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CLOUDFLARE, INCCLOUDFLARE, INCCLOUDFLARE, INC

CLOUDFLARE, INC

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NET trade ideas

$NET - Potential for upsideOf the positive factors 1. The price has been consolidating above the support level around $85 since January 2. Price has pushed back from the rising trend line that began in March 20. 3. Buy volume prevails. 4. RSI on the weekly timeframe is trying to rise above 50. 5. MACD is trying to break through the signal line upwards. 6. Relative Strength is greater than 0 - which indicates the strength of the stock. Negative points 1. trades below the 30W EMA 2. trades slightly below the $119 resistance level Given the demand of the information security market, could go higher. To buy can be considered upon a correction at the $100 level, or after a breakout of the resistance level and a price move above $123. The next buy level after the breakdown on the volume of the 30W EMA level (around $135.5-$136) Growth target above$ 210.
NYSE:NETLong
by kovpups
Cloudflare: Will Resistance Hold Again? Cloudflare - Short Term - We look to Sell at 122.48 (stop at 132.12) We look to sell rallies. Bespoke resistance is located at 120.00. The bias is still for lower levels and we look for any gains to be limited. Choppy price action seen. We look for a temporary move higher. Our profit targets will be 94.27 and 83.10 Resistance: 120.00 / 140.00 / 170.00 Support: 100.00 / 80.00 / 65.00 Disclaimer – Saxo Bank Group. Please be reminded – you alone are responsible for your trading – both gains and losses. There is a very high degree of risk involved in trading. The technical analysis, like any and all indicators, strategies, columns, articles and other features accessible on/though this site (including those from Signal Centre) are for informational purposes only and should not be construed as investment advice by you. Such technical analysis are believed to be obtained from sources believed to be reliable, but not warrant their respective completeness or accuracy, or warrant any results from the use of the information. Your use of the technical analysis, as would also your use of any and all mentioned indicators, strategies, columns, articles and all other features, is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness (including suitability) of the information. You should assess the risk of any trade with your financial adviser and make your own independent decision(s) regarding any tradable products which may be the subject matter of the technical analysis or any of the said indicators, strategies, columns, articles and all other features. Please also be reminded that if despite the above, any of the said technical analysis (or any of the said indicators, strategies, columns, articles and other features accessible on/through this site) is found to be advisory or a recommendation; and not merely informational in nature, the same is in any event provided with the intention of being for general circulation and availability only. As such it is not intended to and does not form part of any offer or recommendation directed at you specifically, or have any regard to the investment objectives, financial situation or needs of yourself or any other specific person. Before committing to a trade or investment therefore, please seek advice from a financial or other professional adviser regarding the suitability of the product for you and (where available) read the relevant product offer/description documents, including the risk disclosures. If you do not wish to seek such financial advice, please still exercise your mind and consider carefully whether the product is suitable for you because you alone remain responsible for your trading – both gains and losses.
NYSE:NETShort
by Saxo
1
$NET - breaking out of descending wedgeBounced from the support and is now broken out of the descending wedge. With the momentum, price could reach $136 area. However, the $120 area could act as a resistance. If the price is rejected from the $120 area and travels back to the $100 area before bouncing back. If that happens, the inverse head and shoulder could form with the neckline at the $120 area. The measured move for inverse head and shoulder is $160. Target 1 - $120 Target 2 - $136 Target 3 - $160 Risk - Rejected from $120 and fall back to $83 with the worst case $65.84 Like these posts? Follow me and subscribe to my post. ——————————————————— How to read my charts? - Matching color trend lines shows the pattern. Sometimes a chart can have multiple patterns. Each pattern will have matching color trend lines. - The yellow horizontal lines show support and resistance areas. - Fib lines also show support and resistance areas. - The dotted white lines show the price projection for breakout or breakdown target. Disclaimer: Not investment advice.
