Cloudflare, Inc. $NET Stake Boosted by Spire Wealth Management

Spire Wealth Management boosted its stake in shares of Cloudflare, Inc. (NYSE:NET) by 1,758.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 20,815 shares of the company’s stock after purchasing an additional 19,695 shares during the quarter. Spire Wealth Management’s holdings in Cloudflare were worth $4,467,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of NET. Westfield Capital Management Co. LP bought a new position in shares of Cloudflare during the 2nd quarter valued at $87,868,000. Swedbank AB increased its position in Cloudflare by 27.7% during the third quarter. Swedbank AB now owns 43,878 shares of the company’s stock worth $9,416,000 after buying an additional 9,527 shares during the last quarter. Strategy Capital LLC raised its holdings in Cloudflare by 4.5% during the second quarter. Strategy Capital LLC now owns 1,165,942 shares of the company’s stock valued at $228,326,000 after buying an additional 50,374 shares in the last quarter. Motley Fool Asset Management LLC raised its holdings in Cloudflare by 10.5% during the second quarter. Motley Fool Asset Management LLC now owns 17,752 shares of the company’s stock valued at $3,476,000 after buying an additional 1,691 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in shares of Cloudflare by 2.1% in the second quarter. Vanguard Group Inc. now owns 31,495,565 shares of the company’s stock worth $6,167,776,000 after buying an additional 658,656 shares during the last quarter. 82.68% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Cloudflare news, Director Katrin Suder sold 2,031 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $200.00, for a total value of $406,200.00. Following the completion of the transaction, the director owned 37,723 shares of the company’s stock, valued at $7,544,600. This represents a 5.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Mark J. Hawkins sold 134 shares of the firm’s stock in a transaction that occurred 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 owned 10,722 shares of the company’s stock, valued at $2,132,605.80. This represents a 1.23% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 690,219 shares of company stock valued at $139,226,709 in the last quarter. 10.89% of the stock is currently owned by insiders.

Cloudflare Stock Down 7.8%

NET opened at $186.91 on Friday. The business has a 50 day moving average of $206.32 and a 200-day moving average of $206.43. The stock has a market capitalization of $65.47 billion, a price-to-earnings ratio of -623.03, a P/E/G ratio of 133.40 and a beta of 1.96. The company has a current ratio of 2.04, a quick ratio of 2.04 and a debt-to-equity ratio of 1.46. Cloudflare, Inc. has a 1-year low of $89.42 and a 1-year high of $260.00.

Cloudflare (NYSE:NET) last released its earnings results on Thursday, October 30th. The company reported $0.27 EPS 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 during the quarter, compared to analysts’ expectations of $544.65 million. During the same period in the prior year, the company earned $0.20 EPS. The business’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, sell-side analysts anticipate that Cloudflare, Inc. will post -0.11 earnings per share for the current year.

Cloudflare News Summary

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Zacks says Cloudflare has a strong earnings‑surprise record and the setup to potentially beat again next quarter — a fundamental positive that can support the stock if results repeat. Cloudflare (NET) Ascends While Market Falls
• Positive Sentiment: Profile pieces note strong long‑term returns (e.g., ~374% over three years), which supports investor confidence and could attract momentum buyers. Cloudflare’s investors pleased with 374% return
• Neutral Sentiment: Piper Sandler kept a Hold rating on NET — a cautious stance that doesn’t add buying pressure but signals no downgrade‑driven selling. Piper Sandler Sticks to Hold
• Neutral Sentiment: Institutional activity remains elevated (several funds adjusted positions), which increases liquidity and can amplify moves but doesn’t by itself indicate direction. MarketBeat: NET insider & institutional activity
• Negative Sentiment: CEO Matthew Prince sold large blocks this week (52,384 shares on Jan. 6 at ~$194.77 and another 52,384 on Jan. 8 at ~$189.47), totaling ~ $20M+ — large insider sales often trigger short‑term selling pressure and investor concern. SEC Form 4: Matthew Prince
• Negative Sentiment: Piper Sandler lowered its price target to $220 from $249 — a direct cap on near‑term upside that may weigh on sentiment. Price Target Lowered to $220
• Negative Sentiment: A public dispute with LaLiga (Spanish soccer league) alleging Cloudflare “ignores illegal content” raises reputational and policy/regulatory risk that could force costly changes or legal responses. Spanish soccer league battles Cloudflare over piracy
• Negative Sentiment: Additional director selling (Mark Hawkins, John Graham‑Cumming, Carl Ledbetter and small sales by others) was filed this week — while dollar amounts are smaller, clustered insider sales can amplify negative sentiment. Director Form 4 filings

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Cloudflare in a report on Wednesday, October 8th. Wells Fargo & Company increased their price target on Cloudflare from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Friday, October 31st. DZ Bank raised shares of Cloudflare from a “sell” rating to a “hold” rating and set a $237.00 price target on the stock in a research report on Wednesday, November 5th. Citizens Jmp boosted their price objective on shares of Cloudflare from $250.00 to $270.00 and gave the stock a “market outperform” rating in a research note on Friday, October 31st. Finally, Guggenheim reaffirmed a “sell” rating on shares of Cloudflare in a report on Tuesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $233.70.

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.