NET Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: Cloudflare's innovative AI and cybersecurity solutions, coupled with rising demand, suggest a strong growth trajectory. Elevated implied volatility indicates market optimism.




Bearish Case: High valuation and recent price drops, combined with macroeconomic uncertainties and increased competition, present significant downside risks.




Potential Outcomes:

1. Continued growth via innovation (60%)
2. Valuation-driven stagnation (25%)
3. Decline from competitive pressures (15%)



March 29, 2025


Cloudflare Forecast

NET        Cloudflare











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