The assumption of coverage by Cantor Fitzgerald with a Neutral rating and a raised price target to $100 suggests a balanced view on Cloudflare's stock. While the increase in price target indicates a positive outlook on the company's valuation, the Neutral rating implies that the analyst sees the stock as fairly valued at its current price or that there are equal risks and opportunities. This could lead to a neutral short-term impact on the stock price as investors digest the implications of the new price target and rating.