Cloudflare (NYSE:NET) Price Target Raised to $250.00

Cloudflare (NYSE:NET) had its price objective lifted by Barclays from $235.00 to $250.00 in a research note issued to investors on Wednesday morning,Benzinga reports. They currently have an overweight rating on the stock.

A number of other equities research analysts also recently weighed in on the company. JMP Securities set a $270.00 price target on Cloudflare in a report on Friday, October 31st. TD Cowen reiterated a “buy” rating on shares of Cloudflare in a research note on Tuesday, January 27th. Weiss Ratings reissued a “sell (d-)” rating on shares of Cloudflare in a report on Wednesday, January 21st. Truist Financial set a $225.00 target price on Cloudflare in a report on Tuesday, January 20th. Finally, Piper Sandler increased their price target on Cloudflare from $220.00 to $222.00 and gave the stock a “neutral” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $232.11.

Cloudflare Stock Performance

Cloudflare stock opened at $196.00 on Wednesday. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 1.46. The stock has a 50 day moving average of $190.27 and a 200-day moving average of $204.76. The stock has a market cap of $68.66 billion, a P/E ratio of -675.84, a price-to-earnings-growth ratio of 328.65 and a beta of 1.97. Cloudflare has a 52 week low of $89.42 and a 52 week high of $260.00.

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

Insider Activity at Cloudflare

In related news, CFO Thomas J. Seifert sold 41,555 shares of the firm’s stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $194.18, for a total transaction of $8,069,149.90. Following the completion of the transaction, the chief financial officer owned 137,486 shares of the company’s stock, valued at $26,697,031.48. This trade represents a 23.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Matthew Prince sold 52,384 shares of the stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $195.32, for a total value of $10,231,642.88. Following the sale, the chief executive officer owned 22,175 shares of the company’s stock, valued at $4,331,221. This trade represents a 70.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 633,347 shares of company stock worth $124,873,834 over the last quarter. 10.89% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Cloudflare

Several hedge funds have recently modified their holdings of the stock. HM Payson & Co. purchased a new position in Cloudflare in the 4th quarter worth about $25,000. Physician Wealth Advisors Inc. lifted its stake in Cloudflare by 693.3% during the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after buying an additional 104 shares in 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. boosted its holdings in shares of Cloudflare by 100.0% in the third quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock worth $28,000 after buying an additional 65 shares during the period. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in shares of Cloudflare in the second quarter worth approximately $29,000. 82.68% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting 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

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.