Scoreboard / NET
Cloudflare, Inc. NET
Issue No. 12 pick · September 11, 2026 · Updated October 16, 2026
Setup Snapshot
The Setup in One Card
How NET moved and the catalyst behind the move, from its Issue No. 12 write-up. It is not on the current Scoreboard, so it carries no Friday Five Score this week.
Issue No. 12
Original Pick
Sector Trend
Slippingdown 4.3 percent
Covered In
Issue No. 12 · September 11, 2026
Catalyst
Outlook RaiseRaised the long run growth target to 50 percent a year from 40 percent at the same conference, after a September 3 security product launch with OpenAI
Return measured from the Thursday, September 3 close to the Thursday, September 10 close, the week it appeared in Issue No. 12.
Why It Moved
The Story Behind the Move
Catalyst
Raised the long run growth target to 50 percent a year from 40 percent at the same conference, after a September 3 security product launch with OpenAI
Why It Mattered
It rose 9.37 percent in the same week its own industry group fell 5.38 percent and the 10 year yield rose 18 basis points, a gap of almost 15 points against the thing it most resembles. That is the largest relative move in the issue against an industry group.
Risk Note
It is the most expensive name here on a multiple of sales in the low forties, and the story rests least on a filed number. The target was spoken at a conference. The product is in early access by invitation to selected enterprise customers, which is a long way from revenue, and the stock closed at 93.7 percent of its 52 week high.
Reader Takeaway
A long run growth target is a promise about years you cannot see. The week the discount rate moves is the week the market starts charging more for promises, so notice when one gets paid for anyway.
Continue the Research
Put NET Back in Context
The stock page is one piece of the weekly research. Continue with the original issue, the full public ranking, or the method behind the analysis.
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