Michelle Zatlyn Sells 25,641 Shares of Cloudflare (NYSE:NET) Stock

Cloudflare, Inc. (NYSE:NET) insider Michelle Zatlyn sold 25,641 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $199.37, for a total transaction of $5,112,046.17. Following the completion of the transaction, the insider directly owned 34,514 shares of the company’s stock, valued at approximately $6,881,056.18. This represents a 42.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Michelle Zatlyn also recently made the following trade(s):

• On Wednesday, April 22nd, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $209.15, for a total transaction of $5,362,815.15.
• On Thursday, March 5th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $189.50, for a total transaction of $4,858,969.50.
• On Tuesday, March 3rd, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $174.61, for a total value of $4,477,175.01.
• On Monday, February 23rd, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $172.76, for a total value of $4,429,739.16.
• On Friday, February 20th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The shares were sold at an average price of $192.66, for a total value of $4,939,995.06.
• On Thursday, February 19th, Michelle Zatlyn sold 35,080 shares of Cloudflare stock. The shares were sold at an average price of $187.39, for a total value of $6,573,641.20.

Cloudflare Stock Performance

NYSE NET opened at $205.21 on Friday. The business’s 50-day moving average price is $198.40 and its 200 day moving average price is $200.66. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 1.35. Cloudflare, Inc. has a twelve month low of $112.90 and a twelve month high of $260.00. The company has a market capitalization of $72.23 billion, a PE ratio of -707.61 and a beta of 1.87.

Cloudflare (NYSE:NET) last posted its quarterly earnings results 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 return on equity of 7.24% and a negative net margin of 4.72%.The company had revenue of $614.51 million during the quarter, compared to analysts’ expectations of $591.67 million. During the same quarter in the previous year, the business earned $0.19 EPS. The firm’s revenue was up 33.6% on a year-over-year basis. On average, research analysts predict that Cloudflare, Inc. will post -0.11 earnings per share for the current year.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Technical/relative strength signal — Cloudflare earned an 83 RS rating, indicating rising market leadership that can attract momentum/trend-following buyers. Stocks showing rising market leadership: Cloudflare earns 83 RS rating
• Positive Sentiment: Analyst/consensus backdrop remains constructive — many analysts still rate NET a Buy or Moderate Buy and the consensus target sits above the current price, supporting medium-term demand. MarketBeat Cloudflare coverage
• Neutral Sentiment: Market-performance headlines — mainstream outlets are reporting NET fell more than the broader market today, which can amplify attention but primarily reflects intraday trading flow rather than new company fundamentals. Cloudflare (NET) Falls More Steeply Than Broader Market
• Neutral Sentiment: Analyst stance unchanged at some shops — Bernstein remains at a Hold, a reminder that not all analysts are upgrading, which can temper buying despite positive signals. Bernstein Remains a Hold on Cloudflare (NET)
• Negative Sentiment: Valuation/AI skepticism — a Seeking Alpha piece argues Cloudflare’s “agentic AI” premium may be overdone and forecasts further consolidation, which can pressure momentum names tied to AI narratives. Cloudflare’s Agentic AI Premium Overly Done – Further Consolidation Likely
• Negative Sentiment: Large insider selling — CEO Michelle Zatlyn has executed multiple, sizable sales under a 10b5‑1 plan (recently ~25,641 shares), which the market often reads as increased insider liquidity and can trigger cautious positioning by investors. Insider Selling: Cloudflare (NYSE:NET) Insider Sells 25,641 Shares of Stock
• Negative Sentiment: Profit-taking after run-up / mixed fundamentals — despite a recent revenue beat and strong YoY growth, Cloudflare still posts negative net margins and a negative EPS outlook for the fiscal year, making it sensitive to valuation pressure when sentiment shifts. Cloudflare fundamentals and analyst notes

Institutional Investors Weigh In On Cloudflare

Large investors have recently made changes to their positions in the business. HM Payson & Co. purchased a new position in shares of Cloudflare in the 4th quarter valued at $25,000. Physician Wealth Advisors Inc. boosted its position in Cloudflare by 693.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock worth $26,000 after purchasing an additional 104 shares during the period. Wiser Advisor Group LLC purchased a new stake in Cloudflare during the 3rd quarter worth $26,000. Westside Investment Management Inc. increased its holdings in Cloudflare by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock valued at $28,000 after purchasing an additional 65 shares in the last quarter. Finally, ORG Wealth Partners LLC increased its holdings in Cloudflare by 101.4% in the 3rd quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock valued at $30,000 after purchasing an additional 70 shares in the last quarter. Institutional investors and hedge funds own 82.68% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. The Goldman Sachs Group lowered shares of Cloudflare from a “buy” rating to a “sell” rating in a report on Wednesday, April 15th. Wolfe Research restated a “peer perform” rating on shares of Cloudflare in a report on Monday, January 26th. DZ Bank raised Cloudflare from a “hold” rating to a “buy” rating and set a $215.00 target price on the stock in a research report on Friday, February 13th. Mizuho reduced their target price on Cloudflare from $255.00 to $235.00 and set an “outperform” rating on the stock in a report on Tuesday, April 14th. Finally, Guggenheim boosted their price target on Cloudflare from $117.00 to $140.00 and gave the company a “sell” rating in a research report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $232.62.

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.