Cloudflare (NYSE:NET) Director Sells $594,594.00 in Stock

Cloudflare, Inc. (NYSE:NET) Director John Graham-Cumming sold 2,520 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $235.95, for a total value of $594,594.00. Following the sale, the director owned 494,067 shares in the company, valued at approximately $116,575,108.65. This trade represents a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

• On Monday, May 4th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The stock was sold at an average price of $221.58, for a total value of $558,381.60.

Cloudflare Trading Down 1.9%

Shares of NYSE:NET traded down $4.52 during midday trading on Tuesday, hitting $231.19. 2,690,564 shares of the stock were exchanged, compared to its average volume of 4,618,478. The business’s 50-day moving average price is $216.57 and its 200 day moving average price is $202.00. Cloudflare, Inc. has a 12 month low of $158.83 and a 12 month high of $276.82. The stock has a market capitalization of $81.72 billion, a price-to-earnings ratio of -924.75, a P/E/G ratio of 481.14 and a beta of 1.70. The company has a debt-to-equity ratio of 1.29, a quick ratio of 1.96 and a current ratio of 1.96.

Cloudflare (NYSE:NET) last announced its earnings results on Thursday, May 7th. The company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. Cloudflare had a negative return on equity of 5.65% and a negative net margin of 3.72%.The business had revenue of $639.76 million for the quarter, compared to analysts’ expectations of $620.83 million. During the same period in the prior year, the business posted $0.16 earnings per share. The firm’s revenue was up 33.5% on a year-over-year basis. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. Analysts predict that Cloudflare, Inc. will post 0.01 earnings per share for the current year.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloudflare continues to draw bullish attention as investors pile into AI and security-related stocks, highlighting ongoing interest in the company’s growth narrative. Palantir Rises 5%, Cloudflare Pops 3% as Investors Pile Into AI Security Plays
• Positive Sentiment: Citizens JMP reaffirmed its market outperform rating on Cloudflare and kept a $270 price target, suggesting meaningful upside from recent levels. Citizens JMP Reaffirms Market Outperform Rating on Cloudflare
• Neutral Sentiment: Cloudflare was one of the most-searched stocks on Zacks, which signals heightened investor interest but does not itself change the fundamentals or valuation. Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know
• Neutral Sentiment: Spur announced a no-code Cloudflare integration for session enrichment and inline traffic enforcement, adding to Cloudflare’s ecosystem visibility without directly altering earnings outlook. Spur Enhances Monocle Session Enrichment with No-Code Cloudflare Integration
• Negative Sentiment: JLens urged shareholders to vote WITHHOLD on two board directors ahead of Cloudflare’s June 30 annual meeting, creating a governance overhang that could weigh on sentiment. JLens Urges Cloudflare Shareholders to Vote WITHHOLD on the Election of Two Directors

Hedge Funds Weigh In On Cloudflare

Institutional investors and hedge funds have recently bought and sold shares of the stock. Wiser Advisor Group LLC bought a new position in Cloudflare during the 3rd quarter worth approximately $26,000. HM Payson & Co. bought a new position in Cloudflare during the 4th quarter worth approximately $25,000. Wexford Capital LP bought a new position in Cloudflare during the 3rd quarter worth approximately $30,000. Ameriflex Group Inc. grew its position in Cloudflare by 105.6% during the 3rd quarter. Ameriflex Group Inc. now owns 148 shares of the company’s stock worth $32,000 after acquiring an additional 76 shares during the last quarter. Finally, Brown Brothers Harriman & Co. grew its position in Cloudflare by 55.4% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock worth $34,000 after acquiring an additional 56 shares during the last quarter. 82.68% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Mizuho boosted their price target on Cloudflare from $235.00 to $260.00 and gave the company an “outperform” rating in a research note on Wednesday, June 10th. TD Cowen reaffirmed a “buy” rating on shares of Cloudflare in a research report on Wednesday, June 10th. BTIG Research increased their price target on Cloudflare from $243.00 to $269.00 and gave the stock a “buy” rating in a research note on Wednesday, June 10th. UBS Group increased their price objective on Cloudflare from $220.00 to $250.00 and gave the stock a “neutral” rating in a report on Wednesday, June 10th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Cloudflare in a report on Monday, April 20th. Twenty-one analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, Cloudflare currently has an average rating of “Moderate Buy” and a consensus target price of $241.35.

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.