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NET

Cloudflare Inc

SPECULATIVE BUY 2026-08-01 Updated today USD 278.98 Technology - Software - InfrastructureAWAIT ENTRY
47

Position levels

Currenttoday
USD 278.98
Buy <=wait / entry
USD 218.33
Trim >=take some off
USD 285.00
Thesis breakA material downward revision to full-year 2026 revenue guidance below the $2.805...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case12%100 / 10012.0
Base case51%62 / 10031.6
Bear case37%10 / 1003.7
Weighted conviction47 / 100 - SPECULATIVE BUY

Top risks

  • Consensus Buy rating from 24 analysts with average price target of $260.59
  • Projected quarterly revenue growth reaching $640M by March 2026
  • Competition from Amazon CloudFront, Microsoft Azure CDN, Palo Alto Networks, and Zscaler
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.