Rating Change
Morgan Stanley analysts reiterated a Overweight rating on Cloudflare, Inc. (NYSE:NET) on July 17, 2026.
Rating Change Morgan Stanley analysts reiterated a Overweight rating on Cloudflare, Inc. (NYSE:NET) on July 17, 2026. Market Context Cloudflare, Inc.

Morgan Stanley analysts reiterated a Overweight rating on Cloudflare, Inc. (NYSE:NET) on July 17, 2026.
Cloudflare, Inc. operates in the Technology sector. The stock currently trades at $277.61 with a market capitalization of $72.8B. The stock has gained 40.4% over the past 52 weeks.
Analyst coverage from Morgan Stanley provides professional research and price targets that many institutional investors reference when making allocation decisions. The consensus of analyst opinions — along with the range of price targets — helps frame market expectations for Cloudflare, Inc..
Analyst ratings and price targets are one input among many for investment decisions. Historical studies show that consensus analyst recommendations have mixed predictive power on their own, but significant changes in consensus — such as multiple upgrades or downgrades in a short period — can be more meaningful signals.
Among the 10 most recent ratings: 9 Buy, 1 Hold, 0 Sell.
| Date | Firm | Rating | Price Target |
|---|---|---|---|
| Jul 17, 2026 | Morgan Stanley | Overweight | N/A |
| Jul 15, 2026 | Mizuho | Outperform | N/A |
| Jul 13, 2026 | TD Cowen | Buy | N/A |
| Jul 13, 2026 | Barclays | Overweight | N/A |
| Jul 10, 2026 | BTIG | Buy | N/A |
Related Tools: Analyst Ratings Dashboard | View NET Stock Page
A Overweight rating from Morgan Stanley reflects the analyst's outlook on Cloudflare, Inc. (NYSE:NET). Analyst ratings are one factor investors consider alongside earnings, valuation, and sector trends.
Browse recent upgrades and downgrades on our Analyst Ratings Dashboard or the NET forecast page.
Current market data
NYSE · NET
$305.11
Up: +$5.55 · +1.85%
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