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Discover detailed market analysis from traders. See how others approach this instrument, compare different strategies, and discover perspectives that can shape your own view.

$NET Putting in a Short Base?Setup and Catalyst Cloudflare appears to be forming a short base after a couple of attempted breakouts that were rejected. The next potential catalyst is its earnings report on August 6, so keep that date in mind if you decide to trade this name. Technical Picture The stock is trading above both the 20-day EMA and the 50-day moving average, which is constructive. However, it may also be somewhat extended above the 50-day moving average, so risk should be managed carefully. Trade Plan I’ll continue watching this setup and may consider a trade if the stock shows signs of running into earnings. That said, I would not plan to hold the position through the earnings report. Risk Reminder If this idea interests you, make it your own and follow your trading plan. Ultimately, it is your capital at risk.

by Brent_Calver

$NET great company but trading at 172x multiple - Great company but valuation has stretched a lot to the upside with multiple re-rating higher which leaves less surprises for the upside and more to the downside. - NYSE:NET makes around 3B in revenue and market cap is around 100 bil. It looks way crowded and priced for perfection. - fair value well under $126 even with 100x multiple. Either NYSE:NET digests its multiple or re-rates lower is yet to be seen!

Cloudfare - Wave 3 of 3?Cloudflare with a brutal move up recently, could be wave 3 of 3 which would explain the rush. Wave 3 could finish around the 1.618 extension which is $434, before a breather for wave 4.

Cloudflare (NET) H1 — Bearish Reversal Setup Cloudflare is showing rejection from the $276–$282 resistance area, with price now testing the $272 support level. We are watching for bearish continuation below $272, targeting $247.50 first and potentially $230.00. Invalidation: Above $290.90 Targets: $247.50 and $230.00

by OneTwoMarket

400 in play?I am waiting for a dip to buy this one, may be around 180. I think we may have a dip by this October. Bullish on a dip to 180 and run up towards 400. All the best !!

CloudFlare to 300 Within the software index (IGV), Cloudflare is the strongest name and has been on the rise despite the software drawdown. There is one more major leg up pending for Cloudflare to reach 300 levels before it starts correcting back to 170$ mark. Stay long for a few weeks and check for topping signals towards 300.

