Cloudflare, Inc. (NYSE:NET) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Cloudflare, Inc. (NYSE:NET) have been assigned an average rating of “Moderate Buy” from the thirty-four ratings firms that are currently covering the company, Marketbeat Ratings reports. Four research analysts have rated the stock with a sell rating, eight have assigned a hold rating, twenty-one have issued a buy rating and one has given a strong buy rating to the company. The average 12-month price objective among brokerages that have covered the stock in the last year is $253.4074.

Several equities analysts have issued reports on NET shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $290.00 price target on shares of Cloudflare in a research note on Thursday. Guggenheim reaffirmed a “sell” rating and set a $140.00 price objective on shares of Cloudflare in a research report on Wednesday, June 10th. UBS Group lifted their price objective on shares of Cloudflare from $220.00 to $250.00 and gave the company a “neutral” rating in a research note on Wednesday, June 10th. Susquehanna boosted their target price on shares of Cloudflare from $190.00 to $200.00 and gave the company a “neutral” rating in a research report on Monday, May 11th. Finally, Scotiabank raised shares of Cloudflare from a “sector perform” rating to a “sector outperform” rating and increased their target price for the stock from $225.00 to $300.00 in a research note on Tuesday, July 7th.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Morgan Stanley raised its price target on Cloudflare from $305 to $322 and reiterated an overweight rating, signaling stronger confidence in the company’s upside. This kind of analyst upgrade can help support the stock. Morgan Stanley price target increase on Cloudflare
• Positive Sentiment: Cloudflare launched Precursor, a new bot-management product designed to detect sophisticated automated attacks in real time. The launch reinforces the company’s cybersecurity and privacy narrative, which is a key driver of investor optimism. Cloudflare launches Precursor
• Positive Sentiment: Recent commentary continues to highlight Cloudflare as a beneficiary of rising demand for cybersecurity and AI infrastructure, and the stock has also been mentioned favorably in momentum-stock and “best cybersecurity stocks” roundups. Cloudflare momentum stock article
• Neutral Sentiment: Other recent articles emphasize Cloudflare’s strong three-year run and rising fair-value estimates, but also note that the shares already trade at a rich valuation. That may limit near-term upside if growth does not keep accelerating. Cloudflare valuation article
• Neutral Sentiment: The stock also got a “gains as market dips” mention, reflecting relative strength versus the broader market rather than a company-specific catalyst. Cloudflare gains as market dips article

Cloudflare Stock Performance

NET stock opened at $277.84 on Friday. The firm has a market cap of $98.21 billion, a PE ratio of -1,111.37, a price-to-earnings-growth ratio of 277.70 and a beta of 1.67. The company has a current ratio of 1.96, a quick ratio of 1.96 and a debt-to-equity ratio of 1.29. The stock has a 50-day moving average price of $236.36 and a 200-day moving average price of $209.95. Cloudflare has a 1-year low of $158.83 and a 1-year high of $291.00.

Cloudflare (NYSE:NET) last announced its earnings results on Thursday, May 7th. The company reported $0.25 EPS for the quarter, beating the consensus estimate of $0.23 by $0.02. Cloudflare had a negative return on equity of 5.65% and a negative net margin of 3.72%.The company had revenue of $639.75 million for the quarter, compared to analyst estimates of $620.83 million. During the same quarter in the prior year, the company earned $0.16 EPS. The firm’s revenue for the quarter was up 33.5% compared to the same quarter last year. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. As a group, equities research analysts expect that Cloudflare will post 0.02 earnings per share for the current year.

Insider Transactions at Cloudflare

In other news, Director Carl Ledbetter sold 5,000 shares of the company’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $268.11, for a total transaction of $1,340,550.00. Following the transaction, the director owned 888,073 shares in the company, valued at approximately $238,101,252.03. This represents a 0.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew Prince sold 52,383 shares of the stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $247.28, for a total transaction of $12,953,268.24. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 616,185 shares of company stock valued at $137,831,055. 10.66% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. CX Institutional lifted its position in shares of Cloudflare by 49.4% in the second quarter. CX Institutional now owns 133 shares of the company’s stock worth $33,000 after buying an additional 44 shares in the last quarter. Quadrant Private Wealth Management LLC grew its holdings in Cloudflare by 3.2% during the 1st quarter. Quadrant Private Wealth Management LLC now owns 1,653 shares of the company’s stock valued at $341,000 after buying an additional 51 shares in the last quarter. Essential Partners LLC grew its holdings in Cloudflare by 14.5% during the 1st quarter. Essential Partners LLC now owns 402 shares of the company’s stock valued at $83,000 after buying an additional 51 shares in the last quarter. Jamison Private Wealth Management Inc. increased its stake in Cloudflare by 2.6% in the 1st quarter. Jamison Private Wealth Management Inc. now owns 2,064 shares of the company’s stock worth $426,000 after acquiring an additional 52 shares during the last quarter. Finally, Revisor Wealth Management LLC increased its stake in Cloudflare by 4.0% in the 1st quarter. Revisor Wealth Management LLC now owns 1,390 shares of the company’s stock worth $287,000 after acquiring an additional 53 shares during the last quarter. Institutional investors 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.