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Cloudflare Inc. ($NET) Stock Forecast: Down 9.3% Today

Morpher AI identified a bearish signal. The stock price may continue to fall based on the momentum of the negative news.

What is Cloudflare Inc.?

NET is the ticker symbol for Cloudflare Inc. (NYSE: NET), a company that provides cloud-based services to secure and optimize websites.

Why is Cloudflare Inc. going down?

NET stock is down 9.3% on Apr 10, 2026 17:40

  • 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.

NET Price Chart

NET Technical Analysis

NET News

[Form 4] Cloudflare, Inc. Insider Trading Activity

Cloudflare, Inc. CEO and Board Co-Chair Matthew Prince reported pre-planned stock transactions through family trusts, converting Class B to Class A Common Stock and subsequently selling 156,493 Class A shares for approximately $33.17 million. These transactions, executed between April 6–8, 2026, were done under a Rule 10b5-1 trading plan adopted in February 2025. Despite the sales, Prince-associated trusts maintain substantial Class B holdings convertible into Class A stock.

https://www.stocktitan.net/sec-filings/NET/form-4-cloudflare-inc-insider-trading-activity-f5ef2ecb5864.html

0 News Article Image [Form 4] Cloudflare, Inc. Insider Trading Activity

Cloudflare (NYSE: NET) CEO’s trust sells 659 shares in 10b5-1 plan

Cloudflare CEO Matthew Prince, through a trust, sold 659 shares of Class A Common Stock on April 8, 2026, under a pre-arranged Rule 10b5-1 trading plan. The shares were sold at weighted-average prices between $223 and $224 per share. These sales represent a small fraction of his overall holdings, as he still directly owns 406,315 Class A shares.

https://www.stocktitan.net/sec-filings/NET/form-4-cloudflare-inc-insider-trading-activity-e34e5b3974e9.html

1 News Article Image Cloudflare (NYSE: NET) CEO’s trust sells 659 shares in 10b5-1 plan

Cloudflare Targets 2029 for Quantum-Safe Internet as Threat to Bitcoin Looms

New research and industry timelines are accelerating efforts to replace cryptography that quantum computers could eventually break.

https://decrypt.co/363654/cloudflare-targets-2029-quantum-safe-internet-threat-bitcoin-looms

2 News Article Image Cloudflare Targets 2029 for Quantum-Safe Internet as Threat to Bitcoin Looms

NET Earnings History & Surprises | EPS & Revenue Results | CLOUDFLARE INC - CLASS A (NYSE:NET)

This article provides an earnings history and surprise analysis for Cloudflare Inc. (NYSE:NET). It details past quarterly EPS and revenue results, including actuals, analyst estimates, and surprise percentages, highlighting the company's consistent beat rate for both EPS and revenue over recent quarters. The report also includes a snapshot of upcoming earnings, historical growth trends, and frequently asked questions regarding Cloudflare's earnings performance.

https://www.chartmill.com/stock/quote/NET/earnings

3 News Article Image NET Earnings History & Surprises | EPS & Revenue Results | CLOUDFLARE INC - CLASS A (NYSE:NET)

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.

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.

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.

04.02.2026 - NET Stock was up 6.1%

  • Cloudflare's stock (NET) displayed a bullish movement, possibly due to optimistic financial results and upgrades from analysts. This signals increasing confidence in the company's performance and growth prospects.
  • Company insiders, including the CEO, CFO, and directors, had planned sales of shares, initially causing investor apprehension. However, these transactions were part of pre-arranged trading plans (Rule 10b5-1), indicating no reliance on insider information and pre-planned actions.
  • Despite the insider selling, the market likely focused on positive developments surrounding Cloudflare, like recent financial results and analyst upgrades, sparking investor interest and driving the stock's upward movement.
  • Concerns about valuation from a specific firm amidst a recent stock decline may have impacted investor sentiment initially. Nonetheless, subsequent positive news and updates appear to have overshadowed these worries, contributing to the stock's bullish performance today.

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.

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.

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.

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.

10.02.2026 - NET Stock was up 5.4%

  • The bullish movement of Cloudflare can be credited to the company's advancements in post-quantum encryption technology, which have received praise from analysts and investors.
  • Concerns over overvaluation may have arisen initially with the substantial selling of shares by Cloudflare's President and Board Co-Chair, Michelle Zatlyn, but the market sentiment has turned positive due to the company's strong Q4 2025 results and ongoing developments in AI technology.
  • The confidence shown by Cloudflare director John Graham-Cumming through exercising and selling shares could have contributed to the upward trend of the stock, reflecting trust in the company's future prospects.
  • In general, the market is showing a favorable response to Cloudflare's strategic decisions and technological advancements, leading to an increase in the stock price despite initial valuation worries.

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.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.