NET icon

Cloudflare

199.43 USD
+0.02
0.01%
At close Jul 29, 4:00 PM EDT
After hours
198.70
-0.73
0.37%
1 day
0.01%
5 days
4.95%
1 month
1.84%
3 months
63.16%
6 months
46.17%
Year to date
77.21%
1 year
157.76%
5 years
415.32%
10 years
1,007.94%
 

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 7,323 funds
0
Analysts bullish %
of 15 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

159% more first-time investments, than exits

New positions opened: 189 | 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] → 854 (+97) [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] → 84.8% (-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

15 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$70
65%
downside
Avg. target
$178
11%
downside
High target
$225
13%
upside

15 analyst ratings

positive
53%
neutral
33%
negative
13%
JMP Securities
Mitch Germain
13%upside
$225
Market Outperform
Maintained
28 Jul 2025
Baird
Shrenik Kothari
12%downside
$175
Neutral
Maintained
25 Jul 2025
UBS
Roger Boyd
0%upside
$200
Neutral
Maintained
24 Jul 2025
DZ Bank
Axel Herlinghaus
15%downside
$170
Sell
Downgraded
22 Jul 2025
Wells Fargo
Andrew Nowinski
13%upside
$225
Overweight
Maintained
21 Jul 2025

Financial journalist opinion

Based on 30 articles about NET published over the past 30 days

Positive
Zacks Investment Research
1 day ago
Cloudflare to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?
NET's second-quarter 2025 results are likely to benefit from AI adoption, growth of the Workers Developer platform and global expansion.
Cloudflare to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?
Negative
Zacks Investment Research
5 days ago
Earnings Preview: Cloudflare (NET) Q2 Earnings Expected to Decline
Cloudflare (NET) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Earnings Preview: Cloudflare (NET) Q2 Earnings Expected to Decline
Neutral
Zacks Investment Research
1 week ago
Cloudflare (NET) Stock Drops Despite Market Gains: Important Facts to Note
Cloudflare (NET) reached $190.55 at the closing of the latest trading day, reflecting a -3.65% change compared to its last close.
Cloudflare (NET) Stock Drops Despite Market Gains: Important Facts to Note
Positive
Zacks Investment Research
1 week ago
Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
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.
Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
Positive
InvestorPlace
1 week ago
3 Stocks Soared After This Tool Flagged Them — and Here Are 2 More
Tom Yeung here with your Sunday Digest .  In January, I introduced TradeSmith's latest trading strategy, a tool that CEO Keith Kaplan called their biggest breakthrough since creating TradeStops 20 years ago.
3 Stocks Soared After This Tool Flagged Them — and Here Are 2 More
Neutral
Zacks Investment Research
1 week ago
NET Surges 87.3% in 3 Months: Should You Buy, Sell or Hold the Stock?
Cloudflare stock skyrockets in three months, but stretched valuation, slowing growth and fierce competition raise tough questions.
NET Surges 87.3% in 3 Months: Should You Buy, Sell or Hold the Stock?
Neutral
Business Wire
1 week ago
Lasso Unveils GenAI Security Cloudflare Integration for Real-Time Monitoring and Protection
TEL AVIV, Israel--(BUSINESS WIRE)--Lasso, a leader in Generative AI security, today announced the launch of its GenAI Security Cloudflare integration, a powerful new integration designed to secure and monitor GenAI traffic in real-time at the network level for Cloudflare customers. The solution enables comprehensive visibility and control over GenAI traffic across web and cloud environments, helping to prevent data leaks, GenAI misuse, and other policy violations. GenAI traffic flowing through.
Lasso Unveils GenAI Security Cloudflare Integration for Real-Time Monitoring and Protection
Positive
Investors Business Daily
1 week ago
How Cloudflare CEO Prince Turned Company Into Internet's 'Swiss Army Knife'
Cloudflare stock has gained 72% in 2025. In an IBD interview, CEO Prince talks about Cloudflare's growth and artificial intelligence strategy.
How Cloudflare CEO Prince Turned Company Into Internet's 'Swiss Army Knife'
Positive
Zacks Investment Research
2 weeks ago
Why the Market Dipped But Cloudflare (NET) Gained Today
Cloudflare (NET) reached $186.97 at the closing of the latest trading day, reflecting a +2.23% change compared to its last close.
Why the Market Dipped But Cloudflare (NET) Gained Today
Positive
MarketBeat
2 weeks 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.
CrowdStrike vs. Cloudflare: Which Cybersecurity Stock Wins?
Charts implemented using Lightweight Charts™