160,000 Shares in Cloudflare, Inc. $NET Acquired by Mizuho Markets Cayman LP

Mizuho Markets Cayman LP bought a new position in shares of Cloudflare, Inc. (NYSE:NET) during the fourth quarter, Holdings Channel.com reports. The fund bought 160,000 shares of the company’s stock, valued at approximately $31,544,000. Cloudflare makes up 1.6% of Mizuho Markets Cayman LP’s holdings, making the stock its 14th biggest holding.

A number of other large investors also recently modified their holdings of the company. Physician Wealth Advisors Inc. lifted its position in shares of Cloudflare by 693.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock worth $26,000 after purchasing an additional 104 shares during the last quarter. Wiser Advisor Group LLC acquired a new position in shares of Cloudflare during the third quarter worth $26,000. Westside Investment Management Inc. grew its stake in shares of 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 purchasing an additional 65 shares in the last quarter. Wexford Capital LP purchased a new position in Cloudflare in the third quarter valued at $30,000. Finally, Cloud Capital Management LLC acquired a new stake in Cloudflare in the third quarter valued at $31,000. 82.68% of the stock is owned by hedge funds and other institutional investors.

Cloudflare Stock Performance

NYSE NET opened at $216.24 on Friday. The company has a debt-to-equity ratio of 1.29, a current ratio of 1.96 and a quick ratio of 1.96. Cloudflare, Inc. has a 1 year low of $154.93 and a 1 year high of $260.00. The company has a market capitalization of $76.43 billion, a PE ratio of -864.96 and a beta of 1.67. The company has a fifty day moving average of $207.69 and a two-hundred day moving average of $199.35.

Cloudflare (NYSE:NET) last posted its earnings results on Thursday, May 7th. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 5.65% and a negative net margin of 3.72%.The business’s quarterly revenue was up 33.5% on a year-over-year basis. During the same period in the previous year, the business earned $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.

Analyst Ratings Changes

A number of brokerages have issued reports on NET. Stifel Nicolaus set a $260.00 price target on Cloudflare in a report on Friday, May 8th. Piper Sandler reissued an “overweight” rating and set a $250.00 target price (up from $222.00) on shares of Cloudflare in a research report on Friday, May 8th. Royal Bank Of Canada reissued an “outperform” rating on shares of Cloudflare in a research report on Friday. Susquehanna raised their target price on Cloudflare from $190.00 to $200.00 and gave the stock a “neutral” rating in a research report on Monday, May 11th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Cloudflare in a research note on Monday, April 20th. Eighteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $236.68.

Insider Activity at Cloudflare

In other news, insider Michelle Zatlyn sold 25,641 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $189.50, for a total transaction of $4,858,969.50. Following the transaction, the insider directly owned 34,514 shares in the company, valued at approximately $6,540,403. This trade represents a 42.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Matthew Prince sold 52,384 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $173.78, for a total transaction 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. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 655,550 shares of company stock worth $131,181,924. 10.89% of the stock is currently owned by corporate insiders.

Key Stories Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloudflare announced a collaboration with Anthropic to launch Cloudflare Environments for Claude Managed Agents, a move that strengthens its position in AI infrastructure and could open a new growth avenue for its platform. Cloudflare (NET) Stock Trades Up, Here Is Why
• Positive Sentiment: Coverage highlighting Cloudflare as a beneficiary of the AI and big-data buildout is supporting investor optimism and reinforcing the company’s long-term growth narrative. Why Cloudflare Russell 1000 Momentum Is Rising?
• Neutral Sentiment: The latest earnings report was solid, with Cloudflare beating both EPS and revenue estimates, but investors are still balancing strong growth against ongoing losses and a premium valuation.
• Negative Sentiment: Recent insider sales by CEO Matthew Prince, CAO Janel Riley, and CFO Thomas J. Seifert may create some short-term caution, even though the trades were made under pre-arranged 10b5-1 plans and do not necessarily signal a change in outlook.

Cloudflare Company 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.