Cloudflare (NET) Expected to Announce Quarterly Earnings on Tuesday

Cloudflare (NYSE:NET) will likely be announcing its Q4 2025 results after the market closes on Tuesday, February 10th. Analysts expect the company to announce earnings of $0.27 per share and revenue of $591.6740 million for the quarter. Interested persons may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 5:00 PM ET.

Cloudflare Price Performance

Shares of NYSE NET opened at $173.16 on Friday. The stock has a market cap of $60.65 billion, a P/E ratio of -577.20, a P/E/G ratio of 150.14 and a beta of 1.97. The firm’s 50-day simple moving average is $191.91 and its 200 day simple moving average is $205.17. Cloudflare has a fifty-two week low of $89.42 and a fifty-two week high of $260.00. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46.

Insider Activity at Cloudflare

In other Cloudflare news, CFO Thomas J. Seifert sold 10,000 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $178.37, for a total transaction of $1,783,700.00. Following the sale, the chief financial officer owned 137,486 shares in the company, valued at approximately $24,523,377.82. The trade was a 6.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Michelle Zatlyn sold 25,641 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $190.05, for a total transaction of $4,873,072.05. Following the sale, the insider directly owned 24,555 shares of the company’s stock, valued at $4,666,677.75. This represents a 51.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 630,827 shares of company stock valued at $124,436,992 over the last ninety days. Company insiders own 10.89% of the company’s stock.

Institutional Investors Weigh In On Cloudflare

Large investors have recently made changes to their positions in the company. Woodline Partners LP boosted its stake in Cloudflare by 1,000.1% in the 3rd quarter. Woodline Partners LP now owns 183,206 shares of the company’s stock worth $39,314,000 after purchasing an additional 166,552 shares during the period. National Bank of Canada FI boosted its position in shares of Cloudflare by 1,552.7% in the third quarter. National Bank of Canada FI now owns 144,218 shares of the company’s stock worth $30,948,000 after buying an additional 135,492 shares during the period. AQR Capital Management LLC grew its holdings in shares of Cloudflare by 34.5% during the second quarter. AQR Capital Management LLC now owns 461,051 shares of the company’s stock valued at $89,951,000 after buying an additional 118,234 shares in the last quarter. Sei Investments Co. grew its holdings in shares of Cloudflare by 40.1% during the second quarter. Sei Investments Co. now owns 329,036 shares of the company’s stock valued at $64,432,000 after buying an additional 94,112 shares in the last quarter. Finally, Marshall Wace LLP raised its position in Cloudflare by 21.6% during the third quarter. Marshall Wace LLP now owns 526,781 shares of the company’s stock valued at $113,042,000 after buying an additional 93,729 shares during the period. Institutional investors and hedge funds own 82.68% of the company’s stock.

Wall Street Analyst Weigh In

NET has been the topic of a number of recent analyst reports. Wall Street Zen upgraded shares of Cloudflare from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Scotiabank boosted their target price on Cloudflare from $200.00 to $225.00 and gave the stock a “sector perform” rating in a report on Friday, October 31st. Mizuho cut their target price on Cloudflare from $280.00 to $255.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Needham & Company LLC lifted their price target on Cloudflare from $240.00 to $285.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Finally, Piper Sandler cut their price objective on Cloudflare from $249.00 to $220.00 and set a “neutral” rating for the company in a report on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $234.11.

Cloudflare Company 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.