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Cloudflare (NYSE: $NET) Pops After Bullish Barclays CallCloudflare (NYSE: NYSE:NET ) jumped in premarket trading after Barclays initiated coverage with an Overweight rating and a $235 price target. Shares rose roughly 3% as analysts led by Saket Kalia outlined a strong multi-year growth roadmap supported by Cloudflare’s expanding product ecosystem and accelerating market share gains. Barclays highlighted Cloudflare’s unique homogeneous global network, which currently supports nearly 20% of the internet. Because the entire network can run any Cloudflare service at any time, the company is able to scale new offerings quickly and capitalize on secular trends such as cybersecurity expansion, AI inference, cloud adoption, and emerging “no-click” search. Cloudflare organizes its business into four product suites, or “Acts.” According to Barclays, Act 1 delivered about 85% of FY24 revenue, while Acts 2 and 3 contributed the remaining 15%. However, Acts 2 and 3 are growing materially faster and tapping into large, rapidly expanding markets where Cloudflare continues to take share. Analysts believe this evolving mix will strengthen revenue durability as the company moves deeper into security, AI, and developer tooling. Barclays expects 27%–30% annual growth through FY28, driven by continued share gains and broader adoption of Cloudflare’s enterprise contracts. While valuation is elevated relative to peers, analysts argue that sustained 30% growth rates are rare in large-cap software — and historically, markets have rewarded companies able to maintain this trajectory. Cloudflare’s focus remains on the Rule of 40, balancing high growth with improving profitability over time. Technicals NET remains in a strong bullish structure. After hitting the $260 resistance, price retraced toward the $180 support zone, where buyers quickly stepped in. The rejection at support confirms bullish momentum, with upside targets now pointing back toward $260. As long as price holds above $180, bulls remain firmly in control.
NYSE:NETLong
by DEXWireNews
Cloudflare poised for upside despite limited social sentiment da Current Price: $191.94 Direction: LONG Confidence Level: 58% Targets: - T1 = $196.50 - T2 = $200.00 Stop Levels: - S1 = $189.00 - S2 = $186.50 **Wisdom of Professional Traders:** This analysis combines the perspectives of multiple professional traders whose recent discussions touched on the tech growth space that includes companies like Cloudflare. Even without a flood of trader commentary squarely aimed at Cloudflare, the wider trader consensus around high-growth infrastructure tech this quarter has skewed to cautious optimism. Drawing on the wisdom of professional traders, I'm looking at how similar momentum names have been treated, where demand for robust internet and AI-enabled services remains a strong theme. **Key Insights:** Here's what's standing out: cloud infrastructure names have been under the microscope as traders assess which of these high-multiple plays can still deliver. In recent professional trader discussions, there was a recognition that large-cap tech and growth stocks have caught fresh bids into year-end as portfolio managers rotate back into names with clear growth stories. Cloudflare, with its position in security, CDN, and edge computing, still sits in the sweet spot of this theme. What's interesting is that while broader market chatter is dominated by AI chipmakers and mega-cap software giants, some traders have been quick to lump Cloudflare into the list of "overlooked beneficiaries" of AI and security spend accelerations. That’s kept sentiment more positive than not, even without blockbuster headlines. When I compare this to similar market darlings, buying near-term dips has proven a favored tactic among this group. **Recent Performance:** This all played out in the price action over the last month, with Cloudflare rallying sharply off its early-November lows near the mid-$180s, reclaiming the $190 handle and holding it into resistance zones. The stock has respected a rising short-term trendline and hasn't broken key supports, printing higher highs and higher lows on the daily chart. The lack of aggressive selling in a choppy market suggests underlying demand. **Expert Analysis:** Traders are taking notice – several noted in their broader tech overviews that company fundamentals in the segment remain intact and technical structures are still constructive. The consensus for similar stocks has been to watch for follow-through buying once a name reclaims resistance and turns it into support. Applying that lens here, the $189-$190 zone seems to be acting as a floor. Multiple professionals assessing tech growth charts have been leaning toward "buy the retest" setups into this kind of base. **News Impact:** Although there hasn’t been a major Cloudflare-specific headline this week, the overall environment is supportive. Market participants are rotating into tech after digesting recent earnings in the sector, and macro fears have been muted to start the week. The absence of negative catalysts leaves room for momentum trades to work in the direction of the prevailing trend. Sector sympathy moves can quickly carry Cloudflare higher if large-cap peers keep rallying. **Trading Recommendation:** Putting it all together, I’m leaning LONG here with moderate confidence. The rising base, sector rotation flows, and lack of selling pressure make this a reasonable risk-reward bet for the week. I’d look to pick up shares around current levels with a short-term target at $196.50, and push for $200 if momentum broadens. Stops should be placed below $189 for tighter risk control, with a secondary protective level at $186.50. If the market holds its tone, Cloudflare could easily tag those upside levels before week’s end.
