Cloudflare (NYSE:NET) Stock Surges on Strong Q4 Earnings and Upbeat 2026 Outlook
Cloudflare (NYSE:NET) stock surged approximately 12% in after-hours trading following strong Q4 2025 financial results and an optimistic outlook for 2026. The company exceeded revenue estimates, reporting $614.5 million, a 33.6% increase year-over-year, and provided Q1 and full-year 2026 revenue guidance that surpassed analyst expectations. Cloudflare's CEO highlighted the role of AI agents in driving demand for its platform, reinforcing investor confidence in its continued growth and strategic execution.
Cloudflare Q4 2025 Earnings: $614.5M Revenue, 33.6% Growth, 2026 Guidance - News and Statistics
Cloudflare reported strong financial results for Q4 2025, exceeding revenue expectations with $614.5 million, a 33.6% year-over-year increase. While adjusted EPS met analyst estimates at $0.28, the company's 2026 full-year EPS guidance of $1.12 was below projections, despite revenue guidance for Q1 2026 surpassing market estimates. The cloud services provider demonstrated consistent revenue growth and currently operates a global network across more than 310 cities in over 120 countries.
Carl Ledbetter, Cloudflare director, sells $3.1m in shares
Cloudflare director Carl Ledbetter sold 15,000 shares of Class A Common Stock for over $3.1 million on January 27, 2026, though he still indirectly holds a significant stake. This sale occurred amid volatility in Cloudflare's stock, which is currently down from a recent high. The company has also seen positive analyst ratings due to its strong position in AI infrastructure and security demand.
Carl Ledbetter, Cloudflare director, sells $3.1m in shares By Investing.com
Carl Ledbetter, a director at Cloudflare, Inc. (NYSE: NET), sold 15,000 shares of Class A Common Stock for over $3.1 million on January 27, 2026. This transaction occurred amidst notable volatility for Cloudflare shares, which are currently trading lower than their recent close. Despite the sale, Ledbetter retains significant indirect holdings in the company, while analyst reports indicate diverse price targets and some overvaluation concerns based on InvestingPro analysis.
Carl Ledbetter, Cloudflare director, sells $3.1m in shares
Cloudflare director Carl Ledbetter sold 15,000 shares of Class A Common Stock for over $3.1 million on January 27, 2026. This transaction occurred amidst significant stock volatility, with shares trading at $184.88, down from a recent close of $205.95, and InvestingPro analysis suggests the company appears overvalued. Despite the sale, Ledbetter still holds a substantial number of shares, and analysts have maintained positive ratings for Cloudflare due to its strong position in AI infrastructure solutions and edge computing.
Cloudflare (NET) Stock Jumps on Analyst Buy Rating & AI Strategy | 2026 Market Update - News and Statistics
Cloudflare (NET) stock surged 10.1% after TD Cowen reiterated a Buy rating and a $265 price target, citing strong security demand and strategic AI initiatives, including recent acquisitions and a deepened partnership with JD Cloud. Despite the positive news, the stock has been highly volatile, with its previous significant move being an 6.1% drop 18 days prior due to broader tech sector profit-taking. The article also touches upon a market shift towards defense stocks prompted by a proposed $1.5 trillion defense budget.
Cloudflare Stock Price and Chart — NYSE:NET
This page provides an overview of Cloudflare, Inc. (NYSE: NET) stock, including its current price chart, key financial statistics, upcoming earnings date, and news/ideas from analysts and traders. It details the company's sector, industry, founding information, and offers insights on its performance and forecasts. The article also provides answers to frequently asked questions about Cloudflare's stock ticker, forecast, historical prices, financials, dividend policy, employee count, and how to buy its stocks.
Cloudflare net: CFO Seifert sells $1.78m in class a common stock
Cloudflare's CFO, Thomas J. Seifert, sold 9,900 shares of Class A Common Stock worth approximately $1.78 million on January 20, 2026, while also exercising options to acquire 10,000 shares. Despite the company exhibiting strong revenue growth of 28.06% over the past year, it remains unprofitable, though analysts predict profitability for 2025. This insider transaction occurs as Cloudflare expands its technological capabilities through acquisitions and partnerships, including with Astro web framework, Human Native AI data marketplace, and JD Cloud, while a Market Outperform rating with a $270 price target was reiterated by Citizens.