by ChipsnCheese

How to Avoid the Disposition Effect and Endowment Effect When Tr In trading, technical analysis and market knowledge are important, but psychology often plays an even bigger role. Many traders make poor decisions not because they do not understand the market, but because emotions influence how they manage profits, losses, and open positions. Two common psychological biases that can affect trading decisions are the disposition effect and the endowment effect. Understanding them can help traders become more objective and disciplined. What Are Psychological Effects in Trading? Psychological effects are behavioural patterns that influence how traders make decisions. These effects are often connected to emotions such as fear, regret, overconfidence, attachment, and loss aversion. In the markets, these biases can cause traders to close trades too early, hold losing positions for too long, ignore risk management, or overvalue assets simply because they already own them. The goal is not to eliminate emotions completely, but to recognise when emotions are influencing decisions and replace impulsive reactions with a clear trading plan. The Disposition Effect The disposition effect happens when traders close profitable trades too quickly and hold losing trades for too long. For example, a trader may close a winning position early because they are afraid the profit will disappear. At the same time, they may keep a losing trade open because they do not want to accept the loss. This behaviour is usually driven by two psychological factors: Loss aversion: traders often feel the pain of a loss more strongly than the satisfaction of a gain. Because of this, they may avoid closing losing trades, hoping the market will eventually reverse. Cognitive dissonance: when a trader believes a position should go up, but the market moves against them, it creates mental discomfort. Instead of accepting that the trade idea may be wrong, the trader may hold the position longer than planned. How the Disposition Effect Can Hurt Traders The disposition effect can reduce performance because it creates an unhealthy balance between profits and losses. A trader may take small profits quickly, but allow losses to grow much larger. Over time, this can damage the account even if some trades are correct. It can also increase stress. Holding a losing position for too long often creates anxiety, while closing winning trades too early can lead to regret when the market continues in the expected direction. Another risk is poor portfolio management. If a trader keeps losing positions open, capital remains trapped in weak trades instead of being available for better opportunities. How to Avoid the Disposition Effect The best way to reduce the disposition effect is to create clear rules before entering a trade. Before opening a position, a trader should already know: Where the entry is Where the stop loss is Where the target is Why the trade is valid What would invalidate the idea Once these levels are defined, the decision should be based on the plan, not emotion. Using stop losses, writing down trade reasons, reviewing past trades, and avoiding revenge trading can help traders stay disciplined. It is also important not to judge a trade only by whether it wins or loses. A losing trade can still be a good trade if it followed the plan, while a winning trade can still be a bad trade if it was based on emotion. The Endowment Effect The endowment effect happens when traders place too much value on an asset simply because they already own it. In trading, this can happen when a trader becomes emotionally attached to a stock, commodity, currency pair, or crypto position. Instead of evaluating the asset based on current market conditions, they continue to believe it is worth more because it is already part of their portfolio. This can lead to poor decisions, such as refusing to sell a weak asset, ignoring negative market signals, or rejecting better opportunities elsewhere. How the Endowment Effect Can Impact Trading The endowment effect can make traders less objective. For example, a trader may hold a stock that is clearly underperforming because they still believe in the original idea. Even if the technical structure breaks down or the macro environment changes, they may continue to defend the position emotionally. This bias can also make traders underestimate opportunity cost. Capital used in a weak position could potentially be used in a stronger setup, but emotional attachment makes it harder to rotate out. In simple terms, the trader starts protecting the position instead of protecting the account. How to Avoid the Endowment Effect To avoid the endowment effect, traders should regularly ask one simple question: “If I did not already own this position, would I still enter it today?” If the answer is no, then the position should be reviewed objectively. Traders should also focus on current market value, not personal expectations. The market does not care what price a trader wants. It only reflects current supply, demand, sentiment, and fundamentals. A clear trading plan, regular portfolio reviews, diversification, and strict risk management can help reduce emotional attachment to individual trades. Final Trading Lesson Both the disposition effect and the endowment effect come from the same problem: emotional decision-making. The disposition effect makes traders afraid to accept losses and too quick to take profits. The endowment effect makes traders overvalue what they already own. To avoid both, traders need structure. Every trade should have a reason, a risk limit, an invalidation level, and a planned exit strategy. Successful trading is not only about finding good opportunities. It is also about managing behaviour, controlling emotions, and making decisions based on logic instead of attachment. Educational content only. This is not financial advice. Trading involves risk, and past performance is not a reliable indicator of future results.

by OneTwoMarket

NET to fall this month I expect NET to fall this month (along with the market). This is based on pitchfork analysis and my own indicators (which Tradingview doesn't let me post here since they are not pusblished).

by TradersForecast

NET | CloudFare | Q2 June 26' | Day Chart Multiple Time-Frame Analysis; Color Code | Strength favors the higher timeframe. Yearly timeframe = black Monthly timeframe = pink weekly = grey daily = red 4hr = orange 1hr = yellow 15min = blue 5min = green if they are shown. (Level visibility on intervals is set to timeframe the level was found on and below to keep chart view organized.) ** Candle Science explained ** A Range = two or more consecutive color candles. There are two types of ranges - accumulation and distribution. DISTRIBUTION RANGES DEFINED: BackSide (BS) Candle - First distribution candle in a distribution range. Expectation = strong reaction to price. long wicks reaching to or away from level. FrontSide (FS) Candle - Last distribution candle in a distribution range. Expectation = reversal, create a trend in the opposite direction. Distribution candles are used as support. ACCUMULATION RANGES DEFINED: Inverse BS (Inv.BS) - First Accumulation candle in an accumulation range. Expectation. = strong reaction to price. long wicks reaching to or away from level. Inverse FS (Inv.FS) - Last accumulation candle in an accumulation range. Expectation = reversal, create a trend in the opposite direction. Accumulation candles are used as resistance. Horizontal Ray tool on BS & FS levels are default support levels when dashed lines, tested when dotted lines and resistance when solid lines. Horizontal Ray tool on Inverse BS & Inverse FS levels default as resistance and shown with a dashed line, tested when 1x dotted line, and support when solid line. The inverse is true for the Inv. BS Inv. FS levels, they are resistance as dashed lines, tested as dotted and support as solid lines.

