Q2 Earnings Estimate for Cloudflare Issued By KeyCorp

Cloudflare, Inc. (NYSE:NET) – KeyCorp issued their Q2 2025 EPS estimates for Cloudflare in a research report issued to clients and investors on Thursday, June 5th. KeyCorp analyst J. Ader anticipates that the company will earn ($0.01) per share for the quarter. KeyCorp has a “Overweight” rating and a $210.00 price objective on the stock. The consensus estimate for Cloudflare’s current full-year earnings is ($0.11) per share. KeyCorp also issued estimates for Cloudflare’s Q3 2025 earnings at ($0.01) EPS, Q4 2025 earnings at ($0.02) EPS, FY2025 earnings at ($0.09) EPS, FY2026 earnings at $0.09 EPS, FY2027 earnings at $0.38 EPS and FY2028 earnings at $0.77 EPS.

Cloudflare (NYSE:NET) last issued its earnings results on Thursday, May 8th. The company reported $0.16 earnings per share for the quarter, missing the consensus estimate of $0.17 by ($0.01). Cloudflare had a negative return on equity of 5.52% and a negative net margin of 4.72%. The company had revenue of $479.09 million for the quarter, compared to analyst estimates of $469.49 million. During the same quarter in the previous year, the company posted $0.16 earnings per share. The company’s quarterly revenue was up 26.5% compared to the same quarter last year.

Several other analysts have also commented on the stock. Guggenheim increased their price target on shares of Cloudflare from $68.00 to $70.00 and gave the company a “sell” rating in a research report on Friday, May 9th. Bank of America upgraded Cloudflare from an “underperform” rating to a “buy” rating and lifted their price objective for the stock from $60.00 to $160.00 in a research report on Tuesday, March 25th. Jefferies Financial Group dropped their price objective on Cloudflare from $170.00 to $150.00 and set a “hold” rating for the company in a research report on Friday, May 9th. Morgan Stanley lifted their price objective on Cloudflare from $144.00 to $150.00 and gave the stock an “overweight” rating in a research report on Friday, May 9th. Finally, Mizuho upgraded Cloudflare from a “neutral” rating to an “outperform” rating and set a $135.00 price objective for the company in a research report on Wednesday, April 16th. Three investment analysts have rated the stock with a sell rating, ten have issued a hold rating, fourteen have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, Cloudflare presently has an average rating of “Hold” and an average target price of $145.92.

Cloudflare Stock Up 0.9%

NET stock opened at $179.49 on Monday. The company’s 50 day simple moving average is $135.02 and its 200-day simple moving average is $128.56. The firm has a market capitalization of $62.21 billion, a PE ratio of -815.85 and a beta of 1.84. Cloudflare has a 12 month low of $69.26 and a 12 month high of $181.81. The company has a debt-to-equity ratio of 1.32, a current ratio of 3.37 and a quick ratio of 3.37.

Institutional Investors Weigh In On Cloudflare

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Hartline Investment Corp increased its position in shares of Cloudflare by 1.5% in the 4th quarter. Hartline Investment Corp now owns 264,336 shares of the company’s stock worth $28,464,000 after purchasing an additional 3,957 shares during the last quarter. Birchcreek Wealth Management LLC bought a new stake in shares of Cloudflare in the 4th quarter worth about $215,000. Savant Capital LLC bought a new stake in shares of Cloudflare in the 4th quarter worth about $237,000. Jones Financial Companies Lllp increased its position in shares of Cloudflare by 164.7% in the 4th quarter. Jones Financial Companies Lllp now owns 5,024 shares of the company’s stock worth $541,000 after purchasing an additional 3,126 shares during the last quarter. Finally, LPL Financial LLC boosted its holdings in shares of Cloudflare by 3.4% in the 4th quarter. LPL Financial LLC now owns 122,171 shares of the company’s stock valued at $13,155,000 after buying an additional 3,989 shares during the period. 82.68% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director Katrin Suder sold 608 shares of Cloudflare stock in a transaction on Thursday, June 5th. The shares were sold at an average price of $172.00, for a total transaction of $104,576.00. Following the sale, the director now owns 41,785 shares of the company’s stock, valued at $7,187,020. The trade was a 1.43% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Matthew Prince sold 52,384 shares of Cloudflare stock in a transaction that occurred on Tuesday, April 8th. The stock was sold at an average price of $100.88, for a total value of $5,284,497.92. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 555,976 shares of company stock valued at $74,746,733. Company insiders own 12.83% of the company’s stock.

About Cloudflare

Cloudflare, Inc operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices; and website and application security products comprising web application firewall, bot management, distributed denial of service, API gateways, SSL/TLS encryption, script management, security center, and rate limiting products.