NYSE:NETLong
by CrowdWisdomTrading
NET — AI Infrastructure Leader Launches Stablecoin InnovationCompany Overview: Cloudflare, Inc. NYSE:NET is a global leader in cloud connectivity and cybersecurity, delivering secure, scalable, and high-performance infrastructure for the modern internet. The company is evolving into a key enabler of AI-driven applications, with its Workers platform gaining strong enterprise traction to power large-scale intelligent workloads. Key Catalysts: Fintech breakthrough: The launch of the NET Dollar stablecoin bridges AI, cloud, and financial infrastructure, enabling automated machine-to-machine (M2M) payments and introducing new recurring revenue models. Enterprise growth: Added 219 new large customers in Q2 2025, highlighting accelerating adoption and market leadership. AI ecosystem expansion: Increasing integration of Cloudflare’s edge computing network within enterprise AI frameworks positions it at the core of the next-generation digital economy. Investment Outlook: Bullish above: $188–$190 Upside target: $380–$390, supported by AI infrastructure dominance, fintech innovation, and accelerating enterprise demand. #Cloudflare #AI #Stablecoin #Cybersecurity #Fintech #DigitalInfrastructure #EdgeComputing #Investing #NET
NYSE:NETLong
by Richtv_official
$NET Morning Star Reversal PatternI have been looking to take a position in NYSE:NET after earnings. I have waited for a pullback which has happened. On Wed, Thurs, and Fri of last week it formed a Morning Star Reversal pattern. So, I have put on a half size position pre-market. My risk reward is exceptionally good here as my stop can be just below the previous low or a close under the rising 50 DMA. I managed to get a fill at $200.00. Citigroup has also raised the PT to $255. If you like this idea, please make sure it fits your trading plan. Remember, it is your money at risk.
NYSE:NETLong
by Brent_Calver
2
Will this stock ""NET"" you a nice return?📰 Cloudflare (NET) — Technical Overview & Breakout Strategy Ticker: NET | Sector: Cybersecurity / Edge Computing Date: July 26, 2025 Current Price: ~$198 ⚠️ Context: Past Red‑Candle Sell-Offs NET has experienced sharp downward reversals often signaled by large bearish engulfing candles, especially during pullbacks from the $200–$205 range. These sell-offs typically occurred with elevated volume, triggering destruction of short-term support and dragging price toward $185–$190, followed by consolidation and eventual bounce. Those breakdowns often led to retests of the $190 support zone, with range bottoming and short-covering rallying price back toward $200+. 🧰 Current Technical Set-Up Price is consolidating just below its 52-week high near $200.8, forming a tight range between $190 support and $200 resistance. Moving averages: 50-day MA ~$193, 200-day MA ~$188 — all indicating bullish trend alignment. Investing.com Technical ratings classify NET as a Strong Buy on both daily and weekly timeframes. 🔍 Support & Resistance Levels Support Zones: Primary: $190–$192 (recent consolidation base) Secondary: $185 (recovery low after last drop) Resistance Zones: Immediate: $200–$202 — near all-time highs Major Breakout Target: Above $205–$207 opens upside extension ✅ Bullish Breakout Scenario Trigger: Clear close above $202, especially with strong volume Targets: Short-term: $210 → $215 Extended: $220+ if breakout sustains and earnings beat arrives Supportive Thesis: Rising demand for cyber‑security, expanding AI tools (e.g. pay-per-crawl, bot protection), and expansion into media and content creator segments. Cloudflare maintains strong institutional accumulation metrics. ❌ Bearish Breakdown Scenario Trigger: Fall below $190–$192 zone Targets: First: $185 If momentum continues: $180 → $175 Risk Drivers: Overbought pullback after extended run-up, profit-taking, or broader tech selloff. Large red candles in the past preceded rapid downward moves. 📊 Summary Table Outlook Trigger Level Target Zones Technical Notes Short-Term Bull Above $202 $210 → $215 Breakout from high consolidation zone Short-Term Bear Below $190 $185 → $180 Overbought exhaustion, volume decline Long-Term Bull Sustained > $205 $220 → $230 Continued AI/protection tailwinds Long-Term Bear Clear break under $190 $180 → $175 Broad rotation, failed breakout 🧠 Viewpoint Summary Cloudflare is currently consolidating just below all-time highs after a strong year-to-date rally. The stock remains technically strong, but recently stretched indicators suggest potential for near-term pullbacks. A breakout above $202+ could unlock further upside, while a drop below $190 might trigger a retest toward lower support zones. Given Cloudflare’s expanded role in AI infrastructure and cybersecurity, its trend remains attractive—but price action will be key to confirm direction.
