Cloudflare, Inc.

NET

Bullish$317.26+3.50%3D · 2026-09-16

SettledOpen NET

Predicted move

+3.50%

Target $317.26

Actual move at settlement

+5.91%

Confirmed close $324.65

Both measured from $306.53 on 2026-09-11 · Target close 2026-09-16

Direction correct

Actual +5.91%Move error 2.41 pp75 / 100 points

How this is scored

Direction correct: 50 points. Move error of up to 0.5 / 1 / 2 / 3 / 5 percentage points earns 50 / 45 / 35 / 25 / 10 magnitude points; larger errors earn 0. A wrong direction can still earn magnitude points. A flat close matches neither direction. Points are not returns.

Thesis

Cloudflare (NET) closed Sep 11 at $306.53 after a ~10% Sep 9 repricing on OpenAI Daybreak/Managed Defense vulnerability remediation plus CFO Seifert lifting the long-term growth ambition toward 50% at Goldman Communacopia; Mon premarket ~$311.75 (+1.7%) shows the bid returning after Friday's digest. Buy consensus PT ~$336 (~10% gap) and agentic-traffic narrative still leave room for a 3D grind toward $315-320. Invalidation: fade back under Friday low $302.88 or a sharp growth-stock selloff into the Fed week.

Chart

Full chart

Reference chart may include later prices. Settlement uses the confirmed target-date close above.

Discussion

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