Recent Analysts’ Ratings Changes for Cloudflare (NET)

A number of firms have modified their ratings and price targets on shares of Cloudflare (NYSE: NET) recently:

• 8/1/2025 – Cloudflare had its price target raised by analysts at Guggenheim from $70.00 to $111.00. They now have a “sell” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Scotiabank from $135.00 to $200.00. They now have a “sector perform” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Wells Fargo & Company from $225.00 to $250.00. They now have an “overweight” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at KeyCorp from $210.00 to $235.00. They now have an “overweight” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Morgan Stanley from $225.00 to $235.00. They now have an “overweight” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Mizuho from $220.00 to $240.00. They now have an “outperform” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Royal Bank Of Canada from $210.00 to $228.00. They now have an “outperform” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Cantor Fitzgerald from $162.00 to $199.00. They now have a “neutral” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Piper Sandler from $151.00 to $224.00. They now have a “neutral” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Stifel Nicolaus from $175.00 to $230.00. They now have a “buy” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Needham & Company LLC from $200.00 to $240.00. They now have a “buy” rating on the stock.
• 8/1/2025 – Cloudflare had its price target raised by analysts at Bank of America Corporation from $235.00 to $240.00. They now have a “buy” rating on the stock.
• 7/28/2025 – Cloudflare had its “outperform” rating reaffirmed by analysts at Citigroup Inc..
• 7/28/2025 – Cloudflare had its price target raised by analysts at JMP Securities from $180.00 to $225.00. They now have a “market outperform” rating on the stock.
• 7/25/2025 – Cloudflare had its price target raised by analysts at Robert W. Baird from $148.00 to $175.00. They now have a “neutral” rating on the stock.
• 7/24/2025 – Cloudflare had its price target raised by analysts at UBS Group AG from $145.00 to $200.00. They now have a “neutral” rating on the stock.
• 7/22/2025 – Cloudflare had its “sell” rating reaffirmed by analysts at DZ Bank AG. They now have a $170.00 price target on the stock.
• 7/21/2025 – Cloudflare had its price target raised by analysts at Wells Fargo & Company from $200.00 to $225.00. They now have an “overweight” rating on the stock.
• 7/16/2025 – Cloudflare had its price target raised by analysts at Mizuho from $155.00 to $220.00. They now have an “outperform” rating on the stock.
• 7/11/2025 – Cloudflare had its “overweight” rating reaffirmed by analysts at Morgan Stanley. They now have a $225.00 price target on the stock, up previously from $150.00.
• 6/16/2025 – Cloudflare had its “buy” rating reaffirmed by analysts at Cowen Inc.

Cloudflare Stock Up 3.6%

Shares of NYSE NET opened at $215.19 on Thursday. The stock has a market capitalization of $74.59 billion, a P/E ratio of -632.91 and a beta of 1.84. The stock’s fifty day moving average is $187.48 and its 200 day moving average is $151.01. Cloudflare, Inc. has a 52 week low of $74.88 and a 52 week high of $215.58. The company has a debt-to-equity ratio of 2.63, a quick ratio of 5.14 and a current ratio of 5.14.

Cloudflare (NYSE:NET) last announced its quarterly earnings data on Thursday, July 31st. The company reported $0.21 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.18 by $0.03. The business had revenue of $512.32 million for the quarter, compared to analysts’ expectations of $501.58 million. Cloudflare had a negative net margin of 6.22% and a negative return on equity of 8.42%. The firm’s quarterly revenue was up 27.8% compared to the same quarter last year. During the same period last year, the firm posted $0.20 earnings per share. Sell-side analysts forecast that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.

Insider Transactions at Cloudflare

In other news, CEO Matthew Prince sold 52,384 shares of the firm’s stock in a transaction on Friday, June 13th. The shares were sold at an average price of $171.25, for a total transaction of $8,970,760.00. Following the completion of the transaction, the chief executive officer owned 381,213 shares of the company’s stock, valued at approximately $65,282,726.25. This trade represents a 12.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Thomas J. Seifert sold 59,130 shares of the company’s stock in a transaction dated Monday, July 28th. The shares were sold at an average price of $200.30, for a total value of $11,843,739.00. Following the completion of the sale, the chief financial officer owned 241,550 shares in the company, valued at $48,382,465. This trade represents a 19.67% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 691,062 shares of company stock valued at $122,093,547 over the last three months. Company insiders own 10.89% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Mather Group LLC. increased its stake in Cloudflare by 1,188.2% during the 1st quarter. Mather Group LLC. now owns 219 shares of the company’s stock valued at $25,000 after purchasing an additional 202 shares in the last quarter. NBC Securities Inc. purchased a new stake in shares of Cloudflare in the first quarter worth approximately $27,000. GPS Wealth Strategies Group LLC lifted its holdings in shares of Cloudflare by 213.4% in the first quarter. GPS Wealth Strategies Group LLC now owns 257 shares of the company’s stock valued at $29,000 after purchasing an additional 175 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its position in shares of Cloudflare by 115.4% during the first quarter. MassMutual Private Wealth & Trust FSB now owns 265 shares of the company’s stock valued at $30,000 after buying an additional 142 shares during the last quarter. Finally, Quaker Wealth Management LLC grew its holdings in Cloudflare by 218.6% during the second quarter. Quaker Wealth Management LLC now owns 166 shares of the company’s stock worth $33,000 after buying an additional 306 shares in the last quarter. Institutional investors and hedge funds own 82.68% of the company’s stock.

Cloudflare, Inc operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices; and website and application security products comprising web application firewall, bot management, distributed denial of service, API gateways, SSL/TLS encryption, script management, security center, and rate limiting products.