Insiders Trades
Cloudflare, Inc. Stock: price and insider trades · United States
Cloudflare, Inc.: what insiders have been doing
Cloudflare, Inc., classified in the Technology sector, is a listed company based in San Francisco, United States, founded in 2009. Its insiders report their share dealings to SEC (Form 4). Between 18 October 2025 and 18 October 2026, 18 insiders published 592 filings.
All open-market trades in the period are sales: 476 sales worth €286.6M, by 10 insiders, with no purchase on record. The totals exclude 75 filings filed without an amount. At €14.0M, the sale published on 6 August 2026 by Seifert Thomas J is the largest of the period (0.013% of market cap).
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
Compared with its exchange (5,810 companies, median 19 filings), a count of 592 filings is above the norm. Looking back to 2021, when coverage begins, insiders filed 1 purchase and 581 sales. The 10-K for the year ended 31 December 2025 shows 2.17 bn USD of revenue and -102.3 m USD of net income.
Elsewhere in the same sector, our signals recently picked up insider purchases at Core Scientific, Inc./tx and Gitlab Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
1,093
Thresholds
n/a
Buy Volume
€323,893
1 ops. · all time
Sell Volume
€372M
581 ops. · all time
Who traded when
BuySalePrince Matthew69 sales
Michelle Zatlyn64 sales
Seifert Thomas J21 sales
Graham-Cumming John17 sales
Riley Janel12 sales
Ledbetter Carl9 sales
+1 other insider
Since the insiders bought
- -8.7%Entry US$54.81 · Close at T+365 US$50.02
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Cloudflare, Inc. Buy (bullish), based on 31 analysts. Average price target: US$343.42.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 17,061 of 24,148 companies
37.8
score / 100
Value35
Quality40
FCF yld0.2%
Earn yld-0.1%
EV/EBITDA·
ROE-14%
Gross mgn75%
Net mgn-4.7%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$324.33
Analyst consensus
31 analystsBuy
US$160.00Target US$343.42(+6%)US$430.00
Income statement
RevenueUS$2.2B
Gross profitUS$1.6B75% margin
EBITDAUS$105.8M5% margin
Net income-US$102.3M-8.2% margin
Valuation
PER (forward)193.5x
P/Book71.3x
Beta1.65
Balance sheet & cash
Market capUS$115.5B
Total debtUS$3.5B
Free Cash FlowUS$260.6M
Debt / Equity218%
Profitability & ownership
ROE-14.4%
ROA-2.0%
% insiders0.6%
% institutions90.2%
Last declaration on 7 October 2026
Declarations1,093 total
33,003 sharesClass A Common StockSEC:0001786951-26-000025:0
33,003 sharesClass A Common StockSEC:0001786951-26-000025:9
33,003 sharesClass A Common StockSEC:0001786951-26-000025:16
3,619 shares@ US$349.06890.0010% mcap0.7% of flowClass A Common StockSEC:0001786951-26-000025:1
2,683 shares@ US$350.08880.0007% mcap0.6% of flowClass A Common StockSEC:0001786951-26-000025:2
4,829 shares@ US$351.30490.0013% mcap1.0% of flowClass A Common StockSEC:0001786951-26-000025:3
6,864 shares@ US$352.38620.0019% mcap1.4% of flowClass A Common StockSEC:0001786951-26-000025:4
5,892 shares@ US$353.34640.0017% mcap1.2% of flowClass A Common StockSEC:0001786951-26-000025:5
2,823 shares@ US$354.31810.0008% mcap0.6% of flowClass A Common StockSEC:0001786951-26-000025:6
6,136 shares@ US$355.45150.0017% mcap1.3% of flowClass A Common StockSEC:0001786951-26-000025:7
157 shares@ US$356.05280.0000% mcap0.0% of flowClass A Common StockSEC:0001786951-26-000025:8
4,260 shares@ US$364.39250.0012% mcap0.9% of flowClass A Common StockSEC:0001786951-26-000025:10
6,179 shares@ US$365.6910.0018% mcap1.3% of flowClass A Common StockSEC:0001786951-26-000025:11
9,170 shares@ US$366.65450.0027% mcap2.0% of flowClass A Common StockSEC:0001786951-26-000025:12
8,559 shares@ US$367.72330.0025% mcap1.9% of flowClass A Common StockSEC:0001786951-26-000025:13
4,083 shares@ US$368.5910.0012% mcap0.9% of flowClass A Common StockSEC:0001786951-26-000025:14
752 shares@ US$369.33740.0002% mcap0.2% of flowClass A Common StockSEC:0001786951-26-000025:15
5,694 shares@ US$346.39950.0016% mcap1.2% of flowClass A Common StockSEC:0001786951-26-000025:17
