Indivisible Partners Makes New Investment in Cloudflare, Inc. $NET

Indivisible Partners acquired a new position in shares of Cloudflare, Inc. (NYSE:NET) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,992 shares of the company’s stock, valued at approximately $393,000.

Several other institutional investors and hedge funds also recently bought and sold shares of NET. Physician Wealth Advisors Inc. boosted its stake in Cloudflare by 693.3% during the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock worth $26,000 after buying an additional 104 shares during the period. Wiser Advisor Group LLC purchased a new position in Cloudflare during the third quarter worth $26,000. Westside Investment Management Inc. boosted its stake in Cloudflare by 100.0% during the third quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock worth $28,000 after buying an additional 65 shares during the period. ORG Wealth Partners LLC boosted its stake in Cloudflare by 101.4% during the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock worth $30,000 after buying an additional 70 shares during the period. Finally, Wexford Capital LP purchased a new position in Cloudflare during the third quarter worth $30,000. 82.68% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Morgan Stanley set a $245.00 price objective on shares of Cloudflare in a research note on Wednesday, February 11th. Robert W. Baird set a $260.00 price objective on shares of Cloudflare and gave the stock an “outperform” rating in a research note on Wednesday, February 11th. Piper Sandler raised shares of Cloudflare from a “neutral” rating to an “overweight” rating and set a $222.00 price objective for the company in a research note on Tuesday, April 14th. Jefferies Financial Group initiated coverage on shares of Cloudflare in a research note on Wednesday, April 15th. They set a “buy” rating for the company. Finally, DZ Bank raised shares of Cloudflare from a “hold” rating to a “buy” rating and set a $215.00 target price for the company in a research note on Friday, February 13th. Nineteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $232.62.

Cloudflare Stock Up 3.4%

NYSE:NET opened at $257.05 on Friday. Cloudflare, Inc. has a 1-year low of $121.46 and a 1-year high of $260.00. The company has a 50-day moving average of $204.88 and a 200 day moving average of $200.83. The firm has a market cap of $90.48 billion, a PE ratio of -886.35 and a beta of 1.67. The company has a debt-to-equity ratio of 1.35, a current ratio of 1.98 and a quick ratio of 1.98.

Cloudflare (NYSE:NET) last announced its earnings results on Thursday, May 7th. The company reported $0.25 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The business had revenue of $639.76 million during the quarter, compared to the consensus estimate of $620.83 million. Cloudflare had a negative net margin of 4.72% and a negative return on equity of 7.24%. The firm’s revenue was up 33.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.16 earnings per share. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. As a group, research analysts anticipate that Cloudflare, Inc. will post -0.11 EPS for the current fiscal year.

Cloudflare News Summary

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q1 beat: Cloudflare reported revenue up ~33% y/y (~$639.8M) and beat consensus on non?GAAP EPS, showing continued top?line growth that supports the company’s AI/edge strategy. Cloudflare Announces First Quarter 2026 Financial Results
• Positive Sentiment: Upside to profit guidance: management issued Q2 and fiscal?year EPS ranges that are above Street EPS consensus, which could imply meaningful near?term margin improvement if execution holds. Company Press Release / Slide Deck
• Positive Sentiment: Market/industry recognition and ecosystem moves: Cloudflare was named a Leader in Forrester’s edge report and is partnering with Wiz on AI app security — items that support the long?term thesis around edge + AI infrastructure. Forrester / Market Note Wiz Partnership
• Neutral Sentiment: Analyst views remain mixed: several shops retain buy/hold ratings with average targets roughly near current levels, leaving limited immediate catalyst from upgrades. Barclays Reaffirmation
• Neutral Sentiment: Insider sales were reported (pre?arranged plans), which some traders note but that activity appears routine rather than a clear red flag. Insider Trades
• Negative Sentiment: Major restructuring: Cloudflare announced layoffs of ~1,100 people (~20% of workforce) to reposition for an “agentic AI era,” raising execution and execution?risk concerns tied to the transition. Business Insider Layoff Memo WSJ Coverage
• Negative Sentiment: Revenue guide and near?term outlook: Q2 revenue guidance was essentially flat/slightly below consensus (guidance ~ $664–665M vs. estimates ~ $665M), which, combined with the layoffs, triggered investor concern about demand timing and growth sustainability. Reuters: Guidance & Cuts MSN: Guidance Reaction
• Negative Sentiment: Market reaction: the announcement prompted a sharp after?hours selloff as investors digested the combination of restructuring, near?term guidance and high valuation; commentators note momentum/valuation left the name vulnerable even after a good quarter. CNBC: After?hours Selloff Earnings Discussion / Video

Insiders Place Their Bets

In other Cloudflare news, CFO Thomas J. Seifert sold 41,557 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $185.04, for a total value of $7,689,707.28. Following the completion of the transaction, the chief financial officer directly owned 85,452 shares in the company, valued at approximately $15,812,038.08. The trade was a 32.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Michelle Zatlyn sold 35,080 shares of the business’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $187.39, for a total transaction of $6,573,641.20. Following the completion of the transaction, the insider owned 34,514 shares of the company’s stock, valued at $6,467,578.46. This represents a 50.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 638,766 shares of company stock worth $125,757,221. 10.89% of the stock is owned by corporate insiders.

Cloudflare Profile

Cloudflare, Inc is a global web infrastructure and security company that provides a suite of services designed to improve the performance, reliability and security of internet properties. Its core offerings include a content delivery network (CDN), distributed denial-of-service (DDoS) protection, managed DNS, and a web application firewall (WAF). Cloudflare also provides tools for bot management, SSL/TLS, load balancing and rate limiting to help organizations maintain uptime and protect web applications from attack.

In addition to traditional edge and security services, Cloudflare has expanded into edge computing and developer platforms.