Janel Riley Sells 1,667 Shares of Cloudflare (NYSE:NET) Stock

Posted by Stanley Muller on Aug 19th, 2026

Cloudflare, Inc. (NYSE:NET – Get Free Report) CAO Janel Riley sold 1,667 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $310.36, for a total value of $517,370.12. Following the completion of the transaction, the chief accounting officer owned 45,028 shares in the company, valued at approximately $13,974,890.08. The trade was a 3.57% decrease in their position. The sale 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.

Janel Riley also recently made the following trade(s):

On Tuesday, August 18th, Janel Riley sold 3,481 shares of Cloudflare stock. The shares were sold at an average price of $305.26, for a total value of $1,062,610.06.

Cloudflare Stock Down 3.1%

Shares of NYSE:NET traded down $9.33 during trading on Wednesday, reaching $292.03. 3,092,386 shares of the stock were exchanged, compared to its average volume of 4,333,878. The company has a debt-to-equity ratio of 1.22, a current ratio of 1.82 and a quick ratio of 1.82. Cloudflare, Inc. has a 1-year low of $158.83 and a 1-year high of $332.22. The stock has a fifty day moving average of $264.47 and a two-hundred day moving average of $225.49. The firm has a market cap of $103.22 billion, a price-to-earnings ratio of -503.50, a price-to-earnings-growth ratio of 230.77 and a beta of 1.65.

Cloudflare (NYSE:NET – Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.27 by $0.02. The business had revenue of $696.06 million during the quarter, compared to the consensus estimate of $664.66 million. Cloudflare had a negative net margin of 8.21% and a negative return on equity of 3.88%. Cloudflare’s revenue was up 35.9% compared to the same quarter last year. During the same quarter last year, the firm posted $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. Research analysts anticipate that Cloudflare, Inc. will post 0.03 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Vanguard Group Inc. grew its position in Cloudflare by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 32,407,646 shares of the company’s stock worth $6,389,167,000 after purchasing an additional 90,397 shares in the last quarter. Geode Capital Management LLC increased its stake in Cloudflare by 4.2% in the 4th quarter. Geode Capital Management LLC now owns 6,018,175 shares of the company’s stock valued at $1,184,044,000 after buying an additional 241,981 shares during the last quarter. Jennison Associates LLC lifted its position in shares of Cloudflare by 135.8% during the 1st quarter. Jennison Associates LLC now owns 4,394,484 shares of the company’s stock worth $906,758,000 after buying an additional 2,530,872 shares in the last quarter. First Trust Advisors LP lifted its position in shares of Cloudflare by 1.6% during the 4th quarter. First Trust Advisors LP now owns 4,019,157 shares of the company’s stock worth $792,377,000 after buying an additional 63,198 shares in the last quarter. Finally, Invesco Ltd. boosted its stake in shares of Cloudflare by 1.3% in the 3rd quarter. Invesco Ltd. now owns 3,964,733 shares of the company’s stock worth $850,792,000 after buying an additional 49,485 shares during the last quarter. 82.68% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Needham & Company LLC boosted their target price on shares of Cloudflare from $280.00 to $380.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Raymond James Financial assumed coverage on Cloudflare in a research note on Tuesday, July 7th. They set a “strong-buy” rating for the company. Mizuho boosted their price objective on Cloudflare from $260.00 to $310.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft raised Cloudflare to a “buy” rating in a research note on Tuesday, July 7th. Finally, Piper Sandler lifted their target price on Cloudflare from $250.00 to $333.00 and gave the company an “overweight” rating in a research report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, seven have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $320.19.

Get Our Latest Analysis on NET

Trending Headlines about 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

About Cloudflare

(Get Free Report)

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.