Key Points
- Director John Graham‑Cumming sold 2,520 shares on Feb. 9 at an average $173.35 for $436,842, trimming his stake by about 0.51% after similar sales in January and December.
- Cloudflare beat Q4 expectations with revenue of $614.5M (+33.6% YoY) and EPS $0.28, and issued revenue guidance above Street estimates (~$2.795B) citing AI‑driven demand.
- Wall Street sentiment is broadly positive (consensus "Moderate Buy," average target ~$235) and institutional ownership is high (82.7%), though there are pockets of profit‑taking and mixed analyst target changes.
Cloudflare, Inc. (NYSE:NET - Get Free Report) Director John Graham-Cumming sold 2,520 shares of the business's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $173.35, for a total transaction of $436,842.00. Following the transaction, the director owned 495,191 shares in the company, valued at approximately $85,841,359.85. This trade represents a 0.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink.
John Graham-Cumming also recently made the following trade(s):
- On Monday, January 5th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The shares were sold at an average price of $200.27, for a total transaction of $504,680.40.
- On Monday, December 15th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The stock was sold at an average price of $199.37, for a total value of $502,412.40.
Cloudflare Stock Performance
Shares of NET stock opened at $189.72 on Thursday. 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 50 day simple moving average of $190.74 and a 200-day simple moving average of $204.92. The company has a market cap of $66.45 billion, a price-to-earnings ratio of -654.17, a price-to-earnings-growth ratio of 156.00 and a beta of 1.97. Cloudflare, Inc. has a 12-month low of $89.42 and a 12-month high of $260.00.
Cloudflare (NYSE:NET - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share for the quarter, beating analysts' consensus estimates of $0.27 by $0.01. The firm had revenue of $614.51 million for the quarter, compared to the consensus estimate of $591.67 million. Cloudflare had a negative return on equity of 7.40% and a negative net margin of 4.72%.The company's revenue for the quarter was up 33.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.19 earnings per share. On average, equities analysts forecast that Cloudflare, Inc. will post -0.11 EPS for the current year.
Wall Street Analyst Weigh In
A number of research analysts have issued reports on NET shares. Guggenheim increased their target price on shares of Cloudflare from $117.00 to $140.00 and gave the company a "sell" rating in a report on Wednesday. KeyCorp restated an "overweight" rating on shares of Cloudflare in a report on Wednesday. Scotiabank reduced their price objective on Cloudflare from $255.00 to $225.00 and set a "sector perform" rating for the company in a report on Wednesday. Truist Financial set a $225.00 target price on Cloudflare in a research report on Tuesday, January 20th. Finally, Oppenheimer initiated coverage on Cloudflare in a report on Monday, November 10th. They issued an "outperform" rating and a $260.00 target price on the stock. Two investment analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $235.21.
View Our Latest Analysis on Cloudflare
Institutional Investors Weigh In On Cloudflare
A number of large investors have recently bought and sold shares of NET. Norges Bank acquired a new position in shares of Cloudflare in the fourth quarter worth $718,316,000. Jennison Associates LLC increased its position in Cloudflare by 802.6% during the 4th quarter. Jennison Associates LLC now owns 1,863,612 shares of the company's stock worth $367,411,000 after purchasing an additional 1,657,144 shares in the last quarter. Groupama Asset Managment acquired a new position in Cloudflare in the 2nd quarter valued at about $225,204,000. Vanguard Group Inc. lifted its holdings in Cloudflare by 2.6% in the 3rd quarter. Vanguard Group Inc. now owns 32,317,249 shares of the company's stock valued at $6,934,958,000 after purchasing an additional 821,684 shares in the last quarter. Finally, KBC Group NV boosted its stake in shares of Cloudflare by 1,388.7% during the 2nd quarter. KBC Group NV now owns 736,153 shares of the company's stock worth $144,161,000 after purchasing an additional 686,702 shares during the last quarter. Institutional investors and hedge funds own 82.68% of the company's stock.
Key Cloudflare News
Here are the key news stories impacting Cloudflare this week:
- Positive Sentiment: Q4 results beat expectations — revenue $614.5M (+33.6% YoY) and EPS $0.28, above consensus; management highlighted record ACV and strong RPO/cRPO growth. Business Wire: Q4 results
- Positive Sentiment: Company issued revenue guidance above Street estimates (2026 revenue target cited at ~$2.795B) and raised near-term outlook, signaling confidence in AI-driven demand. Reuters: Guidance and AI demand
- Positive Sentiment: AI agent tailwind — management and multiple outlets point to rising agentic traffic (e.g., Moltbot) boosting security, networking usage and a “virtuous flywheel” for Cloudflare. This narrative is driving investor enthusiasm. CNBC: AI agent wave
- Positive Sentiment: Analyst support: several firms raised price targets or reiterated bullish ratings (notably Wells Fargo to $270 and Barclays to $250), providing additional upside narratives. Benzinga: Analyst moves
- Neutral Sentiment: Cantor Fitzgerald reaffirmed a neutral rating with a $224 target — signals mixed sentiment despite earnings strength. Street Insider: Cantor Fitzgerald
- Neutral Sentiment: Needham trimmed its price target (from $285 to $250) but kept a buy rating — a modestly cautious tone amid continued upside thesis. Street Insider: Needham PT change
- Negative Sentiment: Insider sale: Director John Graham-Cumming sold 2,520 shares (small portion of his position); disclosed on an SEC Form 4. While not large relative to his holdings, insider sales can raise short-term concerns. SEC: Form 4
- Negative Sentiment: Institutional trimming: Alfreton Capital reduced its Cloudflare stake by ~55% in the latest filing, indicating some institutional profit-taking. DefenseWorld: Alfreton selling
- Negative Sentiment: Some analysts trimmed targets (e.g., Scotiabank cut PT to $225), introducing mixed short-term analyst sentiment despite overall bullish tilt. TickerReport: Scotiabank PT cut
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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