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
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
14 analyst ratings
Susquehanna Aaron Samuels 0% 1-year accuracy 0 / 1 met price target | 9%downside $140 | Neutral Maintained | 12 May 2025 |
CICC | 0%downside $154 | Outperform Upgraded | 12 May 2025 |
UBS Roger Boyd 76% 1-year accuracy 13 / 17 met price target | 6%downside $145 | Neutral Maintained | 9 May 2025 |
Oppenheimer Param Singh 75% 1-year accuracy 6 / 8 met price target | 7%upside $165 | Outperform Maintained | 9 May 2025 |
Guggenheim John Difucci 52% 1-year accuracy 22 / 42 met price target | 55%downside $70 | Sell Maintained | 9 May 2025 |
Financial journalist opinion
Based on 26 articles about NET published over the past 30 days
