Cloudflare (NYSE:NET) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Cloudflare (NYSE:NET) had its target price boosted by Morgan Stanley from $305.00 to $322.00 in a research note issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Morgan Stanley’s price objective indicates a potential upside of 15.89% from the stock’s previous close.

NET has been the subject of a number of other research reports. The Goldman Sachs Group lowered Cloudflare from a “buy” rating to a “sell” rating in a research report on Wednesday, April 15th. Benchmark downgraded Cloudflare to an “underperform” rating in a research report on Tuesday, July 7th. Sanford C. Bernstein reissued a “market perform” rating and set a $136.00 price target on shares of Cloudflare in a research note on Wednesday, June 10th. KeyCorp restated an “overweight” rating on shares of Cloudflare in a report on Wednesday, June 10th. Finally, Barclays raised their price target on Cloudflare from $250.00 to $300.00 and gave the company an “overweight” rating in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, eight have given a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $253.41.

Cloudflare Price Performance

NET stock opened at $277.84 on Friday. Cloudflare has a one year low of $158.83 and a one year high of $291.00. The company’s fifty day moving average price is $236.36 and its 200-day moving average price is $209.95. The company has a debt-to-equity ratio of 1.29, a quick ratio of 1.96 and a current ratio of 1.96. The company has a market capitalization of $98.21 billion, a PE ratio of -1,111.37, a price-to-earnings-growth ratio of 283.00 and a beta of 1.67.

Cloudflare (NYSE:NET) last posted its earnings results on Thursday, May 7th. The company reported $0.25 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.02. The company had revenue of $639.75 million during the quarter, compared to analysts’ expectations of $620.83 million. Cloudflare had a negative net margin of 3.72% and a negative return on equity of 5.65%. Cloudflare’s quarterly revenue was up 33.5% on a year-over-year basis. During the same period last year, the company posted $0.16 earnings per share. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. On average, equities analysts anticipate that Cloudflare will post 0.02 EPS for the current fiscal year.

Insider Transactions at Cloudflare

In other Cloudflare news, CEO Matthew Prince sold 52,422 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $249.09, for a total transaction of $13,057,795.98. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michelle Zatlyn sold 35,080 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $213.98, for a total value of $7,506,418.40. Following the sale, the insider owned 47,425 shares in the company, valued at approximately $10,148,001.50. This trade represents a 42.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 616,185 shares of company stock valued at $137,831,055. 10.66% of the stock is owned by insiders.

Institutional Trading of Cloudflare

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Lingotto Investment Management LLP bought a new stake in shares of Cloudflare in the 4th quarter worth about $34,626,000. Trek Financial LLC purchased a new position in shares of Cloudflare during the 4th quarter worth about $1,793,000. Jupiter Asset Management Ltd. grew its holdings in Cloudflare by 1,984.7% during the 4th quarter. Jupiter Asset Management Ltd. now owns 197,710 shares of the company’s stock valued at $38,979,000 after purchasing an additional 188,226 shares during the last quarter. Massachusetts Financial Services Co. MA grew its holdings in Cloudflare by 25.8% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,639,661 shares of the company’s stock valued at $323,259,000 after purchasing an additional 336,768 shares during the last quarter. Finally, Pictet Asset Management Holding SA raised its position in Cloudflare by 17.6% in the 1st quarter. Pictet Asset Management Holding SA now owns 1,381,985 shares of the company’s stock worth $284,900,000 after purchasing an additional 206,506 shares during the period. Hedge funds and other institutional investors own 82.68% of the company’s stock.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Morgan Stanley raised its price target on Cloudflare from $305 to $322 and reiterated an overweight rating, signaling stronger confidence in the company’s upside. This kind of analyst upgrade can help support the stock. Morgan Stanley price target increase on Cloudflare
• Positive Sentiment: Cloudflare launched Precursor, a new bot-management product designed to detect sophisticated automated attacks in real time. The launch reinforces the company’s cybersecurity and privacy narrative, which is a key driver of investor optimism. Cloudflare launches Precursor
• Positive Sentiment: Recent commentary continues to highlight Cloudflare as a beneficiary of rising demand for cybersecurity and AI infrastructure, and the stock has also been mentioned favorably in momentum-stock and “best cybersecurity stocks” roundups. Cloudflare momentum stock article
• Neutral Sentiment: Other recent articles emphasize Cloudflare’s strong three-year run and rising fair-value estimates, but also note that the shares already trade at a rich valuation. That may limit near-term upside if growth does not keep accelerating. Cloudflare valuation article
• Neutral Sentiment: The stock also got a “gains as market dips” mention, reflecting relative strength versus the broader market rather than a company-specific catalyst. Cloudflare gains as market dips article

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.