NET Cloudflare, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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17:05
Jul 20
Jul 20
Buy NET as a key beneficiary of AI content scraping, with its security and monetization solutions becoming critical infrastructure.
MED
16:59
Jul 20
Jul 20
The author notes Cloudflare's importance for publishers monetizing data scraping, but does not state a personal position or forward-looking trade.
LOW
09:19
Jul 13
Jul 13
TD Cowen raises its price target on Cloudflare to 300 dollars from 265 dollars.
23:57
Jul 09
Jul 09
Author names NET as a favored pick in the context of a discussion about software companies needing to capture mind share; no specific catalyst articulated.
MED
12:15
Jul 07
Jul 07
Premarket movers report shows mixed Magnificent Seven performance, chipmaker declines on Samsung earnings miss, Broadcom downgraded, Cloudflare upgraded, Crinetics surges on acquisition, Fiserv rises on deal talks, and Plug Power climbs on hydrogen order.
12:00
Jul 03
Jul 03
Cloudflare gateway opens new revenue stream.
Cloudflare's new monetization gateway enables pay-per-request stablecoin payments for millions of websites, potentially becoming a significant new revenue stream. As a dominant internet infrastructure provider with unique insight into AI agent traffic, Cloudflare is well-positioned to benefit from the growth of agentic commerce, even if volumes grow slowly at first.
MED
17:54
Jun 27
Jun 27
Undervalued SaaS to monetize AI
Beaten-down enterprise software companies are the real monetization layer of the AI stack. They control critical workflow, own proprietary data, have compliance moats, and will replace human tasks with AI agents, charging clients via usage-based models. The market overestimates AI disruption risk to these platforms; they are set for a second wave of AI-driven growth.
MED
02:20
Jun 26
Jun 26
Author explicitly selects DDOG, TWLO, CRWD, and NET as the only software names worth holding currently, framing them as current portfolio positions within a broader stay-balanced-until-October strategy.
MED
13:08
Jun 23
Jun 23
Observes a new partnership between beehiiv and Cloudflare, a fundamental development with no directional view.
LOW
12:21
Jun 15
Jun 15
Watch these companies as top contenders for next quarter’s S&P 500 addition if profitability improves.
MED
15:19
Jun 11
Jun 11
The author compares PLTR's PEG ratio favorably to NET and DDOG but does not state a position or forward call, only a valuation observation.
LOW
23:54
Jun 09
Jun 09
Cloudflare powers AI-driven internet growth.
Cloudflare is building the infrastructure to power the future of the internet, with AI agent traffic exploding and already surpassing human traffic, positioning it for long-term growth.
HIGH
04:19
Jun 03
Jun 03
Watch NET as a beneficiary of the broader cybersecurity tailwind from AI-driven attack velocity; no position.
MED
18:46
Jun 02
Jun 02
Author remains long PALU through earnings, citing strong buyer activity and a fundamental shift in cybersecurity demand due to Mythos, while acknowledging the high implied move and his mixed earnings record.
LOW
17:52
Jun 01
Jun 01
Author names NET favorably within the AI SaaS divergence thesis; no explicit current holding disclosed.
MED
05:27
May 29
May 29
The author provides general market rotation and positioning advice without stating a personal position, so all tickers are watch.
LOW
14:08
May 19
May 19
The author argues that while NET's performance may justify a premium, it is overvalued compared to peers in the software sector.
HIGH
14:11
May 13
May 13
Neutral NET as it gains from inference routing and performance, but competes in parts of the developer infrastructure stack.
HIGH
23:49
May 11
May 11
Buy Cloudflare at current level.
Cloudflare took a 24% hit on layoffs and a soft outlook, but Cramer thinks the quarter was fine and the layoffs were to become more efficient. He believes the stock will hold at this level and recommends buying here.
MED
22:35
May 08
May 08
Cloudflare shares fell 24% on investor concerns that rising tokenization and AI inference costs may compress profit margins.
HIGH
02:45
May 08
May 08
The author sarcastically lists cloud and edge computing stocks like Fastly, Datadog, Akamai, and Cloudflare as having real money-making businesses, contrasting them with crypto assets, but offers no explicit forward-looking trade direction.
HIGH
02:34
May 08
May 08
Bearish view on NET, UPWK, and BILL due to management excess and lack of stewardship, as mass layoffs signal prior inefficiency and poor capital allocation.
HIGH
23:29
May 07
May 07
Cryptobyrde sarcastically notes AKAM surging 26% while NET drops 18%, but provides no forward-looking opinion or trade thesis.
HIGH
21:40
May 07
May 07
The tweet quotes a named source reporting simultaneous layoffs at Cloudflare, Upwork, and Bill Holdings, highlighting a bearish sentiment on tech sector employment but lacks the author's own forward-looking directional view.
HIGH
21:40
May 07
May 07
The tweet quotes a user listing layoff announcements at Cloudflare, Upwork, and Bill Holdings without expressing a forward-looking opinion on any stock.
HIGH
12:36
May 07
May 07
Long NET as Arm adoption in network workloads demonstrates scalability and cost advantages, supporting long-term margin expansion.
HIGH
13:56
May 05
May 05
Watch NVDA, VRT, CRWV, DLR, NET as metric shifts to revenue density; focus on ARR per MW and software abstraction over pure capacity buildout.
HIGH
13:16
Apr 30
Apr 30
The tweet highlights successful SaaS founders and their companies' common traits without expressing a forward-looking directional view or trade idea.
LOW
20:18
Apr 20
Apr 20
Go long Cloudflare as it is uniquely positioned to capture the massive backend AI inference market, which will dominate token generation over human-facing chat interfaces.
MED
22:46
Apr 15
Apr 15
Long $NET — speaker explicitly states 'now only holding NET shares' after taking profits on APP; active ongoing long position in software/cloud name expected to bounce.
HIGH
About NET Analyst Coverage
Buzzberg tracks NET (Cloudflare, Inc.) across 29 sources. 29 bullish vs 4 bearish calls from 36 analysts. Sentiment: predominantly bullish (37%). 68 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: stockmarketnerd, FirstSquawk, Ozark.