ABN Amro Investment Solutions increased its holdings in Cloudflare, Inc. (NYSE:NET - Free Report) by 41.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,824 shares of the company's stock after acquiring an additional 6,377 shares during the period. ABN Amro Investment Solutions' holdings in Cloudflare were worth $5,353,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently modified their holdings of the business. Empowered Funds LLC raised its position in shares of Cloudflare by 34.2% in the first quarter. Empowered Funds LLC now owns 6,656 shares of the company's stock valued at $750,000 after purchasing an additional 1,696 shares during the period. Sivia Capital Partners LLC purchased a new position in Cloudflare in the 2nd quarter valued at approximately $424,000. Cerity Partners LLC raised its holdings in Cloudflare by 30.1% during the 2nd quarter. Cerity Partners LLC now owns 27,531 shares of the company's stock valued at $5,391,000 after acquiring an additional 6,363 shares during the period. Sei Investments Co. raised its holdings in Cloudflare by 40.1% during the 2nd quarter. Sei Investments Co. now owns 329,036 shares of the company's stock valued at $64,432,000 after acquiring an additional 94,112 shares during the period. Finally, The Manufacturers Life Insurance Company lifted its position in shares of Cloudflare by 14.6% during the second quarter. The Manufacturers Life Insurance Company now owns 16,461 shares of the company's stock worth $3,224,000 after acquiring an additional 2,093 shares in the last quarter. 82.68% of the stock is owned by hedge funds and other institutional investors.
Key Headlines Impacting Cloudflare
Here are the key news stories impacting Cloudflare this week:
- Positive Sentiment: Strong Q2 results and upbeat guidance support the rally. Cloudflare reported revenue of $696.1 million, up 35.9% year over year and above expectations, while non-GAAP EPS of $0.29 exceeded the $0.27 consensus. Next-quarter revenue guidance of approximately $736.5 million was also ahead of analyst estimates. NET Q2 Deep Dive
- Positive Sentiment: AI security and developer-platform demand are strengthening Cloudflare’s growth story. Coverage points to increasing demand for SASE, Zero Trust, agentic AI and developer tools, potentially helping Cloudflare win larger enterprise contracts and compete more directly with Palo Alto Networks and Zscaler. Cloudflare AI security strategy
- Positive Sentiment: Signal selected Cloudflare as an independent Key Transparency auditor. The partnership gives hundreds of millions of Signal users additional confidence in message privacy and showcases Cloudflare’s security and trust infrastructure. Signal partnership announcement
- Positive Sentiment: Analyst sentiment remains broadly favorable. Several firms raised price targets, and brokerages maintain a consensus “Moderate Buy” view. Technical coverage also describes strong momentum after the earnings beat. Cloudflare momentum setup
- Neutral Sentiment: Cloudflare raised $2.175 billion through zero-coupon convertible notes due in 2031. The deal adds financial flexibility without cash interest expense, but potential future share conversion could dilute existing shareholders. Cloudflare convertible note offering
- Negative Sentiment: x402 settlement volume has plunged 93% year to date. The decline suggests the late-2025 surge in AI-agent payments may have been driven primarily by testing rather than sustained demand, challenging near-term monetization expectations. x402 settlement volume report
- Negative Sentiment: Valuation and insider selling create downside risks. Cloudflare trades at a demanding valuation while remaining GAAP-unprofitable. Director John Graham-Cumming sold 2,520 shares under a pre-arranged Rule 10b5-1 plan, although he retained nearly 495,000 shares. Cloudflare director stock sale
Wall Street Analysts Forecast Growth
A number of research firms have weighed in on NET. Jefferies Financial Group set a $350.00 target price on Cloudflare in a report on Friday, August 7th. Cantor Fitzgerald reissued a "neutral" rating and issued a $250.00 price target on shares of Cloudflare in a report on Monday, August 3rd. Susquehanna raised their price objective on shares of Cloudflare from $200.00 to $300.00 and gave the company a "neutral" rating in a research report on Monday. Stifel Nicolaus set a $260.00 price objective on shares of Cloudflare in a research note on Friday, May 8th. Finally, Oppenheimer upped their target price on shares of Cloudflare from $330.00 to $380.00 and gave the stock an "outperform" rating in a report on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have assigned a Hold rating and four have given a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $320.19.
Read Our Latest Stock Report on NET
Cloudflare Stock Performance
NYSE:NET opened at $331.45 on Friday. The firm has a market cap of $117.16 billion, a PE ratio of -571.47, a price-to-earnings-growth ratio of 192.59 and a beta of 1.65. Cloudflare, Inc. has a fifty-two week low of $158.83 and a fifty-two week high of $332.22. The company has a debt-to-equity ratio of 1.22, a quick ratio of 1.82 and a current ratio of 1.82. The business has a 50 day moving average price of $260.67 and a 200-day moving average price of $223.07.
Cloudflare (NYSE:NET - Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $0.29 EPS for the quarter, topping the consensus estimate of $0.27 by $0.02. The company had revenue of $696.06 million for the quarter, compared to the consensus estimate of $664.66 million. Cloudflare had a negative net margin of 8.21% and a negative return on equity of 3.88%. The firm's revenue for the quarter was up 35.9% on a year-over-year basis. During the same period in the previous year, the firm earned $0.21 earnings per share. Cloudflare has set its Q3 2026 guidance at 0.340-0.340 EPS and its FY 2026 guidance at 1.250-1.260 EPS. Equities research analysts predict that Cloudflare, Inc. will post 0.03 earnings per share for the current year.
Insider Buying and Selling at Cloudflare
In related news, insider Michelle Zatlyn sold 35,080 shares of the firm's stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $213.98, for a total value of $7,506,418.40. Following the sale, the insider directly owned 47,425 shares of the company's stock, valued at $10,148,001.50. This trade represents a 42.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Thomas J. Seifert sold 55,000 shares of the firm's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $300.30, for a total value of $16,516,500.00. Following the completion of the sale, the chief financial officer directly owned 113,790 shares in the company, valued at $34,171,137. The trade was a 32.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 748,719 shares of company stock worth $183,992,198. 10.66% of the stock is currently owned by company insiders.
About Cloudflare
(
Free Report)
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.
Further Reading
Want to see what other hedge funds are holding NET? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cloudflare, Inc. (NYSE:NET - Free Report).
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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