Cloudflare Inc. ($NET) Stock Forecast: Down 5.1% Today

What is Cloudflare Inc.?

Cloudflare Inc. (NET) is a leading provider of cloud services, offering content delivery network services, DDoS mitigation, Internet security, and distributed domain name server services. The company's stock, NET, experienced a notable decrease in the market today.

Why is Cloudflare Inc. going down?

NET stock is down 5.1% on May 11, 2026 17:10

• Cloudflare (NET) was poised for a potential record high close, suggesting positive market sentiment and the possibility of a bullish trend.
• Notwithstanding, significant insider selling by directors like Carl Ledbetter and John Graham-Cumming could have sparked investor apprehensions.
• The insider selling, particularly close to the 52-week high and amid concerns of overvaluation, might have eroded confidence in the stock, prompting the downward movement.
• Investors could interpret the insider selling as a lack of confidence in the stock's current valuation or future prospects, contributing to the selling pressure on Cloudflare's shares.

NET Price Chart

NET Technical Analysis

NET News

Cloudflare on Track for Record High Close -- Data Talk

This article states that Cloudflare (NET) is on track for a record high close. Further details would be in the "Data Talk" section, which implies a focus on financial and market performance data.

https://www.moomoo.com/news/post/69574126/cloudflare-on-track-for-record-high-close-data-talk

NET SEC Filings - Cloudflare Inc 10-K, 10-Q, 8-K Forms

This page on Stock Titan provides comprehensive access to Cloudflare Inc.'s (NYSE: NET) SEC filings, including annual 10-K reports, quarterly 10-Q reports, and 8-K material event forms, alongside insider trading information. It details how investors can use these documents to understand Cloudflare's financial performance, operations, and communication practices, while also offering AI-powered summaries to help quickly grasp key points from lengthy filings. The article highlights recent insider trading activities, including stock sales by Cloudflare CFO Thomas J. Seifert, and provides details about the company's public disclosures and market data.

https://www.stocktitan.net/sec-filings/NET/page-18.html

Cloudflare director Carl Ledbetter sells $3.57m in stock

Cloudflare director Carl Ledbetter sold 15,000 shares of the company’s Class A Common Stock for $3.57 million on May 5, 2026, under a Rule 10b5-1 trading plan. This sale occurred as Cloudflare's stock trades near its 52-week high, despite an InvestingPro analysis suggesting it is overvalued. Ledbetter still indirectly and directly holds over 927,000 shares.

https://m.investing.com/news/insider-trading-news/cloudflare-director-carl-ledbetter-sells-357m-in-stock-93CH-4661376?ampMode=1

Cloudflare (NYSE: NET) director’s trust sells 15,000 shares under 10b5-1 plan

Cloudflare director Carl Ledbetter's trust sold 15,000 shares of Class A Common Stock at a weighted average price of $238.1198. This sale was conducted under a pre-arranged Rule 10b5-1 trading plan adopted in February 2025. Following the transaction, Ledbetter's associated trust indirectly holds 908,073 shares, with an additional 19,599 shares held directly, indicating that the sale represented a small portion of his total reported position.

https://www.stocktitan.net/sec-filings/NET/form-4-cloudflare-inc-insider-trading-activity-5dcae1e971a3.html

Cloudflare (NYSE: NET) director sells 2,520 shares and exercises stock options

Cloudflare, Inc. director John Graham-Cumming reported selling 2,520 shares of Class A Common Stock at prices ranging from $217.545 to $223.825 per share, executed under a Rule 10b5-1 trading plan. Concurrently, he exercised stock options to acquire 2,520 shares at $44.72 per share. Following these transactions, he holds 496,587 Class A shares and 7,560 stock options.

https://www.stocktitan.net/sec-filings/NET/form-4-cloudflare-inc-insider-trading-activity-1d7b512f366d.html

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Cloudflare Inc. Price History

