Cloudflare: Loaded Up At $170, Where I'll Load Up Next [Seeking Alpha]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Company Research
Source: Seeking Alpha
NET's accelerating revenue (34% YoY), expanding backlog (48%), and superior net retention (120%) highlight its competitive edge versus Zscaler and sector peers. I reiterate my 'buy' rating, targeting $300+ per share, justified by NET's expected EPS growth at 3.5x the S&P 500 and premium valuation. I plan to increase my position on a breakout above $255 or a pullback to $143, maintaining flexibility amid market volatility. Looking for a portfolio of ideas like this one? Members of The REIT Forum get exclusive access to our subscriber-only portfolios. Learn More » Sundry Photography/iStock Editorial via Getty Images Introduction & Investment Thesis After explaining how Claude Code Security won't disrupt Cloudflare (NYSE: NET ) at the end of February and taking advantage of the selloff by initiating a position in the company's stock, I am now up over More on my IG service I am Amrita and I write primarily about growth software stocks. I recently joined The REIT Forum a
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NET
News
- Cloudflare: Avoid Stablecoin Hype [Seeking Alpha]Seeking Alpha
- Arm is releasing its first in-house chip in its 35-year history [TechCrunch]TechCrunch
- Arm releases first in-house chip, with Meta as debut customer [MSNBC.com]MSNBC.com
- Arm releases first in-house chip, with Meta as debut customer [CNBC]CNBC
- Wall Street Analysts See Cloudflare (NET) as a Buy: Should You Invest? [Yahoo! Finance]Yahoo! Finance
NET
Earnings
- 2/10/26 - Beat
NET
Sec Filings
- 3/20/26 - Form 4
- 3/18/26 - Form 4
- 3/18/26 - Form 4
- NET's page on the SEC website