Cloudflare, Inc. $NET Stock: Radnor Capital Management LLC Increases Stake

Radnor Capital Management LLC boosted its stake in Cloudflare, Inc. (NYSE:NET) by 194.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,411 shares of the company’s stock after purchasing an additional 1,591 shares during the quarter. Radnor Capital Management LLC’s holdings in Cloudflare were worth $837,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in NET. Signaturefd LLC grew its position in shares of Cloudflare by 3.3% during the third quarter. Signaturefd LLC now owns 7,777 shares of the company’s stock valued at $2,701,000 after purchasing an additional 251 shares in the last quarter. Citizens Financial Group Inc. RI increased its holdings in shares of Cloudflare by 25.2% in the third quarter. Citizens Financial Group Inc. RI now owns 11,499 shares of the company’s stock worth $3,993,000 after purchasing an additional 2,314 shares during the last quarter. Simplicity Wealth LLC bought a new stake in shares of Cloudflare in the third quarter worth about $274,000. Gibbs Wealth Management lifted its position in shares of Cloudflare by 33.3% in the third quarter. Gibbs Wealth Management now owns 1,655 shares of the company’s stock worth $575,000 after buying an additional 413 shares in the last quarter. Finally, Capital Investment Advisors LLC lifted its position in shares of Cloudflare by 4.6% in the third quarter. Capital Investment Advisors LLC now owns 1,286 shares of the company’s stock worth $447,000 after buying an additional 56 shares in the last quarter. Institutional investors own 82.68% of the company’s stock.

Cloudflare Stock Performance

Shares of Cloudflare stock opened at $325.68 on Friday. The stock’s fifty day moving average is $318.54 and its two-hundred day moving average is $267.48. The company has a market capitalization of $115.12 billion, a PE ratio of -561.52, a price-to-earnings-growth ratio of 259.07 and a beta of 1.65. The company has a quick ratio of 1.82, a current ratio of 1.82 and a debt-to-equity ratio of 1.22. Cloudflare, Inc. has a 52 week low of $158.83 and a 52 week high of $370.35.

Cloudflare (NYSE:NET) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.29 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.27 by $0.02. The business had revenue of $696.06 million for the quarter, compared to the consensus estimate of $664.66 million. Cloudflare had a negative return on equity of 3.88% and a negative net margin of 8.21%. The business’s revenue was up 35.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.21 EPS. Cloudflare has set its Q3 2026 guidance at 0.340-0.340 EPS and its FY 2026 guidance at 1.250-1.260 EPS. As a group, analysts expect that Cloudflare, Inc. will post 0.03 earnings per share for the current year.

Key Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloud stocks are rebounding: Cloudflare is benefiting from a broader recovery in cloud-software shares, with investors especially favoring companies that secure and keep applications running. Cloudflare Climbs as Cloud Stocks Rebound
• Positive Sentiment: PHP security crisis highlights demand for Cloudflare: The company reported millions of attempted exploits after critical PHP vulnerabilities were disclosed. The heightened threat environment reinforces the need for Cloudflare’s web-security and protective services and has helped lift cybersecurity stocks. Cloudflare sees millions of exploit attempts after PHP disclosure
• Positive Sentiment: Growth outlook remains attractive to some investors: Brown Advisory cited accelerating growth at Cloudflare, while a bullish analyst view argued that AI-driven traffic, bot verification, and enterprise adoption could provide substantial long-term expansion opportunities. Brown Advisory Sees Accelerating Growth at Cloudflare
• Neutral Sentiment: Valuation is a key risk: Cloudflare’s multiyear share-price gains have significantly outpaced its sales growth, leaving the stock valued at a rich sales premium. That can support momentum but makes the shares sensitive to any slowdown in growth or weaker guidance. Cloudflare Stock May Trade at a Rich Sales Premium
• Negative Sentiment: Execution concerns remain: Commentary has pointed to potentially misleading AI-agent enthusiasm, declining gross margins, and a reported workforce reduction, factors that could temper the bullish narrative if they pressure profitability or revenue quality. PHP Flaws Set Off Cyber Alarm

Insider Buying and Selling

In related news, CFO Thomas Seifert sold 12,500 shares of the company’s stock in a transaction that occurred on Monday, October 19th. The stock was sold at an average price of $299.59, for a total value of $3,744,875.00. Following the sale, the chief financial officer owned 104,958 shares in the company, valued at $31,444,367.22. This represents a 10.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Carl Ledbetter sold 5,000 shares of the stock in a transaction that occurred on Monday, October 19th. The stock was sold at an average price of $304.40, for a total transaction of $1,522,000.00. Following the completion of the transaction, the director owned 868,073 shares in the company, valued at approximately $264,241,421.20. This trade represents a 0.57% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 476,339 shares of company stock valued at $143,439,267 over the last quarter. 10.66% of the stock is currently owned by company insiders.

Analyst Ratings Changes

NET has been the subject of several research analyst reports. Citizens Jmp restated a “market outperform” rating and set a $394.00 price target on shares of Cloudflare in a report on Monday, August 31st. Wells Fargo & Company upped their price objective on Cloudflare from $300.00 to $380.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Zacks Research cut Cloudflare from a “hold” rating to a “strong sell” rating in a report on Wednesday, October 14th. Sanford C. Bernstein increased their target price on Cloudflare from $164.00 to $181.00 and gave the company a “market perform” rating in a research report on Thursday, September 17th. Finally, Mizuho raised their target price on shares of Cloudflare from $260.00 to $310.00 and gave the company an “outperform” rating in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, six have given a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $330.59.

Cloudflare Profile

Cloudflare, Inc (NYSE: NET) provides cloud connectivity, security and performance services for websites, applications, corporate networks and other internet-connected resources. Its global network is designed to help organizations improve the reliability, speed and security of digital services while reducing the complexity of managing internet infrastructure.

The company’s offerings include content delivery and authoritative domain name system services, distributed denial-of-service protection, web application and application programming interface security, bot management, and network security tools.