Fintel reports that on December 2, 2025, Barclays initiated coverage of Cloudflare (NYSE:NET) with a Overweight recommendation.
Analyst Price Forecast Suggests 23.80% Upside
As of November 17, 2025, the average one-year price target for Cloudflare is $244.13/share. The forecasts range from a low of $118.17 to a high of $333.90. The average price target represents an increase of 23.80% from its latest reported closing price of $197.20 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Cloudflare is 2,225MM, an increase of 10.51%. The projected annual non-GAAP EPS is 0.37.
What is the Fund Sentiment?
There are 1,659 funds or institutions reporting positions in Cloudflare. This is an increase of 94 owner(s) or 6.01% in the last quarter. Average portfolio weight of all funds dedicated to NET is 0.57%, an increase of 4.51%. Total shares owned by institutions increased in the last three months by 0.51% to 346,415K shares. 
The put/call ratio of NET is 0.64, indicating a bullish outlook.
What are Other Shareholders Doing?
Capital World Investors holds 40,515K shares representing 12.85% ownership of the company. In its prior filing, the firm reported owning 40,807K shares , representing a decrease of 0.72%. The firm increased its portfolio allocation in NET by 2.25% over the last quarter.
Baillie Gifford holds 21,849K shares representing 6.93% ownership of the company. In its prior filing, the firm reported owning 25,525K shares , representing a decrease of 16.83%. The firm decreased its portfolio allocation in NET by 6.97% over the last quarter.
AGTHX - GROWTH FUND OF AMERICA holds 19,821K shares representing 6.29% ownership of the company. In its prior filing, the firm reported owning 18,778K shares , representing an increase of 5.27%. The firm increased its portfolio allocation in NET by 19.24% over the last quarter.
Jpmorgan Chase holds 10,561K shares representing 3.35% ownership of the company. In its prior filing, the firm reported owning 7,126K shares , representing an increase of 32.53%. The firm decreased its portfolio allocation in NET by 84.28% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 9,490K shares representing 3.01% ownership of the company. In its prior filing, the firm reported owning 9,249K shares , representing an increase of 2.54%. The firm increased its portfolio allocation in NET by 59.08% over the last quarter.
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