Cloudflare (NYSE:NET) Price Target Raised to $250.00 at Barclays

Cloudflare (NYSE:NET) had its price target increased by Barclays from $235.00 to $250.00 in a research report report published on Wednesday morning,Benzinga reports. Barclays currently has an overweight rating on the stock.

A number of other brokerages also recently commented on NET. BTIG Research lifted their price objective on shares of Cloudflare from $199.00 to $243.00 and gave the company a “buy” rating in a research report on Wednesday. Wells Fargo & Company raised their price objective on Cloudflare from $250.00 to $265.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. KeyCorp boosted their price objective on shares of Cloudflare from $235.00 to $300.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Piper Sandler increased their price target on Cloudflare from $220.00 to $222.00 and gave the company a “neutral” rating in a research note on Wednesday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Cloudflare in a research note on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $235.21.

Cloudflare Trading Up 1.0%

NYSE NET traded up $1.86 during trading on Wednesday, reaching $191.27. 1,545,058 shares of the stock traded hands, compared to its average volume of 5,036,843. The firm has a market cap of $67.00 billion, a price-to-earnings ratio of -659.53, a price-to-earnings-growth ratio of 156.00 and a beta of 1.97. Cloudflare has a fifty-two week low of $89.42 and a fifty-two week high of $260.00. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. The stock’s 50-day moving average price is $190.74 and its 200 day moving average price is $204.92.

Cloudflare (NYSE:NET) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.01. Cloudflare had a negative net margin of 4.72% and a negative return on equity of 7.40%. The company had revenue of $614.51 million during the quarter, compared to the consensus estimate of $591.67 million. During the same quarter in the prior year, the firm earned $0.19 earnings per share. The firm’s revenue was up 33.6% compared to the same quarter last year. Analysts predict that Cloudflare will post -0.11 EPS for the current year.

Insider Buying and Selling at Cloudflare

In other news, insider Michelle Zatlyn sold 25,641 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $190.05, for a total value of $4,873,072.05. Following the transaction, the insider owned 24,555 shares of the company’s stock, valued at approximately $4,666,677.75. This represents a 51.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Carl Ledbetter sold 15,000 shares of the stock in a transaction on Tuesday, January 27th. The shares were sold at an average price of $211.16, for a total value of $3,167,400.00. Following the completion of the transaction, the director directly owned 953,073 shares in the company, valued at approximately $201,250,894.68. This represents a 1.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 633,347 shares of company stock worth $124,873,834 in the last ninety days. Insiders own 10.89% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the business. Physician Wealth Advisors Inc. increased its position in shares of 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 in the last quarter. Wiser Advisor Group LLC purchased a new stake in Cloudflare in the 3rd quarter worth $26,000. Westside Investment Management Inc. increased its holdings in shares of Cloudflare by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock worth $28,000 after buying an additional 65 shares during the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Cloudflare during the 2nd quarter worth about $29,000. Finally, ORG Wealth Partners LLC grew its stake in Cloudflare by 101.4% in the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock worth $30,000 after purchasing an additional 70 shares in the last quarter. 82.68% of the stock is owned by hedge funds and other institutional investors.

Cloudflare News Roundup

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 results beat expectations: revenue $614.5M (+33.6% YoY) and EPS $0.28, with management highlighting record new ACV and accelerating RPO metrics — supports higher revenue growth trajectory. Business Wire: Q4 results
• Positive Sentiment: Company raised FY‑2026 revenue outlook (~$2.795B) and guided above Street estimates for near term, reducing short‑term downside risk to top‑line expectations. Reuters: Guidance and AI demand
• Positive Sentiment: AI-agent tailwind: management and multiple outlets point to rising agentic traffic (e.g., Moltbot) boosting demand for Cloudflare’s networking and security stack — a structural growth catalyst for recurring revenue. CNBC: AI agent wave
• Positive Sentiment: Analyst upgrades and target hikes (including Robert W. Baird upgrade to Outperform, PT $260; Wells Fargo and Barclays raising targets) add momentum and give investors explicit upside scenarios. Zacks: Baird upgrade
• Neutral Sentiment: Valuation/catch‑up coverage: several outlets ran “valuation check” pieces after the earnings/guidance beat — useful context for investors weighing higher multiples vs. faster growth. Yahoo: Valuation check
• Neutral Sentiment: Analyst reactions are mixed: some firms maintained neutral ratings or trimmed targets (Cantor Fitzgerald $224 neutral; Needham trimmed PT but kept buy), showing divergence on pacing and margins. StreetInsider: Cantor Fitzgerald
• Negative Sentiment: Insider selling: a director sold 2,520 shares (small vs. holdings) — a possible near‑term psychological headwind for some investors. SEC: Form 4
• Negative Sentiment: Institutional trimming: at least one fund (Alfreton Capital) materially reduced its position, indicating some profit‑taking after recent run‑up. DefenseWorld: Alfreton selling

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.