Key Points
- Cloudflare CFO Thomas Seifert sold 10,000 shares on Dec. 22 at an average price of $201.69 for about $2.02M, trimming his stake by 6.78% to 137,486 shares valued at roughly $27.73M, per an SEC filing.
- Recent results show growth but remaining unprofitable: Cloudflare beat quarterly EPS and revenue (EPS $0.27 vs $0.23 est.; revenue $562.0M, up 30.7% y/y) yet still reports a negative net margin and negative return on equity, with analysts expecting -0.11 EPS for the current year.
- Analyst and market positioning: The company has a market cap of about $70.8B, a 12‑month range of $89.42–$260, a consensus "Moderate Buy" and $234.78 price target, and high institutional ownership (~82.7%).
Cloudflare, Inc. (NYSE:NET - Get Free Report) Director Katrin Suder sold 2,031 shares of the business's stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $200.00, for a total transaction of $406,200.00. Following the completion of the transaction, the director directly owned 37,723 shares in the company, valued at $7,544,600. This trade represents a 5.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link.
Katrin Suder also recently made the following trade(s):
- On Wednesday, November 19th, Katrin Suder sold 2,031 shares of Cloudflare stock. The shares were sold at an average price of $196.38, for a total value of $398,847.78.
- On Wednesday, November 19th, Katrin Suder sold 2,031 shares of Cloudflare stock. The shares were sold at an average price of $196.38, for a total value of $398,847.78.
Cloudflare Trading Up 0.0%
NET stock opened at $202.07 on Wednesday. The firm has a fifty day moving average price of $210.84 and a 200 day moving average price of $205.10. Cloudflare, Inc. has a fifty-two week low of $89.42 and a fifty-two week high of $260.00. The firm has a market cap of $70.78 billion, a PE ratio of -673.58 and a beta of 1.94. The company has a debt-to-equity ratio of 1.46, a quick ratio of 2.04 and a current ratio of 2.04.
Cloudflare (NYSE:NET - Get Free Report) last announced its earnings results on Thursday, October 30th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.23 by $0.04. Cloudflare had a negative net margin of 5.12% and a negative return on equity of 6.54%. The firm had revenue of $562.03 million for the quarter, compared to analysts' expectations of $544.65 million. During the same period in the prior year, the company earned $0.20 EPS. The business's revenue was up 30.7% compared to the same quarter last year. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. Sell-side analysts anticipate that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
A number of research firms have recently commented on NET. Needham & Company LLC upped their target price on Cloudflare from $240.00 to $285.00 and gave the company a "buy" rating in a research note on Friday, October 31st. DZ Bank upgraded Cloudflare from a "sell" rating to a "hold" rating and set a $237.00 target price on the stock in a research note on Wednesday, November 5th. Barclays assumed coverage on Cloudflare in a research report on Tuesday, December 2nd. They set an "overweight" rating and a $235.00 target price for the company. Stifel Nicolaus lifted their price objective on shares of Cloudflare from $230.00 to $275.00 and gave the company a "buy" rating in a report on Friday, October 31st. Finally, KeyCorp raised their target price on shares of Cloudflare from $235.00 to $300.00 and gave the stock an "overweight" rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $234.78.
Read Our Latest Stock Analysis on NET
Institutional Trading of Cloudflare
A number of institutional investors have recently modified their holdings of the company. Physician Wealth Advisors Inc. raised its stake 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 acquiring an additional 104 shares in the last quarter. Wiser Advisor Group LLC acquired a new position in shares of Cloudflare during the third quarter valued at about $26,000. Westside Investment Management Inc. boosted its stake in Cloudflare by 100.0% in the 3rd 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. ORG Wealth Partners LLC increased its stake in Cloudflare by 101.4% during the 3rd quarter. ORG Wealth Partners LLC now owns 139 shares of the company's stock valued at $30,000 after purchasing an additional 70 shares in the last quarter. Finally, Wexford Capital LP purchased a new position in shares of Cloudflare in the third quarter worth $30,000. 82.68% of the stock is currently owned by institutional investors.
Cloudflare Company Profile
(
Get Free Report)
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.
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