CLOUDFLARE INC - CLASS A (NET) Forecast, Price Target & Analyst Ratings

NYSE:NET • US18915M1071

Current stock price

166.99 USD
-26.06 (-13.5%)
At close:
167.9 USD
+0.91 (+0.54%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for CLOUDFLARE INC - CLASS A (NET).

Forecast Snapshot

Consensus Price Target

Price Target
$239.36
+ 43.34% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$0.23
Revenue Estimate
628.23M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
77.00%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$239.36
Upside
+ 43.34%
From current price of $166.99 to mean target of $239.36, Based on 40 analyst forecasts
Low
$136.35
Median
$247.86
High
$315.00

Price Target Revisions

1 Month
0.44%
3 Months
-1.70%

Price Target Summary

40 Wall Street analysts provided a forecast for the next 12 months for NET. The average price target is 239.36 USD. This implies a price increase of 43.34% is expected in the next year compared to the current price of 166.99.
The average price target has been revised downward by 1.7% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

NET Current Analyst RatingNET Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

NET Historical Analyst RatingsNET Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 0 0 0 0 0

Analyst Ratings Consensus

ChartMill Buy Consensus
77.00%
NET was analyzed by 40 analysts. The buy percentage consensus is at 77. So analysts seem to be have mildly positive about NET.
In the previous month the buy percentage consensus was at a similar level.
NET was analyzed by 40 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-02-12CitigroupMaintains Buy -> Buy
2026-02-11Cantor FitzgeraldReiterate Neutral -> Neutral
2026-02-11GuggenheimMaintains Sell -> Sell
2026-02-11ScotiaBankMaintains Sector Perform -> Sector Perform
2026-02-11BTIGMaintains Buy -> Buy
2026-02-11NeedhamMaintains Buy -> Buy
2026-02-11RBC CapitalMaintains Outperform -> Outperform
2026-02-11BarclaysMaintains Overweight -> Overweight
2026-02-11Wells FargoMaintains Overweight -> Overweight
2026-02-11Piper SandlerMaintains Neutral -> Neutral
2026-02-11JefferiesMaintains Hold -> Hold
2026-02-04BTIGUpgrade Neutral -> Buy
2026-01-21MizuhoMaintains Outperform -> Outperform
2026-01-16CitigroupMaintains Buy -> Buy
2026-01-13UBSMaintains Neutral -> Neutral
2026-01-05Piper SandlerMaintains Neutral -> Neutral
2025-12-02BarclaysInitiate Overweight
2025-11-10Argus ResearchMaintains Buy -> Buy
2025-11-03SusquehannaMaintains Neutral -> Neutral
2025-11-03CitigroupMaintains Buy -> Buy
2025-10-31CitizensMaintains Market Outperform -> Market Outperform
2025-10-31Cantor FitzgeraldMaintains Neutral -> Neutral
2025-10-31MizuhoMaintains Outperform -> Outperform
2025-10-31ScotiaBankMaintains Sector Perform -> Sector Perform
2025-10-31UBSMaintains Neutral -> Neutral

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 30, 2026
Period
Q1 / 2026
EPS Estimate
$0.23
Revenue Estimate
628.23M
Revenue Q2Q
31.13%
EPS Q2Q
46.58%
Number of Analysts
30

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
1.38%
EPS (1 Month)
0.00%
EPS (3 Months)
-8.30%

Next Earnings Summary

NET is expected to report earnings on 4/30/2026. The consensus EPS estimate for the next earnings is 0.23 USD and the consensus revenue estimate is 628.23M USD.
The next earnings revenue estimate has been revised upward by 1.38% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
NET revenue by date.NET revenue by date.
1.297B
32.97%		1.67B
28.76%		2.168B
29.85%		2.829B
30.49%		3.607B
27.50%		4.589B
27.22%		5.691B
24.01%		7.106B
24.86%		8.493B
19.52%		9.943B
17.07%		11.488B
15.54%
EBITDA
YoY % growth
NET ebitda by date.NET ebitda by date.
-49.665M
49.78%		-12.039M
75.76%		-12.366M
-2.72%		611.08M
5,041.61%		781.72M
27.92%		1.127B
44.17%		1.683B
49.33%		2.478B
47.24%		3.505B
41.44%		4.859B
38.63%		N/A
EBIT
YoY % growth
NET ebit by date.NET ebit by date.
-185.485M
7.81%		-139.761M
24.65%		-202.108M
-44.61%		351.02M
273.68%		527.77M
50.35%		702.57M
33.12%		1.092B
55.43%		1.355B
24.08%		1.645B
21.40%		1.935B
17.63%		N/A
Operating Margin
NET operating margin by date.NET operating margin by date.
-14.30%-8.37%-9.32%12.41%14.63%15.31%19.19%19.07%19.37%19.46%N/A
EPS
YoY % growth
NET eps by date.NET eps by date.
0.49
274.05%		0.75
53.06%		0.92
22.67%		1.15
24.88%		1.49
30.03%		2.17
45.25%		2.66
22.65%		5.86
120.11%		7.62
30.00%		9.78
28.38%		N/A

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		0.23
46.58%		0.27
28.60%		0.30
12.66%		0.33
18.34%		0.30
26.78%		0.33
23.98%		0.38
24.36%		0.41
22.79%		0.44
49.46%		0.48
44.80%		0.53
38.83%		0.58
41.50%
Revenue
Q2Q % growth		628.23M
31.13%		671.95M
31.16%		730.78M
30.03%		796.55M
29.62%		805.54M
28.22%		855.44M
27.31%		923.3M
26.34%		999.26M
25.45%		1.017B
26.25%		1.077B
25.90%		1.16B
25.64%		1.248B
24.89%
EBITDA
Q2Q % growth		124.4M
1,226.81%		146.74M
504.76%		163.5M
64.00%		182.13M
28.47%		178.71M
43.66%		212.28M
44.66%		235.95M
44.31%		257.97M
41.64%		297.69M
66.58%		315.37M
48.56%		338.87M
43.62%		365.27M
41.59%
EBIT
Q2Q % growth		72.414M
236.00%		90.114M
242.08%		105.67M
382.09%		120.66M
351.50%		107.96M
49.09%		125.33M
39.08%		144.73M
36.96%		164.44M
36.28%		184.09M
70.52%		200.29M
59.81%		221.64M
53.14%		244.64M
48.77%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

NET Yearly Revenue VS EstimatesNET Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2B 4B 6B 8B 10B
NET Yearly EPS VS EstimatesNET Yearly EPS VS EstimatesYearly EPS VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 0 2 4 6 8

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
33.11%
EPS Next 5 Year
44.81%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
28.44%
Revenue Next 5 Year
26.82%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
58.09%
EBIT Next 5 Year
54.09%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

CLOUDFLARE INC - CLASS A / NET Forecast FAQ

What is the price target for NET stock?

40 analysts have analysed NET and the average price target is 239.36 USD. This implies a price increase of 43.34% is expected in the next year compared to the current price of 166.99.

When does CLOUDFLARE INC - CLASS A (NET) report earnings?

CLOUDFLARE INC - CLASS A (NET) will report earnings on 2026-04-30, after the market close.

Can you provide the consensus estimates for CLOUDFLARE INC - CLASS A next earnings?

The consensus EPS estimate for the next earnings of CLOUDFLARE INC - CLASS A (NET) is 0.23 USD and the consensus revenue estimate is 628.23M USD.

What is the consensus rating for CLOUDFLARE INC - CLASS A (NET) stock?

The consensus rating for CLOUDFLARE INC - CLASS A (NET) is 77 / 100 . This indicates that analysts generally have a positive outlook on the stock.