Cloudflare (NYSE:NET) Director Sells $26,652.60 in Stock

Cloudflare, Inc. (NYSE:NET) Director Mark Hawkins sold 134 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $198.90, for a total transaction of $26,652.60. Following the sale, the director owned 10,722 shares of the company’s stock, valued at $2,132,605.80. The trade was a 1.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website.

Cloudflare Price Performance

Shares of NYSE:NET opened at $186.91 on Friday. The company has a market capitalization of $65.47 billion, a PE ratio of -623.03, a price-to-earnings-growth ratio of 133.40 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. The stock has a fifty day moving average of $206.32 and a 200-day moving average of $206.43. Cloudflare, Inc. has a one year low of $89.42 and a one year high of $260.00.

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. The business had revenue of $562.03 million for the quarter, compared to analysts’ expectations of $544.65 million. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.The company’s quarterly revenue was up 30.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.20 EPS. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. As a group, equities analysts anticipate that Cloudflare, Inc. will post -0.11 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Robert W. Baird set a $230.00 target price on shares of Cloudflare in a report on Wednesday, December 17th. Piper Sandler decreased their price objective on shares of Cloudflare from $249.00 to $220.00 and set a “neutral” rating for the company in a research note on Monday. Stifel Nicolaus lifted their price objective on shares of Cloudflare from $230.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Needham & Company LLC increased their target price on Cloudflare from $240.00 to $285.00 and gave the company a “buy” rating in a report on Friday, October 31st. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Cloudflare in a research report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $233.70.

Institutional Investors Weigh In On Cloudflare

A number of institutional investors have recently modified their holdings of NET. Vanguard Group Inc. raised its holdings in shares of Cloudflare by 2.6% during the third quarter. Vanguard Group Inc. now owns 32,317,249 shares of the company’s stock worth $6,934,958,000 after acquiring an additional 821,684 shares in the last quarter. Geode Capital Management LLC increased its position in Cloudflare by 5.1% in the 2nd quarter. Geode Capital Management LLC now owns 5,536,679 shares of the company’s stock worth $1,081,533,000 after purchasing an additional 270,227 shares during the last quarter. Invesco Ltd. raised its stake in shares of Cloudflare by 1.3% during the 3rd quarter. Invesco Ltd. now owns 3,964,733 shares of the company’s stock worth $850,792,000 after purchasing an additional 49,485 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Cloudflare by 33.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,129,030 shares of the company’s stock worth $352,610,000 after purchasing an additional 786,063 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Cloudflare during the 2nd quarter valued at about $541,462,000. Institutional investors and hedge funds own 82.68% of the company’s stock.

Key Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Zacks says Cloudflare has a strong earnings‑surprise record and the setup to potentially beat again next quarter — a fundamental positive that can support the stock if results repeat. Cloudflare (NET) Ascends While Market Falls
• Positive Sentiment: Profile pieces note strong long‑term returns (e.g., ~374% over three years), which supports investor confidence and could attract momentum buyers. Cloudflare’s investors pleased with 374% return
• Neutral Sentiment: Piper Sandler kept a Hold rating on NET — a cautious stance that doesn’t add buying pressure but signals no downgrade‑driven selling. Piper Sandler Sticks to Hold
• Neutral Sentiment: Institutional activity remains elevated (several funds adjusted positions), which increases liquidity and can amplify moves but doesn’t by itself indicate direction. MarketBeat: NET insider & institutional activity
• Negative Sentiment: CEO Matthew Prince sold large blocks this week (52,384 shares on Jan. 6 at ~$194.77 and another 52,384 on Jan. 8 at ~$189.47), totaling ~ $20M+ — large insider sales often trigger short‑term selling pressure and investor concern. SEC Form 4: Matthew Prince
• Negative Sentiment: Piper Sandler lowered its price target to $220 from $249 — a direct cap on near‑term upside that may weigh on sentiment. Price Target Lowered to $220
• Negative Sentiment: A public dispute with LaLiga (Spanish soccer league) alleging Cloudflare “ignores illegal content” raises reputational and policy/regulatory risk that could force costly changes or legal responses. Spanish soccer league battles Cloudflare over piracy
• Negative Sentiment: Additional director selling (Mark Hawkins, John Graham‑Cumming, Carl Ledbetter and small sales by others) was filed this week — while dollar amounts are smaller, clustered insider sales can amplify negative sentiment. Director Form 4 filings

Cloudflare Company 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.