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

Cloudflare (NYSE:NET) had its price target raised by investment analysts at Barclays from $235.00 to $250.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s price target points to a potential upside of 34.79% from the stock’s previous close.

Several other research firms have also commented on NET. BTIG Research boosted their price objective on Cloudflare from $199.00 to $243.00 and gave the stock a “buy” rating in a research note on Wednesday. Mizuho lowered their price target on Cloudflare from $280.00 to $255.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. TD Cowen reissued a “buy” rating on shares of Cloudflare in a research note on Tuesday, January 27th. Argus raised their price objective on Cloudflare from $238.00 to $265.00 and gave the company a “buy” rating in a report on Monday, November 10th. Finally, JMP Securities set a $270.00 target price on shares of Cloudflare in a report on Friday, October 31st. One 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $232.89.

Cloudflare Stock Performance

NYSE:NET opened at $185.48 on Wednesday. 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 capitalization of $64.97 billion, a PE ratio of -639.56, a P/E/G ratio of 164.18 and a beta of 1.97. Cloudflare has a fifty-two week low of $89.42 and a fifty-two week high of $260.00. The company has a fifty day moving average of $190.36 and a two-hundred day moving average of $204.79.

Cloudflare (NYSE:NET) last announced its earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share (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 business had revenue of $614.51 million for the quarter, compared to analyst estimates of $591.67 million. During the same quarter last year, the business earned $0.19 earnings per share. The company’s revenue for the quarter was up 33.6% compared to the same quarter last year. As a group, research analysts forecast that Cloudflare will post -0.11 earnings per share for the current fiscal year.

Insider Transactions at Cloudflare

In other news, CEO Matthew Prince sold 52,384 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $195.32, for a total transaction of $10,231,642.88. Following the transaction, the chief executive officer owned 22,175 shares of the company’s stock, valued at approximately $4,331,221. The trade was a 70.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Thomas J. Seifert sold 41,555 shares of the company’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $194.18, for a total transaction of $8,069,149.90. Following the completion of the sale, the chief financial officer directly owned 137,486 shares of the company’s stock, valued at $26,697,031.48. This represents a 23.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 633,347 shares of company stock worth $124,873,834 in the last quarter. Company insiders own 10.89% of the company’s stock.

Institutional Trading of Cloudflare

Several institutional investors have recently made changes to their positions in NET. HM Payson & Co. acquired a new position in Cloudflare in the fourth quarter valued at approximately $25,000. Physician Wealth Advisors Inc. raised its position in Cloudflare by 693.3% in the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after purchasing an additional 104 shares during the period. Wiser Advisor Group LLC acquired a new position in shares of Cloudflare in the 3rd quarter valued at $26,000. Westside Investment Management Inc. grew its holdings in shares of Cloudflare by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock worth $28,000 after purchasing an additional 65 shares during the period. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Cloudflare during the 2nd quarter worth about $29,000. Hedge funds and other institutional investors own 82.68% of the company’s stock.

Cloudflare News Summary

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

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.