NET Cloudflare, Inc.
BULLISH
Impact: 2/10
ANALYST-UPGRADE
15 firms acted on NET: BTIG, Barclays, DZ Bank, Keybanc, CICC, B of A Securities, Baird, Citigroup, Goldman Sachs, Stifel, Morgan Stanley, Exane BNP Paribas, Wolfe Research, Scotiabank, UBS
Final — all horizons settled through T+60d ⚠ clustered
NET ▲ +30.33% at T+60d
LONG call ✓ call won +30.33% · α vs SPY +25.32% · entry $166.88 → $217.50
Currently $228.48 · +36.91% from $166.88 entry
T+1d
-2.30%
call -2.30% · α -1.07%
$163.05
settled 4mo ago
T+5d
+13.50%
call +13.50% · α +12.66%
$189.41
settled 4mo ago
T+20d
+15.24%
call +15.24% · α +15.90%
$192.31
settled 3mo ago
T+60d
+30.33%
call +30.33% · α +25.32%
$217.50
settled 6w ago
Price Chart
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Executive Summary
15 firms acted on NET: BTIG, Barclays, DZ Bank, Keybanc, CICC, B of A Securities, Baird, Citigroup, Goldman Sachs, Stifel, Morgan Stanley, Exane BNP Paribas, Wolfe Research, Scotiabank, UBS
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
2/10
Consensus & Targets
Buy / Strong Buy
28 (70%)
Hold
10
Sell / Strong Sell
2
Total Analysts
31
Mean PT
$234.18
Median PT
$243.00
High PT
$300.00
Low PT
$135.00
Current Price
$241.82
Implied Upside
-3.2%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-11 | Susquehanna | maintain | Neutral | $200.00 |
| 2026-05-08 | Piper Sandler | reiterate | Overweight | $250.00 |
| 2026-05-08 | BTIG | reiterate | Buy | $243.00 |
| 2026-04-15 | Piper Sandler | upgrade | Overweight | $222.00 |
| 2026-04-14 | Mizuho | maintain | Outperform | $235.00 |
| 2026-02-12 | Citigroup | maintain | Buy | $265.00 |
| 2026-02-11 | Jefferies | maintain | Hold | $225.00 |
| 2026-02-11 | Piper Sandler | maintain | Neutral | $222.00 |
| 2026-02-11 | RBC Capital | maintain | Outperform | $240.00 |
| 2026-02-11 | Wells Fargo | maintain | Overweight | $270.00 |
Firm Track Record — BTIG
BTIG accuracy: 53% on 948 calls | avg return: 3.7%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Oppenheimer | 100% | 4/4 | 27.4% | top tier |
| Baird | 100% | 4/4 | 4.4% | top tier |
| Jefferies | 100% | 2/2 | 31.4% | top tier |
| Morgan Stanley | 86% | 6/7 | 28.2% | top tier |
| Piper Sandler | 80% | 8/10 | 28.5% | top tier |
| JMP Securities | 75% | 3/4 | 5.8% | top tier |
| Keybanc | 75% | 3/4 | 5.7% | top tier |
| Mizuho | 70% | 7/10 | 7.4% | top tier |
| B of A Securities | 67% | 2/3 | 27.5% | top tier |
| Cantor Fitzgerald | 63% | 5/8 | 0.7% | top tier |
Earnings Estimates
Next earnings: Jul 29, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $0.27 | $0.25 — $0.29 | $666.3M | ↑7 ↓0 |
| +1q | $0.32 | $0.28 — $0.39 | $722.6M | ↑26 ↓0 |
| 0y | $1.19 | $1.11 — $1.33 | $2.8B | ↑28 ↓0 |
| +1y | $1.53 | $1.25 — $1.88 | $3.6B | ↑26 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Institutional
NORGES BANK — new
Institutional
RENAISSANCE TECHNOLOGIES LLC — trim (-60.3%)
Institutional
UBS Group AG — trim (-31.2%)
Short Interest
Short: 1,039,899 | Exempt: 0 | TRF Vol: 1,871,673 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Documents Analyzed
Report based on filing metadata.
20 reports for NET
Track record builds as more directional reports settle.
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 8, 2026
4d ago
|
Insider Cluster
| $247.54 awaiting T+1 | awaiting T+1 | — | $228.48 (−7.70%) |
|
Jun 1, 2026
11d ago
|
Insider Cluster
| $272.66 $265.33 | ▼ −2.69% | ▼ −2.00% | $228.48 (−16.20%) |
|
Jun 1, 2026
11d ago
|
144
| $272.66 $265.33 | ▼ −2.69% | ▼ −2.00% | $228.48 (−16.20%) |
|
May 31, 2026
12d ago
|
ANALYST-UPGRADE
| $166.88 $163.05 | ▼ −2.30% | ▼ −1.07% | $228.48 (+36.91%) |
|
May 27, 2026
16d ago
|
Insider Cluster
| $228.11 $241.82 | ▲ +6.01% | ▲ +5.77% | $228.48 (+0.16%) |
|
May 21, 2026
22d ago
|
Insider Cluster
| $216.17 $217.54 | ▲ +0.63% | ▲ +0.05% | $228.48 (+5.69%) |
|
May 19, 2026
24d ago
|
Insider Cluster
| $210.13 $212.65 | ▲ +1.20% | ▲ +1.00% | $228.48 (+8.73%) |
|
May 15, 2026
29d ago
|
ANALYST-UPGRADE
| $190.13 $197.38 | ▲ +3.81% | ▲ +3.56% | $228.48 (+20.17%) |
|
May 1, 2026
6w ago
|
ANALYST-UPGRADE
| $166.88 $163.05 | ▼ −2.30% | ▼ −1.07% | $228.48 (+36.91%) |
|
May 1, 2026
6w ago
|
Insider Cluster
| $217.50 $224.17 | ▲ +3.07% | ▲ +3.41% | $228.48 (+5.05%) |
Showing 10 of 20
US Market Status
Market Closed — Opens Mon (46h 58m)
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