Cloudflare (NET) – Analysts’ Recent Ratings Changes

Cloudflare (NYSE: NET) has recently received a number of price target changes and ratings updates:

• 10/29/2026 – Cloudflare had its price target raised by Sanford C. Bernstein from $181.00 to $245.00. They now have a “market perform” rating on the stock.
• 10/28/2026 – Cloudflare had its price target raised by Wells Fargo & Company from $380.00 to $400.00. They now have an “overweight” rating on the stock.
• 10/25/2026 – Cloudflare was downgraded by Wall Street Zen from “buy” to “hold”.
• 10/17/2026 – Cloudflare was upgraded by Wall Street Zen from “hold” to “buy”.
• 10/15/2026 – Cloudflare had its “sell (d-)” rating reaffirmed by Weiss Ratings.
• 10/14/2026 – Cloudflare was downgraded by Zacks Research from “hold” to “strong sell”.
• 10/13/2026 – Cloudflare had its price target raised by TD Cowen from $355.00 to $375.00. They now have a “buy” rating on the stock.
• 10/12/2026 – Cloudflare had its price target raised by Barclays from $355.00 to $400.00. They now have an “overweight” rating on the stock.
• 10/9/2026 – Cloudflare had its price target raised by Oppenheimer from $380.00 to $430.00. They now have an “outperform” rating on the stock.
• 10/6/2026 – Cloudflare had its price target raised by BTIG Research from $382.00 to $413.00. They now have a “buy” rating on the stock.
• 10/5/2026 – Cloudflare had its “neutral” rating reaffirmed by Cantor Fitzgerald. They now have a $340.00 price target on the stock.
• 9/17/2026 – Cloudflare had its price target raised by Sanford C. Bernstein from $164.00 to $181.00. They now have a “market perform” rating on the stock.
• 9/6/2026 – Cloudflare was downgraded by Wall Street Zen from “buy” to “hold”.
• 8/31/2026 – Cloudflare had its “market outperform” rating reaffirmed by Citigroup.
• 8/31/2026 – Cloudflare had its “market outperform” rating reaffirmed by Citizens Jmp. They now have a $394.00 price target on the stock.

Insider Transactions at Cloudflare

In related news, CFO Thomas Seifert sold 55,000 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $300.30, for a total transaction of $16,516,500.00. Following the completion of the sale, the chief financial officer directly owned 113,790 shares of the company’s stock, valued at approximately $34,171,137. This trade represents a 32.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michelle Zatlyn sold 33,003 shares of Cloudflare stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $278.92, for a total value of $9,205,196.76. Following the sale, the insider owned 69,775 shares in the company, valued at $19,461,643. This trade represents a 32.11% 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. Insiders have sold 476,339 shares of company stock worth $143,439,267 in the last 90 days. Insiders own 10.66% of the company’s stock.

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.