Catalyst Capital Advisors LLC Makes New $477,000 Investment in Cloudflare, Inc. $NET

Catalyst Capital Advisors LLC bought a new stake in shares of Cloudflare, Inc. (NYSE:NET) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,945 shares of the company’s stock, valued at approximately $477,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Nilsine Partners LLC boosted its stake in shares of Cloudflare by 11.7% during the 2nd quarter. Nilsine Partners LLC now owns 1,206 shares of the company’s stock worth $296,000 after acquiring an additional 126 shares in the last quarter. Total Clarity Wealth Management Inc. raised its stake in shares of Cloudflare by 38.8% in the 2nd quarter. Total Clarity Wealth Management Inc. now owns 1,557 shares of the company’s stock valued at $382,000 after acquiring an additional 435 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Cloudflare by 46.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,648 shares of the company’s stock valued at $650,000 after acquiring an additional 845 shares in the last quarter. Leelyn Smith LLC lifted its holdings in Cloudflare by 12.5% in the 2nd quarter. Leelyn Smith LLC now owns 6,725 shares of the company’s stock worth $1,650,000 after purchasing an additional 745 shares during the last quarter. Finally, Signaturefd LLC lifted its holdings in Cloudflare by 2.6% in the 2nd quarter. Signaturefd LLC now owns 7,526 shares of the company’s stock worth $1,846,000 after purchasing an additional 190 shares during the last quarter. Institutional investors and hedge funds own 82.68% of the company’s stock.

Cloudflare Stock Performance

NET opened at $315.63 on Friday. Cloudflare, Inc. has a 12-month low of $158.83 and a 12-month high of $332.22. The firm has a market capitalization of $111.56 billion, a P/E ratio of -544.19, a price-to-earnings-growth ratio of 204.57 and a beta of 1.65. The stock’s 50 day moving average price is $261.98 and its two-hundred day moving average price is $223.72. The company has a quick ratio of 1.82, a current ratio of 1.82 and a debt-to-equity ratio of 1.22.

Cloudflare (NYSE:NET) last announced its quarterly earnings data on Thursday, August 6th. The company reported $0.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.02. Cloudflare had a negative net margin of 8.21% and a negative return on equity of 3.88%. The business had revenue of $696.06 million for the quarter, compared to the consensus estimate of $664.66 million. During the same quarter last year, the company posted $0.21 earnings per share. Cloudflare’s quarterly revenue was up 35.9% on a year-over-year basis. Cloudflare has set its Q3 2026 guidance at 0.340-0.340 EPS and its FY 2026 guidance at 1.250-1.260 EPS. On average, equities analysts forecast that Cloudflare, Inc. will post 0.03 earnings per share for the current year.

Analyst Ratings Changes

Several equities analysts have commented on the company. Morgan Stanley reiterated an “overweight” rating and set a $370.00 price target on shares of Cloudflare in a report on Friday, August 7th. Stifel Nicolaus set a $260.00 price objective on shares of Cloudflare in a research note on Friday, May 8th. Citigroup upped their price objective on shares of Cloudflare from $265.00 to $400.00 and gave the stock a “buy” rating in a report on Monday. DZ Bank lowered shares of Cloudflare from a “strong-buy” rating to a “strong sell” rating in a research note on Friday, August 7th. Finally, BTIG Research lifted their target price on shares of Cloudflare from $314.00 to $382.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat, Cloudflare has a consensus rating of “Moderate Buy” and a consensus target price of $320.19.

Insider Transactions at Cloudflare

In other news, Director Carl Ledbetter sold 5,000 shares of the company’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $281.98, for a total transaction of $1,409,900.00. Following the completion of the transaction, the director owned 883,073 shares of the company’s stock, valued at approximately $249,008,924.54. This represents a 0.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Thomas J. Seifert sold 55,000 shares of the company’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $300.30, for a total transaction of $16,516,500.00. Following the transaction, the chief financial officer directly owned 113,790 shares of the company’s stock, valued at $34,171,137. This represents a 32.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 748,719 shares of company stock worth $183,992,198. 10.66% of the stock is currently owned by insiders.

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.