Rep. Gilbert Ray Cisneros, Jr. Sells Cloudflare, Inc. (NYSE:NET) Stock

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Cloudflare, Inc. (NYSE:NET). In a filing disclosed on January 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Cloudflare stock on December 24th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Cloudflare Price Performance

Shares of Cloudflare stock opened at $188.20 on Thursday. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. The company has a market cap of $65.92 billion, a PE ratio of -627.33, a P/E/G ratio of 124.12 and a beta of 1.96. The business has a 50 day moving average of $201.99 and a 200 day moving average of $206.48. Cloudflare, Inc. has a 52 week low of $89.42 and a 52 week high of $260.00.

Cloudflare (NYSE:NET) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.04. Cloudflare had a negative net margin of 5.12% and a negative return on equity of 6.54%. The business had revenue of $562.03 million for the quarter, compared to analysts’ expectations of $544.65 million. During the same quarter in the previous year, the business posted $0.20 earnings per share. The firm’s revenue for the quarter was up 30.7% compared to the same quarter last year. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. As a group, equities research analysts forecast that Cloudflare, Inc. will post -0.11 earnings per share for the current year.

Analyst Upgrades and Downgrades

NET has been the topic of several research analyst reports. Jefferies Financial Group reiterated a “hold” rating and set a $225.00 price target on shares of Cloudflare in a research report on Tuesday, December 16th. Mizuho lifted their price objective on Cloudflare from $240.00 to $280.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Guggenheim reissued a “sell” rating on shares of Cloudflare in a research report on Tuesday, October 21st. Stifel Nicolaus lifted their price target on Cloudflare from $230.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Cloudflare in a research note on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $232.41.

Hedge Funds Weigh In On Cloudflare

Institutional investors and hedge funds have recently modified their holdings of the stock. Physician Wealth Advisors Inc. grew its position in Cloudflare by 693.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after purchasing an additional 104 shares during the last quarter. Wiser Advisor Group LLC bought a new position in shares of Cloudflare in the third quarter worth approximately $26,000. Westside Investment Management Inc. lifted its stake in shares of Cloudflare by 100.0% in the third quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock worth $28,000 after buying an additional 65 shares in the last quarter. ORG Wealth Partners LLC grew its holdings in shares of Cloudflare by 101.4% during the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock valued at $30,000 after buying an additional 70 shares during the last quarter. Finally, Wexford Capital LP bought a new stake in shares of Cloudflare during the third quarter valued at approximately $30,000. 82.68% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Matthew Prince sold 52,384 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $195.32, for a total value of $10,231,642.88. Following the transaction, the chief executive officer directly owned 22,175 shares of the company’s stock, valued at approximately $4,331,221. This represents a 70.26% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Michelle Zatlyn sold 35,099 shares of Cloudflare stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $199.26, for a total value of $6,993,826.74. Following the completion of the sale, the insider owned 24,555 shares of the company’s stock, valued at $4,892,829.30. The trade was a 58.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 582,931 shares of company stock worth $116,171,840 in the last three months. Insiders own 10.89% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.