Cloudflare, Inc. $NET Shares Sold by Strs Ohio

Strs Ohio cut its holdings in shares of Cloudflare, Inc. (NYSE:NET) by 37.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,379 shares of the company’s stock after selling 4,400 shares during the period. Strs Ohio’s holdings in Cloudflare were worth $1,583,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Twin Peaks Wealth Advisors LLC bought a new stake in Cloudflare during the 2nd quarter valued at $29,000. ORG Wealth Partners LLC increased its holdings 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 purchasing an additional 70 shares during the period. Harbor Investment Advisory LLC bought a new stake in shares of Cloudflare during the third quarter valued at about $32,000. Quaker Wealth Management LLC lifted its holdings in Cloudflare by 218.6% in the second quarter. Quaker Wealth Management LLC now owns 166 shares of the company’s stock worth $33,000 after purchasing an additional 306 shares during the period. Finally, Stone House Investment Management LLC lifted its holdings in Cloudflare by 700.0% in the third quarter. Stone House Investment Management LLC now owns 160 shares of the company’s stock worth $34,000 after purchasing an additional 140 shares during the period. 82.68% of the stock is owned by institutional investors.

Analysts Set New Price Targets

NET has been the topic of several research analyst reports. JMP Securities set a $270.00 target price on shares of Cloudflare in a research note on Friday, October 31st. Citigroup lowered their price objective on shares of Cloudflare from $318.00 to $260.00 and set a “buy” rating on the stock in a research note on Friday, January 16th. Weiss Ratings reissued a “sell (d-)” rating on shares of Cloudflare in a report on Wednesday, January 21st. Oppenheimer started coverage on Cloudflare in a research note on Monday, November 10th. They set an “outperform” rating and a $260.00 price target for the company. Finally, Wolfe Research reissued a “peer perform” rating on shares of Cloudflare in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $232.48.

More Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Viral AI agent buzz — Social-media and press excitement around Cloudflare’s “Clawdbot” has lifted expectations for Cloudflare’s tooling for AI/edge deployments, sparking a premarket surge in the stock. Cloudflare surges as viral AI agent buzz lifts expectations
• Positive Sentiment: Fundamentals and momentum — Analysts point to a ~54% gain over nine months driven by stronger revenue growth, repeated earnings beats, new partnerships and rising analyst optimism that have improved valuations and investor sentiment. What’s Fueling The Growth For Cloudflare Stock?
• Positive Sentiment: Analyst lift — TD Cowen raised its price target to $130 citing AI-driven growth and enterprise expansion, signaling increased analyst confidence in Cloudflare’s opportunity in AI and edge computing. TD Cowen Raises Price Target to $130
• Positive Sentiment: Unusual bullish options flow — Traders purchased ~13,069 call options (about 43% above average), a sign of speculative bullish positioning that can amplify intraday moves and volatility.
• Neutral Sentiment: Wide media coverage — Multiple outlets are amplifying the Clawdbot/edge-computing narrative and the share move; this broad coverage can extend momentum but doesn’t itself change fundamentals. Why Cloudflare is surging: Clawdbot AI agents and the future of edge computing Cloudflare (NET) shares skyrocket, what you need to know
• Negative Sentiment: Analyst caution — Some commentary (e.g., Zacks) warns that recent earnings estimate revisions and the short-term rally may not sustain without continued fundamental acceleration, implying risk of pullback after the hype-driven move. Cloudflare (NET) Moves 9.2% Higher: Will This Strength Last?

Cloudflare Price Performance

NYSE NET opened at $205.94 on Wednesday. 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 $195.16 and its two-hundred day moving average is $206.17. The stock has a market capitalization of $72.14 billion, a P/E ratio of -686.47, a P/E/G ratio of 124.54 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) last issued 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. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.The business had revenue of $562.03 million for the quarter, compared to analysts’ expectations of $544.65 million. During the same period in the previous year, the firm posted $0.20 EPS. The company’s quarterly revenue was up 30.7% on a year-over-year basis. 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.

Insider Activity

In other news, Director John Graham-Cumming sold 2,520 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $200.27, for a total transaction of $504,680.40. Following the sale, the director owned 495,191 shares in the company, valued at $99,171,901.57. The trade was a 0.51% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Carl Ledbetter sold 6,134 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $198.26, for a total transaction of $1,216,126.84. Following the completion of the transaction, the director directly owned 968,073 shares of the company’s stock, valued at $191,930,152.98. This represents a 0.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 619,213 shares of company stock worth $122,370,244. 10.89% of the stock is owned by company insiders.

Cloudflare Profile

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.