Key Points
- Insider sale: Insider Michelle Zatlyn sold 25,641 Cloudflare shares on Jan. 13 at an average of $187.96 for about $4.82 million, cutting her stake by roughly 51% to 24,555 shares, and has executed several other large sales in recent months.
- Company moves and sentiment: Cloudflare agreed to buy AI data marketplace Human Native to boost its AI tooling, but headlines are mixed—Jim Cramer called it a "buy on weakness" while Weiss Ratings and some insiders' sales have pressured sentiment.
- Stock context: NET trades in the mid‑$180s (1‑year range $89.42–$260.00) with a $64.7B market cap, and analysts have a consensus rating of Moderate Buy with a $232.41 target.
Cloudflare, Inc. (NYSE:NET - Get Free Report) insider Michelle Zatlyn sold 25,641 shares of Cloudflare stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $187.96, for a total value of $4,819,482.36. Following the transaction, the insider directly owned 24,555 shares in the company, valued at approximately $4,615,357.80. The trade was a 51.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.
Michelle Zatlyn also recently made the following trade(s):
- On Thursday, January 15th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The shares were sold at an average price of $190.05, for a total transaction of $4,873,072.05.
- On Thursday, December 11th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The shares were sold at an average price of $208.61, for a total transaction of $5,348,969.01.
- On Tuesday, December 9th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $205.15, for a total transaction of $5,260,251.15.
- On Monday, November 24th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The shares were sold at an average price of $189.07, for a total transaction of $4,847,943.87.
- On Friday, November 21st, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $188.13, for a total transaction of $4,823,841.33.
- On Thursday, November 20th, Michelle Zatlyn sold 35,099 shares of Cloudflare stock. The stock was sold at an average price of $199.26, for a total transaction of $6,993,826.74.
Cloudflare Price Performance
NYSE NET opened at $184.59 on Friday. Cloudflare, Inc. has a 1 year low of $89.42 and a 1 year high of $260.00. The business's fifty day moving average is $201.16 and its two-hundred day moving average is $206.33. The stock has a market capitalization of $64.66 billion, a P/E ratio of -615.30, a P/E/G ratio of 123.91 and a beta of 1.96. 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 released its quarterly earnings data on Thursday, October 30th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.04. The business had revenue of $562.03 million during the quarter, compared to analyst estimates of $544.65 million. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.The company's revenue was up 30.7% compared to the same quarter last year. During the same period last year, the company posted $0.20 EPS. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. On average, research analysts forecast that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.
Institutional Investors Weigh In On Cloudflare
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in shares of Cloudflare by 2.6% during the 3rd quarter. Vanguard Group Inc. now owns 32,317,249 shares of the company's stock valued at $6,934,958,000 after acquiring an additional 821,684 shares in the last quarter. Geode Capital Management LLC boosted its position in Cloudflare by 5.1% during the second quarter. Geode Capital Management LLC now owns 5,536,679 shares of the company's stock valued at $1,081,533,000 after purchasing an additional 270,227 shares during the last quarter. Invesco Ltd. grew its stake in Cloudflare by 1.3% in the third quarter. Invesco Ltd. now owns 3,964,733 shares of the company's stock valued at $850,792,000 after purchasing an additional 49,485 shares in the last quarter. Norges Bank acquired a new position in Cloudflare in the 2nd quarter worth about $541,462,000. Finally, Groupama Asset Managment raised its stake in shares of Cloudflare by 82.6% during the 3rd quarter. Groupama Asset Managment now owns 2,100,000 shares of the company's stock worth $450,639,000 after purchasing an additional 950,000 shares in the last quarter. Hedge funds and other institutional investors own 82.68% of the company's stock.
Trending Headlines about Cloudflare
Here are the key news stories impacting Cloudflare this week:
- Positive Sentiment: Acquisition — Cloudflare agreed to buy AI data marketplace Human Native, a move that should accelerate its tooling for AI developers to source high‑quality training data and expand its AI platform offerings. This is a clear strategic push into AI monetization. Cloudflare acquires AI data marketplace Human Native
- Positive Sentiment: Media endorsement — Jim Cramer highlighted Cloudflare as a "buy on weakness," which can attract short‑term retail and momentum buyers on dips. Jim Cramer highlights Cloudflare as a buy on weakness
- Neutral Sentiment: Market coverage — News outlets noted Cloudflare's shares fell despite broader market gains, highlighting the stock's isolated weakness today rather than sector‑wide selling. Cloudflare (NET) Stock Drops Despite Market Gains
- Negative Sentiment: Insider selling — CEO Michelle Zatlyn reported recent sales (filed as transactions on Jan. 13 and Jan. 15) that materially reduced her holdings; the disclosures and SEC filing can rattle investors and signal personal liquidity-taking. Insider sale SEC filing
- Negative Sentiment: Other insider sale — Rep. Gilbert Ray Cisneros Jr. also sold shares recently, adding to the stream of insider dispositions. Rep. Gilbert Ray Cisneros, Jr. Sells Shares
- Negative Sentiment: Negative third‑party commentary — Weiss Ratings included Cloudflare on a list to “sell,” which can pressure sentiment among retail investors who follow such services. Weiss Ratings Urges Investors to Sell
- Negative Sentiment: Company report warns of risks — A Cloudflare report flagged a "technical glass ceiling" that could hamper AI growth and weaken cybersecurity outcomes, which may raise investor concerns about near‑term execution and market opportunity. Cloudflare report warns of a 'technical glass ceiling'
Wall Street Analyst Weigh In
A number of analysts have commented on NET shares. JMP Securities set a $270.00 price objective on shares of Cloudflare in a research note on Friday, October 31st. Mizuho upped their price target on shares of Cloudflare from $240.00 to $280.00 and gave the company an "outperform" rating in a research report on Friday, October 31st. Argus raised their price objective on shares of Cloudflare from $238.00 to $265.00 and gave the stock a "buy" rating in a research note on Monday, November 10th. Citigroup boosted their target price on shares of Cloudflare from $255.00 to $318.00 and gave the company a "buy" rating in a research note on Monday, November 3rd. Finally, Wells Fargo & Company increased their target price on Cloudflare from $250.00 to $265.00 and gave the company an "overweight" rating in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $232.41.
Get Our Latest Analysis on Cloudflare
About Cloudflare
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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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