Cloudflare’s (NET) Neutral Rating Reiterated at Cantor Fitzgerald

Cantor Fitzgerald reaffirmed their neutral rating on shares of Cloudflare (NYSE:NET) in a research note issued to investors on Wednesday, Marketbeat Ratings reports. They currently have a $224.00 price objective on the stock.

Several other equities analysts have also recently weighed in on the stock. TD Cowen reiterated a “buy” rating on shares of Cloudflare in a research note on Tuesday, January 27th. Needham & Company LLC reduced their target price on shares of Cloudflare from $285.00 to $250.00 and set a “buy” rating for the company in a report on Wednesday. KeyCorp increased their price target on shares of Cloudflare from $235.00 to $300.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Mizuho cut their price objective on shares of Cloudflare from $280.00 to $255.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Finally, Wells Fargo & Company upped their price objective on Cloudflare from $250.00 to $265.00 and gave the stock an “overweight” rating in a research note on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Cloudflare has a consensus rating of “Moderate Buy” and a consensus price target of $232.11.

Cloudflare Price Performance

NET opened at $196.00 on Wednesday. The company’s 50-day simple moving average is $190.27 and its two-hundred day simple moving average is $204.76. The company has a debt-to-equity ratio of 1.46, a quick ratio of 2.04 and a current ratio of 2.04. The stock has a market capitalization of $68.66 billion, a P/E ratio of -675.84, a P/E/G 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 quarterly earnings data 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. The firm had revenue of $614.51 million during the quarter, compared to analysts’ expectations of $591.67 million. Cloudflare had a negative net margin of 4.72% and a negative return on equity of 7.40%. The firm’s quarterly revenue was up 33.6% on a year-over-year basis. During the same period in the previous year, the company earned $0.19 earnings per share. As a group, analysts predict that Cloudflare will post -0.11 EPS for the current year.

Insider Transactions at Cloudflare

In other news, insider Douglas James Kramer sold 3,000 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $176.19, for a total transaction of $528,570.00. Following the sale, the insider directly owned 101,101 shares of the company’s stock, valued at $17,812,985.19. This represents a 2.88% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John Graham-Cumming sold 2,520 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $173.35, for a total value of $436,842.00. Following the transaction, the director owned 495,191 shares of the company’s stock, valued at $85,841,359.85. This represents a 0.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 633,347 shares of company stock valued at $124,873,834. 10.89% of the stock is owned by insiders.

Institutional Investors Weigh In On Cloudflare

A number of hedge funds have recently bought and sold shares of the business. Empowered Funds LLC grew its stake in shares of Cloudflare by 34.2% in the 1st quarter. Empowered Funds LLC now owns 6,656 shares of the company’s stock worth $750,000 after buying an additional 1,696 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Cloudflare during the 2nd quarter valued at about $424,000. Ameritas Advisory Services LLC purchased a new stake in shares of Cloudflare during the 2nd quarter valued at about $39,000. IFP Advisors Inc grew its position in Cloudflare by 32.7% in the second quarter. IFP Advisors Inc now owns 2,049 shares of the company’s stock worth $401,000 after acquiring an additional 505 shares in the last quarter. Finally, Apollon Wealth Management LLC grew its position in Cloudflare by 25.9% in the second quarter. Apollon Wealth Management LLC now owns 3,696 shares of the company’s stock worth $724,000 after acquiring an additional 761 shares in the last quarter. Hedge funds and other institutional investors own 82.68% of the company’s stock.

Key Cloudflare News

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

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.