NET is trading at $179.41 (+4.19%) amid lingering momentum from Baird's recent upgrade to Outperform following strong Q4 2025 earnings and upbeat 2026 guidance.
- Baird highlighted compounding growth vectors after Cloudflare beat revenue estimates with $614.50M in Q4.
- The stock continues to outperform the NASDAQ (+0.34%) despite broader market volatility fueled by Middle East and Central Asia tensions and rising oil prices.