Cloudflare net: CFO Seifert sells $1.78m in class a common stock
Cloudflare's CFO, Thomas J. Seifert, sold 9,900 shares of Class A Common Stock for approximately $1.78 million on January 20, 2026, while also exercising options to acquire 10,000 shares. Despite the company's strong revenue growth, it remains unprofitable, though analysts expect profitability this year. Cloudflare has also made strategic moves, including acquiring Astro web framework team and Human Native, and expanding its partnership with JD Cloud.
Cloudflare net: CFO Seifert sells $1.78m in class a common stock
Cloudflare's CFO, Thomas J. Seifert, sold 9,900 shares of Class A Common Stock for approximately $1.78 million, while also exercising options for 10,000 shares. Despite strong revenue growth, the company remains unprofitable, though analysts expect profitability in 2025. Cloudflare has also recently acquired the Astro web framework team and Human Native, an AI data marketplace, and expanded its partnership with JD Cloud to reduce AI latency.
Analysts Are Bullish on Top Technology Stocks: Cloudflare (NET), IMPINJ (PI)
Two technology companies, Cloudflare (NET) and IMPINJ (PI), have received bullish ratings from analysts. William Blair analyst Jonathan Ho maintained a Buy rating on Cloudflare, while Needham analyst James Ricchiuti maintained a Buy rating on IMPINJ, with both companies showing significant upside potential according to analyst consensus price targets.
Analysts Are Bullish on Top Technology Stocks: Paylocity (PCTY), Cloudflare (NET)
Analysts from Needham and Truist Financial have issued bullish ratings for technology stocks Paylocity (PCTY) and Cloudflare (NET), respectively. Needham analyst Scott Berg maintained a Buy rating on Paylocity with a $250.00 price target, while Truist Financial analyst Junaid Siddiqui maintained a Buy rating on Cloudflare. Both companies show strong analyst consensus, with Paylocity having a "Strong Buy" and Cloudflare a "Moderate Buy" rating, anticipating significant upside.
Analysts Are Bullish on Top Technology Stocks: Cloudflare (NET), IMPINJ (PI)
Two prominent technology companies, Cloudflare (NET) and IMPINJ (PI), have received bullish ratings from analysts. Jonathan Ho of William Blair maintained a Buy rating for Cloudflare, while James Ricchiuti of Needham maintained a Buy rating for IMPINJ, with both analysts providing price targets that suggest significant upside potential for their respective stocks. The analyst consensus for both companies is positive, indicating strong market confidence.
Analysts Are Bullish on Top Technology Stocks: Paylocity (PCTY), Cloudflare (NET)
Analyst firms Needham and Truist Financial have issued bullish sentiments on Paylocity (PCTY) and Cloudflare (NET), respectively. Paylocity received a Buy rating with a $250.00 price target from Needham's Scott Berg, and boasts a Strong Buy consensus with an average price target of $197.07. Cloudflare also received a Buy rating from Truist Financial's Junaid Siddiqui and holds a Moderate Buy consensus with an average price target of $247.50.
Analysts Are Bullish on Top Technology Stocks: Paylocity (PCTY), Cloudflare (NET)
Two technology stocks, Paylocity (PCTY) and Cloudflare (NET), have received bullish sentiments from analysts. Needham analyst Scott Berg maintained a Buy rating on Paylocity with a $250 price target, while Truist Financial analyst Junaid Siddiqui maintained a Buy rating on Cloudflare with a moderate buy consensus. Both companies show significant upside potential based on current price targets.
Analysts Are Bullish on Top Technology Stocks: Cloudflare (NET), IMPINJ (PI)
Two top technology stocks, Cloudflare (NET) and IMPINJ (PI), have received bullish sentiments from analysts. William Blair analyst Jonathan Ho maintained a Buy rating on Cloudflare, with a consensus price target suggesting a 32.4% upside. Needham analyst James Ricchiuti maintained a Buy rating on IMPINJ, with an average price target indicating a 30.1% upside from current levels.
