Natixis Advisors LLC Raises Stock Holdings in Cloudflare, Inc. $NET

Natixis Advisors LLC boosted its position in shares of Cloudflare, Inc. (NYSE:NET) by 26.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 48,740 shares of the company’s stock after buying an additional 10,294 shares during the quarter. Natixis Advisors LLC’s holdings in Cloudflare were worth $9,609,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Wiser Advisor Group LLC bought a new stake in Cloudflare in the 3rd quarter worth $26,000. Wexford Capital LP bought a new position in shares of Cloudflare during the third quarter valued at about $30,000. Ameriflex Group Inc. raised its stake in shares of Cloudflare by 105.6% during the third quarter. Ameriflex Group Inc. now owns 148 shares of the company’s stock valued at $32,000 after acquiring an additional 76 shares during the last quarter. Brown Brothers Harriman & Co. boosted its holdings in shares of Cloudflare by 55.4% during the third quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock worth $34,000 after purchasing an additional 56 shares during the period. Finally, Rachor Investment Advisory Services LLC purchased a new stake in shares of Cloudflare during the fourth quarter worth about $35,000. Hedge funds and other institutional investors own 82.68% of the company’s stock.

Wall Street Analyst Weigh In

NET has been the topic of a number of research analyst reports. Susquehanna boosted their price target on Cloudflare from $190.00 to $200.00 and gave the company a “neutral” rating in a report on Monday, May 11th. Mizuho dropped their price objective on Cloudflare from $255.00 to $235.00 and set an “outperform” rating for the company in a report on Tuesday, April 14th. Citigroup began coverage on Cloudflare in a research report on Wednesday, April 15th. They issued a “buy” rating on the stock. Needham & Company LLC reduced their target price on Cloudflare from $285.00 to $250.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. Finally, Scotiabank dropped their price target on Cloudflare from $255.00 to $225.00 and set a “sector perform” rating for the company in a research note on Wednesday, February 11th. Eighteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, Cloudflare has an average rating of “Moderate Buy” and an average price target of $239.08.

Cloudflare Stock Performance

Shares of NET opened at $250.35 on Monday. The company has a 50-day simple moving average of $213.32 and a two-hundred day simple moving average of $200.36. The company has a debt-to-equity ratio of 1.29, a current ratio of 1.96 and a quick ratio of 1.96. The firm has a market capitalization of $88.49 billion, a PE ratio of -1,001.40, a price-to-earnings-growth ratio of 4,194.92 and a beta of 1.70. Cloudflare, Inc. has a one year low of $158.83 and a one year high of $276.82.

Cloudflare (NYSE:NET) last announced its earnings results on Thursday, May 7th. The company reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.02. The firm had revenue of $639.76 million during the quarter, compared to analyst estimates of $620.83 million. Cloudflare had a negative return on equity of 5.65% and a negative net margin of 3.72%.The business’s revenue was up 33.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.16 EPS. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS.

Insider Buying and Selling

In other news, CAO Janel Riley sold 3,481 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $193.32, for a total transaction of $672,946.92. Following the sale, the chief accounting officer owned 49,163 shares in the company, valued at approximately $9,504,191.16. The trade was a 6.61% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Prince sold 52,384 shares of the company’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $210.66, for a total transaction of $11,035,213.44. Following the completion of the sale, the chief executive officer directly owned 25,550 shares in the company, valued at $5,382,363. This represents a 67.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 527,491 shares of company stock valued at $111,729,711 over the last 90 days. 10.89% of the stock is currently owned by company insiders.

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.