TD Cowen raises target for Cloudflare stock to USD 375.00

Published on 10/14/2026 at 16:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached USD 696.10 million, up 35.90 percent. Cloudflare stock costs EUR 306.05 on October 14, 2026.

Analyst target and stock position

On October 13, 2026, TD Cowen lifted its Cloudflare target from USD 355.00 to USD 375.00.
Second-quarter revenue reached USD 696.10 million, up 35.90 percent year over year.
Cloudflare stock costs EUR 306.05 at Lang & Schwarz on October 14, 2026 at 4:14 p.m. CEST.
Cloudflare will report third-quarter results on November 5, 2026.

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Cloudflare (ISIN US18915M1071) drew a higher valuation from TD Cowen on October 13, 2026, when the firm lifted its price target from USD 355.00 to USD 375.00 and kept a Buy rating. Markets Insider reported that TD Cowen cited demand for AI security and web application firewall products ahead of the third-quarter report. The euro quote was EUR 306.05 at Lang & Schwarz on October 14, 2026 at 4:14 p.m. CEST.

Revenue growth sets the operating bar

Cloudflare generated USD 696.10 million of revenue in the second quarter of 2026, an increase of 35.90 percent from the year-earlier period. MarketBeat also reported adjusted earnings per share of USD 0.29 against a USD 0.27 consensus estimate for that quarter.

Cloudflare's investor-relations page lists more than 4,600 large customers as of June 30, 2026, while paying customers included more than 45 percent of the Fortune 500. Cloudflare also reports a 75.00 percent GAAP gross margin for fiscal year 2025.

Stock remains below its yearly high

On the NYSE, Cloudflare was trading at USD 339.53 on October 14, 2026 at 10:29 a.m. EDT. That price stood 8.32 percent below the 52-week high of USD 370.35 and 113.89 percent above the 52-week low of USD 158.83. Trading volume was 451,703 shares against an average volume of 3,284,226 shares at that timestamp.

Valuation and the next reporting date

Cloudflare's market capitalization was USD 120.5 billion on October 14, 2026, while its trailing price-to-earnings ratio was minus 581.69. The valuation places the analyst target in a measurable context: USD 375.00 lies 10.44 percent above the NYSE price of USD 339.53 on October 14, 2026.

Cloudflare will report its third-quarter 2026 financial results after the U.S. market closes on November 5, 2026. Cloudflare scheduled the related conference call for 5:00 p.m. Eastern time that day.

What the target implies

TD Cowen's USD 375.00 target sits above the current NYSE quotation, while Cloudflare's second-quarter revenue growth remains the central operating measure ahead of the November report. The market capitalization and negative trailing price-to-earnings ratio make revenue execution and the next guidance update especially material to the valuation discussion.

The further course of trading is shown by the continuously updated real-time quote of Cloudflare stock.