Zacks Research upgraded Cloudflare (NET) from a "hold" to a "strong-buy" rating on July 22, 2026. Citigroup reiterated a "market outperform" rating. Morgan Stanley increased its price target to $322.00. Analysts maintain a consensus "Moderate Buy" rating. The consensus price target stands at $258.59.
CI Investments Inc. increased its stake by 122.8% during the first quarter. First Trust Advisors LP reduced its holdings by 6.1%. Cloudflare reported a 33.5% year-over-year revenue increase in its most recent quarterly results.