Cloudflare's long-term growth opportunity is underappreciated, says BTIG [Yahoo! Finance]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Source: Yahoo! Finance
strengthening momentum across several core businesses heading into the company's fourth-quarter results on Feb. 10. Analyst Gray Powell told investors that BTIG spoke with five partners representing more than $100 million in combined annual Cloudflare sales and found that “field checks were consistently strong on multiple fronts.” The firm argued that Cloudflare's long-term potential in web application protection “is underappreciated,” while the company is “rapidly gaining share in Zero Trust / SASE.” BTIG added that momentum in developer services “has clearly been building throughout 2025 and into 2026.” On growth durability, Powell stated that BTIG believes Cloudflare can “conservatively sustain high 20's revenue growth through 2028,” supported by product-level analysis and improving customer traction. “We also came away confident in forecasts heading into the Q4 print,” wrote Powell. Despite concerns across the software sector about business-model resilience, BTIG argue
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News
- Recent 9.6% pullback isn't enough to hurt long-term Cloudflare (NYSE:NET) shareholders, they're still up 180% over 3 years [Yahoo! Finance]Yahoo! Finance
- Cloudflare (NYSE:NET) was given a new $185.00 price target on by analysts at Jefferies Financial Group Inc..MarketBeat
- Cloudflare (NYSE:NET) was upgraded by analysts at BTIG Research from a "neutral" rating to a "buy" rating.MarketBeat
- DOGE staff may have talked about selling Social Security data to group scheming to ‘overturn' elections. What's at risk [Yahoo! Finance]Yahoo! Finance
- Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning [Seeking Alpha]Seeking Alpha
NET
Earnings
- 10/30/25 - Beat
NET
Sec Filings
- 2/5/26 - Form SCHEDULE
- 2/3/26 - Form 4
- 2/3/26 - Form 4
- NET's page on the SEC website