Janel Riley Sells 3,481 Shares of Cloudflare (NYSE:NET) Stock

Cloudflare, Inc. (NYSE:NET) CAO Janel Riley sold 3,481 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $305.26, for a total transaction of $1,062,610.06. Following the completion of the transaction, the chief accounting officer owned 41,547 shares in the company, valued at approximately $12,682,637.22. This represents a 7.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Janel Riley also recently made the following trade(s):

• On Monday, August 17th, Janel Riley sold 1,667 shares of Cloudflare stock. The shares were sold at an average price of $310.36, for a total transaction of $517,370.12.

Cloudflare Stock Performance

NYSE NET opened at $278.03 on Friday. The stock has a market cap of $98.27 billion, a PE ratio of -479.36, a P/E/G ratio of 174.39 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. The firm has a 50-day moving average of $266.93 and a 200-day moving average of $226.99. Cloudflare, Inc. has a 52-week low of $158.83 and a 52-week high of $332.22.

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

Institutional Trading of Cloudflare

Several large investors have recently modified their holdings of NET. HM Payson & Co. bought a new position in Cloudflare in the 4th quarter valued at about $25,000. Wiser Advisor Group LLC bought a new stake in shares of Cloudflare during the 3rd quarter worth approximately $26,000. C M Bidwell & Associates Ltd. acquired a new stake in shares of Cloudflare during the 2nd quarter worth approximately $30,000. Wexford Capital LP acquired a new stake in shares of Cloudflare during the 3rd quarter worth approximately $30,000. Finally, CX Institutional increased its stake in Cloudflare by 49.4% in the second quarter. CX Institutional now owns 133 shares of the company’s stock valued at $33,000 after acquiring an additional 44 shares during the last quarter. 82.68% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently weighed in on NET shares. Truist Financial lifted their price target on Cloudflare from $300.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, August 7th. Benchmark cut Cloudflare to an “underperform” rating in a research report on Tuesday, July 7th. Zacks Research downgraded Cloudflare from a “strong-buy” rating to a “hold” rating in a report on Friday, August 14th. Deutsche Bank Aktiengesellschaft raised shares of Cloudflare to a “buy” rating in a research report on Tuesday, July 7th. Finally, KeyCorp upped their price target on shares of Cloudflare from $300.00 to $375.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $320.19.

Cloudflare News Roundup

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cathie Wood’s firm launched a new exchange-traded fund and included Cloudflare among its purchases, alongside Broadcom and Rocket Lab. The investment provides additional visibility and signals continued interest in Cloudflare’s AI, edge-computing and cybersecurity growth prospects. Cathie Wood’s firm launches new ETF and buys Cloudflare
• Positive Sentiment: Cloudflare’s most recent quarterly results were stronger than expected, with earnings per share of $0.29 versus the $0.27 consensus and revenue of approximately $696 million versus estimates of $665 million. Revenue grew 35.9% year over year, supporting the company’s AI and edge-platform narrative. Cloudflare’s beat-and-raise quarter
• Neutral Sentiment: Several insiders sold shares, including CFO Thomas Seifert’s 10,000 shares and additional sales by Chief Accounting Officer Janel Riley and Alissa Michelle Starzak. The transactions were executed under pre-arranged Rule 10b5-1 plans, meaning they may reflect scheduled diversification rather than a negative view of Cloudflare’s business. Cloudflare insider selling
• Negative Sentiment: Cloudflare is being pulled lower with other AI-cloud stocks amid concerns that tighter or more expensive financing could pressure highly valued growth companies. The stock also remains unprofitable and trades at a very demanding valuation, increasing its sensitivity to profit-taking after a substantial rally. Financing concerns weigh on AI-cloud stocks
• Negative Sentiment: GuruFocus characterized Cloudflare as overvalued following its recent decline. With shares near the upper end of their 52-week range and valuation expectations already reflecting substantial AI-driven growth, investors may be demanding stronger future results to justify the price. Cloudflare shares remain overvalued

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.