"Mizuho's decision to keep Cloudflare as a top Q1 pick despite trimming the target suggests confidence that underlying business momentum remains intact. Cloudflare's Q4 2025 results showed revenue of $614.51 million, beating consensus estimates of $591.24 million by 4%, with year-over-year growth of 34%."
"Mizuho named Cloudflare as one of its favorite stocks to own heading into Q1 reports, alongside ServiceNow and Atlassian. That designation carries weight: being named a top pick signals analysts see a compelling risk-reward setup at current levels."
Mizuho has reduced its price target for Cloudflare to $235 from $255 but continues to rate the stock as Outperform. This adjustment is part of a broader recalibration across large-cap software. Mizuho identifies Cloudflare as a top stock to own ahead of Q1 reports, indicating a favorable risk-reward scenario. Despite a year-to-date decline, Cloudflare's strong Q4 2025 results and solid channel checks suggest ongoing business momentum, particularly in AI adoption and cybersecurity demand.
Read at 24/7 Wall St.
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