Bull case for NET

u/Boring_Asparagus9865 · Reddit — r/ValueInvesting · January 18, 2026 at 21:20 · ⬆ 2 pts · 💬 12 comments  | View on Reddit ↗
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Author presents a bullish fundamental and sentiment case for Cloudflare (NET), citing revenue growth, acquisitions, and analyst price targets, and plans to buy on a dip.

NET — LONG The author argues Cloudflare is undervalued given strong fundamentals, with net income rising and the last two earnings reports showing 27% and 28% revenue growth. He cites recent acquisitions of Human Native and the Astroweb Framework core team as drivers of revenue growth and efficiency, plus rising employee satisfaction, job postings, web traffic, and Google search interest. He notes analyst buy ratings with price targets around 240-247 and expects a dip on Tuesday to buy more before upcoming earnings. The main stated risk is a possible short-term pullback on Tuesday due to political remarks.

I'm a big fan of cloudflare's fundamentals, as well as the price it's currently at. Year over year, Net income has increased impressively. The last 2 earnings reports were up 27 and up 28% revenue growth respectively.

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u/Boring_Asparagus9865 Reddit r/ValueInvesting
Cloudflare undervalued; buy dip before earnings
The author argues Cloudflare is undervalued given strong fundamentals, with net income rising and the last two earnings reports showing 27% and 28% revenue growth. He cites recent acquisitions of Human Native and the Astroweb Framework core team as drivers of revenue growth and efficiency, plus rising employee satisfaction, job postings, web traffic, and Google search interest. He notes analyst buy ratings with price targets around 240-247 and expects a dip on Tuesday to buy more before upcoming earnings. The main stated risk is a possible short-term pullback on Tuesday due to political remarks.
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This Reddit post, published January 18, 2026, features u/Boring_Asparagus9865 discussing NET. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Boring_Asparagus9865  · Tickers: NET