Cloudflare, Inc. (NET)
- Analysts31
- Implied upside-0.9%
- Target range$136.00 to $330.00
Insider activity
| Date | Insider | Action | Value | Type |
|---|---|---|---|---|
| July 17, 2026 | SEIFERT THOMAS J Chief Financial Officer | Sell | $2.8M | Routine |
| July 13, 2026 | Zatlyn Michelle President and Board Co-Chair | Sell | $27.4M | Routine |
| July 7, 2026 | Ledbetter Carl Director | Sell | $1.3M | Routine |
| July 6, 2026 | Graham-Cumming John Director | Sell | $623,156 | Routine |
| July 2, 2026 | Prince Matthew CEO & Board Co-Chair | Sell | $21.1M | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| SCHEDULE 13G/A | July 24, 2026 | View on EDGAR |
| 4 | July 17, 2026 | FORM 4 |
| 144 | July 17, 2026 | View on EDGAR |
| 4 | July 15, 2026 | FORM 4 |
| 4 | July 15, 2026 | FORM 4 |
| 144 | July 13, 2026 | View on EDGAR |
| 4 | July 8, 2026 | FORM 4 |
| 4 | July 7, 2026 | FORM 4 |
Our NET coverage
Cybersecurity keeps pulling in money. Palo Alto Networks (PANW) trades at 291 times earnings.
Cybersecurity spending looks as durable as anything in this market, and a wave of M&A backs it up: three public companies gone in a year, the biggest a $25 billion Palo Alto Networks deal for CyberArk. But Palo Alto itself trades at 291 times earnings and CrowdStrike's price-to-earnings ratio is negative. Here's the market-cap breakdown of the 21 stocks left standing, and why the category and the stocks aren't the same bet.
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Frequently asked questions
What do analysts expect for NET?
31 analysts cover Cloudflare, Inc. (NET). The consensus rating is Buy and the average price target is $259.84, in a range of $136.00 to $330.00.
Are insiders buying or selling NET?
We track Form 4 filings for Cloudflare, Inc. (NET). The most recent activity shows 0 open-market purchase filing(s) and 5 qualifying sale filing(s) in our records. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, or Own call when they did not.
Where can I see NET SEC filings?
Recent filings are listed on this page, newest first. The latest is a SCHEDULE 13G/A filed July 24, 2026.