Cloudflare Inc. ($NET) Stock Forecast: Down 5.7% Today

What is Cloudflare Inc.?

Cloudflare, Inc. (NASDAQ: NET) operates as a leading technology company specializing in cloud-based services like cybersecurity and performance optimization. The firm witnessed a significant downtrend in its stock price today.

Why is Cloudflare Inc. going down?

NET stock is down 5.7% on Feb 27, 2026 16:11

• The downward trend in Cloudflare's stock (NET) today may be linked to substantial insider selling by the company's CFO and President, totaling millions of dollars. This activity likely sparked investor apprehensions about the company's future prospects.
• Despite favorable financial outcomes and analyst endorsements recently, the notable drop in the stock price this week, alongside valuation concerns, likely contributed to the prevailing pessimism.
• While the partnership announcement with PropertyGuru bodes well for Cloudflare's business opportunities, it may not have fully counteracted the impact of insider selling and broader market uncertainties on the stock value.
• Although the forthcoming redesign of Cloudflare's Zero Trust navigation promises enhanced user experience, its direct influence on today's stock movement appears minimal, as investors appeared more focused on insider selling and overall market sentiment.

NET Price Chart

NET Technical Analysis

NET News

Cloudflare (NET) CFO Seifert sells $7.7 million in stock

Cloudflare's CFO, Thomas J. Seifert, sold 40,697 shares of Class A Common Stock for approximately $7.7 million on February 20, 2026, while also exercising options and converting Class B shares. This transaction occurred amidst a 14.43% stock decline over the past week. The article also notes recent positive financial results and analyst upgrades for Cloudflare, despite concerns over valuation raised by one firm.

https://m.in.investing.com/news/insider-trading-news/cloudflare-net-cfo-seifert-sells-77-million-in-stock-93CH-5255828?ampMode=1

Cloudflare (NET) CFO Seifert sells $7.7 million in stock

Cloudflare CFO Thomas J. Seifert sold 40,697 shares of Class A Common Stock worth approximately $7.7 million on February 20, 2026. This transaction occurred amidst a 14.43% decline in the stock's value over the prior week. Despite the sale, Seifert also exercised options and converted shares, increasing his direct holdings to 104,230 Class A shares, while analysts maintain positive ratings for Cloudflare based on strong revenue growth and strategic advancements.

https://www.investing.com/news/insider-trading-news/cloudflare-net-cfo-seifert-sells-77-million-in-stock-93CH-4523127

Cloudflare’s Zatlyn sells $15.9 million in shares

Michelle Zatlyn, President and Board Co-Chair at Cloudflare, Inc. (NASDAQ: NET), sold 82,641 shares of Class A Common Stock for approximately $15.9 million between February 19-23, 2026. These sales occurred as the stock declined 17% over the week and despite the company reporting strong Q4 2025 revenue growth and significant increases in remaining performance obligations and annual contract value. Analysts have mixed views on Cloudflare, with some expressing valuation concerns while others upgrade the stock due to its growth and AI drivers.

https://m.investing.com/news/insider-trading-news/cloudflares-zatlyn-sells-159-million-in-shares-93CH-4520379?ampMode=1

PropertyGuru

PropertyGuru, Southeast Asia's leading online property company, partnered with Cloudflare to enhance its security and performance. Cloudflare's Bot Management effectively blocked malicious scrapers and reduced bot traffic by half, while the Web Application Firewall stopped approximately 23 million threats monthly. Additionally, Cloudflare's CDN significantly decreased latency, improved page speeds, and helped PropertyGuru's listings rank higher in Google Search, with Cloudflare Workers optimizing image delivery.

https://www.cloudflare.com/case-studies/propertyguru/

New Zero Trust navigation coming soon (and we need your feedback)

Cloudflare is updating its Zero Trust dashboard navigation on March 20, 2023, to provide a more seamless user experience. Key changes include quicker navigation back to the main Cloudflare dashboard, easier account switching, and readily accessible resources. This redesign stems from the growth of Zero Trust and aims to integrate its management more effectively with other Cloudflare products, emphasizing consistency and improved user experience.

