Automate Your Wheel Strategy on NET
With Tiblio's Option Bot, you can configure your own wheel strategy including NET - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.
Start Your Free Trial NowKey Metrics & Ratings
- symbol NET
- Rev/Share 6.1749
- Book/Share 4.156
- PB 42.6226
- Debt/Equity 2.536
- CurrentRatio 1.9761
- ROIC -0.0403
- MktCap 62333263711.0
- FreeCF/Share 0.9452
- PFCF 187.847
- PE -608.1292
- Debt/Assets 0.613
- DivYield 0
- ROE -0.0748
- Rating D+
- Score 1
- Recommendation Strong Sell
- P/E Score 1
- DCF Score 2
- P/B Score 1
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Upgrade | NET | DZ Bank | Hold | Buy | -- | $215 | Feb. 13, 2026 |
| Upgrade | NET | Robert W. Baird | Neutral | Outperform | -- | $260 | Feb. 11, 2026 |
| Upgrade | NET | BTIG Research | Neutral | Buy | -- | $199 | Feb. 4, 2026 |
| Initiation | NET | Barclays | -- | Overweight | -- | $235 | Dec. 2, 2025 |
| Resumed | NET | Oppenheimer | -- | Outperform | -- | $260 | Nov. 10, 2025 |
| Upgrade | NET | DZ Bank | Sell | Hold | -- | $237 | Nov. 5, 2025 |
| Resumed | NET | Jefferies | -- | Hold | -- | $250 | Oct. 31, 2025 |
| Initiation | NET | KeyBanc Capital Markets | -- | Overweight | -- | -- | June 6, 2025 |
| Upgrade | NET | Mizuho | Neutral | Outperform | -- | $135 | April 16, 2025 |
| Upgrade | NET | BofA Securities | Underperform | Buy | -- | $160 | March 25, 2025 |
News
Cloudflare Becomes the First and Only SASE Platform to Support Modern Post-Quantum Encryption
Published: February 23, 2026 by: Business Wire
Sentiment: Neutral
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it has achieved a major milestone by delivering the world's first complete Secure Access Service Edge (SASE) to support modern post-quantum (PQ) encryption standards. By integrating advanced post-quantum encryption across all its major network configurations, the Cloudflare One SASE platform now provides the most secure bridge between corporate environments and its global networ.
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Zscaler Q2 Preview: Cloudflare Is Eating Its Lunch (Rating Downgrade)
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Negative
Zscaler faces mounting competitive pressures, lagging Cloudflare in RPO growth and Net Retention, while Palo Alto Networks picks up momentum with its M&A-based strategy. Despite solid revenue and customer growth, ZS's stagnant operating margin and softer forward guidance have weighed on investor sentiment. ZS trades at a forward P/E of 45, compressing to 30 by FY 2028, but market fears over share losses demand outperformance in RPO and retention.
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Cloudflare: Accelerating Growth In Times Of Agentic AI
Published: February 18, 2026 by: Seeking Alpha
Sentiment: Negative
Cloudflare is at the epicenter of AI-driven growth. While other software companies are under pressure, Cloudflare is exceeding expectations and even accelerating. Valuation is demanding, but Cloudflare has both the financial performance and growth prospects to justify it.
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AI Panic Grips Software Stocks: 2 Stocks You Should Buy Anyway
Published: February 17, 2026 by: 24/7 Wall Street
Sentiment: Negative
The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt traditional business models.
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Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive
Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Read More
Cloudflare Reports Issues as X and Amazon Web Services Are Disrupted
Published: February 16, 2026 by: NYTimes
Sentiment: Negative
Cloudflare, the tech company that provides services for a wide range of apps and websites, said it was working to fix an internal issue.
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Is Cloudflare (NET) a Buy as Wall Street Analysts Look Optimistic?
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
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AI Agents Aid Cloudflare Earnings Growth, NET Example Options Trade
Published: February 11, 2026 by: Schwab Network
Sentiment: Positive
Cloudflare (NET) saw a strong rally Wednesday after posting stronger-than-expected earnings Tuesday evening. Marley Kayden explains why Cloudflare management calls the report its "strongest quarter yet" helped by a more favorable environment for AI agents.
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Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand
Published: February 11, 2026 by: CNBC
Sentiment: Positive
Cloudflare beat Wall Street's fourth-quarter estimates and issued upbeat guidance as artificial intelligence hikes adoption of its networking and security solutions. CEO Matthew Prince said more agents are running on Cloudflare's platform, creating a "virtuous flywheel.
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Cloudflare shares pop on strong revenue guidance, Q4 earnings beat
Published: February 11, 2026 by: Proactive Investors
Sentiment: Positive
Cloudflare (NYSE:NET) shares jumped almost 11% to just shy of $200 in early trade following the company's fourth quarter report which topped revenue expectations. For the quarter, Cloudflare reported revenue of $614.5 million, up 34% year over year, above the consensus estimate of $591.3 million.
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Cloudflare Stock Gains 15% as Q4 Earnings and Revenues Beat Estimates
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive
NET shares soar after Q4 earnings and revenues surpass estimates, with the company initiating strong guidance for the first quarter and full-year 2026.
