Analysts Set Cloudflare, Inc. (NYSE:NET) PT at $230.70

Cloudflare, Inc. (NYSE:NET) has been assigned a consensus recommendation of “Moderate Buy” from the thirty brokerages that are currently covering the company, MarketBeat.com reports. Three research analysts have rated the stock with a sell rating, seven have issued a hold rating, nineteen have issued a buy rating and one has issued a strong buy rating on the company. The average 12-month price target among brokers that have issued a report on the stock in the last year is $230.7037.

A number of analysts recently issued reports on NET shares. Scotiabank cut their price target on shares of Cloudflare from $255.00 to $225.00 and set a “sector perform” rating on the stock in a report on Wednesday, February 11th. Citizens Jmp set a $270.00 price target on Cloudflare in a report on Friday, October 31st. TD Cowen restated a “buy” rating on shares of Cloudflare in a report on Tuesday, January 27th. Stifel Nicolaus upped their price objective on Cloudflare from $230.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Finally, UBS Group reiterated a “neutral” rating and set a $220.00 target price on shares of Cloudflare in a research report on Wednesday, February 11th.

Insider Buying and Selling

In other Cloudflare news, CEO Matthew Prince sold 52,384 shares of Cloudflare stock in a transaction on Friday, December 5th. The stock was sold at an average price of $201.23, for a total transaction of $10,541,232.32. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Michelle Zatlyn sold 35,080 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $187.39, for a total value of $6,573,641.20. Following the transaction, the insider directly owned 34,514 shares in the company, valued at $6,467,578.46. The trade was a 50.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 506,012 shares of company stock valued at $98,211,842 over the last quarter. 10.89% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Cloudflare

Several institutional investors have recently bought and sold shares of NET. HM Payson & Co. bought a new stake in Cloudflare during the fourth quarter valued at about $25,000. Physician Wealth Advisors Inc. lifted its position in shares of Cloudflare by 693.3% during the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after buying an additional 104 shares during the last quarter. Wiser Advisor Group LLC bought a new stake in shares of Cloudflare in the 3rd quarter valued at about $26,000. Westside Investment Management Inc. grew its position in shares of Cloudflare by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock worth $28,000 after buying an additional 65 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new position in shares of Cloudflare during the 2nd quarter worth approximately $29,000. 82.68% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Product differentiation — Cloudflare says its Cloudflare One SASE platform is the first to support modern post‑quantum encryption, a security and compliance advantage that can help win enterprise deals and justify premium pricing. Read More.
• Positive Sentiment: Commercial partnership — Cloudflare announced a strategic partnership with Mastercard to build small‑business tools, which could accelerate SMB adoption and expand go‑to‑market reach. Read More.
• Positive Sentiment: Fundamentals — recent quarterly results showed a small EPS beat and ~34% revenue growth year‑over‑year, supporting growth expectations despite negative margins (investors see revenue momentum as a tailwind).
• Neutral Sentiment: Minor institutional buying — a modest 13F filing showed an increased position by an institutional investor, a limited vote of confidence but not large enough to change ownership dynamics materially. Read More.
• Negative Sentiment: AI disruption fears — Anthropic’s new tool that scans code for vulnerabilities spooked the cybersecurity sector, prompting broad selling in security and networking names (Cloudflare was caught up in the selloff). Read More.
• Negative Sentiment: Macro/tech risk — reports that the White House plans to raise global tariffs to 15% triggered risk‑off flows in growth tech, which hit Cloudflare as investors reduced exposure to higher‑beta names. Read More.
• Negative Sentiment: Insider selling — COO Michelle Zatlyn sold large blocks of shares across Feb. 19–23, substantially reducing her stake; heavy insider sales can increase perceived near‑term supply and weigh on sentiment. Read More.
• Negative Sentiment: Headline skepticism — opinion/analysis pieces question whether new LLMs (e.g., Claude) will commoditize parts of Cloudflare’s security stack, adding uncertainty about long‑term pricing power. Read More.

Cloudflare Stock Up 2.1%

NET opened at $163.63 on Wednesday. Cloudflare has a 52 week low of $89.42 and a 52 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. The firm has a 50-day simple moving average of $187.11 and a two-hundred day simple moving average of $203.56. The company has a market capitalization of $57.32 billion, a PE ratio of -564.21 and a beta of 1.97.

Cloudflare (NYSE:NET) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.28 EPS for the quarter, beating the consensus estimate of $0.27 by $0.01. Cloudflare had a negative net margin of 4.72% and a negative return on equity of 7.40%. The business had revenue of $614.51 million during the quarter, compared to analyst estimates of $591.67 million. During the same quarter last year, the business earned $0.19 earnings per share. Cloudflare’s quarterly revenue was up 33.6% compared to the same quarter last year. Analysts forecast that Cloudflare will post -0.11 earnings per share for the current fiscal year.

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.