Cloudflare Inc. ($NET) Stock Forecast: Down 5.8% Today

What is Cloudflare Inc.?

Cloudflare (NET) is a prominent technology company that provides cloud-based services to secure and optimize online platforms. The stock had a significant bearish movement today in the market.

Why is Cloudflare Inc. going down?

NET stock is down 5.8% on Jun 18, 2026 13:46

• The bearish movement in Cloudflare's stock could be attributed to significant insider selling activity by the CFO and a director. This selling pressure might have raised concerns among investors about the company's future performance.
• Routine equity-compensation activities by key executives could have signaled potential internal sentiments or financial strategies within the company, impacting investor confidence.
• Despite analysts maintaining a "Moderate Buy" rating on Cloudflare with positive price targets, the ongoing insider selling activities might have overshadowed the optimistic outlook, leading to the bearish market movement.
• Mixed analyst ratings and the company's recent financial report showing a GAAP net loss could have also contributed to the downward pressure on Cloudflare's stock price today.

NET Price Chart

NET Technical Analysis

NET News

Cloudflare CFO Thomas Seifert sells $2.3m in stock

Cloudflare CFO Thomas J. Seifert sold approximately $2.3 million worth of Class A Common Stock between June 15 and June 17, 2026, through a Rule 10b5-1 trading plan. These transactions also involved the conversion of Class B to Class A stock and shares withheld for tax liabilities. Following the sales, Mr. Seifert directly holds 116,733 shares of Class A Common Stock, with other shares held through trusts.

https://m.in.investing.com/news/insider-trading-news/cloudflare-cfo-thomas-seifert-sells-23m-in-stock-93CH-5460611?ampMode=1

Cloudflare (NYSE: NET) CFO trades shares under 10b5-1 plan and exercises awards

Cloudflare's CFO, Thomas J. Seifert, executed trades under a pre-arranged 10b5-1 plan, selling 10,000 Class A shares for $227.11 to $236.07 per share and exercising derivative securities for 30,000 underlying shares on June 17, 2026. Additionally, 2,944 shares were withheld on June 15, 2026, to cover tax obligations from RSU vesting. These transactions are considered routine equity-compensation activities, and Seifert retains significant holdings in the company.

https://www.stocktitan.net/sec-filings/NET/form-4-cloudflare-inc-insider-trading-activity-4b0c831f9350.html

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

Cloudflare (NYSE: NET) director John Graham-Cumming reported the sale of 2,520 Class A common shares and the exercise of 2,520 stock options on June 15, 2026. The share sales, conducted under a Rule 10b5-1 trading plan, occurred at weighted average prices ranging from $231.58 to $238.615 per share, while the options were exercised at $44.72 per share. Following these transactions, Graham-Cumming directly holds 496,587 Class A shares and 5,040 stock options.

https://www.stocktitan.net/sec-filings/NET/form-4-cloudflare-inc-insider-trading-activity-7575892f4769.html

Analysts Offer Insights on Technology Companies: Rubrik, Inc. Class A (RBRK), ON Semiconductor (ON) and Cloudflare (NET)

This article provides analyst insights on three technology companies: Rubrik, Inc. Class A (RBRK), ON Semiconductor (ON), and Cloudflare (NET). Rubrik received a "Strong Buy" consensus with a 28.8% upside, ON Semiconductor a "Moderate Buy" with a target price initiating at $120.00, and Cloudflare a "Moderate Buy" with a 6.9% upside. Analysts from Citi and Robert W. Baird reiterate or initiate ratings with specific price targets and success rates for each company.

https://www.theglobeandmail.com/investing/markets/stocks/NET/pressreleases/2488503/analysts-offer-insights-on-technology-companies-rubrik-inc-class-a-rbrk-on-semiconductor-on-and-cloudflare-net/

Barclays Keeps Their Buy Rating on Cloudflare (NET)

Barclays analyst Saket Kalia maintained a Buy rating on Cloudflare (NET) with a price target of $250.00. Another analyst from William Blair also issued a Buy rating, while Bernstein maintained a Hold rating. Cloudflare reported Q1 revenue of $639.76 million and a GAAP net loss of $22.93 million.

https://www.theglobeandmail.com/investing/markets/stocks/NET/pressreleases/2415787/barclays-keeps-their-buy-rating-on-cloudflare-net/

Trending Today

Align Technology Inc. ($ALGN) Stock Forecast: Up 5.2% Today

Grab Holdings Limited ($GRAB) Stock Forecast: Up 7.1% Today

Electronic Arts Inc. ($EA) Stock Forecast: Down 0.4% Today

ARM Holdings plc ($ARM) Stock Forecast: Up 5.0% Today

Advanced Micro Devices Inc. ($AMD) Stock Forecast: Up 5.1% Today

Reddit Inc ($RDDT) Stock Forecast: Up 5.0% Today

Analog Devices Inc. ($ADI) Stock Forecast: Up 5.6% Today

Stitch Fix Inc. ($SFIX) Stock Forecast: Up 5.2% Today

Corsair Gaming Inc. ($CRSR) Stock Forecast: Up 5.6% Today

Dollar Tree Inc. ($DLTR) Stock Forecast: Up 5.3% Today

Cloudflare Inc. Price History

02.05.2026 - NET Stock was up 6.2%

• The positive sentiment surrounding insider trading activities by key executives, including the Chief Legal Officer and the President, selling shares at high prices, has likely contributed to the current bullish movement in Cloudflare's stock (NET).
• The exercise of performance stock options and subsequent share sales by these executives signal confidence in the company's performance and future prospects, potentially enhancing investor trust.
• The recent surge in Cloudflare's shares, in combination with the insider transactions, may have built momentum in the market, pushing the stock price upwards.
• Despite concerns about the stock's valuation, ongoing insider trading by key executives reflects their belief in the company's growth potential, reinforcing investor confidence and fueling the current bullish trend.