by StudyGuideTA

Wild Intersection for Growth in SaaS and Cybersecurity!### 🚀 Wild Intersection for Growth in SaaS and Cybersecurity! 📈 Hey there! I see a massive opportunity for growth at the crossroads of SaaS and cybersecurity. 😎 9 days ago, I already started highlighting the appeal of investing in SaaS. The main expectations are that the prime time for SaaS will come after the Fed's rate cuts and when interest in semiconductors starts to fade. On one hand, we've seen a rotation over the last few days from overheated semiconductors into MAG7, and suddenly this wave has caught SaaS too. 🌊 **A few key theses:** - There's an opinion that interest in SaaS this year will be temporary. ⏳ - Growth stocks will be more appealing when the 10-year Treasury yield drops below 4.2%. 📉 - Recently, we were below that level, and you saw small-cap and growth companies skyrocketing. 🚀 - When the 10-year Treasury yield spiked again due to political tensions, there was a slight pullback in value stocks. ⚠️ - But the last 2 days have brought the 10-year Treasury yield back close to 4.2%, and "the water is starting to boil" again. 🔥 SaaS is also a big beneficiary of low rates, and right now, with semiconductors looking overheated, they appear visually attractive based on multiples. 💡 The main driver for SaaS sector growth should be the NASDAQ:MSFT report. MSFT's results for the first quarter of FY2026 already showed revenue growth of 18% to $77.7 billion, with strong performance in SaaS segments. If the second quarter beats forecasts (e.g., due to higher cloud demand), it'll boost the momentum. The report is already on January 28! 📅 And finally, this year expects explosive growth in cybersecurity investments, amid the rise of AI, creating interest in fallen cybersecurity stocks. 🤖🔒 Two days ago, the puzzle came together, and stocks surged upward. 📈 Stocks at the intersection of cybersecurity and SaaS have become super interesting. 🌟 That's why companies like Datadog and CrowdStrike look very appealing for investments, if the bond yield stays at this level or lower. I've also added my favorite Cloudflare to this list—it'll benefit from this flow too. ❤️ Now, let's look at the technical picture of these stocks. 🔍 **Rotation.** NASDAQ:CRWD Although rotation adjusts ratios for each stock's volatility, the lower boundary is almost never reached—this means they're starting to buy it back earlier, considering it more valuable. This time, it's following the same plan: they're buying it back without hitting the Buy line. So, we'll have to start buying here. Buy, $CRWD. In any case, the growth potential is incredible. 💥 NASDAQ:DDOG NASDAQ:DDOG stocks are handling the rotation much cleaner, though not perfectly. But there's clear oversold conditions and emerging momentum. ⚡ NYSE:NET In September 2024, it was impossible to buy stocks using rotation—the volatility was too low. A great moment was April 2025, but back then, you could buy almost anything. Now, almost a year later, a new buying opportunity for NYSE:NET has finally appeared. I really like this company—wishing everyone successful investments! 👍 **Buy NASDAQ:CRWD ** 🛡️ **Buy NASDAQ:DDOG ** 📊 **Buy NYSE:NET ** ☁️ --- **Disclaimer** This information is provided for informational purposes only. It is not financial advice, recommendation, or an offer to buy/sell any assets. I am not a licensed investment advisor, broker, or financial expert. Investments involve the risk of capital loss. Conduct your own analysis and consult a qualified professional before making decisions. I bear no responsibility for any losses arising from the use of this information. ⚠️