NYSE:NETLong
by PaperBozz
$NET - Support broke - What's next?Net is currently resting on $83 support. Breaking below $83 would be really bad for bulls as it could reach $65 area. According to fib extensions, next support levels are $65, $50 and $24. Currently, it's not showing any signs of bottoming. Sitting on the side line and waiting for the price to settle. ——————————————————— How to read my charts? - Matching color trend lines shows the pattern. Sometimes a chart can have multiple patterns. Each pattern will have matching color trend lines. - The yellow horizontal lines shows support and resistance areas. - Fib lines also shows support and resistance areas. - The dotted white lines shows price projection for breakout or breakdown target. Disclaimer: Do your own DD. Not an investment advice.
NYSE:NET
by PaperBozz
$NET - Support broke - What's next?The price has broken below the support area and bounced from 2.618 fib extension area of $94 - $90 . If that fib support fails, we are looking at $65 - $50 with little support around $80 area. Judging from RSI being oversold, the stock may get a near term relieve bounce. This bounce will find resistance at $110. Right now sitting on the sideline and watching how this plays out until reversal or bottom is found. ——————————————————— How to read my charts? - Matching color trend lines shows the pattern. Sometimes a chart can have multiple patterns. Each pattern will have matching color trend lines. - The yellow horizontal lines shows support and resistance areas. - Fib lines also shows support and resistance areas. - The dotted white lines shows price projection for breakout or breakdown target. Disclaimer: Do your own DD. Not an investment advice.
NYSE:NET
by PaperBozz
NET 15 minNYSE:NET NET, 15 min, BAT Buy @ 135.04 - 133.15 Sell @ Target 1 = 136.19, Target 2 : 138.08 Stop loss @ 133.15 --------------FOR OPTION CONTRACTS -------------- 15 min Chart = Min 1 Month, Hold 2-3 Days ---------------------Disclamer ---------------------- I am not a financial /investment advisor. All information I am sharing here is for entertainment purposes only and should not be considered personal investment advice. Please, do your diligence when it comes to investing or trading in the market. You are responsible on your choice. Thank you
NYSE:NETLong
by adhamdallou
CLOUDFLARE ($NET) longNote: - NYSE:NET - Reverse play of the last phase of extreme growth and consolidation - Software companies have been depreciated comparatively strongly in the last consolidation - Hot sector - Chart setting up nicely (support around 127$) - EMAs coming together - Fundamentals are great Disclaimer and Info: - No guarantee for the correctness of information or calculations - No advice or investment advice - All numbers in '000 US dollars (1.234 = 1.23 million USD) Company profile from Wikipedia: Cloudflare, Inc. is an American web infrastructure and website security company that provides content delivery network and DDoS mitigation services. Its services occur between a website's visitor and the Cloudflare customer's hosting provider, acting as a reverse proxy for websites. Its headquarters are in San Francisco. Main sources for data: - Investor Presentation 30. Sep. 2021 - Trading View - Own calculations Customers (new customers): FY2020Q3: 100.968 FY2020Q4: 111.183 (10.215) FY2021Q1: 119.206 (8.023) FY2021Q2: 126.735 (7.529) FY2021Q3: 132.390 (5.655) FY2021Q3: t.b.d. Customers with >100k$ (new customers >100k$): FY2020Q3: 736 FY2020Q4: 828 (92) FY2021Q1: 945 (117) FY2021Q2: 1.088 (143) FY2021Q3: 1.260 (172) FY2021Q3: t.b.d. Non-GAAP Gross Margin (= Gross Profit / Revenue): FY2018: 78% FY2019: 78% FY2020: 78% FY2020Q3: 76,35% FY2020Q4: 76,92% FY2021Q1: 76,76% FY2021Q2: 77,02% FY2021Q3: 78,23% FY2021Q4: t.b.d. DBNER (Dollar-Based Net Expansion Rate): DBNER (aka. Dollar-Based Net Expansion Rate) is one of the most important KPIs, especially for SaaS and other software companies. The DBNER measures how much more sales (revenue) a certain cohort of customers (usually those from last year) has also spent in the current year. Calculation of the DBNER: As a rule, the DBNER is calculated by dividing the sales of all customers who were still customers on the last day of a period (e.g. December 31, 2021) by the sales of the same customers in the previous period (base period, e.g. the year 2020). Important: The sales of customers who have canceled in the current period (2021) and new customers who were not