9,639 Shares in Cloudflare, Inc. $NET Purchased by Fund Advisors of America Inc FL

Fund Advisors of America Inc FL acquired a new stake in shares of Cloudflare, Inc. (NYSE:NET) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 9,639 shares of the company’s stock, valued at approximately $1,900,000. Cloudflare makes up 1.7% of Fund Advisors of America Inc FL’s investment portfolio, making the stock its 15th biggest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Wiser Advisor Group LLC bought a new position in shares of Cloudflare in the third quarter worth approximately $26,000. HM Payson & Co. bought a new stake in shares of Cloudflare during the fourth quarter valued at approximately $25,000. Wexford Capital LP bought a new stake in shares of Cloudflare during the third quarter valued at approximately $30,000. Ameriflex Group Inc. raised its holdings in Cloudflare by 105.6% in the 3rd quarter. Ameriflex Group Inc. now owns 148 shares of the company’s stock worth $32,000 after acquiring an additional 76 shares during the last quarter. Finally, Brown Brothers Harriman & Co. lifted its position in Cloudflare by 55.4% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company’s stock valued at $34,000 after acquiring an additional 56 shares in the last quarter. 82.68% of the stock is currently owned by institutional investors.

Insider Activity

In other news, Director John Graham-Cumming sold 2,520 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $235.95, for a total transaction of $594,594.00. Following the sale, the director directly owned 494,067 shares in the company, valued at $116,575,108.65. This trade represents a 0.51% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Michelle Zatlyn sold 25,641 shares of Cloudflare stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $219.11, for a total value of $5,618,199.51. Following the completion of the transaction, the insider owned 47,425 shares of the company’s stock, valued at approximately $10,391,291.75. This represents a 35.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 461,477 shares of company stock worth $98,173,864. Company insiders own 10.66% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on NET. Jefferies Financial Group assumed coverage on shares of Cloudflare in a report on Wednesday, April 15th. They issued a “buy” rating for the company. New Street Research reaffirmed a “market outperform” rating on shares of Cloudflare in a report on Monday. Susquehanna increased their price objective on shares of Cloudflare from $190.00 to $200.00 and gave the stock a “neutral” rating in a research note on Monday, May 11th. Barclays restated an “overweight” rating and set a $250.00 price objective on shares of Cloudflare in a research report on Monday, June 1st. Finally, Mizuho upped their target price on shares of Cloudflare from $235.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, June 10th. Twenty-one analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $241.35.

Cloudflare Trading Down 0.0%

Shares of NET opened at $223.97 on Friday. Cloudflare, Inc. has a twelve month low of $158.83 and a twelve month high of $276.82. The company has a market cap of $79.17 billion, a P/E ratio of -895.88, a P/E/G ratio of 399.24 and a beta of 1.70. The company has a current ratio of 1.96, a quick ratio of 1.96 and a debt-to-equity ratio of 1.29. The company’s fifty day simple moving average is $217.72 and its 200-day simple moving average is $202.77.

Cloudflare (NYSE:NET) last posted its earnings results on Thursday, May 7th. The company reported $0.25 EPS for the quarter, beating analysts’ consensus estimates of $0.23 by $0.02. The company had revenue of $639.75 million during the quarter, compared to analysts’ expectations of $620.83 million. Cloudflare had a negative net margin of 3.72% and a negative return on equity of 5.65%. Cloudflare’s revenue for the quarter was up 33.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.16 earnings per share. Cloudflare has set its FY 2026 guidance at 1.190-1.200 EPS and its Q2 2026 guidance at 0.270-0.270 EPS. As a group, analysts expect that Cloudflare, Inc. will post 0.01 EPS for the current year.

Key Headlines Impacting Cloudflare

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Several recent notes point to a potential technical rebound for Cloudflare, with a hammer chart pattern suggesting support and analysts citing rising earnings estimate revisions as a possible catalyst for a near-term reversal. Article Title
• Positive Sentiment: Cloudflare’s June 4 acquisition of VoidZero could strengthen its developer platform by bringing high-performance JavaScript tools like Vite and Vitest into its edge network, supporting the long-term growth story. Article Title
• Neutral Sentiment: Citizens maintained a constructive view on Cloudflare after Investor Day, while other recent analyst updates kept the stock in focus and helped support sentiment around its AI and security growth opportunities. Article Title
• Negative Sentiment: Insider selling has been a recurring headline, including CFO Thomas Seifert’s sale of 10,000 shares and insider Michelle Zatlyn’s larger sale, which can weigh on sentiment even though the transactions were made under pre-arranged trading plans. Article Title
• Negative Sentiment: Cloudflare is also facing governance concerns after JLens urged shareholders to withhold votes for two directors, creating a headline risk ahead of the June 30 annual meeting. Article Title

Cloudflare Company Profile

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.