Insider Selling: Cloudflare (NYSE:NET) Director Sells $436,842.00 in Stock

Cloudflare, Inc. (NYSE:NET) Director John Graham-Cumming sold 2,520 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $173.35, for a total transaction of $436,842.00. Following the completion of the transaction, the director directly owned 495,191 shares of the company’s stock, valued at approximately $85,841,359.85. This represents a 0.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

John Graham-Cumming also recently made the following trade(s):

• On Monday, January 5th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The stock was sold at an average price of $200.27, for a total transaction of $504,680.40.
• On Monday, December 15th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The shares were sold at an average price of $199.37, for a total value of $502,412.40.

Cloudflare Price Performance

NET stock opened at $196.00 on Friday. The stock has a market capitalization of $68.66 billion, a price-to-earnings ratio of -675.84, a price-to-earnings-growth ratio of 328.65 and a beta of 1.97. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. Cloudflare, Inc. has a 52-week low of $89.42 and a 52-week high of $260.00. The stock’s fifty day simple moving average is $190.27 and its 200-day simple moving average is $204.76.

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

Key Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 beat — Cloudflare reported revenue of ~$614.5M (+33.6% YoY) and EPS of $0.28, with management highlighting record deal activity, rising RPO/cRPO and improving free cash flow. MSN: Q4 growth
• Positive Sentiment: Revenue guidance topped estimates — management raised FY‑2026 revenue outlook (management cited a figure near $2.795B), signaling confidence in sustained demand and driving the rally. Investing.com: Guidance beats
• Positive Sentiment: AI tailwind — multiple reports and management commentary point to rising “agentic” traffic (e.g., Moltbot) that boosts security, networking and edge services, creating a durable demand cycle. Yahoo: AI deals
• Positive Sentiment: Analyst upgrades and higher targets — several firms upgraded or raised targets (examples include Robert W. Baird to outperform/$260 and DZ Bank to buy/$215), adding conviction to the upside thesis. Finviz: Analyst moves
• Positive Sentiment: Elevated options activity — unusually large call buying (13,474 contracts) suggests short‑term bullish/speculative positioning around the stock.
• Neutral Sentiment: Mixed analyst notes — some firms reaffirm neutral/hold stances (Cantor Fitzgerald) or trimmed PTs modestly while keeping buy ratings, reflecting differing views on valuation vs. growth. Zacks: Analyst roundup
• Neutral Sentiment: Valuation questions persist — coverage pieces and valuation checks note Cloudflare’s rich multiples given ongoing margin/headwind dynamics, so upside depends on continued revenue leverage. Yahoo: Valuation check
• Negative Sentiment: Insider sale disclosed — director John Graham‑Cumming sold 2,520 shares; small relative to his holdings but noted by the market. SEC: Form 4
• Negative Sentiment: Institutional profit‑taking — at least one fund materially trimmed its stake in recent filings, evidence of some near‑term selling pressure amid the rally. DefenseWorld: Institutional trimming
• Negative Sentiment: Some target cuts — a few analysts reduced price targets (e.g., Scotiabank), underscoring uneven short‑term sentiment despite the beat. TickerReport: PT cuts

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in NET. Kestra Advisory Services LLC increased its position in shares of Cloudflare by 0.9% in the 4th quarter. Kestra Advisory Services LLC now owns 26,057 shares of the company’s stock worth $5,137,000 after purchasing an additional 228 shares during the last quarter. Cordoba Advisory Partners LLC bought a new stake in Cloudflare in the fourth quarter valued at $289,000. Transamerica Financial Advisors LLC boosted its stake in Cloudflare by 162.4% during the 4th quarter. Transamerica Financial Advisors LLC now owns 265 shares of the company’s stock valued at $52,000 after purchasing an additional 164 shares during the period. Marshall Wace LLP grew its stake in shares of Cloudflare by 31.1% in the fourth quarter. Marshall Wace LLP now owns 690,747 shares of the company’s stock worth $136,181,000 after purchasing an additional 163,966 shares in the last quarter. Finally, Bridgewater Associates LP increased its stake in shares of Cloudflare by 172.4% during the fourth quarter. Bridgewater Associates LP now owns 40,897 shares of the company’s stock valued at $8,063,000 after acquiring an additional 25,882 shares during the period. 82.68% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on NET. New Street Research set a $140.00 price objective on shares of Cloudflare in a research note on Wednesday. DZ Bank raised Cloudflare from a “hold” rating to a “buy” rating and set a $215.00 price target for the company in a research report on Friday. UBS Group restated a “neutral” rating and issued a $220.00 price objective on shares of Cloudflare in a report on Wednesday. Robert W. Baird set a $260.00 price objective on Cloudflare and gave the company an “outperform” rating in a research note on Wednesday. Finally, Wolfe Research reissued a “peer perform” rating on shares of Cloudflare in a research report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $232.11.

About Cloudflare

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.