by Strong_Holders

$NET Every AI Agent Uses Cloudflare. Two Monthly Entries Mapped!Matthew Prince, Cloudflare's CEO, said it best on the Q4 2025 earnings call. If agents are the new users of the web, Cloudflare is the platform they run on and the network they pass through. AI agents do not operate in isolation. Every agent that browses the web, calls an API, routes data, enforces access policy, or serves an application has to pass through a network. Cloudflare is that network. When an AI agent built on OpenAI, Anthropic, or any other model makes a request on the internet, the overwhelming likelihood is that Cloudflare's infrastructure is involved somewhere in that chain. Security, performance, routing, DNS, Zero Trust access, DDoS protection, edge compute. Cloudflare provides all of it in a single platform that cannot be replicated quickly or cheaply. As the number of AI agents deployed globally compounds, Cloudflare's network traffic, contract value, and revenue compound with it. The company closed its largest ever ACV deal in Q4 averaging $42.5 million per year. New ACV grew nearly 50% year-over-year. That is not coincidence. That is enterprises building AI infrastructure and choosing Cloudflare as the underlying network layer. The Iran war has created the entry. Cybersecurity names sold off as broader tech faced pressure... 🟢 Buy Zone 1 ($185.12 area) 0.618 Fibonacci retracement and prior monthly breakout shelf. Stop: $176.54 (4.635% below entry) / $980 position Qty: 2 Risk/Reward Ratio: 11.37 Target 1: +52.679% ($97.52 / $1,227.32) 🟢 Buy Zone 2 ($172.27 area) 0.786 Fibonacci retracement and the long-term demand base from 2024. Stop: $163.69 (4.981% below entry) / $980 position Qty: 2 Risk/Reward Ratio: 17.95 Target 2: +89.412% ($154.03 / $1,359.04) Key Levels: 🔑 Current Price: $203.02 🔑 Buy Zone 1: ~$185.12 | Stop: $176.54 🔑 Buy Zone 2: ~$172.27 | Stop: $163.69 🔑 52-Week Low: $89.42 🔑 52-Week High: $260.00 🔑 Q4 2025 Revenue: $614.5M (+34% YoY) 🔑 FY2025 Revenue: $2.167B (+29.8% YoY) 🔑 Cash Position: $4.1B 🔑 $1M+ Customers: 269 (+55% YoY) 🔑 RPO Growth: +48% YoY 🔑 2026 Revenue Guidance: $2.785B to $2.795B 🔑 2026 EPS Guidance: $1.11 to $1.12 🔑 Citigroup Target: $265 🔑 Consensus Target: $240.72 (Buy) 🔑 Next Earnings: May 7, 2026 🎯 Target 1: +52.679% ($1,227.32) 🎯 Target 2: +89.412% ($1,359.04) ⚠️ Hard Stop Zone 1: $176.54 ⚠️ Hard Stop Zone 2: $163.69

by ConnectmyCurrency

$NET: Breakout attempt into prior resistance — waiting for retes NYSE:NET Cloudflare ( NYSE:NET ) is testing a key prior resistance/supply zone on the daily chart. Price recently pushed into the previous high area with improving momentum, but I would not call this a confirmed breakout yet. At this stage, it looks more like a breakout attempt than a fully validated move. What I’m watching: Upper resistance / supply zone: This is the key area price needs to reclaim and hold above. Retest zone: If price pulls back and holds the prior breakout area, that would strengthen the bullish case. Lower support zone: If the retest fails, price may rotate back toward the lower support region. Market Scenarios: 🟢 Bullish scenario: If NYSE:NET can hold the retest and then push back above the resistance zone with follow-through, this breakout attempt could turn into a confirmed breakout. 🟡 Neutral scenario: Price may consolidate between support and resistance for a few sessions before choosing a direction. 🔴 Bearish scenario: If price loses the retest area and falls back into the prior range, this would increase the chance that the recent move was a failed breakout (fake-out). My view: The trend is improving, but I prefer to see confirmation after a retest rather than chase the first push into resistance. (Not financial advice. Just sharing chart structure and price-action levels.)

