RBC Capital analyst Matthew Hedberg maintains $Cloudflare (NET.US)$ with a buy rating, and adjusts the target price from $99 to $123.
According to TipRanks data, the analyst has a success rate of 65.3% and a total average return of 20.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Cloudflare (NET.US)$'s main analysts recently are as follows:
There are 'several positive catalysts' anticipated that could propel the company's fundamentals and enhance stock performance in 2025. Initiated in spring 2023, the company started significant shifts in their marketing strategies under new leadership in their sales department. Increased productivity in sales and marketing is expected to continue benefiting the company through 2025. Discussions within the industry indicate a shift in artificial intelligence applications from training to inferencing, aligning with comments made by the company in their third-quarter discussions.
The year 2025 is viewed positively for the software sector, which might see benefits from multiple catalysts. Stabilized and, in some scenarios, improved spending trends, alongside the potential for generative artificial intelligence to spur new innovations, are notable factors. Additionally, comparisons for the first half of 2025 are more favorable as management teams prioritize growth. Favored stocks include major companies like Adobe, Microsoft, and Snowflake, with mid-cap mentions such as Gitlab and Guidewire Software, and small-cap mentions featuring Clearwater Analytics, Magnite, and Varonis Systems. Companies like Dynatrace, MongoDB, and Nexxen are highlighted as unconventional picks.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
加皇資本市場分析師Matthew Hedberg維持$Cloudflare (NET.US)$買入評級，並將目標價從99美元上調至123美元。
根據TipRanks數據顯示，該分析師近一年總勝率為65.3%，總平均回報率為20.1%。
此外，綜合報道，$Cloudflare (NET.US)$近期主要分析師觀點如下：
預計將出現 「幾種積極的催化劑」，這些催化劑可能會推動公司的基本面發展並提高2025年的股票表現。該公司於2023年春季成立，在銷售部門的新領導下，開始對營銷策略進行重大轉變。預計到2025年，銷售和營銷生產力的提高將繼續使公司受益。業內討論表明，人工智能應用正在從訓練轉向推理，這與該公司在第三季度討論中發表的評論一致。
軟體行業對2025年的看法是積極的，該行業可能會從多種催化劑中受益。支出趨勢穩定，在某些情況下有所改善，以及生成式人工智能刺激新創新的潛力，是值得注意的因素。此外，由於管理團隊優先考慮增長，2025年上半年的比較更爲有利。受青睞的股票包括Adobe、微軟和Snowflake等大公司，提及中型股的股票包括Gitlab和Guidewire Software，以及提及Clearwater Analytics、Magnite和Varonis Systems的小盤股。像Dynatrace、MongoDB和Nexxen這樣的公司被列爲非常規的選擇。
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TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