Cloudflare’s Zatlyn sells $14.5m in shares
Michelle Zatlyn, President and Board Co-Chair of Cloudflare (NASDAQ: NET), sold $14.5 million in Class A Common Stock between January 13 and January 15, 2026, under a pre-arranged 10b5-1 trading plan. Despite these sales, Zatlyn also acquired 76,923 shares during the same period. The company has also been engaged in strategic expansions, including acquiring Human Native and partnering with JD Cloud to reduce AI latency, while analysts maintain positive ratings despite recent network issues.
Cloudflare’s Zatlyn sells $14.5m in shares
Cloudflare President and Board Co-Chair Michelle Zatlyn sold $14.5 million in Class A Common Stock between January 13 and January 15, 2026, through a pre-arranged trading plan, while also acquiring 76,923 shares. This comes amidst other company news including the acquisition of Human Native, an expanded partnership with JD Cloud to reduce AI latency, and a Market Outperform rating from Citizens. Cloudflare has also recently been investigating increased errors with its Workers scripts and experienced a global network outage.
Despite Valuation Concerns, Cloudflare (NET) Still Offers Strong Upside
Cloudflare (NET) is considered a top software infrastructure stock, with analysts like Stifel maintaining a positive outlook due to increasing AI-driven security demands. Despite its strong 80% returns in early 2025, a 28% upside is still projected by analysts, though some, like Piper Sandler, express valuation concerns. The company provides cloud services like CDN and cybersecurity, positioning it to benefit from expanding AI usage in enterprises.
Cloudflare CEO Matthew Prince sells $30.7 million in stock By Investing.com
Cloudflare CEO Matthew Prince sold 152,536 shares of Class A Common Stock worth approximately $30.7 million between January 6 and January 8, 2026. The sales were executed under a pre-arranged trading plan, and Cloudflare's stock has seen a 61.59% return over the past year, though it is trading above its Fair Value. Analysts maintain a "moderate buy" consensus, while the company faces challenges including investigating increased error rates in its Workers scripts and recent global network outages.
Cloudflare CEO Matthew Prince sells $30.7 million in stock
Cloudflare CEO Matthew Prince sold approximately $30.7 million worth of Class A Common Stock between January 6 and January 8, 2026, under a pre-arranged trading plan. The sales occurred at weighted average prices ranging from $186.6051 to $204.1727, following a significant 61.59% return for Cloudflare's stock over the past year. Despite the sales, analysts maintain a moderate buy consensus for the company, even as it navigates operational challenges including recent error increases and a global network outage.
Cloudflare CEO Matthew Prince sells $30.7 million in stock By Investing.com
Cloudflare CEO Matthew Prince sold 152,536 shares of Class A Common Stock, totaling approximately $30.7 million, between January 6 and January 8, 2026. These transactions, executed under a Rule 10b5-1 trading plan, occurred as Cloudflare's stock saw a 61.59% return over the past year, though InvestingPro indicates it is trading above its Fair Value. Analysts maintain a moderate buy consensus on Cloudflare, despite recent operational challenges like network outages and an investigation into increased errors affecting Workers scripts.
Cloudflare Executives Engage in Stock Transactions
Cloudflare's Chief Legal Officer, Douglas James Kramer, sold 9,000 shares of Class A Common Stock for over $1.7 million on January 2, 2026. Separately, Director John Graham-Cumming sold 2,520 shares for approximately $504,676 on January 5, 2026. Both transactions were executed under Rule 10b5-1 trading plans.
Cloudflare (NYSE: NET) CEO discloses Rule 10b5-1 stock sales and share conversions
Cloudflare CEO Matthew Prince reported multiple transactions in early December 2025, converting Class B common stock into Class A common stock and subsequently selling the Class A shares on the open market. These sales, conducted at weighted average prices between $198 and $205 per share, were made under a pre-arranged Rule 10b5-1 trading plan adopted in February 2025. The filing indicates that Prince maintains substantial indirect holdings through various trusts, with these activities primarily reflecting equity diversification and estate planning within his established plan.
