Cloudflare, Inc. $NET Stock: Quadrant Capital Group LLC Grows Position

Quadrant Capital Group LLC grew its position in Cloudflare, Inc. (NYSE:NET) by 274.5% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,618 shares of the company’s stock after acquiring an additional 1,919 shares during the quarter. Quadrant Capital Group LLC’s holdings in Cloudflare were worth $910,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. GK Wealth Management LLC acquired a new stake in Cloudflare during the 3rd quarter worth approximately $25,000. Cornerstone Financial Management LLC raised its holdings in Cloudflare by 65.3% in the second quarter. Cornerstone Financial Management LLC now owns 119 shares of the company’s stock valued at $29,000 after buying an additional 47 shares during the period. C M Bidwell & Associates Ltd. purchased a new position in Cloudflare in the second quarter valued at approximately $30,000. CX Institutional lifted its position in Cloudflare by 49.4% during the second quarter. CX Institutional now owns 133 shares of the company’s stock valued at $33,000 after buying an additional 44 shares in the last quarter. Finally, Cape Investment Advisory Inc. acquired a new position in Cloudflare during the second quarter valued at approximately $33,000. Hedge funds and other institutional investors own 82.68% of the company’s stock.

Trending Headlines about Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloud stocks are rebounding: Cloudflare is benefiting from a broader recovery in cloud-software shares, with investors especially favoring companies that secure and keep applications running. Cloudflare Climbs as Cloud Stocks Rebound
• Positive Sentiment: PHP security crisis highlights demand for Cloudflare: The company reported millions of attempted exploits after critical PHP vulnerabilities were disclosed. The heightened threat environment reinforces the need for Cloudflare’s web-security and protective services and has helped lift cybersecurity stocks. Cloudflare sees millions of exploit attempts after PHP disclosure
• Positive Sentiment: Growth outlook remains attractive to some investors: Brown Advisory cited accelerating growth at Cloudflare, while a bullish analyst view argued that AI-driven traffic, bot verification, and enterprise adoption could provide substantial long-term expansion opportunities. Brown Advisory Sees Accelerating Growth at Cloudflare
• Neutral Sentiment: Valuation is a key risk: Cloudflare’s multiyear share-price gains have significantly outpaced its sales growth, leaving the stock valued at a rich sales premium. That can support momentum but makes the shares sensitive to any slowdown in growth or weaker guidance. Cloudflare Stock May Trade at a Rich Sales Premium
• Negative Sentiment: Execution concerns remain: Commentary has pointed to potentially misleading AI-agent enthusiasm, declining gross margins, and a reported workforce reduction, factors that could temper the bullish narrative if they pressure profitability or revenue quality. PHP Flaws Set Off Cyber Alarm

Cloudflare Stock Performance

Cloudflare stock opened at $325.68 on Friday. The stock’s 50 day moving average price is $318.54 and its 200 day moving average price is $267.48. The firm has a market capitalization of $115.12 billion, a PE ratio of -561.52, a price-to-earnings-growth ratio of 259.07 and a beta of 1.65. The company has a debt-to-equity ratio of 1.22, a quick ratio of 1.82 and a current ratio of 1.82. Cloudflare, Inc. has a one year low of $158.83 and a one year high of $370.35.

Cloudflare (NYSE:NET) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.29 earnings per share for the quarter, topping analysts’ consensus estimates of $0.27 by $0.02. Cloudflare had a negative return on equity of 3.88% and a negative net margin of 8.21%. The firm had revenue of $696.06 million during the quarter, compared to analysts’ expectations of $664.66 million. During the same quarter in the prior year, the business earned $0.21 EPS. Cloudflare’s quarterly revenue was up 35.9% compared to the same quarter last year. Cloudflare has set its Q3 2026 guidance at 0.340-0.340 EPS and its FY 2026 guidance at 1.250-1.260 EPS. As a group, sell-side analysts expect that Cloudflare, Inc. will post 0.03 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

NET has been the subject of several research reports. Robert W. Baird set a $330.00 price objective on shares of Cloudflare in a research note on Friday, August 7th. Truist Financial raised their target price on shares of Cloudflare from $300.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, August 7th. Citigroup restated a “market outperform” rating on shares of Cloudflare in a report on Monday, August 31st. KeyCorp upped their price target on shares of Cloudflare from $300.00 to $375.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $389.00 price target on shares of Cloudflare in a research report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $330.59.

Insider Transactions at Cloudflare

In other news, insider Michelle Zatlyn sold 33,003 shares of the company’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $294.63, for a total value of $9,723,673.89. Following the completion of the transaction, the insider directly owned 69,775 shares in the company, valued at approximately $20,557,808.25. This represents a 32.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Thomas Seifert sold 55,000 shares of the company’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $300.30, for a total transaction of $16,516,500.00. Following the completion of the transaction, the chief financial officer owned 113,790 shares of the company’s stock, valued at $34,171,137. This trade represents a 32.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 476,339 shares of company stock valued at $143,439,267. Corporate insiders own 10.66% of the company’s stock.

Cloudflare Company Profile

Cloudflare, Inc (NYSE: NET) provides cloud connectivity, security and performance services for websites, applications, corporate networks and other internet-connected resources. Its global network is designed to help organizations improve the reliability, speed and security of digital services while reducing the complexity of managing internet infrastructure.

The company’s offerings include content delivery and authoritative domain name system services, distributed denial-of-service protection, web application and application programming interface security, bot management, and network security tools.