Cloudflare (NYSE:NET) Earns “Neutral” Rating from Cantor Fitzgerald

Cloudflare (NYSE:NET)‘s stock had its “neutral” rating reiterated by Cantor Fitzgerald in a report released on Wednesday, Marketbeat reports. They currently have a $224.00 target price on the stock. Cantor Fitzgerald’s target price suggests a potential upside of 20.77% from the stock’s current price.

NET has been the subject of several other research reports. Barclays initiated coverage on Cloudflare in a research note on Tuesday, December 2nd. They set an “overweight” rating and a $235.00 target price for the company. Argus upped their price target on Cloudflare from $238.00 to $265.00 and gave the stock a “buy” rating in a report on Monday, November 10th. DZ Bank upgraded shares of Cloudflare from a “sell” rating to a “hold” rating and set a $237.00 price objective on the stock in a research note on Wednesday, November 5th. TD Cowen reaffirmed a “buy” rating on shares of Cloudflare in a research report on Tuesday, January 27th. Finally, Jefferies Financial Group increased their price target on shares of Cloudflare from $185.00 to $225.00 and gave the company a “hold” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $232.89.

Cloudflare Price Performance

NYSE NET opened at $185.48 on Wednesday. Cloudflare has a 1 year low of $89.42 and a 1 year high of $260.00. The company has a fifty day simple moving average of $190.36 and a 200 day simple moving average of $204.79. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 1.46. The company has a market cap of $64.97 billion, a P/E ratio of -639.56, a P/E/G ratio of 164.18 and a beta of 1.97.

Cloudflare (NYSE:NET) last announced its earnings results on Tuesday, February 10th. The company reported $0.28 EPS for the quarter, topping 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 for the quarter, compared to the consensus estimate of $591.67 million. During the same quarter last year, the firm posted $0.19 EPS. The business’s quarterly revenue was up 33.6% on a year-over-year basis. On average, sell-side analysts predict that Cloudflare will post -0.11 EPS for the current year.

Insider Activity

In other Cloudflare news, CFO Thomas J. Seifert sold 10,000 shares of the business’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $178.37, for a total value of $1,783,700.00. Following the sale, the chief financial officer owned 137,486 shares of the company’s stock, valued at $24,523,377.82. The trade was a 6.78% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director John Graham-Cumming sold 2,520 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $173.35, for a total transaction of $436,842.00. Following the transaction, the director directly owned 495,191 shares of the company’s stock, valued at $85,841,359.85. The trade was a 0.51% 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 have sold 633,347 shares of company stock valued at $124,873,834. 10.89% of the stock is owned by insiders.

Hedge Funds Weigh In On Cloudflare

Hedge funds have recently modified their holdings of the stock. HM Payson & Co. bought a new stake in Cloudflare in the fourth quarter valued at $25,000. Physician Wealth Advisors Inc. lifted its holdings in shares of Cloudflare by 693.3% during the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after acquiring an additional 104 shares during the period. Wiser Advisor Group LLC acquired a new stake in shares of Cloudflare in the 3rd quarter valued at $26,000. 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 valued at $28,000 after purchasing an additional 65 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in shares of Cloudflare in the 2nd quarter worth about $29,000. 82.68% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 beat and bullish guidance: Cloudflare reported revenue of $614.5M (+33.6% YoY) and EPS of $0.28, topping estimates, and issued a 2026 revenue target (~$2.795B) that signals sustained AI-driven demand and record contract activity. CNBC: Q4 results
• Positive Sentiment: Analyst upgrades/target increases: Multiple firms raised targets or upgraded NET (e.g., Robert W. Baird upgrade to outperform with a $260 PT; Wells Fargo and Barclays raised targets), supporting further upside expectations. Zacks: Analyst optimism
• Positive Sentiment: Unusual options activity: Elevated call buying (≈13,474 calls traded, ~11% above average) suggests some traders are placing bullish bets on further upside. No link
• Neutral Sentiment: Valuation/sector checks: Several pieces examine whether the stock’s elevated valuation is justified after the AI-fueled beat — useful reading for investors weighing entry points. Yahoo: Valuation check
• Neutral Sentiment: Cantor Fitzgerald reaffirmed a neutral rating ($224 PT), highlighting mixed analyst sentiment despite the strong quarter. StreetInsider: Cantor Fitzgerald
• Negative Sentiment: Insider sale disclosed: Director John Graham‑Cumming sold 2,520 shares (small relative to his stake), which can trigger short-term caution among some investors. SEC: Form 4
• Negative Sentiment: Institutional trimming: Alfreton Capital reported a ~55% reduction in its stake, signaling some profit-taking by funds after the run-up. DefenseWorld: Alfreton selling
• Negative Sentiment: Some target trims: A few analysts trimmed price targets (e.g., Scotiabank to $225, Needham trimmed PT) — mixed signals that add short‑term volatility risk. TickerReport: PT cuts

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.