5,942 Shares in Cloudflare, Inc. $NET Purchased by Baader Bank Aktiengesellschaft

Baader Bank Aktiengesellschaft bought a new stake in shares of Cloudflare, Inc. (NYSE:NET) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,942 shares of the company’s stock, valued at approximately $1,247,000.

Other large investors have also recently made changes to their positions in the company. Physician Wealth Advisors Inc. boosted its holdings in Cloudflare by 693.3% in the third 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 last quarter. Westside Investment Management Inc. boosted its stake in shares of Cloudflare by 100.0% in the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock worth $28,000 after buying an additional 65 shares during the last quarter. ORG Wealth Partners LLC grew its holdings in shares of Cloudflare by 101.4% in the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock worth $30,000 after acquiring an additional 70 shares during the period. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Cloudflare in the second quarter worth $29,000. Finally, Harbor Investment Advisory LLC bought a new position in Cloudflare in the third quarter valued at about $32,000. 82.68% of the stock is currently owned by institutional investors.

Insider Activity at Cloudflare

In related news, insider Douglas James Kramer sold 3,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $176.19, for a total value of $528,570.00. Following the sale, the insider directly owned 101,101 shares of the company’s stock, valued at approximately $17,812,985.19. This represents a 2.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Carl Ledbetter sold 15,000 shares of Cloudflare stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $211.16, for a total transaction of $3,167,400.00. Following the transaction, the director owned 953,073 shares of the company’s stock, valued at approximately $201,250,894.68. The trade was a 1.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 633,347 shares of company stock valued at $124,873,834 in the last 90 days. 10.89% of the stock is owned by corporate insiders.

Cloudflare Stock Performance

NYSE:NET opened at $189.72 on Thursday. The firm’s fifty day simple moving average is $190.74 and its 200-day simple moving average is $204.92. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. The stock has a market cap of $66.45 billion, a PE ratio of -654.17, a price-to-earnings-growth ratio of 156.00 and a beta of 1.97. Cloudflare, Inc. has a fifty-two week low of $89.42 and a fifty-two week high of $260.00.

Cloudflare (NYSE:NET) last announced its quarterly earnings data 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 net margin of 4.72% and a negative return on equity of 7.40%. The firm had revenue of $614.51 million during the quarter, compared to analysts’ expectations of $591.67 million. During the same quarter last year, the business earned $0.19 earnings per share. The business’s revenue for the quarter was up 33.6% compared to the same quarter last year. Analysts expect that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.

Key Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 results beat expectations — revenue $614.5M (+33.6% YoY) and EPS $0.28, above consensus; management highlighted record ACV and strong RPO/cRPO growth. Business Wire: Q4 results
• Positive Sentiment: Company issued revenue guidance above Street estimates (2026 revenue target cited at ~$2.795B) and raised near-term outlook, signaling confidence in AI-driven demand. Reuters: Guidance and AI demand
• Positive Sentiment: AI agent tailwind — management and multiple outlets point to rising agentic traffic (e.g., Moltbot) boosting security, networking usage and a “virtuous flywheel” for Cloudflare. This narrative is driving investor enthusiasm. CNBC: AI agent wave
• Positive Sentiment: Analyst support: several firms raised price targets or reiterated bullish ratings (notably Wells Fargo to $270 and Barclays to $250), providing additional upside narratives. Benzinga: Analyst moves
• Neutral Sentiment: Cantor Fitzgerald reaffirmed a neutral rating with a $224 target — signals mixed sentiment despite earnings strength. Street Insider: Cantor Fitzgerald
• Neutral Sentiment: Needham trimmed its price target (from $285 to $250) but kept a buy rating — a modestly cautious tone amid continued upside thesis. Street Insider: Needham PT change
• Negative Sentiment: Insider sale: Director John Graham-Cumming sold 2,520 shares (small portion of his position); disclosed on an SEC Form 4. While not large relative to his holdings, insider sales can raise short-term concerns. SEC: Form 4
• Negative Sentiment: Institutional trimming: Alfreton Capital reduced its Cloudflare stake by ~55% in the latest filing, indicating some institutional profit-taking. DefenseWorld: Alfreton selling
• Negative Sentiment: Some analysts trimmed targets (e.g., Scotiabank cut PT to $225), introducing mixed short-term analyst sentiment despite overall bullish tilt. TickerReport: Scotiabank PT cut

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on NET shares. Guggenheim boosted their price target on Cloudflare from $117.00 to $140.00 and gave the company a “sell” rating in a research note on Wednesday. Wells Fargo & Company upped their target price on shares of Cloudflare from $265.00 to $270.00 and gave the company an “overweight” rating in a report on Wednesday. Truist Financial set a $225.00 price target on shares of Cloudflare in a research note on Tuesday, January 20th. BTIG Research boosted their price objective on shares of Cloudflare from $199.00 to $243.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, DZ Bank raised Cloudflare from a “sell” rating to a “hold” rating and set a $237.00 target price on the stock in a report on Wednesday, November 5th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $235.21.

Cloudflare 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.