Cloudflare, Inc. $NET Shares Sold by Y.D. More Investments Ltd

Y.D. More Investments Ltd decreased its position in Cloudflare, Inc. (NYSE:NET) by 12.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,739 shares of the company’s stock after selling 3,268 shares during the quarter. Y.D. More Investments Ltd’s holdings in Cloudflare were worth $4,692,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in NET. Lingotto Investment Management LLP purchased a new position in Cloudflare in the fourth quarter valued at approximately $34,626,000. Trek Financial LLC purchased a new stake in shares of Cloudflare during the 4th quarter worth approximately $1,793,000. Jupiter Asset Management Ltd. lifted its position in shares of Cloudflare by 1,984.7% during the 4th quarter. Jupiter Asset Management Ltd. now owns 197,710 shares of the company’s stock worth $38,979,000 after buying an additional 188,226 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its holdings in shares of Cloudflare by 25.8% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,639,661 shares of the company’s stock valued at $323,259,000 after buying an additional 336,768 shares in the last quarter. Finally, Pictet Asset Management Holding SA boosted its holdings in shares of Cloudflare by 17.6% in the 1st quarter. Pictet Asset Management Holding SA now owns 1,381,985 shares of the company’s stock valued at $284,900,000 after buying an additional 206,506 shares in the last quarter. Hedge funds and other institutional investors own 82.68% of the company’s stock.

Insider Activity at Cloudflare

In related news, insider Michelle Zatlyn sold 35,080 shares of the stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $213.98, for a total transaction of $7,506,418.40. Following the completion of the sale, the insider directly owned 47,425 shares of the company’s stock, valued at $10,148,001.50. This trade represents a 42.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 on Wednesday, July 1st. The stock was sold at an average price of $249.09, for a total value of $13,057,795.98. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 626,185 shares of company stock worth $139,810,855 over the last quarter. Company insiders own 10.66% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on NET shares. Guggenheim reiterated a “sell” rating and set a $140.00 price target on shares of Cloudflare in a research note on Wednesday, June 10th. Jefferies Financial Group downgraded shares of Cloudflare from a “buy” rating to a “hold” rating in a research note on Tuesday, July 7th. BTIG Research raised their price objective on Cloudflare from $269.00 to $314.00 and gave the stock a “buy” rating in a report on Friday. UBS Group lifted their target price on Cloudflare from $220.00 to $250.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 10th. Finally, Susquehanna boosted their target price on Cloudflare from $190.00 to $200.00 and gave the company a “neutral” rating in a report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, eight have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $245.96.

Cloudflare Trading Up 0.0%

NYSE NET opened at $268.46 on Monday. Cloudflare, Inc. has a one year low of $158.83 and a one year high of $280.14. The firm has a market cap of $94.89 billion, a PE ratio of -1,073.84, a P/E/G ratio of 270.32 and a beta of 1.67. The firm’s fifty day moving average is $231.89 and its two-hundred day moving average is $207.44. The company has a debt-to-equity ratio of 1.29, a quick ratio of 1.96 and a current ratio of 1.96.

Cloudflare (NYSE:NET) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The firm had revenue of $639.75 million for the quarter, compared to analyst estimates of $620.83 million. Cloudflare had a negative return on equity of 5.65% and a negative net margin of 3.72%.The business’s revenue was up 33.5% on a year-over-year basis. During the same quarter last year, the company posted $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. Analysts expect that Cloudflare, Inc. will post 0.02 earnings per share for the current year.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: BTIG Research raised its price target on Cloudflare to $314 from $269 and kept a Buy rating, signaling further upside potential for the stock. BTIG raises Cloudflare price target
• Positive Sentiment: Scotiabank upgraded Cloudflare to Sector Outperform with a $300 target, citing AI, agentic traffic, edge computing, and zero-trust security as key growth drivers. Scotiabank upgrades Cloudflare
• Positive Sentiment: Multiple articles highlighted Cloudflare as one of the cloud-computing names best positioned to benefit from AI-driven data-center growth in the second half of 2026. Cloudflare named as a top cloud computing stock
• Positive Sentiment: Coverage around Cloudflare’s deal with OpenAI and broader AI infrastructure buzz has added to optimism that the company can capture more AI-related traffic and demand. Cloudflare deal with OpenAI
• Neutral Sentiment: Director Carl Ledbetter sold 5,000 shares, but the transaction was done under a pre-arranged Rule 10b5-1 plan and is not necessarily a negative fundamental signal. Carl Ledbetter sells Cloudflare shares
• Neutral Sentiment: Recent roundup pieces comparing Cloudflare with other content-delivery stocks did not appear to change the investment thesis materially, but they helped keep NET in the spotlight. Cloudflare versus content delivery peers

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.