Baader Bank Aktiengesellschaft Invests $1.25 Million in Cloudflare, Inc. $NET

Baader Bank Aktiengesellschaft acquired a new stake in shares of Cloudflare, Inc. (NYSE:NET) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 5,942 shares of the company’s stock, valued at approximately $1,247,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in NET. Versor Investments LP acquired a new stake in shares of Cloudflare during the 3rd quarter worth about $407,000. Wesbanco Bank Inc. purchased a new position in shares of Cloudflare during the third quarter valued at approximately $254,000. Wealthfront Advisers LLC boosted its position in Cloudflare by 13.7% during the third quarter. Wealthfront Advisers LLC now owns 35,264 shares of the company’s stock worth $7,567,000 after acquiring an additional 4,261 shares during the last quarter. Prospera Financial Services Inc boosted its holdings in shares of Cloudflare by 42.3% during the third quarter. Prospera Financial Services Inc now owns 4,938 shares of the company’s stock worth $1,060,000 after purchasing an additional 1,467 shares during the last quarter. Finally, Oppenheimer & Co. Inc. grew its position in shares of Cloudflare by 23.5% in the third quarter. Oppenheimer & Co. Inc. now owns 12,828 shares of the company’s stock valued at $2,753,000 after purchasing an additional 2,445 shares during the period. Hedge funds and other institutional investors own 82.68% of the company’s stock.

Analysts Set New Price Targets

NET has been the topic of a number of research analyst reports. Piper Sandler raised their price target on Cloudflare from $220.00 to $222.00 and gave the stock a “neutral” rating in a research note on Wednesday. Scotiabank cut their price objective on shares of Cloudflare from $255.00 to $225.00 and set a “sector perform” rating on the stock in a report on Wednesday. Susquehanna boosted their target price on shares of Cloudflare from $205.00 to $260.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. Mizuho cut their price target on shares of Cloudflare from $280.00 to $255.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Finally, Wolfe Research reissued a “peer perform” rating on shares of Cloudflare in a research note on Monday, January 26th. 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, Cloudflare has an average rating of “Moderate Buy” and a consensus target price of $235.21.

Cloudflare Price Performance

Shares of NET stock opened at $189.72 on Thursday. The business has a fifty day simple moving average of $190.74 and a 200 day simple moving average of $204.92. The company has a market cap of $66.45 billion, a P/E ratio of -654.17, a P/E/G ratio of 156.00 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. Cloudflare, Inc. has a twelve month low of $89.42 and a twelve month high of $260.00.

Cloudflare (NYSE:NET) last issued its earnings results on Tuesday, February 10th. The company reported $0.28 EPS for the quarter, topping the consensus estimate of $0.27 by $0.01. The firm had revenue of $614.51 million during the quarter, compared to the consensus estimate of $591.67 million. Cloudflare had a negative return on equity of 7.40% and a negative net margin of 4.72%.The business’s quarterly revenue was up 33.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.19 earnings per share. On average, sell-side analysts forecast that Cloudflare, Inc. will post -0.11 EPS for the current fiscal year.

Key Stories Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Q4 results beat expectations — revenue $614.5M (+33.6% YoY) and EPS $0.28, above consensus; management highlighted record ACV and strong RPO/cRPO growth. Business Wire: Q4 results
• Positive Sentiment: Company issued revenue guidance above Street estimates (2026 revenue target cited at ~$2.795B) and raised near-term outlook, signaling confidence in AI-driven demand. Reuters: Guidance and AI demand
• Positive Sentiment: AI agent tailwind — management and multiple outlets point to rising agentic traffic (e.g., Moltbot) boosting security, networking usage and a “virtuous flywheel” for Cloudflare. This narrative is driving investor enthusiasm. CNBC: AI agent wave
• Positive Sentiment: Analyst support: several firms raised price targets or reiterated bullish ratings (notably Wells Fargo to $270 and Barclays to $250), providing additional upside narratives. Benzinga: Analyst moves
• Neutral Sentiment: Cantor Fitzgerald reaffirmed a neutral rating with a $224 target — signals mixed sentiment despite earnings strength. Street Insider: Cantor Fitzgerald
• Neutral Sentiment: Needham trimmed its price target (from $285 to $250) but kept a buy rating — a modestly cautious tone amid continued upside thesis. Street Insider: Needham PT change
• Negative Sentiment: Insider sale: Director John Graham-Cumming sold 2,520 shares (small portion of his position); disclosed on an SEC Form 4. While not large relative to his holdings, insider sales can raise short-term concerns. SEC: Form 4
• Negative Sentiment: Institutional trimming: Alfreton Capital reduced its Cloudflare stake by ~55% in the latest filing, indicating some institutional profit-taking. DefenseWorld: Alfreton selling
• Negative Sentiment: Some analysts trimmed targets (e.g., Scotiabank cut PT to $225), introducing mixed short-term analyst sentiment despite overall bullish tilt. TickerReport: Scotiabank PT cut

Insider Buying and Selling

In other news, CEO Matthew Prince sold 52,384 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 22,175 shares in the company, valued at approximately $4,331,221. This represents a 70.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Michelle Zatlyn sold 35,099 shares of the firm’s stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $199.26, for a total value of $6,993,826.74. Following the sale, the insider directly owned 24,555 shares in the company, valued at approximately $4,892,829.30. This trade represents a 58.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 633,347 shares of company stock worth $124,873,834 in the last three months. 10.89% of the stock is owned by corporate insiders.

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.