NET today
$318.50+$3.50 (+1.11%)close Nov 12, 2026Trend
DailyDowntrend (starting)
4 hourStrong Bullish
1 hourLeaning Bearish
15 minBearish
5 minConsolidating
Daily trend turns up above $370.35
Key levels
Resistance$370.35
Resistance$337.00
Support$309.53
Support$285.05
Latest news & SEC filings
NewsCloudflare becomes founding member of new SGLang Consortium
NewsCloudflare Publishes Analysis of Perplexity's AI Web Crawler
ProductCloudflare launches Markdown for Agents and updates Durable Objects
AnalystDZ Bank keeps Buy rating on Cloudflare, lifts price target
DealNetcall and Box, Inc. Form Partnership
All NET news →About Cloudflare
Cloudflare provides cloud-based security, performance, and reliability services delivered through a global network spanning many cities and countries. Its products cover application security and performance, a zero-trust and network security platform for corporate networks, developer tools for building serverless and AI applications, and consumer offerings such as a DNS resolver and VPN. Customers include businesses of all sizes, government agencies, and individuals worldwide, served through direct sales, partners, and self-service.
Based on the company's 10-K filed Feb 26, 2026.
NYSE · Technology
Cloudflare, Inc. (NET)
What Is the Price Target for NET?
SEPT Low Target
$190.00
SEPT Mid Target
$370.00
SEPT High Target
$430.00
Analyst Consensus
$370.00
Is NET a Buy or Sell Right Now?
Thesis
- •Revenue growing 29.9% YoY with STRONG trend — consistent growth.
AI-Powered Trading Signals
Trained on trillions of real market data to read price action and give you a simple, emotionless trading strategy for NET.
Start Free Trial →Is NET Overvalued or Undervalued?
Valuation Verdict
OVERVALUED
Methods Used
P/E Forward, P/B, Analyst Consensus
Fair Value
$254.56
31
Moat Score
NONE
3/9
Piotroski Score
12.7
Altman Z-Score
What Is Smart Money Doing with NET?
Insider Signal
SELLING
0 buys / 17 sells (90d)
Congress Signal
BUYING
6 buys / 6 sells (90d)
Institutional
N/A
Short Squeeze Risk
LOW
Signal: NEUTRAL
Recent Insider Activity
| Name | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
| Ledbetter Carl | director | Sale | 1,931 | $586K | Oct 19, 2026 |
| Ledbetter Carl | director | Sale | 1,963 | $598K | Oct 19, 2026 |
| Ledbetter Carl | director | Sale | 1,106 | $338K | Oct 19, 2026 |
| SEIFERT THOMAS J | officer | Buy | 12,500 | $559K | Oct 19, 2026 |
| SEIFERT THOMAS J | officer | Sale | 1,100 | $327K | Oct 19, 2026 |
| SEIFERT THOMAS J | officer | Sale | 3,401 | $1.0M | Oct 19, 2026 |
| SEIFERT THOMAS J | officer | Sale | 3,756 | $1.1M | Oct 19, 2026 |
| SEIFERT THOMAS J | officer | Sale | 2,643 | $794K | Oct 19, 2026 |
| SEIFERT THOMAS J | officer | Sale | 598 | $181K | Oct 19, 2026 |
| SEIFERT THOMAS J | officer | Sale | 502 | $152K | Oct 19, 2026 |
Track Smart Money Across 4,000+ Stocks
Insider trades, congress trades, institutional flows, and short interest — updated daily with real-time alerts.
See All Smart Money Signals →NET Growth Story
Revenue YoY
29.9%
3yr Revenue CAGR
30.5%
EPS Growth YoY
-26.09%
FCF Growth YoY
47.1%
Revenue Trend
STRONG
Dark Pool Trades for NET
PREVIEWSEPT Investing tracks real-time dark pool institutional trades for NET, including block trade sizes, dollar values, and buy/sell side classification. Dark pool trades reveal where institutional investors are positioning before moves become visible on public exchanges.
| Time | Price | Size | Value | Side |
|---|---|---|---|---|
| 21:06:07 | $319.00 | 6,600 | $$2.1M | SELL |
| 21:05:54 | $318.63 | 13,100 | $$4.2M | SELL |
| 21:05:45 | $318.85 | 2,650 | $$845K | SELL |
| 21:05:32 | $318.90 | 3,300 | $$1.1M | SELL |
| 21:05:18 | $318.80 | 13,200 | $$4.2M | SELL |
5 dark pool trades shown · $$12.4M preview volume
Real-time institutional flow, block trades, and net positioning
Options Flow for NET
PREVIEWSEPT Investing provides real-time options flow tracking for NET, including unusual sweep detection, block trades, and dealer positioning. Each trade shows strike, expiry, premium, implied volatility, and greek values for informed decision-making.
