Cloudflare, Inc. (NYSE:NET) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Cloudflare, Inc. (NYSE:NET) have earned a consensus recommendation of “Moderate Buy” from the twenty-nine analysts that are presently covering the stock, MarketBeat reports. Two analysts have rated the stock with a sell recommendation, eight have issued a hold recommendation, eighteen have given a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price target among brokers that have issued ratings on the stock in the last year is $233.3846.

NET has been the subject of a number of recent research reports. KeyCorp restated an “overweight” rating on shares of Cloudflare in a report on Wednesday, February 11th. DZ Bank raised Cloudflare from a “hold” rating to a “buy” rating and set a $215.00 target price on the stock in a report on Friday, February 13th. TD Cowen reiterated a “buy” rating on shares of Cloudflare in a research report on Tuesday, January 27th. Zacks Research raised Cloudflare from a “strong sell” rating to a “hold” rating in a research note on Friday, March 13th. Finally, Susquehanna set a $190.00 price objective on Cloudflare in a research report on Thursday, February 12th.

Insider Activity

In other Cloudflare news, CAO Janel Riley sold 23,332 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $190.00, for a total transaction of $4,433,080.00. Following the completion of the transaction, the chief accounting officer owned 56,791 shares in the company, valued at approximately $10,790,290. This trade represents a 29.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Michelle Zatlyn sold 25,641 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $189.50, for a total transaction of $4,858,969.50. Following the transaction, the insider owned 34,514 shares of the company’s stock, valued at approximately $6,540,403. The trade was a 42.62% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 638,799 shares of company stock worth $121,556,536. 10.89% of the stock is owned by company insiders.

Hedge Funds Weigh In On Cloudflare

Hedge funds and other institutional investors have recently bought and sold shares of the company. Physician Wealth Advisors Inc. boosted its position in Cloudflare by 693.3% during the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after acquiring an additional 104 shares during the last quarter. Wiser Advisor Group LLC bought a new position in shares of Cloudflare in the 3rd quarter worth about $26,000. HM Payson & Co. bought a new position in shares of Cloudflare in the 4th quarter worth about $25,000. Westside Investment Management Inc. lifted its stake in shares of Cloudflare by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock valued at $28,000 after purchasing an additional 65 shares during the period. Finally, ORG Wealth Partners LLC boosted its position in shares of 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 in the last quarter. Institutional investors and hedge funds own 82.68% of the company’s stock.

Cloudflare Stock Down 1.4%

NYSE:NET opened at $222.27 on Friday. Cloudflare has a one year low of $89.42 and a one year high of $260.00. The company has a debt-to-equity ratio of 1.35, a current ratio of 1.98 and a quick ratio of 1.98. The company has a market cap of $77.86 billion, a PE ratio of -766.42 and a beta of 1.98. The firm’s 50 day simple moving average is $187.04 and its 200 day simple moving average is $203.27.

Cloudflare (NYSE:NET) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.27 by $0.01. The firm had revenue of $614.51 million during the quarter, compared to analysts’ expectations of $591.67 million. Cloudflare had a negative net margin of 4.72% and a negative return on equity of 7.24%. The company’s revenue was up 33.6% on a year-over-year basis. During the same period in the prior year, the company posted $0.19 EPS. On average, research analysts anticipate that Cloudflare will post -0.11 earnings per share for the current year.

Key Headlines Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Deal buzz: Multiple reports say Coinbase and other firms are competing to build a stablecoin using Cloudflare’s infrastructure for AI-agent payments — investors view this as a new monetization path that extends Cloudflare’s AI/edge narrative and helped lift the stock earlier this week. Cloudflare Stock Surges on Reports of Coinbase, Zerohash Competing to Launch Its Dedicated Stablecoin
• Positive Sentiment: Strategic fit: Analysts and commentary note a logical link between payments for AI agents and Cloudflare’s infrastructure role — a stablecoin/payments layer could deepen customer integration and create new usage-based revenue. Cloudflare’s Stablecoin: A Real Catalyst or Short-Term Hype?
• Positive Sentiment: Enterprise momentum & technical flows: Expanded SentinelOne partnership and order‑flow/Power Inflow signals attracted momentum traders, supporting recent upside tied to AI/enterprise growth expectations. SentinelOne Cloudflare Alliance Targets Unified AI Security And Larger Deals Cloudflare Shares Rise Nearly 7% After Key Trading Signal
• Neutral Sentiment: Wall Street backdrop is broadly positive (many buy/outperform ratings; median target ~$250), which supports conviction but is not a new catalyst. Cloudflare shares rise as AI/enterprise growth narrative keeps gaining traction
• Negative Sentiment: Insider selling: Large, disclosed sales from CEO and CFO this week (multi‑million dollar disposals) are a clear headwind and may weigh on near‑term sentiment despite positive headlines. Cloudflare (NYSE:NET) CFO Sells $2,195,394.30 in Stock Cloudflare (NET) Stock Surges 7% Amid CEO’s $30M Share Sale

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.