NYSE:NET
by QuantAi-Trend
$NET — Ascending-Base BreakoutNYSE:NET — Ascending-Base Breakout • Seven-month ascending base resolving through $184-186 supply • Volatility contracting; RS already at 52-w highs • Cloud-security group remains a leadership pocket 📈 Trigger = daily close > $188.50 on strong volume 🛑 Risk line = < $175 (1.5 × ATR, below shelf) 🎯 Measured move targets $194 → $204, scope to $208-210 Keeping this front-row for follow-through. #NET #BreakoutWatch #BaseBreakout #TechnicalAnalysis #Stocks #trading
NYSE:NETLong
by KT_Charts
An Internet Disaster - NET & GOOGL FallAs of Thursday, June 12, 2025, a significant internet outage has disrupted services across multiple major platforms, including Google, Amazon Web Services (AWS), Spotify, YouTube, Discord, and Shopify. Cloudflare acknowledged experiencing intermittent failures and noted that some services were beginning to recover, though users may continue to encounter errors as systems stabilize. The root cause of the disruption has been identified as an issue with Google Cloud's Identity and Access Management (IAM) service, which affected various services globally. While Cloudflare's core services were not directly impacted, some of its services relying on Google Cloud experienced issues. Imagine how far Net could've fallen if IGV / Cloud stocks weren't strong today.
NYSE:NETShort
by Trading-Capital
Will Tomorrow’s Secrets Remain Safe?The financial world stands at a critical juncture as the rapid advancement of quantum computing casts a shadow over current encryption methods. For decades, the security of sensitive financial data has relied on the computational difficulty of mathematical problems like integer factorization and discrete logarithms, the cornerstones of RSA and ECC encryption. However, quantum computers, leveraging principles of quantum mechanics, possess the potential to solve these problems exponentially faster, rendering current encryption standards vulnerable. This looming threat necessitates a proactive shift towards post-quantum cryptography (PQC), a new generation of encryption algorithms designed to withstand attacks from both classical and quantum computers. Recognizing this urgent need, global standardization bodies like NIST have been actively working to identify and standardize quantum-resistant algorithms. Their efforts have already resulted in standardizing several promising PQC methods, including lattice-based cryptography (like CRYSTALS-Kyber and CRYSTALS-Dilithium) and code-based cryptography (like HQC). These algorithms rely on different mathematical problems believed to be hard for quantum computers, such as finding the shortest vector in a lattice or decoding general linear codes. The finance industry, a prime target for "harvest now, decrypt later" attacks where encrypted data is stored for future quantum decryption, must prioritize adopting these new standards to protect sensitive financial transactions, customer data, and the integrity of financial records. The transition to a quantum-safe future requires a strategic and proactive approach. Financial institutions need to conduct thorough risk assessments, develop phased implementation roadmaps, and prioritize crypto agility – the ability to switch between cryptographic algorithms seamlessly. Early adoption not only mitigates the looming quantum threat but also ensures regulatory compliance and can provide a competitive advantage by demonstrating a commitment to security and innovation. As technology leaders like Cloudflare begin to integrate post-quantum cryptography into their platforms, the financial sector must follow suit, embracing the new cryptographic landscape to safeguard its future in an era defined by quantum capabilities. Adopting post-quantum cryptography is essential, as merely using a different mathematical method does not ensure protection against quantum computing threats.
