12,456 Shares in Cloudflare, Inc. $NET Purchased by Osbon Capital Management LLC

Osbon Capital Management LLC acquired a new stake in Cloudflare, Inc. (NYSE:NET) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 12,456 shares of the company’s stock, valued at approximately $2,456,000. Cloudflare accounts for 2.3% of Osbon Capital Management LLC’s portfolio, making the stock its 9th largest holding.

Other institutional investors have also added to or reduced their stakes in the company. Wiser Advisor Group LLC bought a new position in Cloudflare during the third quarter worth about $26,000. HM Payson & Co. bought a new stake in shares of Cloudflare in the fourth quarter valued at approximately $25,000. Wexford Capital LP bought a new stake in shares of Cloudflare in the third quarter valued at approximately $30,000. Ameriflex Group Inc. lifted its stake in shares of Cloudflare by 105.6% during the 3rd quarter. Ameriflex Group Inc. now owns 148 shares of the company’s stock valued at $32,000 after buying an additional 76 shares in the last quarter. Finally, Brown Brothers Harriman & Co. lifted its stake in shares of Cloudflare by 55.4% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock valued at $34,000 after buying an additional 56 shares in the last quarter. 82.68% of the stock is owned by hedge funds and other institutional investors.

Cloudflare Price Performance

Shares of NYSE:NET opened at $223.97 on Friday. The company has a 50 day moving average of $217.72 and a 200 day moving average of $202.77. 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 market cap of $79.17 billion, a P/E ratio of -895.88, a P/E/G ratio of 399.24 and a beta of 1.70. Cloudflare, Inc. has a 12 month low of $158.83 and a 12 month high of $276.82.

Cloudflare (NYSE:NET) last posted its earnings results on Thursday, May 7th. The company reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.02. Cloudflare had a negative net margin of 3.72% and a negative return on equity of 5.65%. The business had revenue of $639.75 million for the quarter, compared to analysts’ expectations of $620.83 million. During the same period in the prior year, the company posted $0.16 EPS. The business’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, sell-side analysts forecast that Cloudflare, Inc. will post 0.01 EPS for the current fiscal year.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Several recent notes point to a potential technical rebound for Cloudflare, with a hammer chart pattern suggesting support and analysts citing rising earnings estimate revisions as a possible catalyst for a near-term reversal. Article Title
• Positive Sentiment: Cloudflare’s June 4 acquisition of VoidZero could strengthen its developer platform by bringing high-performance JavaScript tools like Vite and Vitest into its edge network, supporting the long-term growth story. Article Title
• Neutral Sentiment: Citizens maintained a constructive view on Cloudflare after Investor Day, while other recent analyst updates kept the stock in focus and helped support sentiment around its AI and security growth opportunities. Article Title
• Negative Sentiment: Insider selling has been a recurring headline, including CFO Thomas Seifert’s sale of 10,000 shares and insider Michelle Zatlyn’s larger sale, which can weigh on sentiment even though the transactions were made under pre-arranged trading plans. Article Title
• Negative Sentiment: Cloudflare is also facing governance concerns after JLens urged shareholders to withhold votes for two directors, creating a headline risk ahead of the June 30 annual meeting. Article Title

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on NET shares. Piper Sandler reiterated an “overweight” rating on shares of Cloudflare in a research note on Wednesday, June 10th. Mizuho increased their target price on Cloudflare from $235.00 to $260.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 10th. BTIG Research raised their price target on Cloudflare from $243.00 to $269.00 and gave the stock a “buy” rating in a report on Wednesday, June 10th. Susquehanna raised their price target on Cloudflare from $190.00 to $200.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. Finally, Royal Bank Of Canada lifted their price target on Cloudflare from $240.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday, June 10th. Twenty-one equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Cloudflare currently has an average rating of “Moderate Buy” and an average price target of $241.35.

Insider Buying and Selling

In related news, CFO Thomas J. Seifert sold 10,000 shares of the business’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $232.39, for a total transaction of $2,323,900.00. Following the completion of the transaction, the chief financial officer directly owned 116,733 shares in the company, valued at $27,127,581.87. The trade was a 7.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Katrin Suder sold 293 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $252.92, for a total value of $74,105.56. Following the completion of the transaction, the director owned 37,430 shares in the company, valued at $9,466,795.60. This represents a 0.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 461,477 shares of company stock valued at $98,173,864 in the last ninety days. 10.66% of the stock is owned by insiders.

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.