Key Points
- Carl Ledbetter, a Cloudflare director, sold 15,000 shares on Jan. 27 at an average price of $211.16 for about $3.17M, cutting his stake to 953,073 shares (a 1.55% ownership decline) — part of several recent sales by Ledbetter this quarter.
- Cloudflare shares pulled back about 10.3% (opened at $184.79) after a recent rally; the stock has a market cap of $64.7B and a consensus analyst rating of “Moderate Buy” with a $232.48 average price target.
Cloudflare, Inc. (NYSE:NET - Get Free Report) Director Carl Ledbetter sold 15,000 shares of Cloudflare stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $211.16, for a total value of $3,167,400.00. Following the completion of the sale, the director owned 953,073 shares in the company, valued at approximately $201,250,894.68. This represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link.
Carl Ledbetter also recently made the following trade(s):
- On Monday, January 5th, Carl Ledbetter sold 6,134 shares of Cloudflare stock. The shares were sold at an average price of $198.26, for a total transaction of $1,216,126.84.
- On Tuesday, December 30th, Carl Ledbetter sold 192 shares of Cloudflare stock. The shares were sold at an average price of $201.25, for a total value of $38,640.00.
- On Monday, December 29th, Carl Ledbetter sold 8,674 shares of Cloudflare stock. The shares were sold at an average price of $201.46, for a total transaction of $1,747,464.04.
- On Monday, November 17th, Carl Ledbetter sold 15,000 shares of Cloudflare stock. The stock was sold at an average price of $207.96, for a total transaction of $3,119,400.00.
Cloudflare Stock Down 10.3%
Shares of NET opened at $184.79 on Thursday. The stock has a market capitalization of $64.73 billion, a price-to-earnings ratio of -615.97, a price-to-earnings-growth ratio of 135.46 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 company has a debt-to-equity ratio of 1.46, a current ratio of 2.04 and a quick ratio of 2.04. The business's 50 day simple moving average is $194.93 and its 200-day simple moving average is $206.03.
Cloudflare (NYSE:NET - Get Free Report) last released its earnings results 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 the consensus estimate of $544.65 million. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.The business's revenue for the quarter was up 30.7% compared to the same quarter last year. During the same period last year, the company earned $0.20 earnings per share. As a group, equities analysts expect that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.
Analyst Ratings Changes
Several research firms have commented on NET. Needham & Company LLC boosted their price objective on Cloudflare from $240.00 to $285.00 and gave the stock a "buy" rating in a research note on Friday, October 31st. Susquehanna upped their price objective on Cloudflare from $205.00 to $260.00 and gave the stock a "neutral" rating in a research report on Monday, November 3rd. Cantor Fitzgerald raised their target price on Cloudflare from $199.00 to $224.00 and gave the stock a "neutral" rating in a research report on Friday, October 31st. Robert W. Baird set a $230.00 price target on shares of Cloudflare in a research report on Wednesday, December 17th. Finally, Stifel Nicolaus raised their price objective on shares of Cloudflare from $230.00 to $275.00 and gave the company a "buy" rating in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $232.48.
View Our Latest Research Report on NET
Cloudflare News Roundup
Here are the key news stories impacting Cloudflare this week:
- Positive Sentiment: Viral AI agent buzz renewed enthusiasm for Cloudflare’s edge and infra tools, sparking a premarket surge as investors priced in stronger 2026 demand for Cloudflare-hosted AI workloads. Cloudflare surges as viral AI agent buzz lifts expectations
- Positive Sentiment: Unusually large call-option activity shows speculative bullish positioning (calls bought well above typical daily volume), which can amplify upside if positive news continues.
- Positive Sentiment: Analyst and media coverage points to durable growth drivers — revenue surprises, partnerships and better margin outlooks have been cited as reasons for the multi-month rally, supporting a constructive longer-term case. What's Fueling The Growth For Cloudflare Stock?
- Neutral Sentiment: Theme-based research lists Cloudflare among potential beneficiaries of broader tech trends (quantum/enabler alpha lists), which is informational but not an immediate catalyst. Quantum's Next Winners? 3 Enablers With 10%+ Projected Growth in 2026
- Neutral Sentiment: Coverage is mixed: some outlets highlight strong fundamentals while others note valuation and near-term risk, producing conflicting analyst views that can increase trading volatility. Analysts Conflicted on These Technology Names: CoreWeave (CRWV) and Cloudflare (NET)
- Negative Sentiment: A company director sold 15,000 shares at roughly $211, a disclosed SEC transaction that may be interpreted by some investors as opportunistic profit-taking after the rally. SEC Form 4 — Carl Ledbetter sale
- Negative Sentiment: After the midweek surge, the stock pulled back more than the broader market as traders digested the sprint higher and rotated profits; coverage notes the decline and higher-than-normal intraday volume. Cloudflare (NET) Declines More Than Market
Hedge Funds Weigh In On Cloudflare
Large investors have recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. boosted its position in 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 during the period. Wiser Advisor Group LLC bought a new stake in shares of Cloudflare in the 3rd quarter valued at approximately $26,000. Westside Investment Management Inc. raised its holdings in Cloudflare by 100.0% during the third quarter. Westside Investment Management Inc. now owns 130 shares of the company's stock valued at $28,000 after buying an additional 65 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new position in Cloudflare in the 2nd quarter worth $29,000. Finally, ORG Wealth Partners LLC raised 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 during the last quarter. 82.68% of the stock is currently owned by institutional investors.
About Cloudflare
(
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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