Cloudflare, Inc. $NET Shares Acquired by Wealthfront Advisers LLC

Wealthfront Advisers LLC lifted its position in Cloudflare, Inc. (NYSE:NET) by 13.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,264 shares of the company’s stock after purchasing an additional 4,261 shares during the period. Wealthfront Advisers LLC’s holdings in Cloudflare were worth $7,567,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. raised its position in shares of Cloudflare by 693.3% in the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock worth $26,000 after acquiring an additional 104 shares during the period. Westside Investment Management Inc. grew its position in shares of Cloudflare by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock valued at $28,000 after acquiring an additional 65 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new position in shares of Cloudflare in the 2nd quarter valued at about $29,000. ORG Wealth Partners LLC raised its holdings in Cloudflare by 101.4% in the 3rd quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock worth $30,000 after purchasing an additional 70 shares during the period. Finally, Cloud Capital Management LLC purchased a new position in Cloudflare during the third quarter worth approximately $31,000. Institutional investors and hedge funds own 82.68% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Wells Fargo & Company boosted their price objective on Cloudflare from $265.00 to $270.00 and gave the company an “overweight” rating in a research report on Wednesday. Wall Street Zen raised shares of Cloudflare from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. UBS Group restated a “neutral” rating and set a $220.00 price objective on shares of Cloudflare in a research report on Wednesday. Robert W. Baird set a $260.00 target price on shares of Cloudflare and gave the company an “outperform” rating in a research report on Wednesday. Finally, Jefferies Financial Group boosted their target price on shares of Cloudflare from $185.00 to $225.00 and gave the stock a “hold” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $235.21.

Insider Transactions at Cloudflare

In other news, CEO Matthew Prince sold 52,384 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $195.32, for a total transaction of $10,231,642.88. Following the transaction, the chief executive officer owned 22,175 shares of the company’s stock, valued at approximately $4,331,221. The trade was a 70.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Thomas J. Seifert sold 41,555 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $194.18, for a total transaction of $8,069,149.90. Following the completion of the sale, the chief financial officer directly owned 137,486 shares of the company’s stock, valued at $26,697,031.48. This represents a 23.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 633,347 shares of company stock worth $124,873,834 in the last quarter. Company insiders own 10.89% of the company’s stock.

Cloudflare Stock Up 5.4%

NET stock opened at $189.72 on Thursday. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 1.46. The firm has a 50-day moving average of $190.74 and a two-hundred day moving average of $204.92. Cloudflare, Inc. has a 12 month low of $89.42 and a 12 month high of $260.00. The company has a market cap of $66.45 billion, a price-to-earnings ratio of -654.17, a PEG ratio of 156.00 and a beta of 1.97.

Cloudflare (NYSE:NET) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.01. Cloudflare had a negative return on equity of 7.40% and a negative net margin of 4.72%.The business had revenue of $614.51 million during the quarter, compared to analyst estimates of $591.67 million. During the same period in the prior year, the business earned $0.19 earnings per share. The business’s revenue was up 33.6% compared to the same quarter last year. As a group, analysts forecast that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.

More Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 beat — Cloudflare reported EPS $0.28 vs. $0.27 expected and revenue $614.5M (+33.6% YoY), with management highlighting record ACV and strong RPO/cRPO growth, supporting near-term momentum. Business Wire: Q4 results
• Positive Sentiment: Bullish guidance — Company set a ~ $2.795B 2026 revenue target and forecasted Q1/FY sales above Street estimates, signaling management confidence that AI-driven traffic will lift demand. Reuters: Guidance and AI demand
• Positive Sentiment: AI agent narrative amplifies growth thesis — Coverage and management point to rising agentic traffic (e.g., Moltbot) that increases demand for Cloudflare’s networking/security stack, creating a reinforcing revenue loop. CNBC: AI agent wave
• Positive Sentiment: Analyst upgrades/target lifts — Robert W. Baird upgraded NET to Strong Buy with a $260 target; Wells Fargo and Barclays also raised targets (Wells to $270, Barclays to $250), adding credibility to upside expectations. Zacks: Baird upgrade
• Neutral Sentiment: Mixed analyst reactions — Some firms reiterated neutral ratings or trimmed targets (e.g., Cantor Fitzgerald kept a neutral $224 target), reflecting differing views on valuation despite the beat. Street Insider: Cantor Fitzgerald
• Neutral Sentiment: Some PT trims amid mixed debate — Needham lowered a target (from $285 to $250) but maintained a buy rating, signaling cautious optimism. Benzinga: Needham PT change
• Negative Sentiment: Insider selling — Director John Graham‑Cumming sold 2,520 shares (small relative to his stake); such filings can introduce short-term caution among some investors. SEC: Form 4
• Negative Sentiment: Institutional trimming — Alfreton Capital cut its position sharply (~55%), indicating some profit-taking after the rally. DefenseWorld: Alfreton selling
• Negative Sentiment: Selective target cuts — Scotiabank trimmed its PT to $225, a reminder that valuation and margin pressure (higher R&D/marketing) remain near-term risks. TickerReport: Scotiabank PT cut

Cloudflare 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.