Cloudflare (NYSE:NET) Director Sells 2,520 Shares

Cloudflare, Inc. (NYSE:NET) Director John Graham-Cumming sold 2,520 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $173.35, for a total value of $436,842.00. Following the completion of the sale, the director owned 495,191 shares in the company, valued at $85,841,359.85. The trade was a 0.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

John Graham-Cumming also recently made the following trade(s):

• On Monday, January 5th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The shares were sold at an average price of $200.27, for a total value of $504,680.40.
• On Monday, December 15th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The shares were sold at an average price of $199.37, for a total value of $502,412.40.

Cloudflare Stock Performance

Cloudflare stock traded up $9.74 during mid-day trading on Wednesday, hitting $189.72. The company had a trading volume of 15,661,688 shares, compared to its average volume of 5,201,989. The company has a market capitalization of $66.45 billion, a price-to-earnings ratio of -632.39, a P/E/G ratio of 150.60 and a beta of 1.97. Cloudflare, Inc. has a 12-month low of $89.42 and a 12-month high of $260.00. The company’s fifty day moving average is $191.02 and its 200-day moving average is $205.03. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 1.46.

Cloudflare (NYSE:NET) last posted its earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.27 by $0.01. The firm had revenue of $614.51 million during the quarter, compared to analysts’ expectations of $591.67 million. Cloudflare had a negative net margin of 5.12% and a negative return on equity of 6.54%. The business’s revenue was up 33.6% compared to the same quarter last year. During the same period in the previous year, the business posted $0.19 EPS. Equities research analysts predict that Cloudflare, Inc. will post -0.11 EPS for the current year.

Institutional Investors Weigh In On Cloudflare

A number of hedge funds have recently modified their holdings of the business. Physician Wealth Advisors Inc. grew its stake in Cloudflare by 693.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after acquiring an additional 104 shares in the last quarter. Wiser Advisor Group LLC acquired a new position in shares of Cloudflare during the 3rd quarter worth approximately $26,000. Westside Investment Management Inc. grew its position in shares of Cloudflare by 100.0% in the third quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock valued at $28,000 after purchasing an additional 65 shares in the last quarter. ORG Wealth Partners LLC increased its holdings in shares of Cloudflare by 101.4% in the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock valued at $30,000 after purchasing an additional 70 shares during the last quarter. Finally, Wexford Capital LP acquired a new stake in shares of Cloudflare in the third quarter valued at approximately $30,000. 82.68% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on NET shares. Guggenheim lifted their price target on Cloudflare from $117.00 to $140.00 and gave the company a “sell” rating in a research note on Wednesday. Wall Street Zen upgraded Cloudflare from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Wells Fargo & Company increased their target price on Cloudflare from $265.00 to $270.00 and gave the company an “overweight” rating in a research report on Wednesday. Stifel Nicolaus lifted their price target on shares of Cloudflare from $230.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Finally, Citigroup cut their price target on shares of Cloudflare from $318.00 to $260.00 and set a “buy” rating for the company in a report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $235.21.

Cloudflare News Roundup

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 results beat and management framed the quarter as its strongest yet, with EPS of $0.28 and revenue of $614.5M (?34% YoY). CEO Matthew Prince highlighted growing AI agent activity as a tailwind that increases demand for Cloudflare’s platform. Cloudflare pops 10% as AI agent wave led by viral Moltbot boosts security demand
• Positive Sentiment: Company issued upbeat guidance and a $2.795B 2026 revenue target, signaling visibility into AI-driven enterprise demand and a record large contract win that supports RPO and ACV acceleration. Cloudflare outlines $2.795B 2026 revenue target
• Positive Sentiment: Analysts reacted with some upgrades/price-target increases (Wells Fargo and Barclays raised targets and keep overweight ratings), supporting further upside expectations. Analyst price target changes
• Neutral Sentiment: Mixed analyst commentary: some firms reiterated neutral or trimmed targets (Cantor Fitzgerald reiterated neutral at $224; Scotiabank trimmed to $225; Needham cut its PT but left a buy). This creates a mixed short-term analyst landscape despite the beat. Analyst reactions summary
• Neutral Sentiment: Operational notes from the report: strong revenue/RPO/ACV growth and doubled free cash flow, but the company still shows margin pressure (negative net margin) as it invests in sales and R&D — a potential near-term drag if margins don’t normalize. Company earnings release / slide deck
• Negative Sentiment: Institutional selling: Alfreton Capital disclosed a ~55% reduction in its Cloudflare stake last quarter, a reminder that some large holders have trimmed exposure even as others add. Alfreton Capital reduces Cloudflare stake

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.