MASTERINVEST Kapitalanlage GmbH Purchases 1,986 Shares of Cloudflare, Inc. $NET

MASTERINVEST Kapitalanlage GmbH lifted its holdings in Cloudflare, Inc. (NYSE:NET) by 23.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,586 shares of the company’s stock after acquiring an additional 1,986 shares during the quarter. MASTERINVEST Kapitalanlage GmbH’s holdings in Cloudflare were worth $2,184,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of NET. Vanguard Group Inc. raised its position in Cloudflare by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 32,407,646 shares of the company’s stock valued at $6,389,167,000 after purchasing an additional 90,397 shares during the last quarter. Geode Capital Management LLC boosted its stake in Cloudflare by 4.2% in the fourth quarter. Geode Capital Management LLC now owns 6,018,175 shares of the company’s stock worth $1,184,044,000 after purchasing an additional 241,981 shares in the last quarter. First Trust Advisors LP grew its holdings in shares of Cloudflare by 1.6% during the fourth quarter. First Trust Advisors LP now owns 4,019,157 shares of the company’s stock worth $792,377,000 after purchasing an additional 63,198 shares during the last quarter. Invesco Ltd. grew its holdings in shares of Cloudflare by 1.3% during the third quarter. Invesco Ltd. now owns 3,964,733 shares of the company’s stock worth $850,792,000 after purchasing an additional 49,485 shares during the last quarter. Finally, Norges Bank acquired a new stake in shares of Cloudflare in the fourth quarter valued at $718,316,000. 82.68% of the stock is currently owned by institutional investors.

More Cloudflare News

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloudflare shares are getting a boost from heightened cybersecurity demand after U.S. and international agencies warned about Russian state-sponsored threats targeting critical infrastructure, which can increase interest in cloud security names like NET. Cloudflare (NET) Stock Is Up, What You Need To Know
• Positive Sentiment: Analysts remain constructive ahead of earnings, with TD Cowen reportedly raising its price target on Cloudflare to $300 from $250 while keeping a Buy rating, signaling continued confidence in revenue growth. Cloudflare Draws Fresh Price Target Hikes Ahead Of Earnings — Analysts See Another 30% Growth Quarter
• Positive Sentiment: Cloudflare also launched Precursor, a new behavioral bot-detection tool, reinforcing its product pipeline and its ability to monetize security and performance upgrades. Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
• Neutral Sentiment: The company announced it will report second-quarter 2026 results on August 6, keeping attention focused on upcoming earnings but not changing fundamentals by itself. Cloudflare Announces Date of Second Quarter 2026 Financial Results
• Neutral Sentiment: Cloudflare continues to attract strong investor attention, with recent articles highlighting its prior stock run and elevated search interest, but these are more a reflection of momentum than a new catalyst. Cloudflare (NET): 3 Reasons We Love This Stock

Analysts Set New Price Targets

A number of research analysts recently issued reports on NET shares. Jefferies Financial Group cut Cloudflare from a “buy” rating to a “hold” rating in a report on Tuesday, July 7th. Sanford C. Bernstein reissued a “market perform” rating and set a $136.00 price objective on shares of Cloudflare in a report on Wednesday, June 10th. The Goldman Sachs Group cut shares of Cloudflare from a “buy” rating to a “sell” rating in a research report on Wednesday, April 15th. Needham & Company LLC boosted their target price on shares of Cloudflare from $250.00 to $280.00 and gave the stock a “buy” rating in a research note on Wednesday, June 10th. Finally, TD Cowen upped their target price on shares of Cloudflare from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, eight have given a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $249.81.

Insider Activity

In related news, CEO Matthew Prince sold 52,422 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $249.09, for a total value of $13,057,795.98. The sale was disclosed in a document filed 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 35,080 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $213.98, for a total transaction of $7,506,418.40. Following the completion of the transaction, the insider directly owned 47,425 shares in the company, valued at approximately $10,148,001.50. The trade was a 42.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 626,185 shares of company stock worth $139,810,855 in the last ninety days. Insiders own 10.66% of the company’s stock.

Cloudflare Trading Up 4.5%

Shares of NET opened at $281.71 on Wednesday. The company has a quick ratio of 1.96, a current ratio of 1.96 and a debt-to-equity ratio of 1.29. Cloudflare, Inc. has a 12-month low of $158.83 and a 12-month high of $284.63. The firm has a market capitalization of $99.58 billion, a PE ratio of -1,126.83, a price-to-earnings-growth ratio of 274.71 and a beta of 1.67. The stock’s fifty day simple moving average is $233.93 and its 200-day simple moving average is $208.47.

Cloudflare (NYSE:NET) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.25 EPS for the quarter, topping analysts’ consensus estimates of $0.23 by $0.02. The firm had revenue of $639.75 million during the quarter, compared to analyst estimates of $620.83 million. Cloudflare had a negative return on equity of 5.65% and a negative net margin of 3.72%.The company’s revenue was up 33.5% on a year-over-year basis. During the same period last year, the company earned $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, research analysts predict that Cloudflare, Inc. will post 0.02 earnings per share for the current year.

Cloudflare 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.