Artemis Wealth Advisors LLC Invests $1.50 Million in Cloudflare, Inc. $NET

Artemis Wealth Advisors LLC bought a new stake in Cloudflare, Inc. (NYSE:NET) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 7,000 shares of the company’s stock, valued at approximately $1,502,000. Cloudflare comprises approximately 0.2% of Artemis Wealth Advisors LLC’s holdings, making the stock its 20th biggest holding.

A number of other hedge funds and other institutional investors also recently bought and sold shares of NET. Reliant Investment Partners LLC increased its holdings in shares of Cloudflare by 1.5% in the 3rd quarter. Reliant Investment Partners LLC now owns 3,316 shares of the company’s stock valued at $718,000 after acquiring an additional 50 shares during the last quarter. Frank Rimerman Advisors LLC boosted its holdings in Cloudflare by 1.8% in the third quarter. Frank Rimerman Advisors LLC now owns 2,821 shares of the company’s stock valued at $605,000 after purchasing an additional 51 shares in the last quarter. Huntington National Bank increased its stake in Cloudflare by 22.8% in the second quarter. Huntington National Bank now owns 280 shares of the company’s stock valued at $55,000 after purchasing an additional 52 shares during the last quarter. Bogart Wealth LLC increased its stake in Cloudflare by 28.0% in the third quarter. Bogart Wealth LLC now owns 270 shares of the company’s stock valued at $58,000 after purchasing an additional 59 shares during the last quarter. Finally, Rothschild Investment LLC raised its holdings in Cloudflare by 37.4% during the third quarter. Rothschild Investment LLC now owns 224 shares of the company’s stock worth $48,000 after purchasing an additional 61 shares in the last quarter. 82.68% of the stock is currently owned by institutional investors and hedge funds.

Cloudflare Stock Performance

Shares of NET opened at $192.42 on Friday. The stock has a market capitalization of $67.40 billion, a P/E ratio of -663.49 and a beta of 1.98. The company has a debt-to-equity ratio of 1.35, a quick ratio of 1.98 and a current ratio of 1.98. Cloudflare, Inc. has a 1 year low of $89.42 and a 1 year high of $260.00. The company’s fifty day moving average is $184.45 and its two-hundred day moving average is $202.53.

Cloudflare (NYSE:NET) last issued its earnings results on Tuesday, February 10th. The company reported $0.28 earnings per share 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 7.24%. The business had revenue of $614.51 million for the quarter, compared to the consensus estimate of $591.67 million. During the same quarter in the previous year, the firm earned $0.19 earnings per share. The business’s quarterly revenue was up 33.6% compared to the same quarter last year. On average, sell-side analysts predict that Cloudflare, Inc. will post -0.11 earnings per share for the current year.

Insider Buying and Selling

In other Cloudflare news, insider Michelle Zatlyn sold 25,641 shares of the business’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $189.50, for a total transaction of $4,858,969.50. Following the transaction, the insider owned 34,514 shares in the company, valued at approximately $6,540,403. The trade was a 42.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Thomas J. Seifert sold 41,557 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $185.04, for a total value of $7,689,707.28. Following the transaction, the chief financial officer directly owned 85,452 shares of the company’s stock, valued at approximately $15,812,038.08. This trade represents a 32.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 554,160 shares of company stock worth $103,500,353 in the last three months. Company insiders own 10.89% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on NET. Mizuho lowered their target price on shares of Cloudflare from $280.00 to $255.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. Argus upped their price objective on shares of Cloudflare from $238.00 to $265.00 and gave the company a “buy” rating in a research note on Monday, November 10th. Guggenheim raised their price objective on Cloudflare from $117.00 to $140.00 and gave the stock a “sell” rating in a report on Wednesday, February 11th. Barclays boosted their target price on Cloudflare from $235.00 to $250.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Finally, Robert W. Baird set a $260.00 price target on Cloudflare and gave the stock an “outperform” rating in a research report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $230.70.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: CFO highlighted strong growth and an AI focus at the Morgan Stanley TMT conference, which traders interpreted as a reaffirmation of revenue momentum and strategic direction. Article Title
• Positive Sentiment: Cloudflare announced a “quantum‑ready” full SASE platform and published a 2026 Threat Intelligence report, strengthening its security positioning and potential product-led growth opportunities in post‑quantum and enterprise security demand. Article Title
• Positive Sentiment: Media/market commentators including Jim Cramer noted Cloudflare is “holding up much better” than many peers, supporting investor sentiment that the business is less exposed to AI-driven replacement risks. Article Title
• Neutral Sentiment: The company filed a large shelf registration for Class A shares tied to employee plans (reported alongside the SASE announcement); while intended for employee equity, it represents potential future share issuance that investors should monitor for dilution. Article Title
• Negative Sentiment: Insider sales: Michelle Zatlyn sold blocks of shares on Mar 3 and Mar 5 (total ~51,282 shares) reducing her stake by ~42.6%; large insider exits can create short‑term selling pressure or signal personal liquidity needs. SEC filing: SEC Filing
• Negative Sentiment: Legal/management risk: CEO Matthew Prince was summoned by a Spanish court in an investigation related to illegal soccer broadcasting, introducing potential reputation and legal overhangs that could weigh on sentiment if developments escalate. Article Title

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.