Cloudflare–JD Cloud AI Edge Expansion Could Be A Game Changer For JD.com (JD)
Cloudflare and JD Cloud have expanded their partnership to build a global AI platform, allowing developers to deploy AI inference workloads with lower latency. This collaboration will integrate JD Cloud's infrastructure with Cloudflare's edge network, potentially transforming JD.com from solely an e-commerce marketplace into a significant technology and infrastructure provider. This move strengthens JD.com's investment narrative around supply chain technology and international growth, though immediate challenges in food delivery competition and margin pressures remain key factors for investors.
Cloudflare Expands JD Cloud Partnership To Slash AI Latency Worldwide
Cloudflare, Inc. and JD Cloud are expanding their partnership to reduce AI inference workload latency by up to 80% across global markets. This collaboration aims to create a unified, high-performance AI cloud connecting international developers with users in China and enabling Chinese developers to reach customers abroad. The enhanced partnership builds on an existing integration, leveraging Cloudflare’s global connectivity cloud and JD Cloud’s regional infrastructure to improve performance and simplify deployment for AI applications operating cross-border.
Cloudflare net: Director Zatlyn sells $15.8 million in stock
Michelle Zatlyn, President and Board Co-Chair at Cloudflare (NASDAQ:NET), sold 71,441 shares of Class A Common Stock for approximately $15.8 million between December 9 and December 11, 2025, under a pre-arranged trading plan. Despite being considered "significantly overvalued" by InvestingPro and not profitable in the last year, Cloudflare's stock has seen a 93.12% year-to-date surge, and the company recently announced plans to acquire the AI platform Replicate.
Cloudflare CEO Matthew Prince sells $31.8 million in stock
Cloudflare CEO Matthew Prince sold approximately $31.8 million worth of Class A Common Stock between December 3 and December 5, 2025, through a pre-arranged trading plan. This sale occurred while Cloudflare's stock trades significantly above its Fair Value estimate and has seen an impressive 78% return over the past year. Analysts expect the company, which recently reported strong earnings and plans to acquire AI platform Replicate, to become profitable this year despite not being currently profitable.
Cloudflare CEO Matthew Prince sells $31.8 million in stock
Cloudflare CEO Matthew Prince sold approximately $31.8 million worth of Class A Common Stock between December 3 and December 5, 2025, through a pre-arranged 10b5-1 trading plan. These sales occurred while Cloudflare's stock is trading significantly above its InvestingPro Fair Value estimate. Prince also converted Class B shares to Class A shares without monetary transactions and continues to hold a substantial indirect stake in the company.
New Buy Rating for Cloudflare (NET), the Technology Giant
Barclays analyst Saket Kalia initiated coverage on Cloudflare (NET) with a Buy rating and a $235.00 price target. This comes after Cloudflare reported quarterly revenue of $562.03 million and a GAAP net loss of $1.29 million for the quarter ending September 30. Other analysts have also recently issued ratings, with Bank of America Securities giving a Buy, while TR | OpenAI – 4o reiterated a Hold.
New Buy Rating for Cloudflare (NET), the Technology Giant
Barclays analyst Saket Kalia initiated coverage on Cloudflare (NET) with a Buy rating and a $235.00 price target, highlighting the company's strong revenue growth despite a net loss. This follows a previous Buy rating from Bank of America Securities, although another firm reiterated a Hold rating on the same day. Cloudflare reported $562.03 million in quarterly revenue and a GAAP net loss of $1.29 million for the quarter ending September 30.
Precision Trading with Cloudflare Inc. Class A (NET) Risk Zones
This article details precision trading strategies for Cloudflare Inc. Class A (NET) using AI-generated signals. It outlines institutional trading strategies including position, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The report highlights a significant risk-reward setup targeting a 15.7% gain versus 0.3% risk for NET.
