Cloudflare
About: Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Employees: 4,400
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
158% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 73
45% more repeat investments, than reductions
Existing positions increased: 334 | Existing positions reduced: 231
38% more call options, than puts
Call options by funds: $898M | Put options by funds: $652M
13% more funds holding
Funds holding: 757 [Q4 2024] → 853 (+96) [Q1 2025]
4% more capital invested
Capital invested by funds: $28.4B [Q4 2024] → $29.5B (+$1.07B) [Q1 2025]
1.39% less ownership
Funds ownership: 86.18% [Q4 2024] → 84.79% (-1.39%) [Q1 2025]
32% less funds holding in top 10
Funds holding in top 10: 19 [Q4 2024] → 13 (-6) [Q1 2025]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
61%
downside
Avg. target
$161
12%
downside
High target
$225
24%
upside
10 analyst ratings
5 positive
50%
4 neutral
40%
1 negative
10%
Morgan Stanley Keith Weiss | 24%upside $225 | Overweight Maintained | 11 Jul 2025 |
Keybanc Jackson Ader | 16%upside $210 | Overweight Initiated | 6 Jun 2025 |
Oppenheimer Param Singh | 10%upside $200 | Outperform Reiterated | 5 Jun 2025 |
Susquehanna Aaron Samuels | 23%downside $140 | Neutral Maintained | 12 May 2025 |
CICC | 15%downside $154 | Outperform Upgraded | 12 May 2025 |
Financial journalist opinion
Based on 35 articles about NET published over the past 30 days
Positive
MarketBeat
12 hours ago
CrowdStrike vs. Cloudflare: Which Cybersecurity Stock Wins?
CrowdStrike Holdings Inc. NASDAQ: CRWD is one of the best-performing technology stocks of 2025, with shares up 50% year-to-date. That rally reflects renewed investor confidence in its Falcon platform, which is a true comeback story following the high-profile service outage in 2024.
Positive
Schaeffers Research
14 hours ago
Cloudflare Stock Has Plenty of Room to Run
Subscribers to Schaeffer's Weekend Trader options recommendation service received this NET commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.
Neutral
Zacks Investment Research
1 day ago
Cloudflare (NET) Stock Dips While Market Gains: Key Facts
Cloudflare (NET) closed at $181.92 in the latest trading session, marking a -5.98% move from the prior day.
Positive
Zacks Investment Research
1 day ago
Cloudflare vs. Fastly: Which Stock Has the Edge on CDN Space?
NET and FSLY take different paths in the booming CDN market - one bets on global reach, the other on speed and programmability.
Negative
Zacks Investment Research
2 days ago
Bear of the Day: Cloudflare (NET)
Cloudflare ( NET ) is a $67 billion provider of global cloud services that comprise a suite of deeply integrated products, including website and application services solutions, developer-based solutions, other CDN (content delivery network) and consumer offerings. I want to share details about aspects of its business before I explain how it fell into the cellar of the Zacks Rank.
Neutral
Business Wire
3 days ago
Cloudflare Announces Date of Second Quarter 2025 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the second quarter ended June 30, 2025 after the U.S. market closes on Thursday, July 31, 2025. Cloudflare will host an investor conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Interested parties can access the call by dialing (646) 968-2727 or toll-free at (888) 596-4244 with confe.
Positive
Zacks Investment Research
3 days ago
Cloudflare Improves Sales Execution: Will Margin Gain Continue?
Cloudflare NET is continuously improving its sales and marketing (S&M) efficiency. This is reflected in the declining S&M expense to revenue ratio, which has been on a constant decline for the past several quarters.
Positive
Zacks Investment Research
3 days ago
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Neutral
TechCrunch
1 week ago
Why Cloudflare wants AI companies to pay for content
Cloudflare wants AI companies to pay up. The cloud infrastructure provider, which powers around 20% of the web, is launching a new experiment that would let publishers charge AI firms every time their bots scrape a site.
Positive
Investors Business Daily
1 week ago
CrowdStrike, Cloudflare Stock Cashing In As Cybersecurity Needs Grow
CrowdStrike stock reached a new high after a breaking out of a base. Cybersecurity name Cloudflare and two others produce big gains.
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