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Live Earnings: Will Cloudflare Rise After Q4 Earnings Tonight?
Published: February 10, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Cloudflare has beaten EPS estimates for 7 straight quarters, which shows a strong track record of execution.
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Best Software Stocks to Buy That AI Can't Disrupt (NET, APP, MDB)
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
As investors debate whether artificial intelligence will ultimately make large portions of the software industry obsolete, it is becoming increasingly important to separate which types of software are vulnerable from those that are structurally resilient. AI will undoubtedly disrupt certain areas, particularly simple applications, dashboards, and point solutions that can be replicated quickly with generative tools.
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Cloudflare Q4 earnings set to show continued AI-driven growth: analysts
Published: February 06, 2026 by: Proactive Investors
Sentiment: Positive
Cloudflare (NYSE:NET) will hand down its fourth quarter earnings after markets close on February 10, with Jefferies analysts expecting the report to reflect the company's momentum in AI adoption and enterprise transformation. Shares of the software and network services provider have been down roughly 15% in the year-to-date at about $168, amid broader weakness in the software sector, but analysts say the company remains well positioned for growth.
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Cybersecurity Stock Gearing Up For Massive Week
Published: February 06, 2026 by: Schaeffers Research
Sentiment: Positive
On Wednesday, BTIF upgraded Cloudflare Inc (NYSE:NET) to "buy" from "neutral," hiking its price target to $199 and noting the cybersecurity stock has "underappreciated long-term growth potential.
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Cloudflare to Post Q4 Earnings: What's in Store for the Stock?
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Negative
NET heads into Q4 earnings with revenues near $590 million and EPS of $0.27, fueled by zero-trust and global growth but pressured by deal delays.
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Cloudflare (NET) Reports Next Week: Wall Street Expects Earnings Growth
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive
Cloudflare (NET) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Negative
Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning
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4 Software Stocks Set to Pull Off a Beat This Earnings Season
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive
Let us examine software stocks, such as SNOW, MTCH, SNPS and NET, which are poised to surpass earnings estimates this season.
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Is Trending Stock Cloudflare, Inc. (NET) a Buy Now?
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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What's Fueling The Growth For Cloudflare Stock?
Published: January 27, 2026 by: Forbes
Sentiment: Positive
Cloudflare (NYSE: NET)'s stock increased by 54%, in the past nine months, driven not only by a significant rise in revenue and improved valuations but also by a series of impressive earnings surprises, new partnerships, and a surge in optimistic analyst outlooks. Let's explore the main factors behind this substantial market gain.
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Cloudflare's stock pops on viral Moltbot. Here's how a cybersecurity company became the newest AI winner.
Published: January 27, 2026 by: Market Watch
Sentiment: Positive
Shares of cybersecurity company Cloudflare are on an unexpected tear this week thanks to the rise of a new artificial-intelligence agent.
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Cloudflare surges as viral AI agent buzz lifts expectations
Published: January 27, 2026 by: Reuters
Sentiment: Positive
Cloudflare shares surged about 14% premarket on Tuesday as social media buzz around the "Clawdbot" AI agent rekindled investor enthusiasm for the company's tools that help run the technology.
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Cloudflare's Quiet Enterprise Inflection
Published: January 21, 2026 by: Seeking Alpha
Sentiment: Positive
Cloudflare, Inc.'s enterprise customers reached 4,009, up 23% year over year, now generating 73% of total revenue versus 67% last year. Dollar-based net retention accelerated to 119% sequentially, driven by pool-of-funds contracts expanding usage across more than 55 products. Remaining performance obligations rose to $2.143 billion, up 43% year over year, materially outpacing reported revenue growth of 30.7%.
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Cloudflare Acquires Astro to Accelerate the Future of High-Performance Web Development
Published: January 16, 2026 by: Business Wire
Sentiment: Neutral
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET) announced that The Astro Technology Company team, the creators of the Astro web framework, will be joining Cloudflare.
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Will Cloudflare (NET) Beat Estimates Again in Its Next Earnings Report?
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Positive
Cloudflare (NET) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Positive
Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Read More
2026 will be the year of AI software after intense focus on hardware: Bessemer's Byron Deeter
Published: December 29, 2025 by: CNBC Television
Sentiment: Positive
Byron Deeter, partner at Bessemer Venture Partners, joins CNBC's ‘Squawk on the Street' to discuss why AI software will be a key focus next year, where he sees opportunities in the AI boom, and more.
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Cloudflare vs. Fastly: Which CDN Player is a Safe Investment Bet?
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive
NET's global edge, AI monetization and security scale give it an edge over FSLY as CDN competition heats up.
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Can Cloudflare's Edge AI Inference Reshape Cost Economics?
Published: December 23, 2025 by: Zacks Investment Research
Sentiment: Positive
NET's edge AI inference bets on efficiency over scale, using custom Rust-based Infire to boost GPU use, cut latency, and reshape inference costs.
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About Cloudflare, Inc. (NET)
- IPO Date 2019-09-13
- Website https://www.cloudflare.com
- Industry Software - Infrastructure
- CEO Matthew Prince
- Employees 4400