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.
海納國際分析師Shyam Patil維持$Cloudflare (NET.US)$持有評級，並將目標價從85美元上調至95美元。
根據TipRanks數據顯示，該分析師近一年總勝率為57.4%，總平均回報率為11.4%。
此外，綜合報道，$Cloudflare (NET.US)$近期主要分析師觀點如下：
Cloudflare的第三季度被描述爲 「喜憂參半」，管理層表示，由於計劃於2024年進行領導層變動，美洲的許多重大交易被推遲到第四季度。據稱，向加強銷售團隊以抓住企業機遇和擴大安全領域的產品供應的過渡將需要時間，並且可能會取得非線性進展。
Cloudflare第三季度的業績被認爲穩健，但沒有達到更高的預期。評估認爲，該股當前的估值公平地代表了其20年代中高位的增長潛力、利潤率提高的前景以及圍繞人工智能的前景。
繼Cloudflare第三季度業績 「穩健」 之後，儘管第四季度的收入指引未達到預期，而且由於市場走向的變化，美國的一些更大規模的交易被推遲，但人們對公司在各個重點領域的未來機遇的看法得到了加強。
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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。
