Key Points
- Carl Ledbetter sold 6,134 shares on Jan. 5 at an average price of $198.26 for about $1.22M, leaving him with 968,073 shares — a 0.63% reduction in his position.
- Multiple director sales this week (including Mark Hawkins and John Graham‑Cumming) totaled roughly 8,788 shares, an insider‑selling signal that could weigh on sentiment despite being small relative to holdings.
- Cloudflare recently beat quarterly estimates (EPS $0.27 vs. $0.23; revenue $562.03M, up 30.7% YoY) and analysts remain largely bullish, with an average price target of about $233.70.
Cloudflare, Inc. (NYSE:NET - Get Free Report) Director Mark Hawkins sold 134 shares of the company's stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $198.90, for a total transaction of $26,652.60. Following the transaction, the director owned 10,722 shares in the company, valued at approximately $2,132,605.80. This trade represents a 1.23% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.
Cloudflare Trading Up 0.2%
NET opened at $198.01 on Wednesday. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 1.46. The stock has a market capitalization of $69.36 billion, a PE ratio of -660.03, a PEG ratio of 130.01 and a beta of 1.96. Cloudflare, Inc. has a 1-year low of $89.42 and a 1-year high of $260.00. The firm has a 50-day moving average price of $207.52 and a two-hundred day moving average price of $206.60.
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, topping analysts' consensus estimates of $0.23 by $0.04. The company had revenue of $562.03 million for the quarter, compared to analyst estimates of $544.65 million. Cloudflare had a negative net margin of 5.12% and a negative return on equity of 6.54%. Cloudflare's quarterly revenue was up 30.7% on a year-over-year basis. During the same period in the prior year, the business earned $0.20 earnings per share. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. As a group, equities analysts anticipate that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.
Trending Headlines about Cloudflare
Here are the key news stories impacting Cloudflare this week:
- Positive Sentiment: Zacks highlights Cloudflare’s strong earnings‑surprise history and says the company has the setup to beat again next quarter — a driver that could support the stock if results repeat. Will Cloudflare (NET) Beat Estimates Again?
- Positive Sentiment: Zacks also notes NET is a trending stock among its users, signaling retail/institutional attention that can amplify moves around news or earnings. Cloudflare Is a Trending Stock
- Neutral Sentiment: Piper Sandler maintained a Hold rating on NET — a signal of caution but not an outright downgrade; that stance tends to limit fresh buy-side conviction absent other catalysts. Piper Sandler Sticks to Its Hold Rating
- Negative Sentiment: Piper Sandler cut its price target on Cloudflare to $220 from $249 — a direct negative signal to the market that may cap near‑term upside. Price Target Lowered to $220
- Negative Sentiment: Multiple director sales were filed this week (Mark Hawkins, John Graham‑Cumming and Carl Ledbetter), totaling ~8,788 shares sold across the trades — insider selling can be perceived negatively even if small relative to holdings. SEC filings: Hawkins, Graham‑Cumming, Ledbetter. Hawkins Form 4 Graham‑Cumming Form 4 Ledbetter Form 4
Hedge Funds Weigh In On Cloudflare
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Westfield Capital Management Co. LP acquired a new stake in Cloudflare during the 2nd quarter worth $87,868,000. Swedbank AB increased its holdings in shares of Cloudflare by 27.7% in the third quarter. Swedbank AB now owns 43,878 shares of the company's stock worth $9,416,000 after acquiring an additional 9,527 shares in the last quarter. Strategy Capital LLC raised its position in shares of Cloudflare by 4.5% during the second quarter. Strategy Capital LLC now owns 1,165,942 shares of the company's stock worth $228,326,000 after purchasing an additional 50,374 shares during the period. Motley Fool Asset Management LLC lifted its holdings in shares of Cloudflare by 10.5% during the 2nd quarter. Motley Fool Asset Management LLC now owns 17,752 shares of the company's stock valued at $3,476,000 after purchasing an additional 1,691 shares in the last quarter. Finally, Vanguard Group Inc. lifted its holdings in shares of Cloudflare by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 31,495,565 shares of the company's stock valued at $6,167,776,000 after purchasing an additional 658,656 shares in the last quarter. Institutional investors own 82.68% of the company's stock.
Analysts Set New Price Targets
A number of research firms have recently weighed in on NET. KeyCorp boosted their target price on Cloudflare from $235.00 to $300.00 and gave the stock an "overweight" rating in a research report on Friday, October 31st. Robert W. Baird set a $230.00 price target on Cloudflare in a report on Wednesday, December 17th. JMP Securities set a $270.00 price objective on Cloudflare in a report on Friday, October 31st. Oppenheimer assumed coverage on shares of Cloudflare in a research report on Monday, November 10th. They set an "outperform" rating and a $260.00 target price on the stock. Finally, Barclays started coverage on shares of Cloudflare in a research note on Tuesday, December 2nd. They issued an "overweight" rating and a $235.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, Cloudflare currently has an average rating of "Moderate Buy" and an average target price of $233.70.
Check Out Our Latest Stock Analysis on Cloudflare
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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