All tickers · Prices as of Oct 23, 1:30 PM CT · filings and analysis as of Oct 22, 5:20 PM CT · live price, free
NET · Cloudflare, Inc.
Smart-money verdict: MIXED 1 of 4 cohorts bullish, 2 bearish
Mixed on NET — 1 of 4 cohorts bullish, 2 bearish (bullish: analysts; bearish: insiders, Congress)
Congress trades (90 days)
BEARISH
1 disclosed congressional trades on NET (last 90d): 0 buys, 1 sells
See it live, free →Insiders (SEC Form 4, 90 days)
BEARISH
NET: 0 insider buy(s) $0 vs 137 sell(s) $126,841,167 in last 90d — bearish — insiders selling heavily
See it live, free →Wall St analysts
BULLISH
Buy consensus, 67.6% buy ratings, +13.1% target upside
See it live, free →Big funds (13F)
NEUTRAL
Mixed institutional flow last quarter — 5 added, 3 trimmed among the top 10 holders.
See it live, free →Stock signal (EquityScope)
BUY
$326.12, +8.7% today, +5% to analyst target. Analysis (2026-10-22): Cloudflare trades at roughly 43x trailing revenue ($108B cap on $2.5B) and about 181x forward earnings, so the valuation prices in years of sustained high growth and margin expansion from today's -8%
See it live, free →
Recent Congress trades in NET
| Member | Chamber | Type | Amount | Traded |
|---|
| Gilbert Cisneros | House | SELL | $1,001 - $15,000 | 2026-08-18 |
STOCK Act disclosures arrive 25-45 days after the trade. Insider data from SEC Form 4 (open-market buys and sells only, not grants). Analyst consensus is current.
Data, not investment advice. LoneStarOracle LLC.