9,022 shares@ US$347.20170.0025% mcap1.8% of flowClass A Common StockSEC:0001786951-26-000025:18
7,688 shares@ US$348.23030.0021% mcap1.6% of flowClass A Common StockSEC:0001786951-26-000025:19
3,900 shares@ US$349.3820.0011% mcap0.8% of flowClass A Common StockSEC:0001786951-26-000025:20
4,240 shares@ US$350.37440.0012% mcap0.9% of flowClass A Common StockSEC:0001786951-26-000025:21
2,162 shares@ US$351.40170.0006% mcap0.4% of flowClass A Common StockSEC:0001786951-26-000025:22
297 shares@ US$352.2450.0001% mcap0.1% of flowClass A Common StockSEC:0001786951-26-000025:23
297,027 shares@ US$359.490.085% mcap57.5% of flowClass A CommonSEC144:0001958244-26-000645
25 of 1093 declarations
About Cloudflare, Inc.
Cloudflare, Inc. (NYSE: NET) is a U.S.-listed company traded on the NYSE/NASDAQ market in the United States, and it has evolved into one of the best-known platforms in internet infrastructure, cybersecurity, and cloud connectivity. Founded in 2009 out of a project originally focused on identifying the source of email spam, Cloudflare has expanded into a global “connectivity cloud” business headquartered in San Francisco, California, United States. Its core advantage is the scale of its distributed network, which helps bring applications closer to end users while improving security, latency, and reliability across digital properties worldwide. ([cloudflare.com](https://www.cloudflare.com/about-overview/?utm_source=openai))
From an equity research perspective, Cloudflare combines security, performance, and developer infrastructure in a single platform. The company’s product set includes CDN, DNS, DDoS protection, bot management, API security, Zero Trust access, SASE, secure web gateway, email security, network observability, and a broad suite of cloud-native developer tools. On the developer side, Cloudflare Workers and related compute, storage, and workflow products support application deployment at the edge and help customers build modern, globally distributed applications. This integrated approach is strategically important because it allows Cloudflare to expand wallet share across security, networking, and engineering teams inside the same enterprise account. ([cloudflare.com](https://www.cloudflare.com/products/?utm_source=openai))
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Cloudflare’s competitive position is strongest where cybersecurity meets edge computing and application delivery. Management consistently frames the company as a unified platform built for the internet edge, rather than a point-solution vendor. That matters because buyers increasingly want fewer vendors, tighter policy control, and faster deployment across hybrid and multi-cloud environments. Cloudflare’s brand is especially strong among developers, but the company has also been moving upmarket with enterprise-grade security and networking solutions, including its Cloudflare One and Zero Trust offerings. ([cloudflare.com](https://www.cloudflare.com/press/press-releases/2026/cloudflare-named-a-leader-in-edge-development-platforms-report-by-independent-research-firm/?utm_source=openai))
Recent developments underscore the company’s momentum. Cloudflare reported full-year 2025 revenue of $2.1679 billion, up 30% year over year, and followed with first-quarter 2026 revenue of $639.8 million, up 34% year over year. In addition, it launched Cloudflare Mesh to secure the AI agent lifecycle and expanded its Agent Cloud capabilities, highlighting a strategic push into AI infrastructure, post-quantum security, and next-generation application architecture. For investors, these initiatives suggest that Cloudflare is trying to convert product breadth, network scale, and AI tailwinds into deeper enterprise adoption and longer-term platform relevance. ([cloudflare.com](https://www.cloudflare.com/en-gb/press/press-releases/2026/cloudflare-announces-fourth-quarter-and-fiscal-year-2025-financial-results/?utm_source=openai))
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