Cloudflare (NYSE:NET) Upgraded at DZ Bank

DZ Bank upgraded shares of Cloudflare (NYSE:NET) from a hold rating to a buy rating in a report released on Friday morning, Marketbeat reports. The firm currently has $215.00 price objective on the stock.

Other equities analysts also recently issued reports about the company. Wall Street Zen upgraded shares of Cloudflare from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. Truist Financial set a $225.00 price objective on Cloudflare in a research note on Tuesday, January 20th. Morgan Stanley set a $245.00 target price on Cloudflare in a research note on Wednesday. Robert W. Baird set a $260.00 target price on shares of Cloudflare and gave the company an “outperform” rating in a report on Wednesday. Finally, Wells Fargo & Company lifted their price target on shares of Cloudflare from $265.00 to $270.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, Cloudflare presently has an average rating of “Moderate Buy” and an average target price of $232.11.

Cloudflare Stock Up 5.8%

Cloudflare stock opened at $196.00 on Friday. Cloudflare has a 12 month low of $89.42 and a 12 month high of $260.00. The stock has a market capitalization of $68.66 billion, a PE ratio of -675.84 and a beta of 1.97. The company has a debt-to-equity ratio of 1.46, a current ratio of 2.04 and a quick ratio of 2.04. The business has a 50 day simple moving average of $190.27 and a 200-day simple moving average of $204.83.

Cloudflare (NYSE:NET) last announced its earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share (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 company had revenue of $614.51 million for the quarter, compared to analysts’ expectations of $591.67 million. During the same quarter in the previous year, the company posted $0.19 EPS. The firm’s quarterly revenue was up 33.6% on a year-over-year basis. On average, analysts anticipate that Cloudflare will post -0.11 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Carl Ledbetter sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $211.16, for a total value of $3,167,400.00. Following the completion of the sale, the director owned 953,073 shares in the company, valued at $201,250,894.68. This trade represents a 1.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John Graham-Cumming sold 2,520 shares of the company’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 owned 495,191 shares in the company, 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. Insiders have sold 565,963 shares of company stock worth $111,028,286 in the last three months. Company insiders own 10.89% of the company’s stock.

Institutional Investors Weigh In On Cloudflare

A number of large investors have recently bought and sold shares of NET. HM Payson & Co. acquired a new position in shares of Cloudflare in the 4th quarter valued at $25,000. 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 valued at $26,000 after acquiring an additional 104 shares during the last quarter. Wiser Advisor Group LLC purchased a new stake in Cloudflare during the third quarter valued at about $26,000. Westside Investment Management Inc. increased its stake in Cloudflare by 100.0% during the third quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock worth $28,000 after acquiring an additional 65 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in Cloudflare during the second quarter worth about $29,000. Institutional investors and hedge funds own 82.68% of the company’s stock.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 beat — Cloudflare reported revenue of ~$614.5M (+33.6% YoY) and EPS of $0.28, with management highlighting record deal activity, rising RPO/cRPO and improving free cash flow. MSN: Q4 growth
• Positive Sentiment: Revenue guidance topped estimates — management raised FY‑2026 revenue outlook (management cited a figure near $2.795B), signaling confidence in sustained demand and driving the rally. Investing.com: Guidance beats
• Positive Sentiment: AI tailwind — multiple reports and management commentary point to rising “agentic” traffic (e.g., Moltbot) that boosts security, networking and edge services, creating a durable demand cycle. Yahoo: AI deals
• Positive Sentiment: Analyst upgrades and higher targets — several firms upgraded or raised targets (examples include Robert W. Baird to outperform/$260 and DZ Bank to buy/$215), adding conviction to the upside thesis. Finviz: Analyst moves
• Positive Sentiment: Elevated options activity — unusually large call buying (13,474 contracts) suggests short‑term bullish/speculative positioning around the stock.
• Neutral Sentiment: Mixed analyst notes — some firms reaffirm neutral/hold stances (Cantor Fitzgerald) or trimmed PTs modestly while keeping buy ratings, reflecting differing views on valuation vs. growth. Zacks: Analyst roundup
• Neutral Sentiment: Valuation questions persist — coverage pieces and valuation checks note Cloudflare’s rich multiples given ongoing margin/headwind dynamics, so upside depends on continued revenue leverage. Yahoo: Valuation check
• Negative Sentiment: Insider sale disclosed — director John Graham‑Cumming sold 2,520 shares; small relative to his holdings but noted by the market. SEC: Form 4
• Negative Sentiment: Institutional profit‑taking — at least one fund materially trimmed its stake in recent filings, evidence of some near‑term selling pressure amid the rally. DefenseWorld: Institutional trimming
• Negative Sentiment: Some target cuts — a few analysts reduced price targets (e.g., Scotiabank), underscoring uneven short‑term sentiment despite the beat. 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.