| Type | Strike | Expiry | DTE | Premium | Size | Trade |
|---|---|---|---|---|---|---|
| PUT | $310 | Nov 27 | 15 | $$20.3K | 16 | SWEEP |
| PUT | $295 | Nov 27 | 15 | $$720 | 1 | SWEEP |
| PUT | $297.5 | Nov 27 | 15 | $$790 | 1 | SWEEP |
| PUT | $310 | Nov 27 | 15 | $$1255 | 1 | SWEEP |
| PUT | $305 | Nov 27 | 15 | $$1050 | 1 | SWEEP |
5 options trades shown · 0% calls
Unusual activity, GEX levels, max pain, and dealer positioning
What Traders Are Saying About NET
7 postsSEPT Investing hosts an active community of 3,500+ traders sharing real-time analysis, trade setups, and market discussion for NET. Join verified traders discussing price action, dark pool alerts, options flow, and AI-powered market intelligence.
Smart Money Moves $HYLN — Oxholm Jose Miguel | Sale $40K $INFQ — MAVERICK CAPITAL LTD | Sale $2.1M $ISRG — Brosius Mark | Sale $29K $NET — Zatlyn Michelle | Sale $NET — Zatlyn Michelle | Sale $605K
Smart Money Moves $HYLN — Oxholm Jose Miguel | Sale $40K $INFQ — MAVERICK CAPITAL LTD | Sale $2.1M $ISRG — Brosius Mark | Sale $29K $NET — Zatlyn Michelle | Sale $NET — Zatlyn Michelle | Sale $605K
Smart Money Moves $HYLN — Oxholm Jose Miguel | Sale $40K $INFQ — MAVERICK CAPITAL LTD | Sale $2.1M $ISRG — Brosius Mark | Sale $29K $NET — Zatlyn Michelle | Sale $NET — Zatlyn Michelle | Sale $605K
Join 3,500+ traders discussing NET in real-time
Trade ideas, setups, dark pool alerts, and AI-powered analysis
Full AI Research Report
SEPT's Trading AI has generated a free, downloadable PDF research report for Cloudflare, Inc. (NET) covering valuation analysis, financial health assessment, growth projections, smart money tracking, earnings and key price levels. For research only, not investment advice.
Report includes: PDF download, detailed valuation models (DCF, P/E, EV/EBITDA), institutional flow analysis, congress and insider trade tracking, FinBERT news sentiment (1 articles analyzed), and SEC filing intelligence...
AI-Powered Trading Signals.
Trained on trillions of real market data to read price action and give you a simple, emotionless trading strategy. SEPT tells you when to buy, when to sell, and grades every stock so you never trade blind.
Try SEPT Free for 7 Days →NET — frequently asked questions
What is NET stock price today?
Cloudflare, Inc. (NET) is at $318.50, up 1.11% (+$3.50) at the Nov 12, 2026 close.
Why is NET stock moving today?
Latest NET news — Nov 12, 2026: Cloudflare becomes founding member of new SGLang Consortium · Nov 11, 2026: Cloudflare Publishes Analysis of Perplexity's AI Web Crawler
Why did NET stock move on Nov 6, 2026?
Cloudflare reported third-quarter 2026 results and raised its full-year guidance, but the stock fell 6.39% to close at $268.62 after opening at $286.97 and trading as low as $265.00 on volume of over 8.4 million shares. While several firms reiterated bullish ratings—including Keybanc's Overweight with a $375 target, Piper Sandler's Overweight with a raised $337 target, and Wolfe Research's upgrade to Outperform—analysts also cut their forecasts following the Q3 results, and Guggenheim maintained a Sell rating with a $190 target.
What is the NET price target?
The average analyst price target for NET is $370.00, ranging from $190 to $430, based on 20 analysts.
What do analysts rate NET?
Analyst ratings for NET: 5 Buy, 60 Hold, 0 Sell — consensus Hold.
Did NET beat earnings?
NET last reported on Nov 5, 2026: EPS $0.38 vs $0.34 expected — a beat of 11.0%.
Does NET pay a dividend?
NET does not currently pay a dividend.
What are NET support and resistance levels?
Support: $309.53, $285.05, $263.37. Resistance: $337.00, $370.35.
What are insiders doing with NET?
Insider activity: SELLING, 0 buys and 17 sells in the last 90 days.
What is the latest news on NET?
Nov 12, 2026: Cloudflare becomes founding member of new SGLang Consortium · Nov 11, 2026: Cloudflare Publishes Analysis of Perplexity's AI Web Crawler · Nov 11, 2026: Cloudflare launches Markdown for Agents and updates Durable Objects