Cloudflare, Inc. (NYSE:NET – Get Free Report)’s share price hit a new 52-week high during trading on Monday . The company traded as high as $333.72 and last traded at $332.8990, with a volume of 2688210 shares trading hands. The stock had previously closed at $306.53.
Cloudflare News Summary
Here are the key news stories impacting Cloudflare this week:
- Positive Sentiment: Cloudflare introduced an “Accountable” designation for AI crawlers and a “Disallow AI Training” setting. Website owners can block the use of their content for AI training while remaining visible in traditional search results. The tools may increase the value of Cloudflare’s connectivity and security platform and strengthen its position in AI-content governance. Cloudflare Helps End the Search-or-AI-Training Tradeoff
- Positive Sentiment: Recent commentary points to Cloudflare’s exposure to the agentic-AI boom, rising AI-security demand and expanding Zero Trust adoption. One analyst comparison gave NET an edge over CrowdStrike based on its growth outlook, though it also acknowledged Cloudflare’s premium valuation. CRWD vs. NET Analysis
- Positive Sentiment: Cloudflare’s latest reported quarter exceeded expectations, with adjusted EPS of $0.29 versus $0.27 expected and revenue of approximately $696.1 million versus $664.7 million expected. Revenue increased 35.9% year over year, while management maintained positive 2026 EPS guidance. Analysts generally remain constructive, with a “Moderate Buy” consensus rating.
- Neutral Sentiment: NET has become a heavily watched and trending stock, which can support trading interest but does not by itself change the company’s earnings outlook. Cloudflare Trending Stock Analysis
- Negative Sentiment: Director Carl Ledbetter sold 5,000 shares for approximately $1.56 million under a pre-arranged Rule 10b5-1 plan. The sale reduced his holdings by only 0.57%, limiting its significance, but insider selling may weigh on sentiment while NET trades at a demanding valuation. SEC Insider Trading Filing
Wall Street Analysts Forecast Growth
A number of brokerages have recently weighed in on NET. KeyCorp upped their target price on Cloudflare from $300.00 to $375.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Citigroup reissued a “market outperform” rating on shares of Cloudflare in a research report on Monday, August 31st. Wells Fargo & Company lifted their price objective on shares of Cloudflare from $300.00 to $380.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Oppenheimer raised their price target on shares of Cloudflare from $330.00 to $380.00 and gave the company an “outperform” rating in a research report on Friday, August 7th. Finally, Mizuho boosted their price target on shares of Cloudflare from $260.00 to $310.00 and gave the stock an “outperform” rating in a report on Wednesday, July 15th. One equities research 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $320.19.
Cloudflare Stock Down 1.0%
The stock’s 50-day moving average price is $288.74 and its two-hundred day moving average price is $241.77. The company has a current ratio of 1.82, a quick ratio of 1.82 and a debt-to-equity ratio of 1.22. The stock has a market capitalization of $115.65 billion, a P/E ratio of -564.12, a P/E/G ratio of 270.05 and a beta of 1.66.
Cloudflare (NYSE:NET – Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.29 EPS for the quarter, beating the consensus estimate of $0.27 by $0.02. Cloudflare had a negative return on equity of 3.88% and a negative net margin of 8.21%.The business had revenue of $696.06 million for the quarter, compared to the consensus estimate of $664.66 million. During the same quarter in the prior year, the business earned $0.21 earnings per share. Cloudflare’s revenue for the quarter was up 35.9% on a year-over-year basis. Cloudflare has set its Q3 2026 guidance at 0.340-0.340 EPS and its FY 2026 guidance at 1.250-1.260 EPS. As a group, research analysts expect that Cloudflare, Inc. will post 0.03 earnings per share for the current fiscal year.
Insider Buying and Selling at Cloudflare
In other Cloudflare news, CFO Thomas Seifert sold 55,000 shares of the company’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $300.30, for a total transaction of $16,516,500.00. Following the completion of the sale, the chief financial officer directly owned 113,790 shares in the company, valued at $34,171,137. This represents a 32.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Prince sold 52,422 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $249.09, for a total value of $13,057,795.98. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 673,083 shares of company stock worth $179,430,632 over the last ninety days. Insiders own 10.66% of the company’s stock.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently made changes to their positions in the company. Anchor Investment Management LLC grew its position in Cloudflare by 46.4% during the second quarter. Anchor Investment Management LLC now owns 3,432 shares of the company’s stock valued at $842,000 after buying an additional 1,087 shares during the period. Sequoia Financial Advisors LLC boosted its stake in shares of Cloudflare by 13.2% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 9,790 shares of the company’s stock worth $2,401,000 after acquiring an additional 1,139 shares during the last quarter. Van Hulzen Asset Management LLC grew its position in shares of Cloudflare by 2.4% during the 2nd quarter. Van Hulzen Asset Management LLC now owns 4,675 shares of the company’s stock valued at $1,147,000 after acquiring an additional 110 shares during the period. Whetstone Capital Advisors LLC grew its position in shares of Cloudflare by 51.7% during the 2nd quarter. Whetstone Capital Advisors LLC now owns 292,861 shares of the company’s stock valued at $71,833,000 after acquiring an additional 99,830 shares during the period. Finally, National Pension Service increased its stake in shares of Cloudflare by 1.6% in the 2nd quarter. National Pension Service now owns 959,987 shares of the company’s stock worth $235,466,000 after purchasing an additional 15,546 shares in the last quarter. Institutional investors own 82.68% of the company’s stock.
Cloudflare Company Profile
Cloudflare, Inc is a technology company that provides cloud-based connectivity, security and performance services for websites, applications, networks and other internet-connected resources. Its platform is designed to help organizations deliver digital content more quickly, protect against cyber threats and manage internet traffic across a global network.
The company’s offerings include content delivery and domain name system services, distributed denial-of-service protection, web application and application programming interface security, bot management, and network security tools.
Featured Articles
- Five stocks we like better than Cloudflare
- Marex Stock Doubles on Record Profits, But Can the Rally Continue?
- 2 “Cheap for a Reason” Airline Stocks That May Be Worth the Risk
- Running on Empty: 3 Energy Plays for Europe’s Deep Freeze
- 3 Healthcare Stocks for 3 Stages of Life
Receive News & Ratings for Cloudflare Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cloudflare and related companies with MarketBeat.com's FREE daily email newsletter.
