Cloudflare Inc. ($NET) Stock Forecast: Up 5.4% Today

What is Cloudflare Inc.?

Cloudflare Inc. (NET) is a prominent player in the cybersecurity and cloud services industry, known for its innovative solutions in post-quantum encryption and strong financial performance.

Why is Cloudflare Inc. going up?

NET stock is up 5.4% on Mar 10, 2026 17:21

• 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.

NET Price Chart

NET Technical Analysis

NET News

AI’s ‘Wallpaper’ Phase Is Here — Tech’s Next 3 Winning Stocks Revealed

When technology gets easier, margins compress. Complexity loses its premium, and adoption explodes. Profit pools shift. And that’s when money flows toward simplicity. AI is bringing simplicity online in a big way. It’s what I like to call AI’s “Wallpaper” Phase. You see, investors love the wiring phase: chip demand, GPU orders, data center build-outs, billions in capex. But users don’t care how AI is wired. They care about convenience. Businesses care about productivity. Markets care about margins. That intersection is where durability lives. And that’s where the next big opportunity to gain exposure to the AI wave is taking shape.

https://investorplace.com/dailylive/2026/03/ais-wallpaper-phase-is-here-techs-next-3-winning-stocks-revealed/

Cloudflare’s Zatlyn sells $13.9 million in shares

Michelle Zatlyn, President and Board Co-Chair of Cloudflare (NASDAQ:NET), sold 71,330 shares of Class A Common Stock for approximately $13.9 million between March 3 and March 5, 2026, while also acquiring 76,923 shares through Class B Common Stock conversion. This comes amidst Cloudflare's advancements in post-quantum encryption and strong Q4 2025 results, which have led to analyst upgrades and increased price targets, although some express valuation concerns. InvestingPro analysis suggests the stock is currently overvalued despite an 11.7% increase over the past week.

https://www.investing.com/news/insider-trading-news/cloudflares-zatlyn-sells-139-million-in-shares-93CH-4545859

Cloudflare’s Zatlyn sells $13.9 million in shares

Michelle Zatlyn, President and Board Co-Chair of Cloudflare Inc., sold 71,330 shares of Class A Common Stock for a total of $13.9 million between March 3 and March 5, 2026, while also acquiring 76,923 shares through Class B Common Stock conversion. This comes as Cloudflare stock trades higher, although InvestingPro analysis suggests it might be overvalued. The company recently integrated post-quantum encryption and reported robust Q4 2025 results, leading to various analyst ratings and price target adjustments.

https://in.investing.com/news/insider-trading-news/cloudflares-zatlyn-sells-139-million-in-shares-93CH-5276608

ETFs Investing in Cloudflare Inc Class A Stocks

This article lists various ETFs that include Cloudflare Inc Class A stocks, sorted by market value. It provides details such as the ETF symbol, market value, weight of Cloudflare stock in the fund, issuer, management style, focus, expense ratio, assets under management (AUM), price, percentage change, relative volume, and 3-year NAV total return. The ETFs cover a range of investment strategies, including total market, mid-cap, large-cap, growth, and specific sectors like information technology and cybersecurity.

https://www.tradingview.com/symbols/NYSE-NET/etfs/

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

Cloudflare director John Graham-Cumming exercised stock options for 2,520 Class A common shares and subsequently sold the same number of shares in open-market transactions. These transactions occurred on March 2, 2026, under a Rule 10b5-1 trading plan adopted in May 2025. After these dealings, his direct holdings of Cloudflare Class A shares remained unchanged at 495,191.

https://www.stocktitan.net/sec-filings/NET/form-4-cloudflare-inc-insider-trading-activity-48b0ae65269e.html

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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.

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.

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.

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.