Wells Fargo & Company raised its price objective for Cloudflare (NYSE:NET) from $270.00 to $300.00, maintaining an overweight rating. This move aligns with a broader consensus of bullish sentiment among major analysts, including Citigroup's restated market outperform rating and Mizuho's target price boost to $310.00....
Scotiabank upgraded Cloudflare (NYSE:NET) from a 'sector perform' to a 'sector outperform' rating, raising its price target to $300.00 from $225.00, implying roughly 21% upside. This move aligns with recent bullish sentiment from other major analysts, including Citizens JMP ($270 target), Morgan Stanley ($305 target),...
Institutional ownership of Cloudflare, Inc. (NYSE:NET) saw mixed activity in the first quarter, with Capelight Capital Asset Management LP reducing its stake by 11.1% to 40,000 shares worth $8.25 million. Conversely, several major investors significantly increased their positions, including Norges Bank which established a new...
Cloudflare, Inc. (NYSE:NET) Director John Graham-Cumming sold 2,520 shares of the company's stock on Monday, August 10th, under a pre-arranged Rule 10b5-1 trading plan. The transaction averaged $303.97 per share, totaling approximately $766,004, representing a 0.51% decrease in his direct holdings. Following the sale, Graham-Cumming...
Cloudflare (NYSE:NET) is projected to release its Q2 2026 earnings after market close on Wednesday, August 5th, with an analyst consensus EPS estimate of $0.2684 and revenue of $664.67 million. The company previously reported Q1 2026 results on May 7th, beating EPS estimates by $0.02...
Shares of Oracle (NYSE:ORCL) have fallen approximately 33% over the past month as investors de-risk from heavy AI capital expenditure, despite reporting strong Q4 FY2026 revenue of $19.18 billion with cloud infrastructure growing 93% year-over-year. The stock is currently trading around $127, down to a...
Cloudflare (NET) shares rallied approximately 35% year-to-date following the announcement of a pioneering research pilot partnership with OpenAI. This collaboration leverages Cloudflare's massive network telemetry data, which covers over 20% of global internet traffic, to optimize how AI search engines discover and index content in...
Shares of Cloudflare (NYSE:NET) rose approximately 9% in midday trading to roughly $269, approaching a fresh 52-week high of $276.81. This outperformance occurred despite a broader risk-off session where the NASDAQ 100 fell 1.3%. The rally was primarily driven by an upgrade from Scotiabank analyst...
Shares of CoreWeave (CRWV) surged approximately 10% in midday trading on Tuesday, reaching near $117 per share. This significant outperformance occurred while peers like Cloudflare (NET) and Snowflake (SNOW) declined slightly during the same session. The primary driver for CoreWeave's rally was its official inclusion...
Cloudflare (NYSE: NET) is scheduled to release its Q2 2026 earnings report after market close on Wednesday, August 5th, with an analyst consensus expectation of $0.2684 per share in EPS and $664.68 million in revenue. The company previously reported Q1 2026 results on May 7th,...
Atika Capital Management LLC increased its stake in Cloudflare, Inc. (NYSE:NET) by 18.4% in the first quarter, adding 10,100 shares to reach a total holding of 65,000 shares valued at $13.4 million. This position represents 1.7% of Atika's portfolio and ranks as its 13th largest...
Cloudflare (NET) shares rose 3.3% in the afternoon session following a de-escalation of military tensions between the United States and Iran, which alleviated fears of a broader Middle East conflict that had unsettled markets over the weekend. The stock subsequently cooled to $242.06, representing a...
Cloudflare, Inc. (NYSE: NET) announced a new strategic initiative on June 22 to collaborate with major web browsers including Google Chrome, Mozilla Firefox, and Microsoft Edge. The project focuses on developing and standardizing a privacy-preserving protocol designed to help humans and bots verify that their...
Cloudflare, Inc. (NET) is ranked as the 10th best cybersecurity stock to buy according to a list compiled by Insider Monkey based on hedge fund holdings in Q1 2024. The article contextualizes this ranking within a broader cybersecurity market facing disruption from AI and high...
This article identifies Cloudflare, Inc. (NYSE: NET) as one of the top five generative AI software stocks to consider in June 2026, citing recent analyst activity and strategic developments. The piece highlights that major financial institutions have adjusted their price targets following Cloudflare's Investor Day...
Anchor Investment Management LLC acquired a new stake in Cloudflare, Inc. (NYSE:NET) totaling approximately $484,000 during the first quarter, according to recent SEC Form 13F filings. This acquisition adds to a broader trend of institutional accumulation, with major funds like Vanguard Group increasing their holdings...
Cloudflare, Inc. (NYSE: NET) is the subject of a recent analysis by Insider Monkey, which categorizes it as one of the ten most overvalued quantum computing stocks based on its high forward P/E ratio of 141.54. Despite this valuation concern from short sellers, the company...
