Bernstein·2026-11-06CompanyMarket-Perform$245 → $265▲Cloudflare (NET) Q3'26 Line of sight to 40%+ growth
J.P. Morgan·2026-11-03CompanyNeutral → Overweight▲$350Cloudflare (NET.US) Upgrade to OW Following Pullback Vis-à-Vis Expectations for Robust Growth Acceleration and Op.&FCF Margin Improvement Enabling Shares to Justify Premium Valuation
Bernstein·2026-11-02CompanyMarket-Perform$245Datadog & Cloudflare An unwarranted selloff into Q3 earnings
Bernstein·2026-10-29CompanyMarket-Perform$181 → $245▲Cloudflare Inc (NET.US): Increasing AI momentum (at high valuation)
Bernstein·2026-09-17SectorU.S. SMID-Cap Software: Cybersecurity: Exuberant setup... sector fully valued?
Bernstein·2026-09-15SectorMarket-Perform$164U.S. Internet & U.S. SMID-Cap Software: AWS Web Metrics Data: Late-Q3'26 update — softness persists