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

Shares of Cloudflare, Inc. (NYSE:NET) have received a consensus recommendation of “Moderate Buy” from the thirty brokerages that are presently covering the firm, Marketbeat.com reports. Three equities research analysts have rated the stock with a sell rating, seven have issued a hold rating, nineteen have given a buy rating and one has assigned a strong buy rating to the company. The average 1 year target price among analysts that have covered the stock in the last year is $230.7037.

NET has been the subject of a number of research analyst reports. Wall Street Zen raised shares of Cloudflare from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Mizuho cut their price target on Cloudflare from $280.00 to $255.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. UBS Group reiterated a “neutral” rating and set a $220.00 price objective on shares of Cloudflare in a report on Wednesday, February 11th. TD Cowen reissued a “buy” rating on shares of Cloudflare in a research report on Tuesday, January 27th. Finally, BTIG Research upped their price target on Cloudflare from $199.00 to $243.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th.

Cloudflare News Roundup

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook — Cloudflare reported a strong quarter with revenue and EPS above expectations and highlighted rising AI-driven edge demand, which drove a sharp post-earnings rally as investors priced in faster growth and higher addressable market. Cloudflare (NET) Is Up 12.7% After Strong Q4, Upbeat 2026 Outlook and Rising AI Demand – What’s Changed
• Positive Sentiment: Record quarter focuses AI edge growth & governance — Company commentary and investor write-ups emphasize Cloudflare’s edge platform positioning to capture AI inference/agentic traffic and governance needs, supporting longer-term revenue expansion potential. Cloudflare’s Record Quarter Puts AI Edge Growth And Governance In Focus
• Positive Sentiment: Strategic partnership with Mastercard — Cloudflare and Mastercard expanded a cybersecurity partnership targeting critical infrastructure and small businesses, which could broaden go‑to‑market reach in security services and drive incremental enterprise adoption. Cloudflare and Mastercard Partner to Extend Comprehensive Cyber Defense Across Critical Infrastructure and Small Businesses
• Positive Sentiment: Citi raises price target — Citi increased its price target to $265 and maintained a Buy rating after Q4, signaling continued analyst conviction that Cloudflare can sustain growth and justify higher valuation levels. Citi Raises PT on Cloudflare, Inc. (NET) Stock
• Neutral Sentiment: Industry commentary and investor letters highlight platform strategy — Fund letters and analysis note Cloudflare’s global edge investments and platform momentum; useful context for long-term thesis but not an immediate catalyst. Cloudflare (NET) Builds Global Edge Platform to Capture Security and Performance Demand
• Negative Sentiment: Service outage raises short‑term operational risk — Cloudflare reported an internal issue that disrupted services used by X and parts of AWS, a reminder of execution risk that can pressure sentiment and customer confidence in the near term. Cloudflare Reports Issues as X and Amazon Web Services Are Disrupted
• Negative Sentiment: Analyst caution on FY2026 — Scotiabank published a weak FY2026 earnings forecast for Cloudflare, introducing downside risk if the company’s guidance trajectory slows or margins compress. Scotiabank Has Weak Forecast for Cloudflare FY2026 Earnings
• Negative Sentiment: Broader AI-driven software selloff — Sector-wide rotation and an “AI panic” narrative are pressuring software stocks broadly; Cloudflare is exposed to this volatility despite its AI tailwinds, which can amplify short-term price swings. AI Panic Grips Software Stocks: 2 Stocks You Should Buy Anyway

Insider Buying and Selling

In related news, CEO Matthew Prince sold 52,384 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $201.23, for a total value of $10,541,232.32. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Michelle Zatlyn sold 35,099 shares of the business’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $199.26, for a total transaction of $6,993,826.74. Following the sale, the insider directly owned 24,555 shares in the company, valued at $4,892,829.30. This trade represents a 58.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 506,029 shares of company stock worth $99,313,521. 10.89% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the company. Reliant Investment Partners LLC grew its holdings in Cloudflare by 1.5% during the third quarter. Reliant Investment Partners LLC now owns 3,316 shares of the company’s stock worth $718,000 after purchasing an additional 50 shares during the period. Daymark Wealth Partners LLC lifted its position in shares of Cloudflare by 1.1% in the second quarter. Daymark Wealth Partners LLC now owns 4,556 shares of the company’s stock valued at $892,000 after buying an additional 51 shares during the last quarter. Frank Rimerman Advisors LLC lifted its position in shares of Cloudflare by 1.8% in the third quarter. Frank Rimerman Advisors LLC now owns 2,821 shares of the company’s stock valued at $605,000 after buying an additional 51 shares during the last quarter. Huntington National Bank boosted its stake in shares of Cloudflare by 22.8% during the 2nd quarter. Huntington National Bank now owns 280 shares of the company’s stock worth $55,000 after acquiring an additional 52 shares during the period. Finally, IMA Advisory Services Inc. increased its holdings in shares of Cloudflare by 4.5% during the 4th quarter. IMA Advisory Services Inc. now owns 1,290 shares of the company’s stock worth $254,000 after acquiring an additional 55 shares during the last quarter. 82.68% of the stock is currently owned by institutional investors and hedge funds.

Cloudflare Price Performance

NYSE NET opened at $193.85 on Wednesday. The business has a 50 day simple moving average of $189.76 and a 200 day simple moving average of $204.70. Cloudflare has a 52-week low of $89.42 and a 52-week high of $260.00. The company has a debt-to-equity ratio of 1.46, a quick ratio of 2.04 and a current ratio of 2.04. The stock has a market cap of $67.90 billion, a price-to-earnings ratio of -668.43 and a beta of 1.97.

Cloudflare (NYSE:NET) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $614.51 million for the quarter, compared to analyst estimates of $591.67 million. During the same quarter in the previous year, the firm posted $0.19 earnings per share. The business’s revenue was up 33.6% on a year-over-year basis. Analysts anticipate that Cloudflare will post -0.11 earnings per share for the current fiscal year.

Cloudflare Company Profile

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.