StreetAlpha.app
Home › Stocks › NET

Cloudflare, Inc. (NET)

Technology
$351.00
LAST CLOSE · OCT 1

Cloudflare, Inc. (NET) is a Technology stock tracked by StreetAlpha. It last closed at $351.00 on Oct 1. NET reports earnings on Thu, Oct 29, 2026. The average 12-month price target from 19 analysts is $339.11 (-3.4% from the last close), with a high of $400.00 and a low of $160.00. Analyst consensus is Buy, based on the latest ratings from 19 firms (15 buy, 3 hold, 1 sell). Over the past 90 days StreetAlpha recorded 50 whale options trades in NET, 50% of them bullish and 50% bearish. In the past 30 days there were 39 dark pool prints totaling $126.1M, the largest $41.7M. Cboe FLEX reports show 4 notable institutional FLEX trades in NET, totaling $105.0M in premium, the latest on Sep 22.

AI Auto Pilots
Is NET in one of our four AI portfolios? Sign in free to see
Next report
Oct 29
2026 · Time not announced
Consensus EPS forecast
$0.34
$736.8M revenue est.
Year-ago EPS
—
Not on file
Options-implied move
—
Posted about a week before
Analyst consensus
Buy
Based on 19 analyst ratings (90 days)
Loading…

Analyst Ratings & Price Targets

Analyst Ratings →
Consensus · 90 days
Buy
19firms
15 Buy3 Hold1 Sell
Each firm's latest rating on NET in the past 90 days
Average 12-month target
$339.11
▼ 3.4% downside

Based on 19 analysts who set a price target on NET in the past 90 days. The average target is $339.11, with a high of $400.00 and a low of $160.00, compared with the last close of $351.00.

$141$234$326$419PAST 91 TRADING DAYS12-MONTH TARGETSHIGH $400AVG $339.11LOW $160May 22LAST CLOSE+12 MO$141$234$326$419PAST 91 DAYSTARGETSHIGH $400AVG $339.11LOW $160May 22LAST CLOSE+12 MO
Highest target$400.00
Average target$339.11
Lowest target$160.00
Latest rating changes
BernsteinMaintained
Sep 17Hold$181
CitigroupMaintained
Aug 10Buy$400
SusquehannaMaintained
Aug 10Hold$300
ScotiabankTarget raised
Aug 8Buy$300 → $390
UBSTarget raised
Aug 7Hold$250 → $350
DateFirmActionRatingPrice target
Sep 17BernsteinMaintainedHold$181
Aug 10CitigroupMaintainedBuy$400
Aug 10SusquehannaMaintainedHold$300
Aug 8ScotiabankTarget raisedBuy$300 → $390
Aug 7UBSTarget raisedHold$250 → $350
Loading…

Whale Options Flow

90D
Total alerts
50
Bullish
25
50%
Bearish
25
50%
Date span
Jul 6 – Sep 29
Loading…

Dark Pool

30D
Prints
39
Notional
$126.1M
Largest print
$41.7M
Loading…

FLEX Options Activity

FLEX Flow →
Notable FLEX trades
4
$105.0M premium
Validated
0 of 0 resolved
4 still open
FLEX prints · 30D
25
$125.5M premium
Latest report
Sep 22

FLEX options are customized, exchange-listed contracts used mostly by institutions. StreetAlpha scans the daily Cboe FLEX report for unusually large, long-dated positions.

Loading…

AI Auto Pilots

Paper trading

StreetAlpha runs four autonomous AI traders powered by Anthropic's Claude. Each one reads options flow, dark pool prints, insider filings, sentiment, macro signals and technicals, then makes its own trading decisions in a paper portfolio. Every decision is logged and every trade is tracked, so you can see whether NET is in one of them and how their past NET trades turned out.

NET in the AI portfolios
Loading…

Macro & Market News

All StreetAlpha news →

StreetAlpha hasn't covered NET in an article yet. Here's the latest on the wider market.

For informational purposes only. Not financial advice. Options flow and dark pool data are delayed and may be incomplete.