Fintel reports that on October 31, 2025, Wells Fargo maintained coverage of Cloudflare (NYSE:NET) with a Overweight recommendation.
Analyst Price Forecast Suggests 14.70% Downside
As of October 30, 2025, the average one-year price target for Cloudflare is $216.08/share. The forecasts range from a low of $90.90 to a high of $267.75. The average price target represents a decrease of 14.70% from its latest reported closing price of $253.30 / 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 1,624 funds or institutions reporting positions in Cloudflare. This is an increase of 157 owner(s) or 10.70% in the last quarter. Average portfolio weight of all funds dedicated to NET is 0.61%, an increase of 26.23%. Total shares owned by institutions increased in the last three months by 6.33% to 345,505K shares. 
The put/call ratio of NET is 0.64, indicating a bullish outlook.
What are Other Shareholders Doing?
Capital World Investors holds 40,807K shares representing 13.04% ownership of the company. In its prior filing, the firm reported owning 34,568K shares , representing an increase of 15.29%. The firm increased its portfolio allocation in NET by 84.04% over the last quarter.
Baillie Gifford holds 21,849K shares representing 6.98% 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 67.53% over the last quarter.
AGTHX - GROWTH FUND OF AMERICA holds 19,821K shares representing 6.34% 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.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 9,490K shares representing 3.03% 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.
Jpmorgan Chase holds 7,126K shares representing 2.28% ownership of the company. In its prior filing, the firm reported owning 2,445K shares , representing an increase of 65.69%. The firm increased its portfolio allocation in NET by 353.57% over the last quarter.
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