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 7,296 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
156% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 73
44% more repeat investments, than reductions
Existing positions increased: 333 | Existing positions reduced: 231
38% more call options, than puts
Call options by funds: $898M | Put options by funds: $652M
12% more funds holding
Funds holding: 757 [Q4 2024] → 851 (+94) [Q1 2025]
4% more capital invested
Capital invested by funds: $28.4B [Q4 2024] → $29.4B (+$1.06B) [Q1 2025]
1.41% less ownership
Funds ownership: 86.18% [Q4 2024] → 84.78% (-1.41%) [Q1 2025]
32% less funds holding in top 10
Funds holding in top 10: 19 [Q4 2024] → 13 (-6) [Q1 2025]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$70
59%
downside
Avg. target
$156
9%
downside
High target
$210
22%
upside
12 analyst ratings
7 positive
58%
4 neutral
33%
1 negative
8%
Keybanc Jackson Ader | 22%upside $210 | Overweight Initiated | 6 Jun 2025 |
Oppenheimer Param Singh | 16%upside $200 | Outperform Reiterated | 5 Jun 2025 |
Susquehanna Aaron Samuels | 19%downside $140 | Neutral Maintained | 12 May 2025 |
CICC | 10%downside $154 | Outperform Upgraded | 12 May 2025 |
UBS Roger Boyd | 16%downside $145 | Neutral Maintained | 9 May 2025 |
Financial journalist opinion
Based on 15 articles about NET published over the past 30 days
Neutral
Business Wire
1 day ago
Cloudflare, Inc. Announces Pricing of Offering of $1.75 Billion of 0% Convertible Senior Notes Due 2030
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (“Cloudflare”) (NYSE: NET) today announced the pricing of $1.75 billion aggregate principal amount of Convertible Senior Notes due 2030 (the “notes”) in a private offering (the “offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act of 1933, as amended (the “Securities Act”). Cloudflare also granted the initial purchasers of the notes a 13-day option to purchase up.
Neutral
Zacks Investment Research
2 days ago
Cloudflare vs. Akamai Technologies: Which CDN Stock Has an Edge?
NET flourishes in the CDN space with its innovative efforts, while AKAM struggles with declining delivery revenues and pricing shifts.
Neutral
Business Wire
3 days ago
Cloudflare, Inc. Announces Proposed Private Offering of $1.75 Billion of Convertible Senior Notes Due 2030
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (“Cloudflare”) (NYSE: NET) today announced its intention to offer, subject to market conditions and other factors, $1.75 billion aggregate principal amount of Convertible Senior Notes due 2030 (the “notes”) in a private offering (the “offering”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A promulgated under the Securities Act of 1933, as amended (the “Securities Act”). Cloudflare also expects to grant.
Positive
Zacks Investment Research
3 days ago
Can Cloudflare's Workers Platform Lead Its Next Phase of Growth?
NET's Workers platform powers explosive AI demand and a record deal, marking a turning point in its growth strategy.
Neutral
The Motley Fool
4 days ago
3 Top Cybersecurity Stocks to Buy in June
Cybersecurity companies are relatively well-insulated from macroeconomic headwinds because even when belt-tightening is needed, companies generally don't choose to shut off their digital defenses to save a few bucks. That makes such companies attractive investments right now as tariffs, trade wars, and geopolitical conflicts rattle the U.S. economy and the markets.
Positive
Benzinga
1 week ago
Trump Hails 'Best May In 30 Years' — These 3 AI Infra Stocks Delivered Their Own MAGA Moment
While President Donald Trump took to Truth Social and declared May "the best in 30 years," Wall Street's AI infrastructure darlings were busy scripting their own version of greatness. CoreWeave Inc CRWV, Credo Technology Group Holding Ltd CRDO and Cloudflare Inc NET emerged as the month's stealth tech titans – each riding the AI infrastructure boom to outsized gains.
Positive
Zacks Investment Research
1 week ago
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Positive
Investors Business Daily
1 week ago
This Palantir Rival Rockets 58% As AI Cloud Boom Drives Massive Security Need
Cloudflare stock ranks second to Palantir in the enterprise software group and has gained 58% year to date.
Neutral
Business Wire
1 week ago
Cloudflare Earns New Landmark Global Privacy Certifications, Building Trust Worldwide
SAN FRANCISCO--(BUSINESS WIRE)--New certifications reinforce Cloudflare's commitment to privacy – demonstrating adherence to data protection standards in 39 jurisdictions globally.
Neutral
Benzinga
1 week ago
Cloudflare Strengthening, Yet Breakout Unlikely Until 2026
Cloudflare (NET) is currently navigating the 7th Phase of its 18-Phase Adhishthana Cycle. While the structure remains constructive, investors expecting a breakout may need to exercise patience as the real move may not unfold until March 2026.
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