Cloudflare (NYSE:NET) Director Sells $504,680.40 in Stock

Cloudflare, Inc. (NYSE:NET) Director John Graham-Cumming sold 2,520 shares of the company’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $200.27, for a total transaction of $504,680.40. Following the completion of the sale, the director directly owned 495,191 shares of the company’s stock, valued at $99,171,901.57. This trade represents a 0.51% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

John Graham-Cumming also recently made the following trade(s):

• On Monday, December 15th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The stock was sold at an average price of $199.37, for a total transaction of $502,412.40.
• On Monday, November 3rd, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The shares were sold at an average price of $250.83, for a total transaction of $632,091.60.
• On Monday, October 13th, John Graham-Cumming sold 2,520 shares of Cloudflare stock. The shares were sold at an average price of $221.36, for a total value of $557,827.20.

Cloudflare Stock Down 7.8%

NET opened at $186.91 on Friday. The company has a market cap of $65.47 billion, a P/E ratio of -623.03, a P/E/G ratio of 133.40 and a beta of 1.96. Cloudflare, Inc. has a 12 month low of $89.42 and a 12 month high of $260.00. The business’s 50-day moving average price is $206.32 and its 200-day moving average price is $206.43. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 1.46.

Cloudflare (NYSE:NET) last posted its quarterly earnings results on Thursday, October 30th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.04. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.The business had revenue of $562.03 million for the quarter, compared to analyst estimates of $544.65 million. During the same period last year, the company earned $0.20 EPS. Cloudflare’s revenue for the quarter was up 30.7% compared to the same quarter last year. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. On average, equities analysts expect that Cloudflare, Inc. will post -0.11 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in NET. Westfield Capital Management Co. LP purchased a new stake in shares of Cloudflare during the 2nd quarter worth approximately $87,868,000. Swedbank AB increased its position in Cloudflare by 27.7% in the third quarter. Swedbank AB now owns 43,878 shares of the company’s stock worth $9,416,000 after purchasing an additional 9,527 shares during the last quarter. Strategy Capital LLC raised its stake in Cloudflare by 4.5% during the second quarter. Strategy Capital LLC now owns 1,165,942 shares of the company’s stock valued at $228,326,000 after purchasing an additional 50,374 shares in the last quarter. Motley Fool Asset Management LLC lifted its position in Cloudflare by 10.5% during the second quarter. Motley Fool Asset Management LLC now owns 17,752 shares of the company’s stock valued at $3,476,000 after purchasing an additional 1,691 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of Cloudflare by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 31,495,565 shares of the company’s stock worth $6,167,776,000 after buying an additional 658,656 shares in the last quarter. Hedge funds and other institutional investors own 82.68% of the company’s stock.

More Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Zacks says Cloudflare has a strong earnings‑surprise record and the setup to potentially beat again next quarter — a fundamental positive that can support the stock if results repeat. Cloudflare (NET) Ascends While Market Falls
• Positive Sentiment: Profile pieces note strong long‑term returns (e.g., ~374% over three years), which supports investor confidence and could attract momentum buyers. Cloudflare’s investors pleased with 374% return
• Neutral Sentiment: Piper Sandler kept a Hold rating on NET — a cautious stance that doesn’t add buying pressure but signals no downgrade‑driven selling. Piper Sandler Sticks to Hold
• Neutral Sentiment: Institutional activity remains elevated (several funds adjusted positions), which increases liquidity and can amplify moves but doesn’t by itself indicate direction. MarketBeat: NET insider & institutional activity
• Negative Sentiment: CEO Matthew Prince sold large blocks this week (52,384 shares on Jan. 6 at ~$194.77 and another 52,384 on Jan. 8 at ~$189.47), totaling ~ $20M+ — large insider sales often trigger short‑term selling pressure and investor concern. SEC Form 4: Matthew Prince
• Negative Sentiment: Piper Sandler lowered its price target to $220 from $249 — a direct cap on near‑term upside that may weigh on sentiment. Price Target Lowered to $220
• Negative Sentiment: A public dispute with LaLiga (Spanish soccer league) alleging Cloudflare “ignores illegal content” raises reputational and policy/regulatory risk that could force costly changes or legal responses. Spanish soccer league battles Cloudflare over piracy
• Negative Sentiment: Additional director selling (Mark Hawkins, John Graham‑Cumming, Carl Ledbetter and small sales by others) was filed this week — while dollar amounts are smaller, clustered insider sales can amplify negative sentiment. Director Form 4 filings

Analyst Upgrades and Downgrades

NET has been the topic of a number of recent analyst reports. Mizuho raised their price target on shares of Cloudflare from $240.00 to $280.00 and gave the stock an “outperform” rating in a report on Friday, October 31st. Cantor Fitzgerald raised their target price on Cloudflare from $199.00 to $224.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. Citizens Jmp upped their price target on Cloudflare from $250.00 to $270.00 and gave the company a “market outperform” rating in a research report on Friday, October 31st. Scotiabank increased their price objective on Cloudflare from $200.00 to $225.00 and gave the stock a “sector perform” rating in a report on Friday, October 31st. Finally, Wells Fargo & Company boosted their target price on Cloudflare from $250.00 to $265.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $233.70.

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.