Cloudflare (NET) to Release Earnings on Tuesday

Key Points

• Q4 2025 earnings release: Cloudflare will report results after the market close on Tuesday, February 10, 2026 at 5:00 PM ET; analysts expect EPS of $0.27 and revenue of $591.674 million.
• Heavy insider selling: CEO Matthew Prince and CFO Thomas Seifert sold large stakes (52,384 and 41,555 shares respectively), with insiders selling 627,693 shares worth about $123.9 million over the past 90 days and now owning 10.89% of the stock.
• Mixed market view but upside in targets: NET opened at $182.41 (52-week range $89.42–$260.00) and carries an average analyst rating of "Moderate Buy" with an average price target of $232.48.

Cloudflare (NYSE:NET - Get Free Report) is anticipated to announce its Q4 2025 results after the market closes on Tuesday, February 10th. Analysts expect the company to announce earnings of $0.27 per share and revenue of $591.6740 million for the quarter. Investors are encouraged to explore the company's upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 5:00 PM ET.

Cloudflare Stock Performance

Shares of NET opened at $182.41 on Tuesday. Cloudflare has a 52-week low of $89.42 and a 52-week high of $260.00. The company has a quick ratio of 2.04, a current ratio of 2.04 and a debt-to-equity ratio of 1.46. The firm has a market cap of $63.90 billion, a price-to-earnings ratio of -608.04, a PEG ratio of 153.72 and a beta of 1.97. The business's 50 day moving average is $194.30 and its two-hundred day moving average is $205.99.

Insider Activity at Cloudflare

In related news, CEO Matthew Prince sold 52,384 shares of the company's stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $195.32, for a total transaction of $10,231,642.88. Following the completion of the transaction, the chief executive officer directly owned 22,175 shares in the company, valued at $4,331,221. This represents a 70.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Thomas J. Seifert sold 41,555 shares of the firm's stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $194.18, for a total value of $8,069,149.90. Following the completion of the sale, the chief financial officer owned 137,486 shares in the company, valued at $26,697,031.48. The trade was a 23.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 627,693 shares of company stock worth $123,884,812 in the last 90 days. 10.89% of the stock is currently owned by company insiders.

Institutional Trading of Cloudflare

Several hedge funds have recently bought and sold shares of NET. Wiser Advisor Group LLC bought a new position in Cloudflare in the 3rd quarter worth about $26,000. Wexford Capital LP acquired a new position in shares of Cloudflare during the third quarter worth approximately $30,000. Brown Brothers Harriman & Co. grew its holdings in Cloudflare by 55.4% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 157 shares of the company's stock worth $34,000 after buying an additional 56 shares in the last quarter. JPL Wealth Management LLC acquired a new stake in Cloudflare in the 3rd quarter valued at approximately $45,000. Finally, Quarry LP raised its stake in Cloudflare by 164.6% during the 3rd quarter. Quarry LP now owns 254 shares of the company's stock valued at $55,000 after acquiring an additional 158 shares in the last quarter. 82.68% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

NET has been the subject of several recent analyst reports. KeyCorp raised their price objective on shares of Cloudflare from $235.00 to $300.00 and gave the stock an "overweight" rating in a report on Friday, October 31st. Robert W. Baird set a $230.00 price target on shares of Cloudflare in a research report on Wednesday, December 17th. Citigroup lowered their price objective on Cloudflare from $318.00 to $260.00 and set a "buy" rating for the company in a report on Friday, January 16th. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Cloudflare in a report on Wednesday, January 21st. Finally, Cantor Fitzgerald lifted their target price on Cloudflare from $199.00 to $224.00 and gave the stock a "neutral" rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $232.48.

Cloudflare Company 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.

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