KeyBanc on Cloudflare Inc. (NET): 'Sales Momentum Leads Stock Momentum'

KeyBanc analyst Jackson Ader reiterated an Overweight rating and $300.00 price target on Cloudflare Inc. (NYSE: NET).

The analyst commented: "Sales Momentum Leads Stock Momentum; Saving the best quarter of 2025 for last with over $24M of upside relative to our estimates, 4.2% higher than our expectations. It was another quarter of acceleration and the momentum into 2026 with guidance set at nearly 29% at the midpoint. Acceleration to 30% in 2026 is plenty achievable On a full-year basis, NET is set to continue to accelerate in 2026 to over 30% with net-new ACV growing nearly 50% in 4Q25. It was the highest growth since 2021 and was aided by the largest ACV deal in history. Momentum in revenue keeps us Overweight on the stock."

For an analyst ratings summary and ratings history on Cloudflare Inc. click here. For more ratings news on Cloudflare Inc. click here.

Shares of Cloudflare Inc. closed at $179.98 yesterday.

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