CLOUDFLARE, INC. (NET)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$278.92-1.96%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · NET
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across our valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Bottom 25% on quality vs scored peers
No fair value is published for this name, so there is no number to grade. What the market pays, and the growth that price implies, are still measured below.
At $279 NET trades at 39× p/s, above its 4.7× p/s peer median (1.0× its own history). We're not publishing a fair value for NET right now: our valuation methods disagree too much on this name to stand behind a single number. Analysts target $136–$390. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
These are the individual method outputs, not a fair value. Their spread is why no consensus fair value is published for this name right now.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $300.00 | — | — | Analyst | low |
| dcf fcfe | 12M | $47.88 | — | — | Hist. CAGR | low |
| dcf fcff | 12M | $106.50 | — | — | Hist. CAGR | low |
| Mgmt guidance | 12M | $50.61 | 40.3 | 1.25 | Mgmt | low |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$136.00 – $390.00 (median $300.00) · 36 analysts · as of 2026-08-10
Flags: expensive valuation, a turbulent sector regime (Heating).
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| Peer P/FCF | 12M | $32.05 | 30.0 | 1.07 | TTM | low |
| Peer P/E | 12M | $41.55 | 27.8 | 1.49 | ntm analyst | low |
| Peer P/S | 12M | $33.31 | 4.7 | 7.09 | TTM | low |
| triangulated | 12M | $31.97 | 40.3 | 0.79 | Triangulated | low |
| Mgmt guidance | 3Y | $312.02 | 40.3 | 7.74 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $48.75 | 30.0 | 1.63 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $58.69 | 27.8 | 2.11 | Analyst | medium |
| Peer P/S | 3Y | $61.53 | 4.7 | 13.10 | guidance | medium |
| PEG | 3Y | $34.32 | 16.3 | 2.11 | Analyst | medium |
| Mgmt guidance | 5Y | $1049.08 | 40.3 | 26.01 | Mgmt(prov.) | medium |
| Peer P/FCF | 5Y | $64.47 | 30.0 | 2.15 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $76.43 | 27.8 | 2.75 | Analyst | medium |
| Peer P/S | 5Y | $80.12 | 4.7 | 17.06 | guidance | medium |
| PEG | 5Y | $44.69 | 16.3 | 2.75 | Analyst | medium |