NET - Monthly for direction, daily for execution.Cloudflare, Inc. NET - CURRENT PRICE : 195.85 📈 Monthly Chart Technical Analysis On the monthly timeframe, NET is showing a strong bullish development as the RSI crosses back above the 60 level. Historically, there were two previous instances where RSI moved above 60 on the monthly chart — and both times were followed by significant upside price expansion (look at the two vertical green line). This indicates that the 60 level acts as a momentum confirmation zone rather than a sign of exhaustion. Currently, RSI is reclaiming bullish territory again, signaling strengthening momentum. This move is further supported by a bullish piercing line candlestick pattern, suggesting buyers are stepping in with conviction after a pullback phase. However, it is important to note that February’s monthly candle is not fully formed yet, as we are still in the middle of the month. Aggressive traders may enter ahead of confirmation, positioning early while momentum builds. 📈 Daily Chart Technical Analysis On the daily timeframe, NET is forming a compelling technical buy setup. Firstly, a clear bullish divergence is present, where price made a lower low while momentum indicators such as RSI and MACD formed higher lows. This signals that selling pressure is weakening and downside momentum is fading — often an early indication of a potential reversal. Secondly, the RSI has crossed back above the 50 level, which suggests momentum has shifted back into bullish territory and buyers are regaining control. Take note also that RSI is still below 70, indicating there is room for further upside. Lastly, the recent pullback appears technically healthy, as price retraced toward the Golden Ratio (around the 61.8% Fibonacci level) and found support without breaking the overall structure. This type of controlled retracement within an uptrend typically strengthens the case for continuation. Taken together — bullish divergence, RSI reclaiming 50, and a healthy retracement — the daily chart supports a technical buy bias with improving short-term momentum. ENTRY PRICE : 190.00 - 195.85 FIRST TARGET : 230.00 SECOND TARGET : 245.00 SUPPORT : 160.35 (the low of 06 FEB 2026 candle) Notes : According to moomoo platform, recent broker updates remain constructive, with multiple institutions maintaining or upgrading to Buy ratings. Target prices range between $190 and $265, with broader analyst projections indicating potential upside toward the $225–$300 zone, supporting the ongoing bullish technical structure.

Can Cloudflare Become the Nervous System of the AI Internet?Cloudflare has evolved far beyond its origins as a content delivery network to emerge as a unified "connectivity cloud" that sits at the critical intersection of security, performance, and programmable compute. The company's fourth-quarter 2025 results reveal a remarkable 34% year-over-year revenue surge to $614.5 million, driven by its strategic positioning in what CEO Matthew Prince calls the "Agentic AI" era. With Cloudflare now handling 60% of all internet traffic via APIs and 31% of traffic originating from bots, the company has built infrastructure specifically designed for autonomous AI agents that execute complex tasks across the web. Its Workers platform enables developers to run code at the network edge, physically closer to users, dramatically reducing latency for real-time AI interactions. Recent acquisitions of Astro, Human Native, and Replicate demonstrate a comprehensive strategy to own the entire AI lifecycle, from high-performance web development to AI model deployment and ethical data monetization. The financial trajectory reinforces Cloudflare's competitive moat in an increasingly AI-centric economy. Management projects fiscal 2026 revenue of $2.79 billion, representing 29% growth, while institutional ownership has reached 82%, a vote of confidence in the company's long-term vision. Free cash flow more than doubled in the recent period, providing ammunition for continued strategic acquisitions without excessive leverage. Cloudflare's economic model disrupts traditional cloud providers through unmetered DDoS protection and zero-egress-fee storage via R2, creating a "virtuous flywheel" where increased traffic enhances machine learning models, which in turn attracts more customers. In a market where global IT spending is forecast to exceed $6 trillion in 2026, with cybersecurity spending up 12.5% and GenAI model spending surging 80.8,% Cloudflare addresses both priorities simultaneously through its integrated platform that 85% of tech leaders are using to consolidate redundant tools and eliminate "shadow IT." Beyond growth metrics, Cloudflare has established critical technological and geopolitical advantages that will define its competitive position for the next decade. The company leads the industry in post-quantum cryptography adoption, with 52% of TLS traffic already quantum-secure using NIST-approved ML-KEM standards protecting against future "harvest now, decrypt later" attacks before competitors have even begun migration. Its Data Localization suite addresses the urgent need for digital sovereignty, allowing organizations to comply with regulations like GDPR while maintaining global scale. With 291 patents and a 98.6% USPTO grant rate, Cloudflare's intellectual property portfolio focuses heavily on AI networking and edge security. The company's "Firewall for AI" provides granular control over AI interactions, blocking prompt injections and preventing data leaks—critical capabilities as 93% of employees input sensitive information into unauthorized AI tools. As the internet fragments into regional silos and quantum computing threatens existing encryption standards, Cloudflare has positioned itself as the essential infrastructure layer for organizations navigating the "Technical Glass Ceiling" that separates modern enterprises from those trapped by legacy systems.