NYSE:NETShort
by UDIS_View
Cloudflare: ProgressCloudflare has demonstrated impressive upward pressure, surging more than 40% in just a few days. In response, we now consider waves 3 and 4 in green as finished and locate the stock in the final stretch of this impulse move, which should ultimately complete the orange wave iii. Given that key expansion levels have already been reached, we expect the wave iii high to form soon. Afterward, we anticipate a sharp wave iv correction, with downside potential toward the $122.68 support.
NYSE:NET
by HKCM_Global
Cloudflare, Inc. Stock Quote | Chart & Forecast SummaryKey Indicators On Trade Set Up In General 1. Push Set Up 2. Range Set up 3. Break & Retest Set Up Notes On Session # Cloudflare, Inc. Stock Quote - Double Formation * ABC Flat Feature | Entry Bias & Subdivision 1 * (Consolidation Argument)) At 101.00 USD - Triple Formation * Trendline & Pennant Structure | Subdivision 2 * Numbered Retracement | Uptrend Bias | Subdivision 3 * Daily Time Frame | Trend Settings Condition Active Sessions On Relevant Range & Elemented Probabilities; European Session(Upwards) - US-Session(Downwards) - Asian Session(Ranging) Conclusion | Trade Plan Execution & Risk Management On Demand; Overall Consensus | Buy
NYSE:NETLong
by UnknownUnicorn87383881
2/6/25 - $net - I'll fade on a pop, sidelines2/6/25 :: VROCKSTAR :: NYSE:NET I'll fade on a pop, sidelines - deepseek reflex pump indexer - this company is impressive. underlying trends strong. will eventually grow into these mutliples - but this mkt is getting a bit long in the tooth with 25-30x sales plays growing in the 20s. i'm in the mkt long enough to know... enjoy... but don't take your eye off the momo ball bc any miss, any change in risk appetite sends these things down 20-25% fast, and they're even hard to buy there, initially. - so while i'm not fading a co where expectations/ beats are the norm... any pop of say >10%, ideally larger... i'm fading you as a hedge to stuff that's legit growing just as fast and valued at like 1/10th (*ahem* uber, *ahem* uber... and i'll even throw in btc, tho that's a different discussion). so. hope you're right. but better be ready to face me on the otherside if this pops AH, otherwise on a dip, i won't be buying and just look to play elsewhere. V
NYSE:NET
by VROCKSTAR
Cloudflare: ResistanceBy expanding the green wave 3, NET recently stretched above the resistance at $117.70. However, the stock only briefly surpassed this level before encountering selling pressure, which pushed it back to its early December levels. Primarily, we expect the price to overcome this resistance to complete the green five-wave structure and, thus, the orange wave iii. A still ongoing wave alt.ii correction remains a possibility in the context of our 30% likely alternative scenario.
NYSE:NET
by HKCM_Global
Cloudflare (NET) AnalysisCompany Overview: Cloudflare NYSE:NET , a global leader in cybersecurity, content delivery networks (CDN), and edge computing, is well-positioned to capitalize on increasing digital transformation and growing demand for secure, efficient cloud infrastructure. Key Growth Catalysts: Strategic AI Partnerships 🤝 Cloudflare’s collaboration with Microsoft Azure enhances its AI infrastructure, fostering innovation and bolstering its competitive edge in enterprise cloud solutions. Zero Trust Leadership in Cybersecurity 🔐 Cloudflare’s Zero Trust platform addresses growing enterprise needs amid rising cyber threats and increased remote work adoption. Advanced threat intelligence and access controls make it a leader in next-gen cybersecurity solutions. Edge Computing & IoT Opportunities 🌐 Edge computing solutions are experiencing strong adoption, fueled by: Growing demand for 5G networks and the IoT revolution. The edge computing market is projected to reach $87.3 billion by 2026. Cloudflare’s focus on reducing latency and enhancing network efficiency positions it to capture market share. Global Expansion & Untapped Markets 🌍 New data centers in underserved regions expand Cloudflare’s global reach, improving service delivery and unlocking revenue opportunities in untapped markets. Investment Outlook: Bullish Stance: We are bullish on NET above $90.00-$91.00, supported by strong positioning in AI, cybersecurity, and edge computing, coupled with robust global expansion strategies. Upside Target: Our price target is **$145.00-$150.00
NYSE:NETLong
by Richtv_official