https://blog.cloudflare.com/zero-trust-navigation/

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Cloudflare Inc. Price History

29.00.2026 - NET Stock was down 8.7%

• A director at Cloudflare selling $3.1 million worth of shares might have indicated a lack of confidence in the company's short-term performance, potentially influencing the bearish movement.
• Heightened stock volatility and concerns of overvaluation could have unsettled investors, triggering a sell-off and driving the stock price lower.
• Despite recent developments, analysts maintaining positive outlooks for Cloudflare due to its strong position in AI infrastructure solutions and edge computing could offer some stability to the stock in the foreseeable future.

08.00.2026 - NET Stock was down 5.2%

• The bearish movement in NET stock today could be attributed to the insider selling activity by Cloudflare executives. Investors might interpret this as a lack of confidence in the company's future performance.
• The reminder of the 2025 outages caused by Cloudflare could have reignited concerns about the company's reliability and potential impact on its revenue streams, leading to a negative sentiment among investors.
• The combination of insider selling and past service disruptions might have created a perception of uncertainty around Cloudflare's operations, prompting investors to sell off NET shares, driving the bearish movement in the market today.

03.01.2026 - NET Stock was down 5.2%

• The bearish movement in Cloudflare's stock today could be attributed to the significant sale of shares by director Carl Ledbetter, amounting to $3.1 million. This move might have sparked concerns among investors about the company's future performance.
• The stock's decline from a recent high, coupled with analysis suggesting it may be overvalued, likely contributed to the negative market sentiment and the subsequent bearish movement.
• Despite the sell-off, analysts continue to maintain positive ratings for Cloudflare due to its strong presence in AI infrastructure and edge computing, indicating that the long-term prospects for the company remain favorable.
• Overall, the combination of the director's substantial share sale, stock volatility, and potential overvaluation could have led to the bearish movement in Cloudflare's stock today.

23.01.2026 - NET Stock was down 5.5%

• The bearish movement in NET stock could be attributed to the upcoming changes in Cloudflare's Zero Trust navigation. Investors might be concerned about how these updates could impact user experience and potentially disrupt existing workflows.
• The market reaction suggests that there may be uncertainty surrounding the integration of Zero Trust management with other Cloudflare products. Investors might be cautious about any potential challenges or glitches that could arise from this redesign.
• The emphasis on consistency and improved user experience could indicate a transitional phase for Cloudflare, which might lead to short-term volatility in NET stock as investors wait to see how these changes play out in the market.

24.01.2026 - NET Stock was down 5.0%

• The partnership between PropertyGuru and Cloudflare to enhance security and performance may have raised concerns among investors about Cloudflare's ability to attract and retain high-profile clients, leading to a bearish movement in the stock.
• The upcoming update to Cloudflare's Zero Trust dashboard navigation indicates the company's commitment to improving user experience and integrating its products more effectively. However, the market may be reacting to potential challenges in implementing these changes smoothly, contributing to the bearish trend in the stock price.
• Overall, the bearish movement in Cloudflare's stock today could be attributed to a combination of investor sentiment regarding its partnerships and product updates, despite the positive impact these developments may have on the company's long-term growth prospects.

23.00.2026 - NET Stock was up 5.4%

• Cloudflare's bullish movement today can be attributed to the positive sentiments from analysts, with multiple analysts maintaining Buy ratings and providing price targets indicating significant upside potential for the stock.
• The insider transaction where Cloudflare's CFO sold a substantial amount of Class A Common Stock could have initially raised concerns, but the overall market confidence in the company's future profitability and growth potential seems to have overshadowed this event.
• The company's continuous expansion through acquisitions and partnerships, such as with Astro web framework, Human Native AI data marketplace, and JD Cloud, further reinforces investor optimism in Cloudflare's long-term prospects.
• The reiterated Market Outperform rating with a $270 price target by Citizens also adds to the positive outlook for Cloudflare, indicating strong market support for the stock's performance in the near future.

