🌐🚀
Most analysts are looking at $249, but they are missing the forest for the trees.
Cloudflare isn't just protecting websites anymore; it’s the operating system for global AI inference.
The Setup: We are currently consolidating after a massive 3X run from the April 2025 lows.
I’m looking for a reclaim of $215 to confirm the move back to the ATH $260 range.
The Target: If the $5B ARR target is pulled forward by AI demand, a $464 price point represents a realistic 2027/2028 'blue sky' valuation.
Entry: $185 - $195 zone. Invalidation: A weekly close below $168 (200-day SMA).
#NET #Cloudflare #AIStocks #Breakout #TechStocks #CloudComputing
Most analysts are looking at $249, but they are missing the forest for the trees.
Cloudflare isn't just protecting websites anymore; it’s the operating system for global AI inference.
The Setup: We are currently consolidating after a massive 3X run from the April 2025 lows.
I’m looking for a reclaim of $215 to confirm the move back to the ATH $260 range.
The Target: If the $5B ARR target is pulled forward by AI demand, a $464 price point represents a realistic 2027/2028 'blue sky' valuation.
Entry: $185 - $195 zone. Invalidation: A weekly close below $168 (200-day SMA).
#NET #Cloudflare #AIStocks #Breakout #TechStocks #CloudComputing
Trade active
🌐🤖 **NET — Great Business Narrative. Challenging Market Structure.**
🧭 **9 November 2026 | Follow-up to January's $464 vision**
Cloudflare's advance towards $370 demonstrated the strength of the earlier bullish momentum, but the subsequent correction has materially changed the technical picture.
📊 **Latest snapshot:**
- NET: **$268.62**
- 18-day SMA: **$297.27**
- Recent high: **$370.22**
- Recent low: **$233.61**
BTF Daily Trend has shifted into a predominantly bearish block sequence, with price currently beneath the declining 18-day SMA.
The latest recovery attempt is encouraging, but it has not yet established a confirmed bullish daily trend reversal.
🐂 **Bull case:** Reclaiming the 18-day SMA alongside improving BTF structure would support a renewed recovery.
🐻 **Bear case:** Continued rejection beneath the SMA, followed by a break of $233.61, would reinforce the corrective regime.
The original **$464 projection remains a longer-term scenario**, not an achieved target.
🤖 AI inference demand may strengthen Cloudflare's business opportunity. But strong technology narratives don't exempt equities from valuation compression.
**The lesson: A compelling business thesis is not a substitute for a confirmed trading trend.**
#NET #Cloudflare #AIInfrastructure #EdgeComputing #BTFDailyTrend #TechnicalAnalysis
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.