Cloudflare, Inc. (NET)
NYSE · Price as of · Delayed Quote
- Profitability5/20
Losing money ($-217.1M over the last four reported quarters), but the top line is growing fast. Revenue over the last four reported quarters was $2.51B, up 31% from $1.91B the year before. Growth this quick earns partial credit; it still has to turn into profit.
- Insider buying vs selling11/20
Insiders are sellers only: 174 sells worth $102.2M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 2 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offeringsn/a
Share count history unavailable in EDGAR.
- Analysts31
- Implied upside+19.6%
- Target range$160.00 to $400.00
- EPS expected$0.34 +27%
- A year ago$0.27
- Revenue expected$738.1M +31%
- Estimate range$0.34 to $0.37
NET closed at $278.92 on Sep 4, down 1.9% since Aug 6. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 70% of the 52-week range ($160.19 to $330.83).
Insider buying and selling at Cloudflare, Inc. (NET)
The most recent Form 4 on record for Cloudflare, Inc. (NET) is August 19, 2026, when Michelle Zatlyn, President and Board Co-Chair, sold $28.3M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Michelle Zatlyn · President and Board Co-Chair | Sell | $28.3M | August 19, 2026 | Routine |
| Michelle Zatlyn · President and Board Co-Chair | Sell | $27.4M | July 13, 2026 | Routine |
| Matthew Prince · CEO & Board Co-Chair | Sell | $21.1M | July 2, 2026 | Routine |
| Matthew Prince · CEO & Board Co-Chair | Sell | $23.2M | June 22, 2026 | Routine |
| Michelle Zatlyn · President and Board Co-Chair | Sell | $18.3M | May 22, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Starzak Alissa Michelle · Officer | $773,278 | August 18, 2026 | Executed | Routine |
| SEIFERT THOMAS J · Officer | $3.2M | August 17, 2026 | Executed | Routine |
| Starzak Alissa Michelle · Officer | $1.0M | August 17, 2026 | Not yet reported | Routine |
| SEIFERT THOMAS J · Officer | $15.6M | August 4, 2026 | Executed | Routine |
| Hawkins Mark J · Director | $36,939 | August 3, 2026 | Not yet reported | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | August 21, 2026 | FORM 4 |
| 4 | August 21, 2026 | FORM 4 |
| 4 | August 19, 2026 | FORM 4 |
| 4 | August 19, 2026 | FORM 4 |
| 4 | August 19, 2026 | FORM 4 |
| 4 | August 18, 2026 | FORM 4 |
| 4 | August 18, 2026 | FORM 4 |
| 4 | August 18, 2026 | FORM 4 |
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Frequently asked questions
When does NET report earnings?
Cloudflare, Inc. (NET) is scheduled to report quarterly results on October 29, 2026 (estimated). The 29-analyst consensus is $0.34 per share on revenue of $738.1M for the quarter ending September 30, 2026, against $0.27 and $562.0M a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for NET?
31 analysts cover Cloudflare, Inc. (NET). The consensus rating is Buy. The average price target is $333.55, in a range of $160.00 to $400.00.
Are insiders buying or selling NET?
We track Form 4 filings for Cloudflare, Inc. (NET). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see NET SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed August 21, 2026.