Teamwork Financial Advisors LLC Boosts Holdings in Cloudflare, Inc. $NET

Teamwork Financial Advisors LLC increased its stake in shares of Cloudflare, Inc. (NYSE:NET) by 2,896.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 64,248 shares of the company’s stock after acquiring an additional 62,104 shares during the quarter. Teamwork Financial Advisors LLC’s holdings in Cloudflare were worth $12,666,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of NET. Empowered Funds LLC increased its position in shares of Cloudflare by 34.2% during the first quarter. Empowered Funds LLC now owns 6,656 shares of the company’s stock worth $750,000 after purchasing an additional 1,696 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Cloudflare in the 2nd quarter valued at about $424,000. TD Waterhouse Canada Inc. boosted its position in shares of Cloudflare by 6.8% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 1,593 shares of the company’s stock valued at $295,000 after purchasing an additional 101 shares during the period. DNB Asset Management AS grew its stake in Cloudflare by 20.8% during the 2nd quarter. DNB Asset Management AS now owns 63,343 shares of the company’s stock worth $12,404,000 after buying an additional 10,899 shares during the last quarter. Finally, Mediolanum International Funds Ltd grew its stake in Cloudflare by 29.5% during the 2nd quarter. Mediolanum International Funds Ltd now owns 8,313 shares of the company’s stock worth $1,613,000 after buying an additional 1,896 shares during the last quarter. 82.68% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Cloudflare

In other news, CEO Matthew Prince sold 52,384 shares of the firm’s stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $189.47, for a total value of $9,925,196.48. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Michelle Zatlyn sold 35,080 shares of Cloudflare stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $187.39, for a total transaction of $6,573,641.20. Following the completion of the sale, the insider directly owned 34,514 shares in the company, valued at approximately $6,467,578.46. The trade was a 50.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 641,768 shares of company stock worth $122,539,186 in the last three months. Insiders own 10.89% of the company’s stock.

Key Headlines Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Reports that Coinbase and other firms are competing to use Cloudflare’s infrastructure for a new AI‑stablecoin / agent payments project drove investor enthusiasm by linking Cloudflare to AI monetization and crypto payments. Read More.
• Positive Sentiment: Cloudflare expanded its enterprise security footprint via a deeper partnership with SentinelOne to integrate Singularity SIEM telemetry with Cloudflare’s network — a deal that could increase cross‑sell into larger security contracts. Read More.
• Positive Sentiment: Momentum/flow signals and short‑term technical buying attracted momentum traders during the rally, contributing to prior gains. Read More.
• Neutral Sentiment: Market commentary frames Cloudflare’s stablecoin idea as a plausible strategic extension tied to AI agents, but analysts caution it’s early and unconfirmed — upside depends on execution. Read More.
• Neutral Sentiment: Wall Street coverage remains mostly constructive (many Buy/Outperform ratings and a mid‑$200s target consensus), which supports longer‑term sentiment but is not a fresh catalyst. Read More.
• Negative Sentiment: Large insider selling (CEO Matthew Prince sold multiple blocks this week and a director also sold shares) is a clear headwind — it can prompt short‑term selling and make some investors wary even as headlines remain positive. Read More. • Read More.
• Negative Sentiment: Broader market technical weakness and profit‑taking after a sharp multi‑week rally increase downside risk for high‑beta, narrative stocks like NET. Read More.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. DZ Bank upgraded Cloudflare from a “hold” rating to a “buy” rating and set a $215.00 price objective for the company in a research note on Friday, February 13th. Morgan Stanley set a $245.00 target price on shares of Cloudflare in a research report on Wednesday, February 11th. Piper Sandler lifted their target price on shares of Cloudflare from $220.00 to $222.00 and gave the company a “neutral” rating in a report on Wednesday, February 11th. Guggenheim upped their price target on shares of Cloudflare from $117.00 to $140.00 and gave the company a “sell” rating in a research report on Wednesday, February 11th. Finally, KeyCorp reiterated an “overweight” rating on shares of Cloudflare in a research note on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $233.38.

Cloudflare Stock Down 2.8%

Cloudflare stock opened at $215.14 on Monday. The stock has a 50 day moving average of $187.69 and a two-hundred day moving average of $203.26. Cloudflare, Inc. has a twelve month low of $89.42 and a twelve month high of $260.00. The stock has a market capitalization of $75.73 billion, a price-to-earnings ratio of -741.85 and a beta of 1.98. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 1.35.

Cloudflare (NYSE:NET) last released its earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.01. Cloudflare had a negative return on equity of 7.24% and a negative net margin of 4.72%.The business had revenue of $614.51 million for the quarter, compared to analyst estimates of $591.67 million. During the same quarter in the previous year, the company posted $0.19 earnings per share. The company’s revenue for the quarter was up 33.6% compared to the same quarter last year. As a group, research analysts expect that Cloudflare, Inc. will post -0.11 earnings per share for the current 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.