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: 4,160
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 21 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
127% more first-time investments, than exits
New positions opened: 141 | 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: $20.6B [Q3] → $28.3B (+$7.73B) [Q4]
8% more funds holding
Funds holding: 665 [Q3] → 721 (+56) [Q4]
2.24% more ownership
Funds ownership: 83.74% [Q3] → 85.98% (+2.24%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 235
22% less call options, than puts
Call options by funds: $876M | Put options by funds: $1.12B
Research analyst outlook
21 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$68
55%
downside
Avg. target
$146
4%
downside
High target
$185
22%
upside
21 analyst ratings
10 positive
48%
10 neutral
48%
1 negative
5%
Needham Mike Cikos 69% 1-year accuracy 66 / 96 met price target | 22%upside $185 | Buy Reiterated | 18 Feb 2025 |
Mizuho Gregg Moskowitz 69% 1-year accuracy 33 / 48 met price target | 5%upside $160 | Neutral Maintained | 10 Feb 2025 |
Susquehanna Aaron Samuels 100% 1-year accuracy 2 / 2 met price target | 12%upside $170 | Neutral Maintained | 10 Feb 2025 |
JP Morgan Mark Murphy 59% 1-year accuracy 29 / 49 met price target | 24%downside $115 | Neutral Maintained | 7 Feb 2025 |
RBC Capital Matthew Hedberg 72% 1-year accuracy 154 / 213 met price target | 12%upside $170 | Outperform Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 43 articles about NET published over the past 30 days
Positive
Zacks Investment Research
22 hours ago
Cloudflare, Inc. (NET) is Attracting Investor Attention: Here is What You Should Know
Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Positive
Zacks Investment Research
1 day ago
Cloudflare Soars 49% YTD: Should You Hold or Fold the Stock?
While NET is poised to benefit from continued strength in AI, security and cloud networking, the stock's high valuation warrants a cautious approach.
Negative
The Motley Fool
2 days ago
Why Cloudflare Stock Sank Today
Cloudflare (NET -4.87%) stock saw a significant sell-off in Wednesday's trading. The cybersecurity and web services company's share price closed out the daily session down 4.9% and had been off as much as 5.3% earlier in trading.
Positive
Seeking Alpha
4 days ago
Cloudflare: Dominating The Global CDN Market
Cloudflare's competitive advantage lies in its extensive ISP partnerships, enabling lower pricing and broad adoption, ranking it second only to Akamai in the CDN market. The CDN market is projected to grow at a CAGR of 17.9%, driven by increasing cybersecurity concerns, higher Internet bandwidth, and growing demand for video streaming. Cloudflare's market share is expanding due to its affordable pricing and free tier offerings, making it attractive to a large number of smaller websites to adopt.
Positive
Seeking Alpha
1 week ago
Cloudflare Q4: AI Agents & Inference Driving Up Enterprise Momentum (Downgrade)
Cloudflare, Inc.'s stock has outperformed the S&P 500, growing over 89% since my last publication, but future growth estimates are fully priced in, leading me to downgrade it to a “hold” with a $175 price target. The company reported a 27% YOY revenue increase and a 68% rise in non-GAAP operating income, driven by robust enterprise momentum, with the number of $500K+ and $1M+ customers growing even faster. Management is expanding sales capacity and capex to capture AI inference market share with its Worker AI platform, sacrificing short-term margins for long-term growth.
Positive
MarketBeat
1 week ago
Double-Digit Gains Ahead? These 2 Cybersecurity Stocks Look Ready
Fortinet NASDAQ: FTNT and Cloudflare NYSE: NET are two cybersecurity stocks poised for double-digit gains in 2025. They are poised for double-digit gains because of their differentiated positions in a rapidly growing market, utility to clients, 2024 results, 2025 guidance, cash flow, and analysts' sentiment.
Positive
The Motley Fool
1 week ago
This Artificial Intelligence (AI) Cloud Stock Has Shot Up 55% in 2025. Can It Still Soar Higher?
Shares of Cloudflare (NET 0.16%) have shot up impressively so far this year, logging gains of 55% thanks to fast-growing demand for the company's artificial intelligence (AI)-focused offerings.
Positive
The Motley Fool
1 week ago
Why Cloudflare Stock Is Jumping Today
Cloudflare (NET 3.64%) stock is seeing another day of impressive gains in Monday's trading. The cybersecurity and web services company's share price was up 3.8% as of 2:45 p.m.
Positive
Zacks Investment Research
1 week ago
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Negative
Zacks Investment Research
1 week ago
Cyber Threats Escalating Globally: Time to Bet on CRWD & NET?
The rise of artificial intelligence (AI) and cloud computing has revolutionized business operations while also increasing cybersecurity risks. As threats become more advanced, AI-driven security solutions are now crucial for safeguarding sensitive data, preventing breaches and detecting fraud in real-time.
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