Cloudflare: The Edge AI Infrastructure Powerhouse Cloudflare recently shattered Q4 2025 analyst expectations with surging revenue and robust guidance. The company reported significant growth fueled by AI demand. Investors responded with enthusiasm, driving shares higher. Analysts like Guggenheim promptly raised price targets to $140. Cloudflare now stands as a primary beneficiary of the AI infrastructure boom. The Patent Moat and Technical Edge Cloudflare dominates the edge computing landscape through relentless innovation. Its proprietary "Workers" platform remains a patent-protected goldmine for the firm. Recent acquisitions of Astro and Human Native expand these technical capabilities. These moves integrate high-performance web development with AI-ready content streams. The company aggressively secures intellectual property that optimizes global data routing. This patent strategy creates a formidable moat against legacy competitors. Their VMFE templates further streamline developer workflows at the edge. Cloudflare transforms the network into a programmable, intelligent fabric. Geostrategy and Geopolitical Resilience Data sovereignty now dictates global technology strategy. Cloudflare’s massive distributed network addresses these geopolitical shifts effectively. They provide localized security in an increasingly fragmented digital world. This geostrategy reduces latency while ensuring strict regulatory compliance. The company acts as a neutral digital bridge across borders. Their infrastructure protects critical assets against state-sponsored cyber threats. This positioning makes Cloudflare essential to national digital defenses. They turn geopolitical volatility into a structural market advantage. Industry Trends: The Rise of Agentic AI Agentic AI represents the next major technological frontier. Cloudflare positions itself as the essential infrastructure for these autonomous agents. Industry trends favor decentralized, low-latency processing for real-time AI. The "Connectivity Cloud" meets this demand by moving compute closer to the user. They are no longer just a content delivery network. Cloudflare provides the "neurons" for the global AI brain. Large language models require the speed that only edge networks provide. This shift secures Cloudflare’s relevance for the next decade. Management, Leadership, and Culture Matthew Prince leads with a clear, long-term vision. The leadership team prioritizes engineering excellence over short-term marketing gains. This culture fosters rapid product development and seamless deployment. They maintain a competitive edge through agile, founder-led decision-making. Management demonstrates disciplined capital allocation and impressive operational leverage. They successfully transitioned from a self-service model to enterprise dominance. This leadership stability reassures institutional investors during market swings. Their internal culture attracts top-tier talent in a competitive field. Macroeconomics and Business Model The SaaS business model delivers high margins and recurring revenue. Upselling existing clients remains a core economic driver for the company. Cloudflare thrives even as businesses tighten their overall budgets. Cybersecurity and AI infrastructure remain non-discretionary expenses for modern firms. High-tech integration remains their primary engine for economic growth. The company’s "freemium" funnel efficiently captures the next generation of giants. This creates a self-sustaining cycle of growth and market penetration. Cloudflare hedges against inflationary pressures through essential service pricing. Cybersecurity and the Science of Defense Cyber threats evolve with increasing speed and terrifying complexity. Cloudflare utilizes advanced machine learning to preempt these sophisticated attacks. Their scientific approach to network traffic analysis remains unparalleled. They turn massive global data sets into actionable security intelligence. The company thwarts record-breaking DDoS attacks with automated precision. This technical superiority protects the fundamental integrity of the internet. By securing the edge, they protect the entire digital ecosystem. Cloudflare remains the definitive shield for the modern enterprise.

