CLOUDFLARE INC - CLASS A (NET) Forecast, Price Target & Analyst Ratings
NYSE:NET • US18915M1071
207.49 USD
+6.01 (+2.98%)
At close: Mar 10, 2026
207.79 USD
+0.3 (+0.14%)
Pre-Market: 3/11/2026, 4:53:50 AM
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
$238.30
+ 14.85% Upside
Next Earnings Forecast
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate$0.23
Revenue Estimate628.23M
ChartMill Buy Consensus
76.50%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$238.30
Upside
+ 14.85%
From current price of $207.49 to mean target of $238.30, Based on 40 analyst forecasts
Low
$136.35
Median
$247.86
High
$315.00
Price Target Revisions
1 Month
0.61%
3 Months
-2.33%
Price Target Summary
40 Wall Street analysts provided a forecast for the next 12 months for NET. The average price target is 238.3 USD. This implies a price increase of 14.85% is expected in the next year compared to the current price of 207.49.
The average price target has been revised downward by 2.33% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
76.50%
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.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-12 | Citigroup | Maintains | Buy -> Buy |
| 2026-02-11 | Cantor Fitzgerald | Reiterate | Neutral -> Neutral |
| 2026-02-11 | Guggenheim | Maintains | Sell -> Sell |
| 2026-02-11 | ScotiaBank | Maintains | Sector Perform -> Sector Perform |
| 2026-02-11 | BTIG | Maintains | Buy -> Buy |
| 2026-02-11 | Needham | Maintains | Buy -> Buy |
| 2026-02-11 | RBC Capital | Maintains | Outperform -> Outperform |
| 2026-02-11 | Barclays | Maintains | Overweight -> Overweight |
| 2026-02-11 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-02-11 | Piper Sandler | Maintains | Neutral -> Neutral |
| 2026-02-11 | Jefferies | Maintains | Hold -> Hold |
| 2026-02-04 | BTIG | Upgrade | Neutral -> Buy |
| 2026-01-21 | Mizuho | Maintains | Outperform -> Outperform |
| 2026-01-16 | Citigroup | Maintains | Buy -> Buy |
| 2026-01-13 | UBS | Maintains | Neutral -> Neutral |
| 2026-01-05 | Piper Sandler | Maintains | Neutral -> Neutral |
| 2025-12-02 | Barclays | Initiate | Overweight |
| 2025-11-10 | Argus Research | Maintains | Buy -> Buy |
| 2025-11-03 | Susquehanna | Maintains | Neutral -> Neutral |
| 2025-11-03 | Citigroup | Maintains | Buy -> Buy |
| 2025-10-31 | Citizens | Maintains | Market Outperform -> Market Outperform |
| 2025-10-31 | Cantor Fitzgerald | Maintains | Neutral -> Neutral |
| 2025-10-31 | Mizuho | Maintains | Outperform -> Outperform |
| 2025-10-31 | ScotiaBank | Maintains | Sector Perform -> Sector Perform |
| 2025-10-31 | UBS | Maintains | Neutral -> Neutral |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate$0.23
Revenue Estimate628.23M
Revenue Q2Q31.13%
EPS Q2Q46.58%
Number of Analysts30
Next Earnings Revisions
Revenue (1 Month)
1.36%
Revenue (3 Months)
1.38%
EPS (1 Month)
-8.30%
EPS (3 Months)
-8.30%
Next Earnings Summary
NET is expected to report earnings on 5/6/2026. 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.
Full Analyst Estimates
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 | 1.297B 32.97% | 1.67B 28.76% | 2.168B 29.85% | 2.829B 30.49% | 3.606B 27.47% | 4.589B 27.26% | 5.691B 24.01% | 7.106B 24.86% | 8.493B 19.52% | 9.943B 17.07% | 11.488B 15.54% | |
| EBITDA YoY % growth | -49.665M 49.78% | -12.039M 75.76% | -12.366M -2.72% | 611.08M 5,041.61% | 781.72M 27.92% | 1.089B 39.31% | 1.683B 54.55% | 2.478B 47.24% | 3.505B 41.44% | 4.859B 38.63% | N/A | |
| EBIT YoY % growth | -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 | -14.30% | -8.37% | -9.32% | 12.41% | 14.64% | 15.31% | 19.19% | 19.07% | 19.37% | 19.46% | N/A | |
| EPS YoY % growth | 0.49 274.05% | 0.75 53.06% | 0.92 22.67% | 1.15 24.94% | 1.49 29.93% | 2.18 45.68% | 2.66 22.32% | 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 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.23 46.58% | 0.27 28.60% | 0.31 16.28% | 0.33 17.92% | 0.33 40.07% | 0.36 32.58% | 0.40 27.08% | 0.43 30.92% |
| Revenue Q2Q % growth | 628.23M 31.13% | 671.95M 31.16% | 714.13M 27.06% | 756.4M 23.09% | 792.51M 26.15% | 841.71M 25.26% | 901.4M 26.22% | 956.05M 26.39% |
| EBITDA Q2Q % growth | 124.4M 1,226.81% | 146.74M 504.76% | 176.64M 77.18% | 181.34M 27.92% | 197.27M 58.58% | 217.23M 48.04% | 235.63M 33.40% | 253.94M 40.04% |
| EBIT Q2Q % growth | 72.414M 236.00% | 90.114M 242.08% | 111.2M 396.85% | 121.27M 352.77% | 124.1M 71.38% | 139.35M 54.64% | 156.61M 40.84% | 171.81M 41.68% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
33.23%
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
56.30%
EBIT Next 5 Year
54.09%
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 238.3 USD. This implies a price increase of 14.85% is expected in the next year compared to the current price of 207.49.
When does CLOUDFLARE INC - CLASS A (NET) report earnings?
CLOUDFLARE INC - CLASS A (NET) will report earnings on 2026-05-06, after the market close.
What are the consensus estimates for CLOUDFLARE INC - CLASS A (NET) 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 NET stock?
The consensus rating for CLOUDFLARE INC - CLASS A (NET) is 76.5 / 100 . This indicates that analysts generally have a positive outlook on the stock.