Y.D. More Investments Ltd Lowers Stock Position in Cloudflare, Inc. $NET

Y.D. More Investments Ltd decreased its holdings in shares of Cloudflare, Inc. (NYSE:NET) by 12.6% during the 1st quarter, HoldingsChannel.com reports. The firm owned 22,739 shares of the company’s stock after selling 3,268 shares during the period. Y.D. More Investments Ltd’s holdings in Cloudflare were worth $4,692,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of NET. HM Payson & Co. acquired a new stake in shares of Cloudflare in the 4th quarter valued at approximately $25,000. Wiser Advisor Group LLC acquired a new position in Cloudflare during the third quarter worth $26,000. Wexford Capital LP acquired a new position in Cloudflare during the third quarter worth $30,000. Brown Brothers Harriman & Co. raised its position in Cloudflare by 55.4% in the third quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock worth $34,000 after acquiring an additional 56 shares in the last quarter. Finally, Rachor Investment Advisory Services LLC purchased a new position in Cloudflare in the fourth quarter worth $35,000. 82.68% of the stock is owned by hedge funds and other institutional investors.

More Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: BTIG Research raised its price target on Cloudflare to $314 from $269 and kept a Buy rating, signaling further upside potential for the stock. BTIG raises Cloudflare price target
• Positive Sentiment: Scotiabank upgraded Cloudflare to Sector Outperform with a $300 target, citing AI, agentic traffic, edge computing, and zero-trust security as key growth drivers. Scotiabank upgrades Cloudflare
• Positive Sentiment: Multiple articles highlighted Cloudflare as one of the cloud-computing names best positioned to benefit from AI-driven data-center growth in the second half of 2026. Cloudflare named as a top cloud computing stock
• Positive Sentiment: Coverage around Cloudflare’s deal with OpenAI and broader AI infrastructure buzz has added to optimism that the company can capture more AI-related traffic and demand. Cloudflare deal with OpenAI
• Neutral Sentiment: Director Carl Ledbetter sold 5,000 shares, but the transaction was done under a pre-arranged Rule 10b5-1 plan and is not necessarily a negative fundamental signal. Carl Ledbetter sells Cloudflare shares
• Neutral Sentiment: Recent roundup pieces comparing Cloudflare with other content-delivery stocks did not appear to change the investment thesis materially, but they helped keep NET in the spotlight. Cloudflare versus content delivery peers

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. BTIG Research raised their target price on Cloudflare from $269.00 to $314.00 and gave the company a “buy” rating in a report on Friday. Jefferies Financial Group downgraded shares of Cloudflare from a “buy” rating to a “hold” rating in a report on Tuesday, July 7th. Barclays reiterated an “overweight” rating and issued a $250.00 price objective on shares of Cloudflare in a research note on Monday, June 1st. KeyCorp reissued an “overweight” rating on shares of Cloudflare in a report on Wednesday, June 10th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Cloudflare in a research report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $245.96.

Cloudflare Stock Up 0.0%

Cloudflare stock opened at $268.46 on Monday. The company has a debt-to-equity ratio of 1.29, a quick ratio of 1.96 and a current ratio of 1.96. The firm has a market capitalization of $94.89 billion, a price-to-earnings ratio of -1,073.84, a price-to-earnings-growth ratio of 270.32 and a beta of 1.67. Cloudflare, Inc. has a fifty-two week low of $158.83 and a fifty-two week high of $280.14. The stock’s fifty day moving average is $231.89 and its two-hundred day moving average is $207.44.

Cloudflare (NYSE:NET) last released its quarterly 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. Cloudflare had a negative return on equity of 5.65% and a negative net margin of 3.72%.The business had revenue of $639.75 million during the quarter, compared to the consensus estimate of $620.83 million. During the same quarter in the previous year, the company posted $0.16 EPS. The business’s revenue was up 33.5% on a year-over-year basis. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. Analysts predict that Cloudflare, Inc. will post 0.02 EPS for the current fiscal year.

Insider Activity

In other Cloudflare news, CEO Matthew Prince sold 52,422 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $249.09, for a total value of $13,057,795.98. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michelle Zatlyn sold 35,080 shares of the stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $213.98, for a total transaction of $7,506,418.40. Following the completion of the sale, the insider owned 47,425 shares in the company, valued at $10,148,001.50. This represents a 42.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 626,185 shares of company stock valued at $139,810,855 over the last 90 days. 10.66% of the stock is currently owned by 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.