forecasts. When target data is available, the scenario view expands into explicit bull, base, and bear cases with the high and low targets shown below.

TECHi Signal

NET scores 53/100: Balanced watch.

The Signal model blends NET's price tape, valuation, analyst inputs, and risk into a single 53/100 read with low confidence on 62/76 inputs. Its nearest horizon stance is Hold. The factor evidence, horizon matrix, and price-direction backtest live on the Signal page so this forecast stays focused on analyst targets and scenarios.

Open the NET Signal page

Analyst consensus

What the street actually thinks right now.

NET currently has 40 analyst entries with a live Wall Street consensus score of 3.83 (Buy).

Dispersion score: 0.97 · Moderate Consensus Divergence.

Adjusted score for spread: 3.43 · used to reduce false certainty when recommendations are split.

Consensus read: Lopsided bullish

Signal-vs-consensus divergence

NET current TECHi Signal stance against analyst consensus.

Consensus: 3.83 (Buy) · Signal: 3.12 (Balanced watch) · gap -0.71 on the 1-5 scale

Dispersion reliability: usable. If consensus is split, a small gap is still meaningful, while a wide gap usually means framing differences.

135

TECHi Signal is more cautious than consensus.

TECHi Signal can diverge from consensus on 3M+ horizons because it blends financial data, governance signals, leadership quality, and quant scores (Altman Z, ROIC, Rule of 40, FCF yield) alongside standard analyst inputs.

Consensus
Buy
Rating score
3.83
1 sell to 5 strong buy scale
Adjusted score
3.43
Disciplined by disagreement
Buy weight
73%
29 buy / strong buy
Hold + Sell pressure
28%
11 hold + sell
Recommendation mixBuy
Buy & Strong Buy73%
Hold20%
Sell & Strong Sell8%

Current distribution of recommendations in TECHi’s analyst dataset.

Analyst strength

Buy weighti73%

Buy and strong-buy split

Buy vs. sell spreadi+65.00%

Buy minus sell

Hold pressurei20%

Analyst indecision proxy

Forward estimates

What analysts are modeling for the next year.

Revenue estimate
$2.87B
Range $2.87B to $2.94B
Revenue analysts
31
Contributors in estimate data
EPS estimate
1.26
Range 1.25 to 1.32
EPS analysts
32
Contributors in estimate data
EPS revisions 30d
30 up / 1 down
Trailing 30-day estimate changes

Forecast math

The real risk and reward behind the numbers.

These numbers answer one retail-investor question: if you buy today, how much reward or risk are analysts putting on the table?

Moves vs current price

Base case movei+1.93%

Primary target vs live price

Bull case upsidei+21.05%

Highest target vs live price

Bear case downsidei-51.58%

Lowest target vs live price

Spread & asymmetry

Analyst disagreementi+72.63%

Gap between the highest and lowest targets

Reward vs. risk ratioi0.41

Bull upside divided by bear downside

Extra upside potentiali+18.76%

Bull target above the base target

Worst-case downsidei-52.49%

Bear target below the base target

Scenario framing

What the NET target range actually means for each scenario.

Bull case

$400.00

+21.05% from current

Highest active analyst target. Represents the most optimistic execution scenario currently modeled by sell-side desks.

In plain English: the best-case number on the table today if everything goes perfectly.

Base case

$336.81

+1.93% from current

Consensus 12-month target from the latest sell-side data. Median target $355.00.

In plain English: this is the single number most analysts are clustering around right now.

Bear case

$160.00

-51.58% from current

Lowest active target. Captures the bear-case execution risk in current models — not necessarily a price the market expects to print.

In plain English: the worst-case number analysts are still publishing, even if they don’t expect it to happen.

Frequently asked

Common questions.

Is NET a buy?

Analysts currently rate Cloudflare Inc. (NET) "Buy" across 40 tracked ratings (29 buy, 8 hold, and 3 sell). The primary 12-month target is $336.81 (+1.93% from the latest quote). This is the reported Wall Street consensus, not personalized investment advice — review the full rating mix, dispersion, and bull/base/bear scenarios below before deciding.

What is the price target for NET?

Analysts' primary 12-month price target for NET is $336.81 (+1.93% from the latest quote).

What is the analyst consensus on NET?

NET's current analyst consensus is Buy across 40 tracked ratings.

What is NET's 12-month forecast?

Analysts' 12-month price targets for NET run from $160.00 at the low end to $400.00 at the high end, with a primary target of $336.81 (+1.93% from the latest quote).

What analysis is available for NET?

The NET Forecast page brings together the analyst rating mix, 12-month target range, bull, base, and bear scenarios, catalysts, and risk context for Cloudflare Inc.

Does TECHi publish its own NET research?

Related TECHi analyst notes appear when a reviewed report is connected to NET; consensus-provider data remains separately identified.