Recent discussions on X about Cloudflare (NET) have centered around the company's stock performance and analyst upgrades, sparking a flurry of reactions. Posts highlight a notable surge, with the stock hitting a 52-week high and receiving raised price targets from major firms like Wells Fargo and RBC Capital. Many users are captivated by the momentum, pointing to strong demand for cybersecurity solutions as a key driver.
The chatter also reflects anticipation for Cloudflare's upcoming earnings report, with some expressing confidence in a potential beat-and-raise quarter driven by large deals and DDoS protection demand. While optimism dominates, there are whispers of concern about recent dips in stock price amidst broader market gains. This blend of excitement and caution keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Cloudflare Congressional Stock Trading
Members of Congress have traded $NET stock 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NET stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/20.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/10 and 2 sales worth up to $30,000 on 04/08, 04/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Cloudflare Insider Trading Activity
Cloudflare insiders have traded $NET stock on the open market 291 times in the past 6 months. Of those trades, 0 have been purchases and 291 have been sales.
Here’s a breakdown of recent trading of $NET stock by insiders over the last 6 months:
- MATTHEW PRINCE (CEO & Board Co-Chair) has made 0 purchases and 123 sales selling 942,912 shares for an estimated $138,551,772.
- MICHELLE ZATLYN (President and Board Co-Chair) has made 0 purchases and 110 sales selling 557,364 shares for an estimated $82,543,065.
- THOMAS J SEIFERT (Chief Financial Officer) has made 0 purchases and 26 sales selling 146,327 shares for an estimated $21,153,799.
- CARL LEDBETTER has made 0 purchases and 7 sales selling 26,291 shares for an estimated $4,959,057.
- DOUGLAS JAMES KRAMER (Chief Legal Officer) has made 0 purchases and 12 sales selling 26,481 shares for an estimated $3,977,469.
- KATRIN SUDER has made 0 purchases and 5 sales selling 10,549 shares for an estimated $1,554,171.
- JANEL RILEY (Chief Accounting Officer) has made 0 purchases and 8 sales selling 7,815 shares for an estimated $1,265,148.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Cloudflare Hedge Fund Activity
We have seen 510 institutional investors add shares of Cloudflare stock to their portfolio, and 323 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO removed 4,458,339 shares (-14.0%) from their portfolio in Q1 2025, for an estimated $502,410,221
- JPMORGAN CHASE & CO added 2,278,287 shares (+1367.4%) to their portfolio in Q1 2025, for an estimated $256,740,162
- FMR LLC added 1,663,161 shares (+13.5%) to their portfolio in Q1 2025, for an estimated $187,421,613
- MORGAN STANLEY removed 1,629,838 shares (-7.0%) from their portfolio in Q1 2025, for an estimated $183,666,444
- SANDS CAPITAL MANAGEMENT, LLC removed 1,338,608 shares (-17.2%) from their portfolio in Q1 2025, for an estimated $150,847,735
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,270,548 shares (+inf%) to their portfolio in Q1 2025, for an estimated $143,178,054
- GOLDMAN SACHS GROUP INC added 1,149,302 shares (+151.6%) to their portfolio in Q1 2025, for an estimated $129,514,842
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cloudflare Government Contracts
We have seen $1,030,426 of award payments to $NET over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- GOV TOP LEVEL DOMAIN REGISTRY AND DNS SERVICE: $1,030,426
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Cloudflare Analyst Ratings
Wall Street analysts have issued reports on $NET in the last several months. We have seen 14 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 07/21/2025
- Mizuho issued a "Outperform" rating on 07/16/2025
- Morgan Stanley issued a "Overweight" rating on 07/11/2025
- Keybanc issued a "Overweight" rating on 06/06/2025
- Oppenheimer issued a "Outperform" rating on 06/05/2025
- CICC issued a "Outperform" rating on 05/12/2025
- Guggenheim issued a "Sell" rating on 05/09/2025
To track analyst ratings and price targets for Cloudflare, check out Quiver Quantitative's $NET forecast page.
Cloudflare Price Targets
Multiple analysts have issued price targets for $NET recently. We have seen 22 analysts offer price targets for $NET in the last 6 months, with a median target of $157.0.
Here are some recent targets:
- Andrew Nowinski from Wells Fargo set a target price of $225.0 on 07/21/2025
- Gregg Moskowitz from Mizuho set a target price of $220.0 on 07/16/2025
- Keith Weiss from Morgan Stanley set a target price of $225.0 on 07/11/2025
- Jackson Ader from Keybanc set a target price of $210.0 on 06/06/2025
- Param Singh from Oppenheimer set a target price of $200.0 on 06/05/2025
- An analyst from CICC set a target price of $154.0 on 05/12/2025
- Aaron Samuels from Susquehanna set a target price of $140.0 on 05/12/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
