Cloudflare
About: Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Employees: 4,263
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
156% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 62
90% more funds holding in top 10
Funds holding in top 10: 10 [Q3] → 19 (+9) [Q4]
38% more capital invested
Capital invested by funds: $20.5B [Q3] → $28.4B (+$7.85B) [Q4]
13% more funds holding
Funds holding: 667 [Q3] → 752 (+85) [Q4]
2.66% more ownership
Funds ownership: 83.5% [Q3] → 86.16% (+2.66%) [Q4]
5% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 238
22% less call options, than puts
Call options by funds: $878M | Put options by funds: $1.13B
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
18 analyst ratings
Morgan Stanley Keith Weiss 34% 1-year accuracy 12 / 35 met price target | 35%upside $144 | Overweight Maintained | 16 Apr 2025 |
Piper Sandler James Fish 34% 1-year accuracy 10 / 29 met price target | 5%upside $112 | Neutral Maintained | 8 Apr 2025 |
B of A Securities Madeline Brooks 0% 1-year accuracy 0 / 4 met price target | 50%upside $160 | Buy Upgraded | 25 Mar 2025 |
Citizens Capital Markets Trevor Walsh 67% 1-year accuracy 36 / 54 met price target | 68%upside $180 | Market Outperform Reiterated | 17 Mar 2025 |
Goldman Sachs Gabriela Borges 31% 1-year accuracy 9 / 29 met price target | 51%upside $161 | Buy Maintained | 14 Mar 2025 |
Financial journalist opinion
Based on 25 articles about NET published over the past 30 days
