NET
Cloudflare, Inc. · Technology · Software - Infrastructure
$311.03
-4.10% today · -9.03% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Down more than its cybersecurity peers
- NET −4.10% on the last session vs SPY −0.08%: −4.0 pts of stock-specific move.
- More than its group: its cybersecurity peers -2.0% (-1.9 pts vs SPY).
- 3 analyst actions in the past 10 days (3 positive, 0 negative); latest: Barclays maintained Overweight, raised target $355 → $400.
- 3 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.9× its 20-day average.
Assembled from Wallsti's own signals.
Meta Analyst score Buy 6.0/10 (+0.72 raw)
Every firm's latest rating in the past year, each weighted by its age (a 3-month-old call counts half as much as today's), blended with the consensus of 34 analysts (+0.74, counted like 1.5 fresh ratings). 23 firms, 18 with a call in the past 3 months.
| Firm | Latest rating | Date | Weight |
|---|---|---|---|
| Barclays | Overweight | Oct 12, 2026 | 7% |
| Oppenheimer | Outperform | Oct 9, 2026 | 7% |
| BTIG | Buy | Oct 6, 2026 | 6% |
| Bernstein | Market Perform | Sep 17, 2026 | 6% |
| Citizens | Market Outperform | Aug 31, 2026 | 5% |
| Susquehanna | Neutral | Aug 10, 2026 | 4% |
| Citigroup | Buy | Aug 10, 2026 | 4% |
| Scotiabank | Sector Outperform | Aug 8, 2026 | 4% |
| Truist Securities | Buy | Aug 7, 2026 | 4% |
| Needham | Buy | Aug 7, 2026 | 4% |
| Keybanc | Overweight | Aug 7, 2026 | 4% |
| Wells Fargo | Overweight | Aug 7, 2026 | 4% |
Buy is what the ratings average to, +0.72 on a scale from −2 (strong sell) to +2 (strong buy). 6.0/10 means better than 60% of S&P 500 stocks (503 scored, Oct 11, 2026): analysts rarely say sell, so most stocks land between +0.4 and +0.8, and the 0–10 shows where this one sits among them.
Mean target
$342.77
+10.2% upside
Median target
$370.00
+19.0% upside
Target range
160.00–430.00
low to high
Analysts
34
as of Oct 13
Price vs. targets
Low $160
Mean $343
High $430
Now $311.03
Consensus
Strong buy 7Buy 16Hold 8Sell 1Strong sell 2
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Oct 12, 2026 | Barclays | Raised target | Overweight | $355.00 → $400.00 |
| Oct 9, 2026 | Oppenheimer | Raised target | Outperform | $380.00 → $430.00 |
| Oct 6, 2026 | BTIG | Raised target | Buy | $382.00 → $413.00 |
| Sep 17, 2026 | Bernstein | Raised target | Market Perform | $164.00 → $181.00 |
| Aug 31, 2026 | Citizens | Reiterated | Market Outperform | $394.00 |
| Aug 10, 2026 | Susquehanna | Raised target | Neutral | $200.00 → $300.00 |
| Aug 10, 2026 | Citigroup | Raised target | Buy | $265.00 → $400.00 |
| Aug 8, 2026 | Scotiabank | Raised target | Sector Outperform | $300.00 → $390.00 |
| Aug 7, 2026 | BTIG | Raised target | Buy | $314.00 → $382.00 |
| Aug 7, 2026 | Barclays | Raised target | Overweight | $300.00 → $355.00 |
| Aug 7, 2026 | Truist Securities | Raised target | Buy | $300.00 → $350.00 |
| Aug 7, 2026 | Needham | Raised target | Buy | $280.00 → $380.00 |
| Aug 7, 2026 | Oppenheimer | Raised target | Outperform | $330.00 → $380.00 |
| Aug 7, 2026 | Keybanc | Raised target | Overweight | $300.00 → $375.00 |
| Aug 7, 2026 | Citizens | Raised target | Market Outperform | $330.00 → $394.00 |
| Aug 7, 2026 | Wells Fargo | Raised target | Overweight | $300.00 → $380.00 |
| Aug 7, 2026 | Guggenheim | Raised target | Sell | $140.00 → $160.00 |
| Aug 7, 2026 | Piper Sandler | Raised target | Overweight | $250.00 → $333.00 |
| Aug 7, 2026 | RBC Capital | Raised target | Outperform | $290.00 → $346.00 |
| Aug 7, 2026 | TD Cowen | Raised target | Buy | $300.00 → $355.00 |
| Aug 7, 2026 | UBS | Raised target | Neutral | $250.00 → $350.00 |
| Jul 23, 2026 | Oppenheimer | Raised target | Outperform | $300.00 → $330.00 |
| Jul 21, 2026 | Truist Securities | Raised target | Buy | $250.00 → $300.00 |
| Jul 20, 2026 | Wells Fargo | Raised target | Overweight | $270.00 → $300.00 |
| Jul 20, 2026 | Citizens | Raised target | Market Outperform | $270.00 → $330.00 |
| Jul 17, 2026 | Morgan Stanley | Raised target | Overweight | $305.00 → $322.00 |
| Jul 15, 2026 | Mizuho | Raised target | Outperform | $260.00 → $310.00 |
| Jul 13, 2026 | Barclays | Raised target | Overweight | $250.00 → $300.00 |
| Jul 13, 2026 | TD Cowen | Raised target | Buy | $265.00 → $300.00 |
| Jul 10, 2026 | BTIG | Raised target | Buy | $269.00 → $314.00 |
| Jul 7, 2026 | Scotiabank | Upgrade | Sector Perform → Sector Outperform | $225.00 → $300.00 |
| Jun 15, 2026 | Citizens | Reiterated | Market Outperform | $270.00 |
| Jun 11, 2026 | Truist Securities | Raised target | Buy | $225.00 → $250.00 |
| Jun 10, 2026 | BTIG | Raised target | Buy | $243.00 → $269.00 |
| Jun 10, 2026 | Needham | Raised target | Buy | $250.00 → $280.00 |
| Jun 10, 2026 | Mizuho | Raised target | Outperform | $235.00 → $260.00 |
| Jun 10, 2026 | Cantor Fitzgerald | Raised target | Neutral | $224.00 → $230.00 |
| Jun 10, 2026 | Guggenheim | Reiterated | Sell | $140.00 |
| Jun 10, 2026 | RBC Capital | Raised target | Outperform | $240.00 → $260.00 |
| Jun 10, 2026 | UBS | Raised target | Neutral | $220.00 → $250.00 |
Source: Yahoo Finance analyst data, collected daily.