by TradeThePool

Cloudflare (NET): Momentum Aligns Ahead of Key Resistance Break Current Price: 173.21 (Analysis was generated on Monday Morning) Direction: LONG Confidence level: 68%(Professional trader insights and X sentiment both lean bullish with momentum holding, but volume and macro risks keep confidence below high conviction.) Targets Target 1: 178.50 Target 2: 183.00 Stop Levels Stop 1: 168.00 Stop 2: 165.00 Key Insights: Here’s what’s driving this setup. Multiple professional traders are watching Cloudflare’s strong up‑trend structure, with higher highs and higher lows holding since January. Momentum indicators like RSI and MACD remain supportive, and traders keep pointing to the stock’s ability to hold above short‑ and medium‑term moving averages as a sign buyers are still in control. What’s interesting is that while macro chatter around rates and labor data is cautious, traders are still willing to lean into Cloudflare because of its positioning in security and AI infrastructure. On X, the majority of trading‑focused posts over the last day lean bullish, with traders calling out breakout potential if price holds above the low $170s. Recent Performance: You can see this play out in the price action. Cloudflare has pushed higher over the last week, riding strong volume and shaking off minor pullbacks quickly. The stock is trading well above recent consolidation zones, which tells me dip buyers are active and defending levels aggressively. Expert Analysis: Several professional traders I tracked emphasized that Cloudflare tends to move fast once momentum builds, especially ahead of earnings‑related catalysts. From a technical angle, traders are focused on the $178–$180 zone as the first real test. A clean push through there opens the door to the low $180s within days, not weeks. At the same time, risk management matters here. Traders consistently mentioned the mid‑$160s as a line in the sand. A break below that area would signal momentum failure, which is why I’m keeping stops tight for a short‑term trade. News Impact: The news flow supports this view. Ongoing discussion around AI‑optimized infrastructure, upcoming earnings, and potential analyst commentary keeps Cloudflare in focus. Even without a fresh headline today, the expectation of near‑term catalysts is enough to keep speculative interest elevated. Trading Recommendation: Putting it all together, I’m staying LONG on Cloudflare for this week. I like entries on shallow pullbacks above $170, targeting $178.50 first and $183 if momentum accelerates. I’d cut the trade if price loses $168, with a hard stop at $165 to protect capital. Position sizing should stay reasonable given the stock’s volatility, but the risk‑reward here still looks attractive.

by CrowdWisdomTrading

$NET Jade Lizard THROUGH Earnings NYSE:NET This AI molt-bot or whatever is gonna be a problem $205 Call 2/13 $200 Call 2/13 $162.5 Put 2/13 $750 credit. NO risk to upside, (the short put credit exceeds the max loss of the call credit spread). If assigned on short put, will have to buy 100 shares, at strike price x 100, minus credit received to open trade.

$NET: The $464 Vision - Betting on the Edge AI Supercycle 🌐🚀 Most analysts are looking at $249, but they are missing the forest for the trees. Cloudflare isn't just protecting websites anymore; it’s the operating system for global AI inference. The Setup: We are currently consolidating after a massive 3X run from the April 2025 lows. I’m looking for a reclaim of $215 to confirm the move back to the ATH $260 range. The Target: If the $5B ARR target is pulled forward by AI demand, a $464 price point represents a realistic 2027/2028 'blue sky' valuation. Entry: $185 - $195 zone. Invalidation: A weekly close below $168 (200-day SMA). #NET #Cloudflare #AIStocks #Breakout #TechStocks #CloudComputing

NET Cloudflare’s latest performance confirms its massive pivot from a CDN provider to a foundational enterprise platform for security, networking, and AI computation. Key Financial Highlights (Q3 2025) Revenue: $562M (+31% YoY). Enterprise Shift: 4,009 large customers (>$100k/year) now contribute 73% of total revenue, up from 67% last year. FCF reached $75M (13% margin), supporting the path to a $5B annual revenue goal by 2028. Strategic Transformation: 🔎

by A3MInvestments

NET short Supply Zone Stop 208, Short entry 217 Target 186, 170 Risk management is much more important than a good entry point. I am not a PRO trader. In my trading plan, the Max Risk of each short term trade should be less than 1% of an account.

