Cloudflare, Inc. $NET Stock Bought by Radnor Capital Management LLC

Radnor Capital Management LLC raised its holdings in Cloudflare, Inc. (NYSE:NET) by 194.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,411 shares of the company’s stock after acquiring an additional 1,591 shares during the period. Radnor Capital Management LLC’s holdings in Cloudflare were worth $837,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in NET. Jennison Associates LLC increased its stake in Cloudflare by 135.8% during the first quarter. Jennison Associates LLC now owns 4,394,484 shares of the company’s stock worth $906,758,000 after acquiring an additional 2,530,872 shares during the last quarter. Swedbank AB lifted its stake in Cloudflare by 697.5% during the first quarter. Swedbank AB now owns 927,606 shares of the company’s stock worth $191,402,000 after purchasing an additional 811,297 shares in the last quarter. Alyeska Investment Group L.P. acquired a new position in Cloudflare during the second quarter worth $75,595,000. USS Investment Management Ltd boosted its position in shares of Cloudflare by 452.3% during the first quarter. USS Investment Management Ltd now owns 296,322 shares of the company’s stock worth $61,156,000 after buying an additional 242,668 shares during the period. Finally, Pictet Asset Management Holding SA boosted its position in shares of Cloudflare by 17.6% during the first quarter. Pictet Asset Management Holding SA now owns 1,381,985 shares of the company’s stock worth $284,900,000 after buying an additional 206,506 shares during the period. Institutional investors and hedge funds own 82.68% of the company’s stock.

Insider Buying and Selling

In other Cloudflare news, insider Michelle Zatlyn sold 33,003 shares of the firm’s stock in a transaction on Wednesday, October 7th. The shares were sold at an average price of $348.29, for a total transaction of $11,494,614.87. Following the transaction, the insider directly owned 69,775 shares of the company’s stock, valued at approximately $24,301,934.75. This trade represents a 32.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Thomas Seifert sold 12,500 shares of the business’s stock in a transaction dated Monday, October 19th. The shares were sold at an average price of $299.59, for a total value of $3,744,875.00. Following the completion of the transaction, the chief financial officer owned 104,958 shares in the company, valued at $31,444,367.22. This trade represents a 10.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 476,339 shares of company stock worth $143,439,267 in the last 90 days. Company insiders own 10.66% of the company’s stock.

Cloudflare Price Performance

Shares of NYSE NET opened at $325.68 on Friday. The stock has a market cap of $115.12 billion, a P/E ratio of -561.52, a P/E/G ratio of 259.07 and a beta of 1.65. Cloudflare, Inc. has a twelve month low of $158.83 and a twelve month high of $370.35. The stock has a 50 day moving average of $318.54 and a two-hundred day moving average of $267.48. The company has a current ratio of 1.82, a quick ratio of 1.82 and a debt-to-equity ratio of 1.22.

Cloudflare (NYSE:NET) last announced its earnings results on Thursday, August 6th. The company reported $0.29 EPS for the quarter, beating analysts’ consensus estimates of $0.27 by $0.02. The business had revenue of $696.06 million for the quarter, compared to analysts’ expectations of $664.66 million. Cloudflare had a negative net margin of 8.21% and a negative return on equity of 3.88%. The company’s quarterly revenue was up 35.9% on a year-over-year basis. During the same period in the previous year, the company posted $0.21 EPS. Cloudflare has set its Q3 2026 guidance at 0.340-0.340 EPS and its FY 2026 guidance at 1.250-1.260 EPS. On average, research analysts forecast that Cloudflare, Inc. will post 0.03 earnings per share for the current year.

Cloudflare News Roundup

Here are the key news stories impacting Cloudflare this week:

• Positive Sentiment: Cloud stocks are rebounding: Cloudflare is benefiting from a broader recovery in cloud-software shares, with investors especially favoring companies that secure and keep applications running. Cloudflare Climbs as Cloud Stocks Rebound
• Positive Sentiment: PHP security crisis highlights demand for Cloudflare: The company reported millions of attempted exploits after critical PHP vulnerabilities were disclosed. The heightened threat environment reinforces the need for Cloudflare’s web-security and protective services and has helped lift cybersecurity stocks. Cloudflare sees millions of exploit attempts after PHP disclosure
• Positive Sentiment: Growth outlook remains attractive to some investors: Brown Advisory cited accelerating growth at Cloudflare, while a bullish analyst view argued that AI-driven traffic, bot verification, and enterprise adoption could provide substantial long-term expansion opportunities. Brown Advisory Sees Accelerating Growth at Cloudflare
• Neutral Sentiment: Valuation is a key risk: Cloudflare’s multiyear share-price gains have significantly outpaced its sales growth, leaving the stock valued at a rich sales premium. That can support momentum but makes the shares sensitive to any slowdown in growth or weaker guidance. Cloudflare Stock May Trade at a Rich Sales Premium
• Negative Sentiment: Execution concerns remain: Commentary has pointed to potentially misleading AI-agent enthusiasm, declining gross margins, and a reported workforce reduction, factors that could temper the bullish narrative if they pressure profitability or revenue quality. PHP Flaws Set Off Cyber Alarm

Analyst Ratings Changes

Several research firms have recently commented on NET. Raymond James Financial assumed coverage on shares of Cloudflare in a research note on Tuesday, July 7th. They issued a “strong-buy” rating for the company. Benchmark downgraded shares of Cloudflare to an “underperform” rating in a research note on Tuesday, July 7th. Mizuho upped their price objective on Cloudflare from $260.00 to $310.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 15th. Susquehanna increased their price objective on Cloudflare from $200.00 to $300.00 and gave the company a “neutral” rating in a research note on Monday, August 10th. Finally, Scotiabank lifted their target price on Cloudflare from $300.00 to $390.00 and gave the company an “outperform” rating in a report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, six have issued a Hold rating and five have assigned a Sell rating to the company. Based on data from MarketBeat, Cloudflare currently has an average rating of “Moderate Buy” and a consensus target price of $330.59.

Cloudflare Profile

Cloudflare, Inc (NYSE: NET) provides cloud connectivity, security and performance services for websites, applications, corporate networks and other internet-connected resources. Its global network is designed to help organizations improve the reliability, speed and security of digital services while reducing the complexity of managing internet infrastructure.

The company’s offerings include content delivery and authoritative domain name system services, distributed denial-of-service protection, web application and application programming interface security, bot management, and network security tools.