US Markets Closed

AI-assisted · Not financial adviceNot advice

AI-assisted · Not financial advice.

US Markets Closed

AI-assisted · Not financial adviceNot advice

US Markets Closed

AI-assisted · Not financial adviceNot advice

$NET

Name: NET (Cloudflare) — Market Sentiment & Discussion
Creator: MarketMind
License: https://stockmarketsentimentai.com/methodology

Cloudflare· 4/9/2026, 7:09:03 PM

Data Checks· 2 of 3 passed

Analyst target

23% upside · 15 analysts · $140–$300 range

▲ $230

Earnings

EPS: $1.12 → $1.43 (2026 vs 2027)

▲ Expected to grow 27%

Insiders (90d)

0 buys, 177 sells

Last: SELL Apr 8· 1d ago

▼Net selling $163.6M

Reddit: OptimisticAttention: Watching

News vs Reddit

Unconfirmed

News: neutral · 55% qualityReddit: bullish · 40% confidence

The Story

News Summary

Cloudflare CEO sells shares amid market fluctuations

Key Events

Feb 28, 2001:Cloudflare CEO Matthew Prince sold 52,384 shares of the company's stock.
Feb 27, 2001:Artisan Partners Limited Partnership cut its position in Cloudflare, Inc. by 7.5%.

Sentiment: 60% neutral / 40% bullish (early) → 50% bearish / 30% cautious / 20% bullish (late)

Impact: The narrative shifted from a neutral stance on stock sales to a more cautious outlook due to portfolio adjustments by significant investors.

Analyst ConsensusBuy (40 analysts)

Target: $230 avg (+23% upside)

27 Buy · 11 Hold · 2 Sell

Signal

Neutral

Confidence

55%

Based on curated news sources (not retail comments)

Over the last 7 days: Cloudflare has positive growth potential tied to AI but faces bearish pressures from recent stock declines and reduced institutional holdings.

SentimentNeutral

AnalysisHype

Bullish Factors

✓Cloudflare is well positioned to benefit from the proliferation of AI agents, with Wall Street's median target price implying 40% upside [Fmp|Feb 24]
✓Microsoft is monetizing AI across its software and cloud computing businesses, which may indirectly benefit Cloudflare [Fmp|Feb 24]

Risk Factors

✗Shares of Cloudflare fell after investors reacted to a new artificial intelligence-driven cybersecurity capability [Fmp|Feb 24]
✗Artisan Partners Limited Partnership cut its position in Cloudflare, indicating potential bearish sentiment [Fmp|Feb 27]

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AI-assisted · Not financial advice.

$NET - Cloudflare | MarketMind | MarketMind