Cloudflare’s Zatlyn sells $16.7 million in NET stock
Michelle Zatlyn, President and Board Co-Chair at Cloudflare, Inc. (NYSE: NET), sold 80,005 shares of Class A Common Stock for approximately $16.7 million between November 20-24, 2025. During the same period, Zatlyn also acquired 76,923 shares through Class B conversion valued at $0, while Cloudflare's stock, trading near $194, has seen significant gains despite its premium valuation. The company also announced strong earnings, price target increases from Stifel and Cantor Fitzgerald, and the acquisition of AI platform Replicate.
Cloudflare (NET) director Ledbetter sells $3.1m in stock
Cloudflare (NET) director Carl Ledbetter sold 15,300 shares of Class A Common Stock for approximately $3.1 million on November 17, 2025, through a pre-arranged trading plan. This sale occurred while Cloudflare's stock experienced a significant weekly drop, though it remains up substantially year-over-year. The company's stock is considered overvalued by InvestingPro analysis despite recent strategic moves like acquiring AI platform Replicate and positive analyst outlooks.
Hawkins sells $254,150 in Cloudflare shares
Director Mark J Hawkins sold 1,000 shares of Cloudflare, Inc. (NASDAQ: NET) Class A Common Stock for $254.15 per share, totaling $254,150. This transaction occurred with NET shares near their 52-week high after a 189% surge over the past year. The sale was executed under a Rule 10b5-1 trading plan, and Hawkins directly owns 10,990 shares post-transaction.
Cloudflare net: CFO Seifert sells $2.1m in stock
Cloudflare's CFO, Thomas J. Seifert, sold 10,000 shares of Class A Common Stock for approximately $2.1 million on October 20, 2025, while also acquiring an equal number of shares through Class B Common Stock conversion. This transaction occurred under a Rule 10b5-1 trading plan and leaves Seifert with 189,517 shares. The company, which has seen a 131% return over the past year, is also working on several strategic initiatives including payment network collaborations, new partner program bundles, a partnership with UNICEF’s Giga initiative, and the introduction of NET Dollar, a U.S. dollar-backed stablecoin.
Atria Wealth Solutions Inc. Sells 3,360 Shares of Cloudflare, Inc. $NET - MarketBeat
Atria Wealth Solutions Inc. reduced its stake in Cloudflare, Inc. by selling 3,360 shares, making its current holding worth $719,000. Other institutional investors also adjusted their positions in Cloudflare. The article details Cloudflare's stock performance, recent earnings, and analyst rating changes, noting that the stock is trading down slightly.
Cloudflare (NET) CEO Prince sells $23,625 in stock By Investing.com - Investing.com Philippines
The article reports that Matthew Prince, CEO of Cloudflare (NET), sold $23,625 worth of company stock. This transaction is categorized under insider trading news. However, the article displays an "Application error" and does not provide further details on the sale.
Cloudflare (NET) CEO Prince sells $23,625 in stock - Investing.com
This article reports a client-side exception encountered while trying to load the content from Investing.com. It indicates that the full news article regarding Cloudflare CEO Prince selling $23,625 in stock is currently unavailable due to this technical error. Troubleshooting would involve checking the browser console for more details on the application error.
Cloudflare (NET) CEO Prince sells $23,625 in stock By Investing.com - Investing.com UK
The Investing.com UK article indicates a client-side exception occurred while loading content related to Cloudflare (NET) CEO Prince selling $23,625 in stock. This suggests the primary content of the news article about an insider stock sale was not available due to a technical error.
Infinigate Earns Cloudflare's EMEA Distribution Partner of the Year Award 2025. - MarketScreener
Infinigate Group has been awarded Cloudflare's EMEA Distribution Partner of the Year for 2025, recognized for its commitment to representing Cloudflare and enabling partners across the region. This award highlights Infinigate's strong relationship with Cloudflare and its expertise in cybersecurity and cloud connectivity solutions. The award was announced at Cloudflare's Global Partner Summit during Connect, Cloudflare's global user conference.
