Cloudflare (NYSE:NET) Insider Michelle Zatlyn Sells 25,641 Shares

Cloudflare, Inc. (NYSE:NET) insider Michelle Zatlyn sold 25,641 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $190.05, for a total transaction of $4,873,072.05. Following the sale, the insider owned 24,555 shares in the company, valued at approximately $4,666,677.75. The trade was a 51.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink.

Michelle Zatlyn also recently made the following trade(s):

• On Tuesday, January 13th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $187.96, for a total transaction of $4,819,482.36.
• On Thursday, December 11th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $208.61, for a total transaction of $5,348,969.01.
• On Tuesday, December 9th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The shares were sold at an average price of $205.15, for a total transaction of $5,260,251.15.
• On Monday, November 24th, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $189.07, for a total transaction of $4,847,943.87.
• On Friday, November 21st, Michelle Zatlyn sold 25,641 shares of Cloudflare stock. The stock was sold at an average price of $188.13, for a total value of $4,823,841.33.
• On Thursday, November 20th, Michelle Zatlyn sold 35,099 shares of Cloudflare stock. The shares were sold at an average price of $199.26, for a total value of $6,993,826.74.

Cloudflare Price Performance

Shares of Cloudflare stock opened at $184.59 on Friday. The company has a market capitalization of $64.66 billion, a price-to-earnings ratio of -615.30, a PEG ratio of 123.91 and a beta of 1.96. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. The stock’s 50-day simple moving average is $201.16 and its 200-day simple moving average is $206.33. Cloudflare, Inc. has a 52 week low of $89.42 and a 52 week high of $260.00.

Cloudflare (NYSE:NET) last released its earnings results on Thursday, October 30th. The company reported $0.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.23 by $0.04. The firm had revenue of $562.03 million during the quarter, compared to analysts’ expectations of $544.65 million. Cloudflare had a negative return on equity of 6.54% and a negative net margin of 5.12%.The firm’s revenue was up 30.7% on a year-over-year basis. During the same quarter last year, the business posted $0.20 earnings per share. Cloudflare has set its Q4 2025 guidance at 0.270-0.270 EPS and its FY 2025 guidance at 0.910-0.910 EPS. As a group, analysts expect that Cloudflare, Inc. will post -0.11 earnings per share for the current fiscal year.

Key Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Acquisition — Cloudflare agreed to buy AI data marketplace Human Native, a move that should accelerate its tooling for AI developers to source high‑quality training data and expand its AI platform offerings. This is a clear strategic push into AI monetization. Cloudflare acquires AI data marketplace Human Native
• Positive Sentiment: Media endorsement — Jim Cramer highlighted Cloudflare as a “buy on weakness,” which can attract short‑term retail and momentum buyers on dips. Jim Cramer highlights Cloudflare as a buy on weakness
• Neutral Sentiment: Market coverage — News outlets noted Cloudflare’s shares fell despite broader market gains, highlighting the stock’s isolated weakness today rather than sector‑wide selling. Cloudflare (NET) Stock Drops Despite Market Gains
• Negative Sentiment: Insider selling — CEO Michelle Zatlyn reported recent sales (filed as transactions on Jan. 13 and Jan. 15) that materially reduced her holdings; the disclosures and SEC filing can rattle investors and signal personal liquidity-taking. Insider sale SEC filing
• Negative Sentiment: Other insider sale — Rep. Gilbert Ray Cisneros Jr. also sold shares recently, adding to the stream of insider dispositions. Rep. Gilbert Ray Cisneros, Jr. Sells Shares
• Negative Sentiment: Negative third‑party commentary — Weiss Ratings included Cloudflare on a list to “sell,” which can pressure sentiment among retail investors who follow such services. Weiss Ratings Urges Investors to Sell
• Negative Sentiment: Company report warns of risks — A Cloudflare report flagged a “technical glass ceiling” that could hamper AI growth and weaken cybersecurity outcomes, which may raise investor concerns about near‑term execution and market opportunity. Cloudflare report warns of a ‘technical glass ceiling’

Analyst Upgrades and Downgrades

Several research firms have recently commented on NET. JMP Securities set a $270.00 target price on shares of Cloudflare in a report on Friday, October 31st. Stifel Nicolaus boosted their price target on shares of Cloudflare from $230.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday, October 31st. Oppenheimer began coverage on shares of Cloudflare in a report on Monday, November 10th. They set an “outperform” rating and a $260.00 price objective for the company. Wall Street Zen upgraded Cloudflare from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Finally, KeyCorp boosted their target price on Cloudflare from $235.00 to $300.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $232.41.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Physician Wealth Advisors Inc. raised its position in Cloudflare by 693.3% during the third quarter. Physician Wealth Advisors Inc. now owns 119 shares of the company’s stock valued at $26,000 after purchasing an additional 104 shares during the period. Wiser Advisor Group LLC bought a new position in shares of Cloudflare during the 3rd quarter valued at approximately $26,000. Westside Investment Management Inc. raised its holdings in Cloudflare by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 130 shares of the company’s stock valued at $28,000 after buying an additional 65 shares during the period. Twin Peaks Wealth Advisors LLC bought a new stake in Cloudflare in the second quarter worth $29,000. Finally, ORG Wealth Partners LLC boosted its stake in Cloudflare by 101.4% during the third quarter. ORG Wealth Partners LLC now owns 139 shares of the company’s stock worth $30,000 after buying an additional 70 shares during the period. Institutional investors own 82.68% of the company’s stock.

About Cloudflare

Cloudflare, Inc is a global web infrastructure and security company that provides a suite of services designed to improve the performance, reliability and security of internet properties. Its core offerings include a content delivery network (CDN), distributed denial-of-service (DDoS) protection, managed DNS, and a web application firewall (WAF). Cloudflare also provides tools for bot management, SSL/TLS, load balancing and rate limiting to help organizations maintain uptime and protect web applications from attack.

In addition to traditional edge and security services, Cloudflare has expanded into edge computing and developer platforms.