Cloudflare Inc. ($NET) Stock Forecast: Down 5.5% Today

What is Cloudflare Inc.?

Cloudflare (NYSE:NET) experienced a downward movement in its stock price today amid market fluctuations.

Why is Cloudflare Inc. going down?

NET stock is down 5.5% on Mar 27, 2025 13:47

• Cloudflare's stock (NET) decreased by 9% over the past month, likely influenced by short-term market changes and investor profit-taking.
• Analysts maintain optimistic views on Cloudflare's potential growth, particularly in AI and developer tools.
• The recent upgrade to a Buy rating by BofA and the new price target of $160 signal positive developments in Cloudflare's AI and security market advances.
• Increased options activity suggests investor confidence in Cloudflare's future performance, despite the current market decline.

NET Price Chart

NET Technical Analysis

NET News

Cloudflare's Developer And AI Tools Fuel Long-Term Growth: Goldman Sachs Analyst Says - Cloudflare ( NYSE:NET )

Cloudflare's Act III products could grow ARR from $80M to $1.3B by 2030, driven by AI inference and developer tools. Capex up 40% to meet AI demand as Cloudflare ramps global compute and doubles Act III contract value growth. Pelosi's latest AI pick skyrocketed 169% in just one month.

https://www.benzinga.com/analyst-ratings/analyst-color/25/03/44503722/cloudflares-developer-and-ai-tools-fuel-long-term-growth-goldman-sachs-analyst-says

Cloudflare Stock Dips 9% in a Month: Time to Hold or Book Loss?

Despite the near-term volatility, NET's expanding enterprise client base, strong financial performance and AI-driven innovation position it for sustained growth.

https://www.zacks.com/stock/news/2435550/cloudflare-stock-dips-9-in-a-month-time-to-hold-or-book-loss

Cloudflare Analyst Turns Bullish On AI Momentum, Security Market Gains - Cloudflare ( NYSE:NET )

BofA upgrades Cloudflare to Buy, raising price target to $160, driven by AI-as-a-Service and network security growth. Cloudflare's network security market share grows, with 50% of near-term spending expected on security solutions, replacing rivals.

https://www.benzinga.com/25/03/44480078/cloudflares-ai-push-and-security-surge-lead-to-major-upgrade-analyst-projects-30-growth

This Cloudflare Analyst Turns Bullish; Here Are Top 5 Upgrades For Tuesday - HealthEquity ( NASDAQ:HQY ) , Carvana ( NYSE:CVNA )

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

https://www.benzinga.com/25/03/44475045/this-cloudflare-analyst-turns-bullish-here-are-top-5-upgrades-for-tuesday

Spotlight on Cloudflare: Analyzing the Surge in Options Activity - Cloudflare ( NYSE:NET )

Investors with a lot of money to spend have taken a bullish stance on Cloudflare NET. We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga. Whether these are institutions or just wealthy individuals, we don't know.

https://www.benzinga.com/insights/options/25/03/44460617/spotlight-on-cloudflare-analyzing-the-surge-in-options-activity

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Cloudflare Inc. Price History

04.02.2025 - NET Stock was down 8.2%

• Despite its robust performance over the last 5 years, Cloudflare's stock faced a bearish trend today, reflecting a shift in short-term market sentiment.
• The negative outlook in Cloudflare's options trading indicates possible investor hesitancy or concerns regarding the company's immediate performance.
• Potential factors such as profit-taking activities or broader market trends affecting tech stocks may have contributed to the temporary decline in Cloudflare's stock value.
• Market participants could be reassessing their positions in Cloudflare due to evolving market conditions or specific company-related developments, leading to the observed bearish movement.

27.02.2025 - NET Stock was down 5.5%

• Cloudflare's stock (NET) decreased by 9% over the past month, likely influenced by short-term market changes and investor profit-taking.
• Analysts maintain optimistic views on Cloudflare's potential growth, particularly in AI and developer tools.
• The recent upgrade to a Buy rating by BofA and the new price target of $160 signal positive developments in Cloudflare's AI and security market advances.
• Increased options activity suggests investor confidence in Cloudflare's future performance, despite the current market decline.

04.01.2025 - NET Stock was up 5.3%

• Cloudflare's Q4 earnings are expected to show growth due to an expanding clientele and technological innovations, contributing to the bullish movement.
• The introduction of a one-click tool to combat image deepfakes and misinformation showcases Cloudflare's commitment to enhancing its services, potentially attracting more clients and investors.
• The positive performance of other tech companies like IBM and GitLab, driven by strong earnings and sector rebounds, may have positively influenced investor sentiment towards Cloudflare, contributing to its bullish movement today.

13.02.2025 - NET Stock was down 9.2%

• The decline in Cloudflare's stock (NET) today could be due to profit-taking by individual investors or small traders, potentially in response to recent optimistic positions taken by larger investors or institutions.
• The involvement of significant investors expressing confidence in NET may have initially boosted the stock price, but the subsequent decline suggests a shift in market sentiment or short-term trading tactics.
• It's plausible that individual investors followed the cues of major investors, resulting in increased selling activity and a subsequent drop in the stock price.
• This situation underscores the impact of institutional trading on individual investors and the potential for market fluctuations driven by such activities.

