Cloudflare (NYSE:NET) Upgraded at DZ Bank

Cloudflare (NYSE:NET) was upgraded by research analysts at DZ Bank from a “hold” rating to a “buy” rating in a research note issued on Friday,Finviz reports. The brokerage presently has a $215.00 target price on the stock. DZ Bank’s target price indicates a potential upside of 15.92% from the company’s previous close.

NET has been the topic of a number of other research reports. Argus upped their target price on Cloudflare from $238.00 to $265.00 and gave the stock a “buy” rating in a research note on Monday, November 10th. Citizens Jmp lifted their target price on shares of Cloudflare from $250.00 to $270.00 and gave the company a “market outperform” rating in a research report on Friday, October 31st. Morgan Stanley set a $245.00 price target on Cloudflare in a research report on Wednesday. Oppenheimer began coverage on shares of Cloudflare in a report on Monday, November 10th. They issued an “outperform” rating and a $260.00 price objective for the company. Finally, New Street Research set a $140.00 target price on Cloudflare in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Cloudflare has a consensus rating of “Moderate Buy” and an average target price of $232.11.

Cloudflare Price Performance

Shares of NET opened at $185.48 on Friday. The company has a debt-to-equity ratio of 1.46, a current ratio of 2.04 and a quick ratio of 2.04. The company’s fifty day moving average price is $190.36 and its 200-day moving average price is $204.79. The firm has a market capitalization of $64.97 billion, a PE ratio of -639.56, a price-to-earnings-growth ratio of 164.18 and a beta of 1.97. Cloudflare has a 1-year low of $89.42 and a 1-year high of $260.00.

Cloudflare (NYSE:NET) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.28 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm had revenue of $614.51 million during the quarter, compared to analysts’ expectations of $591.67 million. During the same period last year, the business posted $0.19 earnings per share. The company’s revenue for the quarter was up 33.6% compared to the same quarter last year. On average, equities research analysts predict that Cloudflare will post -0.11 EPS for the current year.

Insider Buying and Selling at Cloudflare

In other news, CEO Matthew Prince sold 52,384 shares of the stock in a transaction 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 sale, the chief executive officer directly owned 22,175 shares in the company, valued at approximately $4,331,221. This trade represents a 70.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Thomas J. Seifert sold 41,555 shares of Cloudflare stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $194.18, for a total value of $8,069,149.90. Following the completion of the transaction, the chief financial officer owned 137,486 shares of the company’s stock, valued at approximately $26,697,031.48. This trade represents a 23.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 633,347 shares of company stock valued at $124,873,834 in the last 90 days. Company insiders own 10.89% of the company’s stock.

Institutional Investors Weigh In On Cloudflare

Hedge funds have recently bought and sold shares of the stock. HM Payson & Co. purchased a new stake in shares of Cloudflare during the fourth quarter worth approximately $25,000. Physician Wealth Advisors Inc. grew its holdings in Cloudflare by 693.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock worth $26,000 after acquiring an additional 104 shares in the last quarter. Wiser Advisor Group LLC purchased a new stake in shares of Cloudflare in the 3rd quarter valued at approximately $26,000. Westside Investment Management Inc. raised its holdings in shares of Cloudflare by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock valued at $28,000 after purchasing an additional 65 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC purchased a new stake in shares of Cloudflare during the 2nd quarter worth $29,000. Institutional investors and hedge funds own 82.68% of the company’s stock.

Cloudflare News Summary

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 beat and bullish guidance — Cloudflare reported revenue of $614.5M (+33.6% YoY) and EPS above consensus, and issued full-year revenue guidance ahead of Street estimates; management cited record ACV and RPO strength. Cloudflare Q4 and guidance
• Positive Sentiment: AI-agent driven revenue tailwind — Management and multiple reports point to rising agentic traffic (e.g., Moltbot) increasing demand for Cloudflare’s security and networking services, framing a “virtuous flywheel” for growth. CNBC: AI agent wave
• Positive Sentiment: Analyst upgrades and higher targets — Several firms raised or reinforced bullish views (e.g., Robert W. Baird upgrade to outperform with a $260 PT; Wells Fargo and Barclays raised targets), supporting upside expectations. Zacks: Baird upgrade
• Positive Sentiment: Unusually large call buying — Traders bought ~13,474 call options in one session, signaling speculative bullish positioning around the post-earnings move. Options activity report
• Neutral Sentiment: Mixed analyst reactions — Some firms (e.g., Cantor Fitzgerald) kept neutral ratings even as others upped targets, reflecting differing views on valuation vs. growth. Zacks: analyst overview
• Negative Sentiment: Insider selling disclosed — Director John Graham‑Cumming sold 2,520 shares (small vs. his holdings); insiders trimming can create short-term nervousness. SEC Form 4
• Negative Sentiment: Institutional profit-taking and some PT cuts — Reports show at least one institutional seller trimming its stake and a few analysts trimmed price targets (e.g., Scotiabank), adding short-term downward pressure on sentiment. TickerReport: analyst PT changes

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.