Cloudflare (NET) Expected to Announce Earnings on Thursday

Key Points

• Cloudflare is set to announce its Q3 2025 earnings on October 30th, with analysts forecasting earnings of $0.23 per share and revenue of approximately $544.87 million.
• The company's stock is currently experiencing a decline of 1.1%, with a market cap of $73.40 billion and a PE ratio of -619.46.
• Insider trading activity has been noted, with Director Carl Ledbetter and CFO Thomas J. Seifert recently selling substantial amounts of stock, contributing to a total of 710,270 shares sold by insiders in the last 90 days.

Cloudflare (NYSE:NET - Get Free Report) is projected to release its Q3 2025 results after the market closes on Thursday, October 30th. Analysts expect Cloudflare to post earnings of $0.23 per share and revenue of $544.8720 million for the quarter. Cloudflare has set its FY 2025 guidance at 0.850-0.860 EPS. Q3 2025 guidance at 0.230-0.23 EPS.Interested persons can find conference call details on the company's upcoming Q3 2025 earningreport page for the latest details on the call scheduled for Thursday, October 30, 2025 at 5:00 PM ET.

Cloudflare (NYSE:NET - Get Free Report) last posted its earnings results on Thursday, July 31st. The company reported $0.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.03. The firm had revenue of $512.32 million during the quarter, compared to analysts' expectations of $501.58 million. Cloudflare had a negative net margin of 6.22% and a negative return on equity of 8.42%. The business's revenue was up 27.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.20 EPS. On average, analysts expect Cloudflare to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Cloudflare Stock Down 1.1%

NET stock opened at $210.62 on Thursday. The firm has a market cap of $73.40 billion, a PE ratio of -619.46 and a beta of 1.99. The company has a debt-to-equity ratio of 2.63, a quick ratio of 5.14 and a current ratio of 5.14. The firm's fifty day moving average is $213.33 and its 200 day moving average is $180.37. Cloudflare has a one year low of $85.60 and a one year high of $230.10.

Insider Activity at Cloudflare

In other news, Director Carl Ledbetter sold 15,000 shares of the company's stock in a transaction on Monday, October 20th. The shares were sold at an average price of $210.65, for a total transaction of $3,159,750.00. Following the completion of the sale, the director owned 998,073 shares of the company's stock, valued at $210,244,077.45. This represents a 1.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Thomas J. Seifert sold 10,000 shares of the firm's stock in a transaction dated Monday, October 20th. The stock was sold at an average price of $211.81, for a total transaction of $2,118,100.00. Following the completion of the transaction, the chief financial officer directly owned 189,517 shares in the company, valued at approximately $40,141,595.77. This represents a 5.01% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 710,270 shares of company stock worth $147,320,646 over the last 90 days. Corporate insiders own 10.89% of the company's stock.

Institutional Investors Weigh In On Cloudflare

A number of large investors have recently made changes to their positions in NET. Paces Ferry Wealth Advisors LLC acquired a new stake in shares of Cloudflare in the second quarter valued at approximately $201,000. Benjamin Edwards Inc. acquired a new stake in shares of Cloudflare in the 2nd quarter worth $268,000. ICONIQ Capital LLC raised its holdings in shares of Cloudflare by 6.3% during the 2nd quarter. ICONIQ Capital LLC now owns 2,136 shares of the company's stock worth $418,000 after acquiring an additional 126 shares during the period. Sivia Capital Partners LLC acquired a new position in shares of Cloudflare during the 2nd quarter valued at about $424,000. Finally, EP Wealth Advisors LLC grew its holdings in shares of Cloudflare by 11.4% in the second quarter. EP Wealth Advisors LLC now owns 2,341 shares of the company's stock valued at $458,000 after purchasing an additional 240 shares during the period. 82.68% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have recently commented on NET. UBS Group raised their target price on Cloudflare from $215.00 to $240.00 and gave the company a "neutral" rating in a research report on Tuesday. DZ Bank reiterated a "sell" rating and set a $170.00 price target on shares of Cloudflare in a research report on Tuesday, July 22nd. Stifel Nicolaus boosted their price objective on Cloudflare from $175.00 to $230.00 and gave the company a "buy" rating in a research report on Friday, August 1st. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Cloudflare in a research note on Wednesday, October 8th. Finally, Bank of America lifted their price target on shares of Cloudflare from $235.00 to $240.00 and gave the company a "buy" rating in a research note on Friday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Cloudflare currently has a consensus rating of "Moderate Buy" and an average target price of $198.21.

About Cloudflare

Cloudflare, Inc operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices; and website and application security products comprising web application firewall, bot management, distributed denial of service, API gateways, SSL/TLS encryption, script management, security center, and rate limiting products.

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