customers in the base period (2020) are not considered. If you want to measure the ability to retain and increase sales (revenue retention) including terminations, the NRR (aka. Net Revenue Retention) is a better indicator in this case. What is a good DBNER? A DBNER of 112%, for example, would mean that a company's existing customers have spent an average of 12% more this year than in the previous year. Often the DBNER is in the range of 105-130%. Values ​​over 130% indicate a strong growth in spending within customer accounts. The DBNER is important because the simultaneous acquisition of new customers and a growing willingness to pay among existing customers can ideally lead to exponential growth. The so-called "Land and Expand" strategy, which tries to continuously increase sales of new customers, is essential for sustainable growth of software companies. If the DBNER falls below 100%, that means customers spend less and less on the company's services. At best, the decline can be compensated with the acquisition of many new customers. Ways to increase the DBNER are the sale of additional products, services and modules, the expansion of licenses to include new workstations and instances or the enforcement of volume or consumption-based business models. FY2019Q1: 118% FY2019Q2: 122% FY2019Q3: 121% FY2019Q4: 119% FY2020Q1: 117% FY2020Q2: 115% FY2020Q3: 116% FY2020Q4: 119% FY2021Q1: 123% FY2021Q2: 124% FY2021Q3: 124% FY2021Q4: t.b.d. Rule of "40": The "Rule of 40" ( aka . "Rule of Forty") is one of the simplest and most important SaaS and software metrics. This KPI was developed by the US-based software venture capital fund Bessemer Venture Partners. It tries to relate the growth and profitability of a company. The revenue growth and the free cash flow margin (also (non-GAAP) operating margin or adjusted EBITDA margin) are added as a measure of profitability. If the sum of the two values ​​results in a value greater than 40 , empirical data are used to assume that this is a very healthy company. The rule of 40 is particularly meaningful for software or subscription companies with high gross margins. The background to the relationship is that a company that is growing rapidly but is still losing money can be just as attractive or even more attractive than a company that is profitable but only grows more slowly. In addition, companies can often actively decide whether they want to give up profitability in order to grow even faster or save marketing costs and instead accept slow growth but deliver more EBIT . At the same time, a situation in which a company is neither profitable nor grows significantly faster than 20% can quickly become threatening. Often these companies do not achieve sufficient economies of scale and operating leverage to be profitable and sustainable in the long term. Therefore, the following applies quite casually: Either grow quickly or make a profit! If both of these don't work, the company often find itself in a dead end. FY2020Q3: 50,41% FY2020Q4: 45,70% FY2021Q1: 45,87% FY2021Q2: 50,21% FY2021Q3: 52,26% FY2021Q4: t.b.d. Sales Efficiency (aka Magic Number): The "Magic Number" is a KPI of the sales efficiency of SaaS and subscription companies. It goes back to the venture capital fund Bessemer Venture Partners, which specializes in SaaS companies in the US. To calculate the Magic Number, the newly acquired Annual Recurring Revenue (ARR) is annualized and related to sales and marketing expenses. Calculation: Specifically, you subtract the sales of the previous quarter from today's sales and multiply the difference by 4. Because the additional quarterly sales will accrue every year from now on, so it becomes ARR or annually recurring sales. This annualized turnover is now calculated from the marketing expenses of the previous period - because these have caused the increase in sales - and the result is a number that is usually between 0.5 and 2. FY2020Q3: 0,84 FY2020Q4: 0,76 FY2021Q1: 0,82 FY2021Q2: 1,05 FY2021Q3: t.b.d. FY2021Q4: t.b.d. If the magic number is below 0.5, there is probably no product market fit. No invest in marketing is needed. If the magic number is between 0.5 and 0.75, you are probably spending the right amount in marketing and sales and the amount should rather be optimized operationally. If the magic number is above 0.75 or even above 1, you should definitely try to spend even more money on acquisition, i.e. via marketing and sales.
NYSE:NETLong
by trustindata
2