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.

04.05.2026 - NET Stock was up 5.2%

• The bullish movement in Cloudflare's stock (NET) can be attributed to positive market sentiment following a significant 25% surge in share prices over the past week.
• Insider selling activities by Cloudflare directors and Chief Legal Officer may have initially raised concerns among investors, but the overall impact on the stock price seems to have been minimal.
• The fact that these sales were part of pre-arranged Rule 10b5-1 trading plans adds a layer of transparency and may have helped alleviate any potential negative impact on investor confidence.
• Despite the insider selling, the strong performance of Cloudflare's stock indicates that investors remain optimistic about the company's growth prospects and market position.

18.05.2026 - NET Stock was down 5.8%

• The bearish movement in Cloudflare's stock could be attributed to significant insider selling activity by the CFO and a director. This selling pressure might have raised concerns among investors about the company's future performance.
• Routine equity-compensation activities by key executives could have signaled potential internal sentiments or financial strategies within the company, impacting investor confidence.
• Despite analysts maintaining a "Moderate Buy" rating on Cloudflare with positive price targets, the ongoing insider selling activities might have overshadowed the optimistic outlook, leading to the bearish market movement.
• Mixed analyst ratings and the company's recent financial report showing a GAAP net loss could have also contributed to the downward pressure on Cloudflare's stock price today.

28.04.2026 - NET Stock was up 5.3%

• The bullish movement in Cloudflare's stock (NET) today can be attributed to the positive sentiment surrounding the company despite insider selling activities.
• Insider selling activities, including transactions by Cloudflare's president, Michelle Zatlyn, and CEO, Matthew Prince, may have initially raised concerns among investors.
• However, the market's strong response indicates that investors are focusing more on the company's overall performance and potential growth rather than the insider selling activities.
• The consistent strong performance of Cloudflare's stock, despite the insider sales and mixed analyst ratings, showcases investors' confidence in the company's future prospects and resilience in the face of corporate governance concerns.

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.

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.

14.04.2026 - NET Stock was up 5.2%

• The bullish movement in Cloudflare's stock (NET) today is driven by positive insider trading activity, with the Chief Legal Officer granted a significant performance stock option, indicating confidence in the company's future performance.
• Cloudflare's potential record high close showcases strong market sentiment and investor confidence in the company's financial and market performance data, further supporting the upward movement in the stock.
• The combination of insider optimism and positive market indicators has likely sparked investor interest in Cloudflare, contributing to today's strong bullish movement in NET's stock price.

01.05.2026 - NET Stock was up 5.1%

• The rise in Cloudflare's stock (NET) today could be linked to the positive sentiment sparked by the notable sale of company stock by its president, Michelle Zatlyn.
• Zatlyn's sale, while potentially signaling an overvaluation of the stock as per some experts, may have bolstered investor confidence by showcasing her continued dedication to the company.
• The implementation of a Rule 10b5-1 trading strategy for these transactions enhances transparency and organization in insider trading practices, likely reassuring shareholders and the broader market.
• On the whole, the blend of insider trading actions and the perceived overvaluation may have garnered attention for Cloudflare, influencing the positive movement in its stock price.

09.05.2026 - NET Stock was down 5.5%

• Today's decline in Cloudflare's stock (NET) is possibly linked to an insider selling shares. Director Katrin Suder's sale of 293 shares under Rule 10b5-1 may have sparked apprehensions among investors.
• Notwithstanding positive analyst ratings and recent acquisition updates, Suder's planned share sale could have cast doubts on the stock, triggering a sell-off.
• Various analyses on Cloudflare Inc. Class A (NET) propose a blend of optimistic and pessimistic perspectives, with some forecasting corrections and support level breaches, potentially affecting investor sentiment and contributing to the downward trend.
• AI-generated analyses emphasizing favorable sentiment and long-term growth prospects for Cloudflare might offer some comfort to investors amidst the selling activity. However, Suder's sale could have influenced the overall market sentiment.

09.05.2026 - NET Stock was down 5.0%

• The bearish movement in Cloudflare's stock could be attributed to the insider selling activity by director Katrin Suder, which might have raised concerns among investors about the company's future prospects.
• Despite the positive analyst ratings and recent acquisition of VoidZero, the planned sale of shares by a key insider could have signaled a lack of confidence in the stock's short-term performance.
• The mixed sentiments from traders on TradingView, with some highlighting bullish trends and strong financial performance while others pointing out potential corrections and support breakdowns, could have added to the uncertainty surrounding Cloudflare's stock.
• Investors might be closely monitoring the company's upcoming financial results and operational updates to gauge the impact of insider selling and reconcile the differing trade ideas and analyses circulating in the market.