Cloudflare, Inc. (NYSE:NET) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Cloudflare, Inc. (NYSE:NET) has been given an average rating of “Moderate Buy” by the thirty research firms that are presently covering the firm, MarketBeat.com reports. Two analysts have rated the stock with a sell rating, nine have issued a hold rating, eighteen have given a buy rating and one has issued a strong buy rating on the company. The average 1 year price objective among analysts that have updated their coverage on the stock in the last year is $232.4815.

A number of research analysts recently weighed in on NET shares. Needham & Company LLC raised their target price on shares of Cloudflare from $240.00 to $285.00 and gave the company a “buy” rating in a report on Friday, October 31st. Truist Financial set a $225.00 price objective on shares of Cloudflare in a research report on Tuesday. Stifel Nicolaus boosted their target price on shares of Cloudflare from $230.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Cantor Fitzgerald upped their target price on shares of Cloudflare from $199.00 to $224.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Finally, Citigroup lowered their price target on shares of Cloudflare from $318.00 to $260.00 and set a “buy” rating for the company in a report on Friday, January 16th.

Cloudflare Stock Up 0.1%

NET opened at $173.45 on Friday. The company has a market capitalization of $60.76 billion, a PE ratio of -578.17, a price-to-earnings-growth ratio of 113.99 and a beta of 1.96. The firm has a 50-day simple moving average of $195.24 and a two-hundred day simple moving average of $205.77. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. Cloudflare has a 52 week low of $89.42 and a 52 week high of $260.00.

Cloudflare (NYSE:NET) last issued its earnings results on Thursday, October 30th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.04. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.The firm had revenue of $562.03 million for the quarter, compared to analysts’ expectations of $544.65 million. During the same period in the previous year, the firm posted $0.20 earnings per share. The business’s revenue was up 30.7% compared to the same quarter last year. 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 forecast that Cloudflare will post -0.11 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CFO Thomas J. Seifert sold 10,000 shares of the firm’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $178.37, for a total value of $1,783,700.00. Following the completion of the sale, the chief financial officer directly owned 137,486 shares in the company, valued at $24,523,377.82. This trade represents a 6.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Carl Ledbetter sold 6,134 shares of Cloudflare stock in a transaction on Monday, January 5th. The stock was sold at an average price of $198.26, for a total transaction of $1,216,126.84. Following the transaction, the director directly owned 968,073 shares of the company’s stock, valued at $191,930,152.98. The trade was a 0.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 619,213 shares of company stock worth $122,370,244. 10.89% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Cloudflare

A number of large investors have recently bought and sold shares of the business. Farther Finance Advisors LLC grew its position in Cloudflare by 5.3% in the 4th quarter. Farther Finance Advisors LLC now owns 16,388 shares of the company’s stock valued at $3,231,000 after acquiring an additional 830 shares during the last quarter. Oak Ridge Investments LLC boosted its stake in shares of Cloudflare by 9.0% during the fourth quarter. Oak Ridge Investments LLC now owns 65,150 shares of the company’s stock valued at $12,844,000 after purchasing an additional 5,360 shares during the period. Assetmark Inc. grew its holdings in shares of Cloudflare by 19.8% in the fourth quarter. Assetmark Inc. now owns 61,113 shares of the company’s stock worth $12,049,000 after purchasing an additional 10,121 shares during the last quarter. State of Alaska Department of Revenue bought a new position in shares of Cloudflare in the fourth quarter worth about $1,438,000. Finally, U.S. Capital Wealth Advisors LLC increased its stake in Cloudflare by 11.3% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 1,295 shares of the company’s stock worth $255,000 after buying an additional 132 shares during the period. Hedge funds and other institutional investors own 82.68% of the company’s stock.

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.