Cloudflare (NET) director Graham-Cumming sells $557,829 in stock - Investing.com India
Cloudflare director John Graham-Cumming sold 1,520 shares of Class A Common Stock for over $557,000 and simultaneously exercised options to acquire 2,520 shares. These transactions were carried out under a Rule 10b5-1 trading plan. The article also highlights Cloudflare's recent collaborations with payment networks, launch of new solution bundles, partnership with UNICEF's Giga initiative, and plans for a U.S. dollar-backed stablecoin.
Cloudflare (NET) director Graham-Cumming sells $557,829 in stock - Investing.com
This article reports a client-side application error when trying to load content from Investing.com. It indicates that the intended article was about Cloudflare (NET) director Graham-Cumming selling $557,829 in stock. However, due to the error, the actual contents of the news piece are unavailable.
Cloudflare (NET) director Graham-Cumming sells $557,829 in stock - Investing.com
Cloudflare (NET) director John Graham-Cumming sold 1,520 shares of Class A Common Stock for $557,829, while also exercising options to acquire 2,520 shares for $112,694. These transactions, executed under a Rule 10b5-1 trading plan, leave Graham-Cumming with 495,191 shares of Cloudflare. The company has also announced collaborations with payment networks, new partner program bundles, a partnership with UNICEF's Giga initiative, and plans for a U.S. dollar-backed stablecoin called NET Dollar.
CLOUDFLARE SUPERCHARGES CHANNEL STRATEGY WITH NEW PARTNER SOLUTION BUNDLES - bernama
Cloudflare Inc. has announced new solution bundles under its PowerUP Partner Program to enhance its channel strategy. These bundles aim to help partners provide businesses with efficient application security and management through a unified platform, reducing complexity and improving security. The initiative focuses on supporting businesses facing challenges with growing enterprise applications and AI workloads, offering simplified end-to-end security, improved multi-cloud connectivity, and cost savings.
Cloudflare Channel Business Accelerates with New Program Advancements - MarketScreener
Cloudflare, Inc. announced the acceleration of its channel business with new solution bundles across its platform for partners. These bundles aim to simplify application management, reduce cyber risk, enable multi-cloud connectivity, and cut costs for businesses, addressing the challenges of digital sprawl and managing numerous applications and AI workloads. The PowerUP Partner Program's expanded offerings include substantial discounts and strategic partnerships with major integrators and service providers.
Cloudflare accelerates channel business with new platform bundles By Investing.com - Investing.com Canada
This article from Investing.com Canada announces that Cloudflare is accelerating its channel business through the introduction of new platform bundles. The content currently contains an application error, preventing further details from being displayed.
15 years of helping build a better Internet: A look back at Birthday Week 2025
Cloudflare celebrated its 15th Birthday Week in 2025 by announcing numerous new products and initiatives aimed at building a better internet. The themes for the week focused on new monetization models for content, community building, and improving speed and security. Key announcements included ambitious intern hiring goals, support for open-source projects, free developer services for non-profits and students, enhanced AI bot protections, and significant advancements in developer platforms and network performance.
Code Mode: the better way to use MCP
This article introduces "Code Mode," a new approach to using Model Context Protocol (MCP) where AI agents write TypeScript code to interact with tools, rather than calling them directly. This method leverages LLMs' strong coding abilities, allowing them to handle more complex APIs and chain multiple tool calls efficiently within a secure, sandboxed environment provided by Cloudflare's V8 isolates. The Cloudflare Agents SDK has been extended to support this, converting MCP schemas into TypeScript APIs for agents to use.
Cloudflare's developer platform keeps getting better, faster, and more powerful. Here's everything that's new.
Cloudflare announced significant enhancements to its developer platform, including expanded Node.js API compatibility, increased limits for Containers and Workers Builds, and new functionalities like AI Search (formerly AutoRAG) with multi-provider model support. Key features now generally available include Remote Bindings for local development, R2 Infrequent Access for cost-effective storage, Media Transformations for video processing, and full Playwright support in Browser Rendering for advanced automation. These updates aim to reduce friction and empower developers to build more complex and scalable applications on Cloudflare's infrastructure.