20.01.2025 - NET Stock was down 5.2%

• The bearish movement in NET today could be attributed to profit-taking by investors after the stock's significant YTD gain.
• Caution about the stock's high valuation may have led some investors to sell off their positions, contributing to the downward pressure on the stock.
• Despite the bearish movement, the long-term prospects for NET remain positive, given its positioning in AI, security, and cloud networking sectors. Investors may consider this dip as a potential buying opportunity for the stock.

28.00.2025 - NET Stock was up 5.4%

• Cloudflare (NET) hitting a 52-week high indicates strong investor confidence and positive market sentiment.
• The continuous upward movement could be attributed to growing demand for online security and web infrastructure services.
• Investors are optimistic about Cloudflare's future performance, driven by its solid fundamentals and potential for further growth in the sector.
• The bullish trend may also be fueled by overall positive sentiment in the tech industry, contributing to NET's impressive run.

07.01.2025 - NET Stock was up 11.6%

• Cloudflare's strong performance was driven by the company's impressive Q4 earnings, surpassing expectations for both earnings per share and revenue. This indicates strong growth and market presence.
• Investor confidence was boosted by the launch of a one-click tool to counter image deepfakes and misinformation, showcasing Cloudflare's dedication to enhancing online content security and authenticity.
• Despite challenges in the overall economy, Cloudflare's expanding customer base and technological advancements position it favorably for success, evident in the upward movement of its stock. The market's positive response highlights the company's resilience and competitive position in the web infrastructure industry.

07.01.2025 - NET Stock was up 18.3%

• Cloudflare (NET) reported impressive Q4 earnings and revenues, beating analyst estimates. This positive financial performance likely contributed to the bullish movement in the stock.
• Despite some bearish options trading trends observed, the overall market sentiment seems to have been overwhelmingly positive following the strong quarterly results.
• The sustained momentum in onboarding large new enterprises and progress in the public sector showcased in the earnings report could have instilled confidence in investors, driving the stock price higher.
• The potential collapse of other tech stocks in the sector may have redirected investor attention towards Cloudflare, benefiting from its solid financials and innovative technological solutions.

07.01.2025 - NET Stock was up 16.9%

• Cloudflare's Q4 earnings surpassed expectations, boasting revenue of $459.9 million and EPS of 19 cents, resulting in a notable 18.3% increase in the stock price.
• Analysts have raised their price targets for Cloudflare, pointing to opportunities in AI, continuous customer growth, and improved sales productivity as factors propelling the stock's ascent.
• The company's success in attracting new large enterprise clients and advancements in the public sector have bolstered investor confidence and contributed to the positive momentum.
• While there have been indications of bearish options trading activities, the overall optimistic outlook regarding Cloudflare's performance and growth trajectory has overshadowed any potential worries, leading to the stock's upward trajectory.

25.02.2025 - NET Stock was up 7.2%

• Market trends show heightened options activity and substantial investments in NET options by informed investors, reflecting a favorable market outlook towards Cloudflare.
• Cloudflare's introduction of Cloudforce One and Security Posture Management for instantaneous threat response likely contributed to a bolstered investor faith in the company's innovation capabilities and future growth potential.
• The recent positive developments related to Cloudflare's latest security solutions have played a role in the stock's bullish performance, hinting at potential expansion opportunities and elevated demand for its cybersecurity services.

10.01.2025 - NET Stock was up 5.6%

• Cloudflare's stock surged by 18.3% after beating earnings estimates for Q4, reporting higher revenue and EPS figures. This positive financial performance likely contributed to the bullish market movement.
• Analysts raised price targets for Cloudflare, citing opportunities in AI, strong customer growth, and improved sales productivity, further boosting investor confidence in the stock.
• Despite some bearish options activity noted by high-rolling investors, the overall positive sentiment surrounding Cloudflare's financial results and growth prospects overshadowed any potential concerns, driving the stock price higher.
• The company's sustained momentum in onboarding large new enterprises and progress in the public sector also added to the optimistic outlook for Cloudflare, attracting more investors to the stock.

10.01.2025 - NET Stock was up 5.3%

• The bullish movement in Cloudflare's stock today could be linked to its positive earnings report for Q4, exceeding revenue expectations and pushing the stock up by 18.3%.
• Discussions about the significance of AI-driven cybersecurity solutions in addressing rising cyber threats may have also positively influenced investor confidence in Cloudflare's future.
• Options activity indicating bearish positioning by some high-rolling investors might have initially caused concerns, but the strong earnings report likely reassured retail traders, leading to increased buying interest.
• In summary, strong financial performance, favorable market sentiment towards cybersecurity firms like Cloudflare, and growing demand for advanced security solutions likely contributed to NET's bullish performance today.