18.02.2026 - NET Stock was up 6.0%

• Cloudflare's CFO, Thomas J. Seifert, selling a substantial amount of Class A Common Stock might have initially raised concerns about the company's future performance, leading to a slight dip in the stock price.
• However, the strong Q4 2025 revenue growth, positive analyst ratings, and the expansion of technological offerings and partnerships likely reassured investors, contributing to the bullish movement in the stock.
• The awarding of a large number of restricted stock units (RSUs) to Seifert could indicate confidence in Cloudflare's long-term prospects, further boosting investor sentiment and driving the stock price higher.
• The addition of Joe Sullivan, a seasoned security expert, to the board of directors at StackHawk might have indirectly positively impacted Cloudflare's stock, highlighting the importance of cybersecurity in the tech industry and potentially increasing investor interest in companies like Cloudflare.

30.03.2026 - NET Stock was down 5.2%

• Cloudflare's stock (NET) experienced a bearish movement recently, despite analysts maintaining a positive outlook on the company.
• The significant sale of $15.8 million in Cloudflare stock by President Zatlyn might have contributed to the bearish trend, potentially signaling profit-taking by insiders.
• The stock's recent volatility and concerns about its valuation could have also played a role in the downward movement.
• Investors may be reacting to the combination of insider selling, volatility, and valuation concerns, leading to the bearish performance of Cloudflare's stock recently.

19.02.2026 - NET Stock was up 5.7%

• The recent sale of $30.5 million in stock by Cloudflare's CEO, Matthew Prince, initially sparked investor concerns about insider sentiment.
• However, the uptrend in Cloudflare's stock price is linked to the company's enhanced collaboration with SentinelOne and the potential agreement with Coinbase, highlighting growth prospects in the AI-driven cybersecurity sector.
• Encouraging Q4 2025 financial results, positive revenue projections for 2026, and favorable analyst evaluations have also bolstered the upward momentum of Cloudflare's stock.
• While insider selling actions by key executives including the CEO and CFO have been noted, overall market sentiment remains positive, backed by the company's technological advancements and strategic partnerships.

01.04.2026 - NET Stock was up 6.1%

• The bullish movement in Cloudflare's stock today could be attributed to positive analyst sentiment, with a Buy rating and a price target of $265.00 reiterated. This endorsement likely boosted investor confidence in the company's future prospects.
• Cloudflare's Chief Legal Officer being granted 63,305 RSUs as part of her compensation might have signaled to investors the company's commitment to retaining top talent and aligning interests with long-term success, positively impacting the stock price.
• A director selling 9,991 shares, representing a small portion of his total holdings, was overshadowed by the overall positive market sentiment towards Cloudflare. This sentiment is driven by new partnerships, product launches, and strong analyst ratings.
• The bullish movement in Cloudflare's stock today could be attributed to a combination of positive analyst ratings, strategic equity awards, and ongoing company developments.

09.03.2026 - NET Stock was down 5.4%

• Significant insider selling activity of approximately $33.17 million by Cloudflare's CEO, Matthew Prince, was reported. This substantial sell-off may have influenced the bearish trend in the stock.
• The consistent selling activity from the CEO, despite only representing a small portion of his total holdings, could have raised investor worries about the company's future.
• Cloudflare's target for Quantum-Safe Internet in 2029 might have also impacted the market movement, leaving investors uncertain about the company's readiness to adapt to new technologies and potential threats to its current services.

31.02.2026 - NET Stock was up 5.4%

• The bullish movement in Cloudflare's stock (NET) today could be attributed to the positive advancements in technology and the strong financial performance reported by the company.
• The recent sale of shares by Cloudflare Director John Graham-Cumming might have initially caused some uncertainty in the market, but the overall confidence in the company's growth potential prevailed.
• Despite the director's sale of shares, investors seem to be focusing more on Cloudflare's impressive 69% gain over the past year and the optimistic analyst ratings, leading to the bullish market movement today.

