Cloudflare, Inc. (NYSE:NET) Given Average Rating of “Moderate Buy” by Brokerages

Cloudflare, Inc. (NYSE:NET) has been given an average recommendation of “Moderate Buy” by the thirty-one brokerages that are presently covering the stock, MarketBeat reports. Two equities research analysts have rated the stock with a sell rating, ten have given a hold rating, eighteen have issued a buy rating and one has issued a strong buy rating on the company. The average 1-year target price among analysts that have covered the stock in the last year is $233.7037.

A number of equities analysts have recently commented on NET shares. UBS Group lifted their target price on Cloudflare from $240.00 to $245.00 and gave the stock a “neutral” rating in a report on Friday, October 31st. DZ Bank upgraded shares of Cloudflare from a “sell” rating to a “hold” rating and set a $237.00 price objective on the stock in a research report on Wednesday, November 5th. Stifel Nicolaus increased their target price on shares of Cloudflare from $230.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, October 31st. Wall Street Zen upgraded shares of Cloudflare from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Finally, Citigroup upped their price target on shares of Cloudflare from $255.00 to $318.00 and gave the company a “buy” rating in a report on Monday, November 3rd.

Insider Activity

In other news, insider Michelle Zatlyn sold 35,099 shares of the stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $199.26, for a total value of $6,993,826.74. Following the sale, the insider directly owned 24,555 shares in the company, valued at approximately $4,892,829.30. This represents a 58.84% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Matthew Prince sold 52,384 shares of the business’s stock in a transaction on Tuesday, October 14th. The shares were sold at an average price of $215.51, for a total value of $11,289,275.84. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 602,304 shares of company stock valued at $122,873,779. 10.89% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in NET. Physician Wealth Advisors Inc. lifted its holdings in Cloudflare by 693.3% during the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock worth $26,000 after buying an additional 104 shares during the period. Wiser Advisor Group LLC purchased a new stake in shares of Cloudflare during the 3rd quarter worth $26,000. Westside Investment Management Inc. boosted its position 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 purchasing an additional 65 shares in the last quarter. Twin Peaks Wealth Advisors LLC bought a new position in Cloudflare in the second quarter worth about $29,000. Finally, ORG Wealth Partners LLC lifted its position in shares of Cloudflare by 101.4% during the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock valued at $30,000 after buying an additional 70 shares during the last quarter. Hedge funds and other institutional investors own 82.68% of the company’s stock.

Cloudflare Stock Performance

Shares of NYSE:NET opened at $197.97 on Tuesday. The firm has a fifty day simple moving average of $208.04 and a two-hundred day simple moving average of $206.46. Cloudflare has a 52 week low of $89.42 and a 52 week high of $260.00. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. The stock has a market capitalization of $69.34 billion, a P/E ratio of -659.90, a PEG ratio of 128.93 and a beta of 1.96.

Cloudflare (NYSE:NET) last announced its quarterly earnings results on Thursday, October 30th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $544.65 million. During the same quarter last year, the firm earned $0.20 EPS. The firm’s revenue for the quarter 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. On average, analysts expect that Cloudflare will post -0.11 earnings per share for the current fiscal year.

About Cloudflare

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.