Cloudflare (NYSE:NET) Insider Alissa Michelle Starzak Sells 3,333 Shares of Stock

Cloudflare, Inc. (NYSE:NET) insider Alissa Michelle Starzak sold 3,333 shares of the business’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $310.15, for a total transaction of $1,033,729.95. Following the completion of the transaction, the insider directly owned 114,620 shares in the company, valued at $35,549,393. This trade represents a 2.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Alissa Michelle Starzak also recently made the following trade(s):

• On Tuesday, August 18th, Alissa Michelle Starzak sold 2,538 shares of Cloudflare stock. The stock was sold at an average price of $304.68, for a total transaction of $773,277.84.
• On Thursday, May 28th, Alissa Michelle Starzak sold 16,243 shares of Cloudflare stock. The shares were sold at an average price of $216.15, for a total value of $3,510,924.45.

Cloudflare Price Performance

Shares of Cloudflare stock opened at $292.03 on Thursday. The company has a current ratio of 1.82, a quick ratio of 1.82 and a debt-to-equity ratio of 1.22. Cloudflare, Inc. has a 12 month low of $158.83 and a 12 month high of $332.22. The stock has a 50 day moving average of $265.92 and a 200 day moving average of $226.28. The firm has a market cap of $103.22 billion, a PE ratio of -503.50, a PEG ratio of 180.05 and a beta of 1.65.

Cloudflare (NYSE:NET) last issued its quarterly earnings data on Thursday, August 6th. The company reported $0.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.02. The business had revenue of $696.06 million for the quarter, compared to analysts’ expectations of $664.66 million. Cloudflare had a negative return on equity of 3.88% and a negative net margin of 8.21%.The company’s revenue for the quarter was up 35.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.21 EPS. Cloudflare has set its Q3 2026 guidance at 0.340-0.340 EPS and its FY 2026 guidance at 1.250-1.260 EPS. On average, research analysts expect that Cloudflare, Inc. will post 0.03 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. Citigroup upped their target price on shares of Cloudflare from $265.00 to $400.00 and gave the company a “buy” rating in a research report on Monday, August 10th. Needham & Company LLC boosted their price objective on Cloudflare from $280.00 to $380.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Susquehanna upped their price objective on Cloudflare from $200.00 to $300.00 and gave the company a “neutral” rating in a research report on Monday, August 10th. BTIG Research lifted their target price on Cloudflare from $314.00 to $382.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Finally, TD Cowen increased their price target on Cloudflare from $300.00 to $355.00 and gave the company a “buy” rating in a report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, seven have issued a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, Cloudflare currently has a consensus rating of “Moderate Buy” and a consensus target price of $320.19.

Key Headlines Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloudflare’s expanding AI-driven traffic and government-focused security certifications could support continued revenue growth and strengthen its long-term outlook. Cloudflare Stock May Look Stretched as AI Growth Lifts Outlook
• Neutral Sentiment: Recent insider sales were conducted under pre-arranged Rule 10b5-1 trading plans, which reduces their value as a direct signal that executives expect the stock to fall. Nevertheless, the transactions involved multiple insiders and occurred while shares were trading near recent highs. SEC filings show CFO Thomas J. Seifert sold 10,000 shares, while Chief Accounting Officer Janel Riley sold a combined 5,148 shares. Insider Alissa Michelle Starzak sold a combined 5,871 shares. Cloudflare CFO SEC Filing
• Negative Sentiment: Valuation remains the primary concern. Cloudflare has generated substantial gains over the past three years, but its elevated earnings multiples and ongoing losses leave investors questioning how much future AI-related growth is already reflected in the share price. A valuation analysis described the stock as still overvalued, contributing to selling pressure. Cloudflare Shares Fall as GF Value Says Stock Is Overvalued

Hedge Funds Weigh In On Cloudflare

Institutional investors have recently bought and sold shares of the business. C M Bidwell & Associates Ltd. purchased a new position in Cloudflare in the second quarter worth $30,000. Wiser Advisor Group LLC acquired a new position in Cloudflare during the 3rd quarter valued at approximately $26,000. HM Payson & Co. purchased a new position in shares of Cloudflare in the fourth quarter worth $25,000. CX Institutional lifted its stake in shares of Cloudflare by 49.4% during the second quarter. CX Institutional now owns 133 shares of the company’s stock worth $33,000 after buying an additional 44 shares during the period. Finally, Cape Investment Advisory Inc. purchased a new stake in shares of Cloudflare during the second quarter valued at $33,000. 82.68% of the stock is owned by hedge funds and other institutional investors.

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.