Kepler Cheuvreux Suisse SA Buys Shares of 4,410 Cloudflare, Inc. $NET

Kepler Cheuvreux Suisse SA bought a new stake in shares of Cloudflare, Inc. (NYSE:NET) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 4,410 shares of the company’s stock, valued at approximately $869,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Rakuten Investment Management Inc. bought a new stake in Cloudflare during the 3rd quarter valued at $138,660,000. Allianz Asset Management GmbH raised its position in Cloudflare by 322.4% during the 3rd quarter. Allianz Asset Management GmbH now owns 65,182 shares of the company’s stock valued at $13,987,000 after purchasing an additional 49,749 shares in the last quarter. National Pension Service raised its position in Cloudflare by 1.0% during the 3rd quarter. National Pension Service now owns 618,662 shares of the company’s stock valued at $132,759,000 after purchasing an additional 5,939 shares in the last quarter. Massachusetts Financial Services Co. MA raised its position in Cloudflare by 25.8% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,639,661 shares of the company’s stock valued at $323,259,000 after purchasing an additional 336,768 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH raised its position in Cloudflare by 20.1% during the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 170,186 shares of the company’s stock valued at $36,520,000 after purchasing an additional 28,495 shares in the last quarter. 82.68% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, insider Michelle Zatlyn sold 35,080 shares of the business’s stock in a transaction on 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 transaction, the insider directly owned 34,514 shares in the company, valued at $6,467,578.46. The trade was a 50.41% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Matthew Prince sold 52,384 shares of the business’s stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $173.78, for a total value of $9,103,291.52. Following the transaction, the chief executive officer owned 22,911 shares in the company, valued at approximately $3,981,473.58. This trade represents a 69.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 636,246 shares of company stock worth $125,320,379 in the last ninety days. 10.89% of the stock is owned by insiders.

Cloudflare Trading Down 1.2%

NET opened at $193.68 on Tuesday. The firm has a market cap of $68.17 billion, a price-to-earnings ratio of -774.72 and a beta of 1.67. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 1.35. Cloudflare, Inc. has a 12 month low of $136.32 and a 12 month high of $260.00. The stock has a fifty day moving average price of $205.76 and a 200-day moving average price of $200.58.

Cloudflare (NYSE:NET) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.25 EPS for the quarter, topping the consensus estimate of $0.23 by $0.02. The firm had revenue of $639.76 million during the quarter, compared to analyst estimates of $620.83 million. Cloudflare had a negative return on equity of 5.84% and a negative net margin of 3.72%.The business’s revenue for the quarter was up 33.5% compared to the same quarter last year. During the same period in the previous year, the company posted $0.16 EPS. 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, equities research analysts anticipate that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on NET shares. The Goldman Sachs Group lowered Cloudflare from a “buy” rating to a “sell” rating in a research report on Wednesday, April 15th. Royal Bank Of Canada boosted their price target on Cloudflare from $230.00 to $240.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 11th. Stifel Nicolaus set a $260.00 price target on Cloudflare in a research report on Friday. Barclays boosted their price target on Cloudflare from $235.00 to $250.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Finally, Truist Financial set a $225.00 price target on Cloudflare in a research report on Tuesday, January 20th. Eighteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $236.68.

About Cloudflare

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.