MASTERINVEST Kapitalanlage GmbH Acquires 1,986 Shares of Cloudflare, Inc. $NET

Posted by Brenda Bartman on Jul 15th, 2026

MASTERINVEST Kapitalanlage GmbH raised its holdings in Cloudflare, Inc. (NYSE:NET – Free Report) by 23.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,586 shares of the company’s stock after acquiring an additional 1,986 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Cloudflare were worth $2,184,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the business. HM Payson & Co. bought a new position in shares of Cloudflare during the 4th quarter valued at about $25,000. Wiser Advisor Group LLC bought a new stake in Cloudflare during the 3rd quarter worth approximately $26,000. Wexford Capital LP bought a new stake in Cloudflare during the 3rd quarter worth approximately $30,000. Brown Brothers Harriman & Co. raised its holdings in Cloudflare by 55.4% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock worth $34,000 after buying an additional 56 shares during the period. Finally, Rachor Investment Advisory Services LLC acquired a new stake in Cloudflare during the 4th quarter worth approximately $35,000. 82.68% of the stock is currently owned by institutional investors.

Key Cloudflare News

Here are the key news stories impacting Cloudflare this week:

Positive Sentiment: Cloudflare shares are getting a boost from heightened cybersecurity demand after U.S. and international agencies warned about Russian state-sponsored threats targeting critical infrastructure, which can increase interest in cloud security names like NET. Cloudflare (NET) Stock Is Up, What You Need To Know
Positive Sentiment: Analysts remain constructive ahead of earnings, with TD Cowen reportedly raising its price target on Cloudflare to $300 from $250 while keeping a Buy rating, signaling continued confidence in revenue growth. Cloudflare Draws Fresh Price Target Hikes Ahead Of Earnings — Analysts See Another 30% Growth Quarter
Positive Sentiment: Cloudflare also launched Precursor, a new behavioral bot-detection tool, reinforcing its product pipeline and its ability to monetize security and performance upgrades. Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
Neutral Sentiment: The company announced it will report second-quarter 2026 results on August 6, keeping attention focused on upcoming earnings but not changing fundamentals by itself. Cloudflare Announces Date of Second Quarter 2026 Financial Results
Neutral Sentiment: Cloudflare continues to attract strong investor attention, with recent articles highlighting its prior stock run and elevated search interest, but these are more a reflection of momentum than a new catalyst. Cloudflare (NET): 3 Reasons We Love This Stock

Insider Transactions at Cloudflare

In other Cloudflare news, Director Mark J. Hawkins sold 133 shares of the business’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $249.00, for a total transaction of $33,117.00. Following the sale, the director directly owned 10,765 shares of the company’s stock, valued at $2,680,485. The trade was a 1.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michelle Zatlyn sold 25,641 shares of the stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $219.11, for a total transaction of $5,618,199.51. Following the transaction, the insider owned 47,425 shares of the company’s stock, valued at approximately $10,391,291.75. This represents a 35.09% decrease in their ownership of the stock. 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. In the last ninety days, insiders sold 626,185 shares of company stock worth $139,810,855. 10.66% of the stock is owned by insiders.

Cloudflare Price Performance

Shares of NET opened at $281.71 on Wednesday. The stock has a market capitalization of $99.58 billion, a P/E ratio of -1,126.83, a P/E/G ratio of 274.71 and a beta of 1.67. Cloudflare, Inc. has a twelve month low of $158.83 and a twelve month high of $284.63. The company has a 50 day moving average of $233.93 and a 200-day moving average of $208.47. The company has a quick ratio of 1.96, a current ratio of 1.96 and a debt-to-equity ratio of 1.29.

Cloudflare (NYSE:NET – Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.23 by $0.02. The company had revenue of $639.75 million for the quarter, compared to the consensus estimate of $620.83 million. Cloudflare had a negative net margin of 3.72% and a negative return on equity of 5.65%. The firm’s revenue was up 33.5% compared to the same quarter last year. During the same period last year, the company earned $0.16 earnings per share. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. As a group, equities research analysts forecast that Cloudflare, Inc. will post 0.02 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently weighed in on NET. Royal Bank Of Canada upped their price target on shares of Cloudflare from $240.00 to $260.00 and gave the company an “outperform” rating in a report on Wednesday, June 10th. Scotiabank upgraded shares of Cloudflare from a “sector perform” rating to a “sector outperform” rating and raised their price objective for the stock from $225.00 to $300.00 in a report on Tuesday, July 7th. TD Cowen boosted their price objective on shares of Cloudflare from $265.00 to $300.00 and gave the company a “buy” rating in a research report on Monday. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $136.00 target price on shares of Cloudflare in a research note on Wednesday, June 10th. Finally, The Goldman Sachs Group cut Cloudflare from a “buy” rating to a “sell” rating in a report on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $249.81.

Check Out Our Latest Stock Analysis on NET

Cloudflare Profile

(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.

Featured Articles

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Institutional Ownership by Quarter for Cloudflare (NYSE:NET)

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