Robeco Institutional Asset Management B.V. Purchases 14,701 Shares of Cloudflare, Inc. $NET

Robeco Institutional Asset Management B.V. increased its position in shares of Cloudflare, Inc. (NYSE:NET) by 328.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 19,175 shares of the company’s stock after buying an additional 14,701 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Cloudflare were worth $4,115,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Keystone Wealth Services LLC raised its position in shares of Cloudflare by 6.9% during the third quarter. Keystone Wealth Services LLC now owns 10,829 shares of the company’s stock worth $2,324,000 after purchasing an additional 700 shares during the period. Wealth Management Partners LLC raised its holdings in Cloudflare by 9.2% during the third quarter. Wealth Management Partners LLC now owns 5,926 shares of the company’s stock worth $1,272,000 after buying an additional 499 shares during the last quarter. Global Retirement Partners LLC lifted its stake in shares of Cloudflare by 62.0% in the third quarter. Global Retirement Partners LLC now owns 1,657 shares of the company’s stock valued at $356,000 after buying an additional 634 shares in the last quarter. Capital Advisors Inc. OK acquired a new position in shares of Cloudflare during the third quarter valued at about $230,000. Finally, Davis Capital Management bought a new stake in shares of Cloudflare during the third quarter worth about $934,000. Institutional investors and hedge funds own 82.68% of the company’s stock.

Key Headlines Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloudflare beat revenue and EPS expectations last quarter and reiterated FY‑2025 guidance, supporting the company’s growth story and helping underpin investor confidence. Cloudflare (NET) Ascends While Market Falls
• Positive Sentiment: Several sell‑side firms still rate NET favorably (multiple recent raises/overweight opinions and a moderate‑buy consensus), which provides a supportive analyst backdrop for longer‑term holders. MarketBeat: NET analyst coverage
• Neutral Sentiment: Institutional activity and liquidity remain elevated (many funds adjusting positions); this can amplify moves but doesn’t by itself indicate direction. MarketBeat: NET insider & institutional activity
• Negative Sentiment: CEO Matthew Prince sold a large block (52,384 shares) this week (and has executed multiple large sales since November), a pattern that often triggers short‑term selling pressure and investor concern about insider liquidity. Insider Selling: Matthew Prince
• Negative Sentiment: Additional director sales were reported this week (several filings totaling smaller but still notable amounts), which can amplify the negative sentiment from the CEO’s transactions. Director Sells $504,680.40 Director Sells $1,216,126.84
• Negative Sentiment: Piper Sandler reduced its price target (reported this week), which narrows perceived upside and can weigh on sentiment for momentum or value‑targeted investors. Price Target Lowered to $220
• Negative Sentiment: A public dispute with LaLiga alleging Cloudflare “ignores illegal content” introduces reputational and potential policy/regulatory risk that could require management time or costly responses. Spanish soccer league battles Cloudflare over piracy

Insiders Place Their Bets

In related news, Director Mark J. Hawkins sold 134 shares of Cloudflare stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $198.90, for a total value of $26,652.60. Following the sale, the director owned 10,722 shares of the company’s stock, valued at approximately $2,132,605.80. The trade was a 1.23% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Carl Ledbetter sold 6,134 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $198.26, for a total value of $1,216,126.84. Following the transaction, the director directly owned 968,073 shares of the company’s stock, valued at approximately $191,930,152.98. This trade represents a 0.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 690,219 shares of company stock valued at $139,226,709. Company insiders own 10.89% of the company’s stock.

Wall Street Analyst Weigh In

NET has been the topic of several recent research reports. Jefferies Financial Group reaffirmed a “hold” rating and issued a $225.00 price target on shares of Cloudflare in a research report on Tuesday, December 16th. JMP Securities set a $270.00 target price on Cloudflare in a report on Friday, October 31st. DZ Bank upgraded Cloudflare from a “sell” rating to a “hold” rating and set a $237.00 price target for the company in a report on Wednesday, November 5th. Mizuho increased their price target on Cloudflare from $240.00 to $280.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Finally, Oppenheimer started coverage on shares of Cloudflare in a report on Monday, November 10th. They set an “outperform” rating and a $260.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $233.70.

Cloudflare Stock Down 2.3%

NET stock opened at $182.67 on Friday. The stock has a market cap of $63.98 billion, a P/E ratio of -608.88, a P/E/G ratio of 120.22 and a beta of 1.96. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 1.46. The stock’s fifty day simple moving average is $204.90 and its two-hundred day simple moving average is $206.56. Cloudflare, Inc. has a 1-year low of $89.42 and a 1-year high of $260.00.

Cloudflare (NYSE:NET) last released its earnings results on Thursday, October 30th. The company reported $0.27 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.04. The company had revenue of $562.03 million for the quarter, compared to analysts’ expectations of $544.65 million. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.The business’s revenue for the quarter was up 30.7% compared to the same quarter last year. During the same period in the previous year, the business posted $0.20 EPS. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. Analysts expect that Cloudflare, Inc. will post -0.11 EPS for the current 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.