Barclays Forecasts Strong Price Appreciation for Cloudflare (NYSE:NET) Stock

Cloudflare (NYSE:NET) had its target price boosted by stock analysts at Barclays from $235.00 to $250.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Barclays‘s target price indicates a potential upside of 38.55% from the stock’s previous close.

A number of other research firms have also issued reports on NET. JMP Securities set a $270.00 target price on shares of Cloudflare in a report on Friday, October 31st. Piper Sandler reiterated a “neutral” rating and set a $222.00 target price on shares of Cloudflare in a research report on Wednesday. Wall Street Zen raised shares of Cloudflare from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Jefferies Financial Group reaffirmed a “hold” rating on shares of Cloudflare in a research note on Wednesday. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of Cloudflare in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $233.11.

Cloudflare Trading Up 3.9%

Shares of NET opened at $180.44 on Wednesday. Cloudflare has a twelve month low of $89.42 and a twelve month high of $260.00. 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 firm has a market capitalization of $63.20 billion, a P/E ratio of -601.47, a PEG ratio of 150.60 and a beta of 1.97. The firm’s 50-day moving average is $191.02 and its two-hundred day moving average is $205.03.

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 the consensus estimate of $591.67 million. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.Cloudflare’s quarterly revenue was up 33.6% on a year-over-year basis. During the same period last year, the business posted $0.19 EPS. On average, research analysts predict that Cloudflare will post -0.11 earnings per share for the current fiscal year.

Insider Transactions at Cloudflare

In other Cloudflare news, insider Douglas James Kramer sold 3,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $176.19, for a total value of $528,570.00. Following the transaction, the insider directly owned 101,101 shares of the company’s stock, valued at $17,812,985.19. This trade represents a 2.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Carl Ledbetter sold 15,000 shares of the company’s stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $211.16, for a total value of $3,167,400.00. Following the completion of the sale, the director directly owned 953,073 shares of the company’s stock, valued at $201,250,894.68. The trade was a 1.55% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 630,827 shares of company stock worth $124,436,992 in the last quarter. 10.89% of the stock is owned by corporate insiders.

Institutional Trading of Cloudflare

Hedge funds have recently made changes to their positions in the company. Reliant Investment Partners LLC grew its stake in shares of Cloudflare by 1.5% during the third quarter. Reliant Investment Partners LLC now owns 3,316 shares of the company’s stock valued at $718,000 after acquiring an additional 50 shares in the last quarter. Daymark Wealth Partners LLC grew its stake in Cloudflare by 1.1% during the 2nd quarter. Daymark Wealth Partners LLC now owns 4,556 shares of the company’s stock valued at $892,000 after purchasing an additional 51 shares in the last quarter. Frank Rimerman Advisors LLC increased its holdings in Cloudflare by 1.8% during the 3rd quarter. Frank Rimerman Advisors LLC now owns 2,821 shares of the company’s stock worth $605,000 after purchasing an additional 51 shares during the last quarter. Huntington National Bank raised its position in shares of Cloudflare by 22.8% in the 2nd quarter. Huntington National Bank now owns 280 shares of the company’s stock valued at $55,000 after purchasing an additional 52 shares in the last quarter. Finally, Fiduciary Planning LLC boosted its stake in shares of Cloudflare by 3.0% during the 2nd quarter. Fiduciary Planning LLC now owns 1,854 shares of the company’s stock valued at $363,000 after buying an additional 54 shares during the last quarter. Hedge funds and other institutional investors own 82.68% of the company’s stock.

More Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Quarterly beats — Cloudflare reported Q4 revenue of $614.5M and EPS $0.28, topping consensus and showing ~34% YoY revenue growth; management framed the quarter as a very strong finish. Read More.
• Positive Sentiment: Large enterprise traction — management disclosed the largest annual contract ever (avg. $42.5M/year) and ~50% growth in new ACV, signaling stronger enterprise sales and sticky recurring revenue. Read More.
• Positive Sentiment: Raised outlook and AI-driven demand — Cloudflare outlined a $2.795B 2026 revenue target and said AI adoption is accelerating demand for its connectivity/cloud services, with management forecasting FY and Q1 sales above Street estimates. Read More. Read More.
• Neutral Sentiment: Conference materials and call available — investors can review the full earnings slide deck and transcript for detail on margins, unit economics and ACV cadence. Read More. Read More.
• Neutral Sentiment: Analyst/coverage notes — coverage pieces highlight Cloudflare’s resilience in an AI-driven software market and its streak of EPS beats, which supports a growth narrative but valuation and profitability remain focal points for investors. Read More.
• Negative Sentiment: Institutional selling — Alfreton Capital cut its Cloudflare stake by ~55% during the period, reducing a previously large holding, which could signal some profit-taking or portfolio reshuffling by an investor. Read More.

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.