Mark Hawkins Sells 134 Shares of Cloudflare (NYSE:NET) Stock

Cloudflare, Inc. (NYSE:NET) Director Mark Hawkins sold 134 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $198.90, for a total value of $26,652.60. Following the completion of the sale, the director directly owned 10,722 shares in the company, valued at $2,132,605.80. This represents a 1.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Cloudflare Stock Performance

Shares of NET opened at $203.00 on Thursday. The firm has a fifty day moving average of $207.03 and a 200-day moving average of $206.57. The company has a market cap of $71.11 billion, a price-to-earnings ratio of -676.67, a price-to-earnings-growth ratio of 130.23 and a beta of 1.96. The company has a debt-to-equity ratio of 1.46, a quick ratio of 2.04 and a current ratio of 2.04. Cloudflare, Inc. has a 1 year low of $89.42 and a 1 year high of $260.00.

Cloudflare (NYSE:NET) last issued its quarterly earnings data on Thursday, October 30th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.23 by $0.04. Cloudflare had a negative net margin of 5.12% and a negative return on equity of 6.54%. The firm had revenue of $562.03 million for the quarter, compared to the consensus estimate of $544.65 million. During the same period last year, the firm posted $0.20 EPS. Cloudflare’s quarterly revenue was up 30.7% compared to the same quarter last year. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. As a group, equities analysts anticipate that Cloudflare, Inc. will post -0.11 earnings per share for the current year.

Institutional Investors Weigh In On Cloudflare

Hedge funds and other institutional investors have recently bought and sold shares of the business. Physician Wealth Advisors Inc. boosted its position in shares of Cloudflare by 693.3% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after purchasing an additional 104 shares in the last quarter. Wiser Advisor Group LLC bought a new stake in Cloudflare during the third quarter worth approximately $26,000. Westside Investment Management Inc. boosted its holdings in Cloudflare by 100.0% during 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 in the last quarter. ORG Wealth Partners LLC grew its position in Cloudflare by 101.4% in the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock worth $30,000 after buying an additional 70 shares during the last quarter. Finally, Wexford Capital LP bought a new position in shares of Cloudflare in the third quarter valued at $30,000. 82.68% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms recently commented on NET. KeyCorp raised their target price on Cloudflare from $235.00 to $300.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. DZ Bank raised Cloudflare from a “sell” rating to a “hold” rating and set a $237.00 price target on the stock in a report on Wednesday, November 5th. Argus upped their price objective on shares of Cloudflare from $238.00 to $265.00 and gave the stock a “buy” rating in a report on Monday, November 10th. Citigroup increased their target price on shares of Cloudflare from $255.00 to $318.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. Finally, Royal Bank Of Canada boosted their price target on shares of Cloudflare from $250.00 to $265.00 and gave the stock an “outperform” rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Cloudflare has an average rating of “Moderate Buy” and a consensus price target of $233.70.

More Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Zacks highlights Cloudflare’s strong earnings‑surprise history and says the company has the setup to beat again next quarter — a recurring beat would be a clear catalyst for upside. Will Cloudflare (NET) Beat Estimates Again?
• Positive Sentiment: Macro/momentum: a Yahoo piece flags that long‑term investors have seen ~374% returns over three years, underscoring strong price momentum and retail/institutional interest that can amplify positive news. Cloudflare 3‑Year Return
• Positive Sentiment: Earlier results & guidance: recent quarter beat revenue and EPS estimates and management provided FY’25 and Q4 guidance — supports expectations for continued top‑line growth and gives bulls a near‑term fundamental anchor. MarketBeat NET Summary
• Neutral Sentiment: Piper Sandler left its rating at Hold, signaling no change in conviction from that shop (keeps a portion of the market cautious but is not a downgrade). Piper Sandler Hold
• Negative Sentiment: Piper Sandler also lowered its price target to $220 from $249 — a direct cap on near‑term upside that likely pressured some investors. Price Target Lowered to $220
• Negative Sentiment: Insider selling: three directors disclosed sales this week (Mark Hawkins, John Graham‑Cumming, Carl Ledbetter) totaling ~8,788 shares — small relative to holdings but often read as a negative signal by the market. SEC filings available. Hawkins Form 4

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.