SIG analyst Shyam Patil maintains $Cloudflare (NET.US)$ with a hold rating, and adjusts the target price from $85 to $95.
According to TipRanks data, the analyst has a success rate of 57.4% and a total average return of 11.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Cloudflare (NET.US)$'s main analysts recently are as follows:
Cloudflare's third quarter was characterized as 'mixed', with management indicating that a number of significant deals in the Americas were postponed to the fourth quarter due to leadership changes planned for 2024. It is asserted that the transition to enhance the sales team to seize both enterprise opportunities and an expanded product offering in Security will require time and may experience non-linear progress.
Q3 results for Cloudflare were considered solid, but they did not meet the heightened expectations. The assessment is that the current valuation of the stock fairly represents its potential for mid-to-high-20s percentage growth, prospects for margin improvement, and a promising narrative around artificial intelligence.
Following Cloudflare's 'solid' Q3 results, the perception of the company's future opportunities across various focus areas has been reinforced, despite the Q4 revenue guidance not meeting expectations and some larger deals in the U.S. being delayed due to go-to-market changes.
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.
海纳国际分析师Shyam Patil维持$Cloudflare (NET.US)$持有评级，并将目标价从85美元上调至95美元。
根据TipRanks数据显示，该分析师近一年总胜率为57.4%，总平均回报率为11.4%。
此外，综合报道，$Cloudflare (NET.US)$近期主要分析师观点如下：
Cloudflare的第三季度被描述为 “喜忧参半”，管理层表示，由于计划于2024年进行领导层变动，美洲的许多重大交易被推迟到第四季度。据称，向加强销售团队以抓住企业机遇和扩大安全领域的产品供应的过渡将需要时间，并且可能会取得非线性进展。
Cloudflare第三季度的业绩被认为稳健，但没有达到更高的预期。评估认为，该股当前的估值公平地代表了其20年代中高位的增长潜力、利润率提高的前景以及围绕人工智能的前景。
继Cloudflare第三季度业绩 “稳健” 之后，尽管第四季度的收入指引未达到预期，而且由于市场走向的变化，美国的一些更大规模的交易被推迟，但人们对公司在各个重点领域的未来机遇的看法得到了加强。
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