13.03.2026 - NET Stock was up 5.0%

• A detailed analysis of Cloudflare Inc. Class A (NET) may have highlighted potential trading strategies and risk zones, contributing to increased investor interest and positive sentiment towards the stock.
• The revelation of quantum computing's potential threat to cryptocurrency security could have led investors to seek more secure investment options like Cloudflare, known for its robust cybersecurity solutions.
• The insider trading activities of Cloudflare's Chief Legal Officer and CEO may have influenced market sentiment positively, indicating confidence in the company's future performance.
• Despite concerns about overvaluation, Cloudflare's strong financial performance and growth prospects in AI and security likely outweighed these worries, driving the stock's bullish movement.

10.03.2026 - NET Stock was down 9.3%

• Significant insider selling of Class A shares by CEO Matthew Prince through family trusts, totaling approximately $33.17 million, could have influenced bearish investor sentiment.
• Despite the insider selling, it's important to note that Prince still holds substantial Class B shares convertible into Class A stock, showing a long-term commitment to the company.
• Cloudflare aiming for Quantum-Safe Internet technology by 2029 may have raised concerns about future competitiveness and service impact, leading to a bearish market response.
• Despite consistently beating expectations for EPS and revenue in recent quarters, today's trading session may have been overshadowed by concerns raised about future threats such as quantum computing.

11.04.2026 - NET Stock was down 5.1%

• Cloudflare (NET) was poised for a potential record high close, suggesting positive market sentiment and the possibility of a bullish trend.
• Notwithstanding, significant insider selling by directors like Carl Ledbetter and John Graham-Cumming could have sparked investor apprehensions.
• The insider selling, particularly close to the 52-week high and amid concerns of overvaluation, might have eroded confidence in the stock, prompting the downward movement.
• Investors could interpret the insider selling as a lack of confidence in the stock's current valuation or future prospects, contributing to the selling pressure on Cloudflare's shares.

27.02.2026 - NET Stock was down 7.3%

• The bearish movement in Cloudflare's stock (NET) today could be attributed to the significant insider selling activity by one of the company's directors, Carl Ledbetter, which might have raised concerns among investors about the future prospects of the company.
• The sale of 15,000 shares at $227.05 per share under a pre-arranged Rule 10b5-1 trading plan could have signaled to the market that an insider does not see much upside potential in the stock at its current valuation.
• Investors may interpret this insider selling as a lack of confidence in Cloudflare's future performance, leading to a negative sentiment and a bearish trend in the stock price today.

05.04.2026 - NET Stock was up 6.6%

• The bullish movement in Cloudflare's stock (NET) today could be attributed to the positive sentiment generated by the insider trading activities within the company.
• The significant sale of shares by directors Carl Ledbetter and Mark J. Hawkins, albeit routine and planned, may have instilled confidence in investors about the company's stability and growth prospects.
• The consistent selling of shares by insiders could also be interpreted as profit-taking, especially given the stock's recent strong performance and perceived overvaluation.
• The awarding of Restricted Stock Units (RSUs) to Chief Legal Officer Alissa Starzak might have been seen as a positive signal of long-term commitment and alignment with the company's goals, further boosting investor confidence in Cloudflare's future prospects.

07.04.2026 - NET Stock was up 6.1%

• The bullish movement in Cloudflare's stock (NET) today can be attributed to several factors:
• Positive developments in its AI initiatives and strong Q1 2026 revenue growth predictions have boosted investor confidence.
• Despite concerns about potential overvaluation and ongoing unprofitability, the company's leadership in Edge Development Platforms and introduction of new AI-enhancing features have garnered positive attention.
• The insider selling activities by directors, including Carl Ledbetter, may have initially raised some eyebrows, but the overall market sentiment seems to have focused more on the company's strategic advancements.
• The sales of shares by directors under Rule 10b5-1 trading plans, while significant, are seen as part of their portfolio management strategies rather than reflecting negatively on the company's outlook.