Cloudflare (NET) to Release Earnings on Tuesday

Cloudflare (NYSE:NET) is expected to release its Q4 2025 results after the market closes on Tuesday, February 10th. Analysts expect the company to announce earnings of $0.27 per share and revenue of $591.6740 million for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 5:00 PM ET.

Cloudflare Stock Performance

Shares of NET opened at $182.41 on Tuesday. The firm has a market capitalization of $63.90 billion, a PE ratio of -608.04, a P/E/G ratio of 153.72 and a beta of 1.97. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. The firm has a 50-day moving average price of $194.30 and a 200 day moving average price of $205.99. Cloudflare has a 52-week low of $89.42 and a 52-week high of $260.00.

Wall Street Analysts Forecast Growth

NET has been the subject of several recent analyst reports. Jefferies Financial Group reiterated a “hold” rating and issued a $225.00 price objective on shares of Cloudflare in a report on Tuesday, December 16th. Citizens Jmp increased their price target on Cloudflare from $250.00 to $270.00 and gave the company a “market outperform” rating in a research note on Friday, October 31st. Needham & Company LLC boosted their price objective on Cloudflare from $240.00 to $285.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Stifel Nicolaus upped their price objective on Cloudflare from $230.00 to $275.00 and gave the company a “buy” rating in a report on Friday, October 31st. Finally, Mizuho decreased their target price on Cloudflare from $280.00 to $255.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $232.48.

Insider Activity at Cloudflare

In other Cloudflare news, insider Michelle Zatlyn sold 25,641 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $190.05, for a total transaction of $4,873,072.05. Following the sale, the insider owned 24,555 shares in the company, valued at approximately $4,666,677.75. The trade was a 51.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Matthew Prince sold 52,384 shares of the company’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $189.47, for a total transaction of $9,925,196.48. The disclosure for this sale is available in the SEC filing. Insiders sold 627,693 shares of company stock valued at $123,884,812 over the last ninety days. Company insiders own 10.89% of the company’s stock.

Institutional Investors Weigh In On Cloudflare

Large investors have recently made changes to their positions in the company. Brown Brothers Harriman & Co. lifted its position in shares of Cloudflare by 55.4% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock valued at $34,000 after acquiring an additional 56 shares in the last quarter. Wiser Advisor Group LLC acquired a new stake in Cloudflare during the 3rd quarter valued at $26,000. Ossiam lifted its holdings in shares of Cloudflare by 3.7% in the third quarter. Ossiam now owns 3,468 shares of the company’s stock valued at $744,000 after purchasing an additional 125 shares in the last quarter. ICONIQ Capital LLC boosted its position in shares of Cloudflare by 6.3% in the second quarter. ICONIQ Capital LLC now owns 2,136 shares of the company’s stock worth $418,000 after buying an additional 126 shares during the period. Finally, Rafferty Asset Management LLC boosted its position in shares of Cloudflare by 0.8% in the second quarter. Rafferty Asset Management LLC now owns 16,166 shares of the company’s stock worth $3,166,000 after buying an additional 133 shares during the period. Institutional investors and hedge funds own 82.68% of the company’s stock.

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.