26.01.2026 - NET Stock was up 5.1%

• The bullish movement in Cloudflare's stock (NET) could be attributed to the positive reception of its partnership with PropertyGuru to enhance security and performance, showcasing the company's continued growth and expansion in providing innovative solutions.
• Despite insider selling by Cloudflare's CFO and President, which might usually raise concerns, the overall market sentiment seems to have been positively influenced by the strategic advancements, strong revenue growth, and significant partnerships of the company.
• The upcoming update to Cloudflare's Zero Trust navigation system, aimed at improving user experience and integration with other products, could have also contributed to investor optimism, reflecting the company's commitment to innovation and customer-centric solutions.

11.01.2026 - NET Stock was up 11.6%

• Cloudflare's stock (NET) saw a notable uptrend following its strong Q4 2025 results and positive outlook for 2026.
• In Q4, the company's revenue reached $614.5 million, a substantial 33.6% increase compared to the previous year, surpassing expectations and showcasing robust growth.
• The company's optimistic revenue forecast for 2026, attributed to the impact of AI agents in driving platform demand, bolstered investor confidence in its future growth trajectory.
• Despite marginally lower full-year EPS guidance for 2026 than anticipated, Cloudflare's overall performance and effective strategies impressed the market, leading to a rise in its stock value.

27.01.2026 - NET Stock was down 5.7%

• The downward trend in Cloudflare's stock (NET) today may be linked to substantial insider selling by the company's CFO and President, totaling millions of dollars. This activity likely sparked investor apprehensions about the company's future prospects.
• Despite favorable financial outcomes and analyst endorsements recently, the notable drop in the stock price this week, alongside valuation concerns, likely contributed to the prevailing pessimism.
• While the partnership announcement with PropertyGuru bodes well for Cloudflare's business opportunities, it may not have fully counteracted the impact of insider selling and broader market uncertainties on the stock value.
• Although the forthcoming redesign of Cloudflare's Zero Trust navigation promises enhanced user experience, its direct influence on today's stock movement appears minimal, as investors appeared more focused on insider selling and overall market sentiment.

27.00.2026 - NET Stock was up 12.6%

• Today's positive movement in Cloudflare's stock (NET) could be linked to analysts foreseeing a bright future for the company, backing it with a Market Outperform rating and a target price of $270.
• Concerns initially arose when Cloudflare's CFO sold shares worth $1.78 million, but market sentiment appears to be more centered on the company's strategic expansions and growth possibilities.
• While presently not profitable, the company's potential profitability in the near future, alongside its ongoing technological advancements and partnerships, may have boosted investor confidence, driving today's bullish market performance.

21.10.2025 - NET Stock was down 6.6%

• A database error in Cloudflare's Bot Management System led to an outage, causing disruptions to 20% of internet traffic, impacting major websites in the crypto industry.
• The global outage affected Cloudflare's services and caused disruptions to popular platforms like X and ChatGPT, highlighting the interconnected nature of internet infrastructure.
• Despite recent bullish options activity on Cloudflare, the outage and subsequent negative publicity likely affected the stock's performance as investors responded to the operational challenges faced by the company.
• Cloudflare reported an unusual spike in traffic and internal service degradation, emphasizing the critical need for robust infrastructure in our digital world and exposing vulnerabilities in complex technological systems.

06.00.2026 - NET Stock was down 5.3%

• The bearish movement in NET could be due to concerns raised by the Ethereum co-founder about the reliance on centralized services like Cloudflare, which experienced outages in 2025, impacting cryptocurrency platforms.
• Investors might be worried about the potential risks associated with centralized services and looking for alternative solutions like decentralized applications (dApps) as suggested by the co-founder.
• This news could have sparked a sell-off in NET as investors reevaluate the company's position in the market and its vulnerability to similar outages in the future.