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Cloudflare Inc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 300.27 Technology - Software - InfrastructureAWAIT ENTRY
ACTIONABLEMethodology gates passed
53

Position levels

Currenttoday
USD 300.27
Buy <=wait / entry
USD 243.33
Trim >=take some off
USD 310.00
Thesis breakSustained revenue growth below 18% year-on-year combined with a second material ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case18%100 / 10018.0
Base case52%62 / 10032.2
Bear case30%10 / 1003.0
Weighted conviction53 / 100 - OPPORTUNISTIC BUY

Top risks

  • Multiple analyst price target upgrades and Buy ratings on 08/07/26 including BTIG to $382 and Needham to $380
  • Stock surge of 5.6% to $300.27 following Q2 results
  • Consensus Buy rating from 34 analysts with average price target $317.81
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.