NET icon

Cloudflare

152.80 USD
-1.69
1.09%
At close May 15, 4:00 PM EDT
Pre-market
152.77
-0.03
0.02%
1 day
-1.09%
5 days
14.35%
1 month
40.00%
3 months
-9.48%
6 months
70.21%
Year to date
35.77%
1 year
105.79%
5 years
418.14%
10 years
748.89%
 

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 7,425 funds
0
Analysts bullish %
of 14 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

90% more funds holding in top 10

Funds holding in top 10: 10 [Q3] → 19 (+9) [Q4]

38% more capital invested

Capital invested by funds: $20.5B [Q3] → $28.4B (+$7.85B) [Q4]

13% more funds holding

Funds holding: 667 [Q3] → 753 (+86) [Q4]

2.66% more ownership

Funds ownership: 83.5% [Q3] → 86.16% (+2.66%) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 238

22% less call options, than puts

Call options by funds: $878M | Put options by funds: $1.13B

Research analyst outlook

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

Low target
$70
54%
downside
Avg. target
$148
3%
downside
High target
$180
18%
upside

14 analyst ratings

positive
57%
neutral
36%
negative
7%
Susquehanna
Aaron Samuels
0% 1-year accuracy
0 / 1 met price target
8%downside
$140
Neutral
Maintained
12 May 2025
CICC
1%upside
$154
Outperform
Upgraded
12 May 2025
UBS
Roger Boyd
76% 1-year accuracy
13 / 17 met price target
5%downside
$145
Neutral
Maintained
9 May 2025
Oppenheimer
Param Singh
88% 1-year accuracy
7 / 8 met price target
8%upside
$165
Outperform
Maintained
9 May 2025
Guggenheim
John Difucci
52% 1-year accuracy
22 / 42 met price target
54%downside
$70
Sell
Maintained
9 May 2025

Financial journalist opinion

Based on 27 articles about NET published over the past 30 days

Positive
Seeking Alpha
20 hours ago
Baron Global Advantage Fund Q1 2025 Top Contributors And Detractors
Strong performance from Bajaj Finance and MercadoLibre drove quarterly gains, supported by robust growth, solid earnings, and management continuity. Cloudflare remains a high-conviction holding due to durable top-line growth, expanding product offerings, and a unique edge network for AI applications. Nvidia's stock correction was driven by AI adoption concerns, but we maintain high conviction given its differentiated platform and strong datacenter performance.
Baron Global Advantage Fund Q1 2025 Top Contributors And Detractors
Positive
The Motley Fool
1 day ago
2 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
Holding stocks of innovative companies can be very lucrative if you keep a long-term perspective. There can be a lot of divergence between a stock and the underlying company's performance in the short term, but over many years, stocks of growing companies can lead you to monster gains.
2 Brilliant Growth Stocks to Buy Now and Hold for the Long Term
Neutral
24/7 Wall Street
2 days ago
Big Earnings Beats: 6 Stocks That Spiked After Reporting Results
We're winding down earnings season, and the old Wall Street adage that “earnings drive stock prices” continues to prove true.
Big Earnings Beats: 6 Stocks That Spiked After Reporting Results
Positive
Zacks Investment Research
3 days ago
Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
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.
Here is What to Know Beyond Why Cloudflare, Inc. (NET) is a Trending Stock
Neutral
Barrons
6 days ago
Cloudflare Stock Jumps After Earnings. This Analyst Is Still on the Sidelines.
Jefferies analyst Brent Thill lowered his price target on Cloudflare to $150 from $170.
Cloudflare Stock Jumps After Earnings. This Analyst Is Still on the Sidelines.
Neutral
Benzinga
6 days ago
These Analysts Revise Their Forecasts On Cloudflare Following Q1 Results
Cloudflare Inc NET reported mixed first-quarter financial results after the market close on Thursday.
These Analysts Revise Their Forecasts On Cloudflare Following Q1 Results
Neutral
The Motley Fool
6 days ago
Cloudflare Earnings: Scoring Big Deals
Here's our initial take on Cloudflare's (NET 2.56%) fiscal 2025 first-quarter financial report.
Cloudflare Earnings: Scoring Big Deals
Positive
Zacks Investment Research
6 days ago
Cloudflare Stock Rises 8% as Q1 Earnings Match Estimates, Revenues Top
NET's Q1 results reflect benefits of large enterprise deal wins, driven by the growing need for stronger security and a zero-trust approach.
Cloudflare Stock Rises 8% as Q1 Earnings Match Estimates, Revenues Top
Neutral
Seeking Alpha
1 week ago
Cloudflare, Inc. (NET) Q1 2025 Earnings Call Transcript
Cloudflare, Inc. (NYSE:NET ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Philip Winslow - Investor Relations Matthew Prince - Co-Founder and Chief Executive Officer Thomas Seifert - Chief Financial Officer Conference Call Participants Matt Hedberg - RBC Joel Fishbein - Truist Securities Mark Murphy - JPMorgan Andrew Nowinski - Wells Fargo Keith Weiss - Morgan Stanley Shaul Eyal - TD Cowen Mike Cikos - Needham Adam Borg - Stifel Jonathan Ho - William Blair Operator Good afternoon. My name is Aaron, and I will be your conference operator for today.
Cloudflare, Inc. (NET) Q1 2025 Earnings Call Transcript
Positive
Zacks Investment Research
1 week ago
Cloudflare (NET) Matches Q1 Earnings Estimates
Cloudflare (NET) came out with quarterly earnings of $0.16 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.16 per share a year ago.
Cloudflare (NET) Matches Q1 Earnings Estimates
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