by PlanTradePlanMM

Cloudflare (NYSE: $NET) Pops After Bullish Barclays Call Cloudflare (NYSE: NYSE:NET ) jumped in premarket trading after Barclays initiated coverage with an Overweight rating and a $235 price target. Shares rose roughly 3% as analysts led by Saket Kalia outlined a strong multi-year growth roadmap supported by Cloudflare’s expanding product ecosystem and accelerating market share gains. Barclays highlighted Cloudflare’s unique homogeneous global network, which currently supports nearly 20% of the internet. Because the entire network can run any Cloudflare service at any time, the company is able to scale new offerings quickly and capitalize on secular trends such as cybersecurity expansion, AI inference, cloud adoption, and emerging “no-click” search. Cloudflare organizes its business into four product suites, or “Acts.” According to Barclays, Act 1 delivered about 85% of FY24 revenue, while Acts 2 and 3 contributed the remaining 15%. However, Acts 2 and 3 are growing materially faster and tapping into large, rapidly expanding markets where Cloudflare continues to take share. Analysts believe this evolving mix will strengthen revenue durability as the company moves deeper into security, AI, and developer tooling. Barclays expects 27%–30% annual growth through FY28, driven by continued share gains and broader adoption of Cloudflare’s enterprise contracts. While valuation is elevated relative to peers, analysts argue that sustained 30% growth rates are rare in large-cap software — and historically, markets have rewarded companies able to maintain this trajectory. Cloudflare’s focus remains on the Rule of 40, balancing high growth with improving profitability over time. Technicals NET remains in a strong bullish structure. After hitting the $260 resistance, price retraced toward the $180 support zone, where buyers quickly stepped in. The rejection at support confirms bullish momentum, with upside targets now pointing back toward $260. As long as price holds above $180, bulls remain firmly in control.

Bearish $NET 2021 Highs Finding Resistance 2025 at Nov 2021 Highs and finding some resistance. earnings 10/30/25 potentially some downside bearish

by MerloClover-PugetPointCapital

Cloudflare poised for upside despite limited social sentiment da Current Price: $191.94 Direction: LONG Confidence Level: 58% Targets: - T1 = $196.50 - T2 = $200.00 Stop Levels: - S1 = $189.00 - S2 = $186.50 **Wisdom of Professional Traders:** This analysis combines the perspectives of multiple professional traders whose recent discussions touched on the tech growth space that includes companies like Cloudflare. Even without a flood of trader commentary squarely aimed at Cloudflare, the wider trader consensus around high-growth infrastructure tech this quarter has skewed to cautious optimism. Drawing on the wisdom of professional traders, I'm looking at how similar momentum names have been treated, where demand for robust internet and AI-enabled services remains a strong theme. **Key Insights:** Here's what's standing out: cloud infrastructure names have been under the microscope as traders assess which of these high-multiple plays can still deliver. In recent professional trader discussions, there was a recognition that large-cap tech and growth stocks have caught fresh bids into year-end as portfolio managers rotate back into names with clear growth stories. Cloudflare, with its position in security, CDN, and edge computing, still sits in the sweet spot of this theme. What's interesting is that while broader market chatter is dominated by AI chipmakers and mega-cap software giants, some traders have been quick to lump Cloudflare into the list of "overlooked beneficiaries" of AI and security spend accelerations. That’s kept sentiment more positive than not, even without blockbuster headlines. When I compare this to similar market darlings, buying near-term dips has proven a favored tactic among this group. **Recent Performance:** This all played out in the price action over the last month, with Cloudflare rallying sharply off its early-November lows near the mid-$180s, reclaiming the $190 handle and holding it into resistance zones. The stock has respected a rising short-term trendline and hasn't broken key supports, printing higher highs and higher lows on the daily chart. The lack of aggressive selling in a choppy market suggests underlying demand. **Expert Analysis:** Traders are taking notice – several noted in their broader tech overviews that company fundamentals in the segment remain intact and technical structures are still constructive. The consensus for similar stocks has been to watch for follow-through buying once a name reclaims resistance and turns it into support. Applying that lens here, the $189-$190 zone seems to be acting as a floor. Multiple professionals assessing tech growth charts have been leaning toward "buy the retest" setups into this kind of base. **News Impact:** Although there hasn’t been a major Cloudflare-specific headline this week, the overall environment is supportive. Market participants are rotating into tech after digesting recent earnings in the sector, and macro fears have been muted to start the week. The absence of negative catalysts leaves room for momentum trades to work in the direction of the prevailing trend. Sector sympathy moves can quickly carry Cloudflare higher if large-cap peers keep rallying. **Trading Recommendation:** Putting it all together, I’m leaning LONG here with moderate confidence. The rising base, sector rotation flows, and lack of selling pressure make this a reasonable risk-reward bet for the week. I’d look to pick up shares around current levels with a short-term target at $196.50, and push for $200 if momentum broadens. Stops should be placed below $189 for tighter risk control, with a secondary protective level at $186.50. If the market holds its tone, Cloudflare could easily tag those upside levels before week’s end.

by CrowdWisdomTrading