Cloudflare, Inc. (NET): A Bull Case Theory
We came across a bullish thesis on Cloudflare, Inc. on Expanse Stocks’s Substack by Nikotes.
Cloudflare Inc. (NET)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Sigma Advisors John Overdeck And David Siegel | 2,340,000 | $461,331,000 | +53% | 0.9% |
| 2. | 1,741,800 | $343,395,870 | -2% | 0.19% | |
| 3. | Squarepoint Ops LLC Maxime Fortin (Cio) | 1,526,578 | $300,964,853 | +70% | 0.32% |
| 4. | 1,297,000 | $255,703,550 | +9% | 0.14% | |
| 5. | 1,168,500 | $230,369,775 | -3% | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.73 | 3,334 | $212,470.82 | 21,622 | 2022-05-09 | Filing | |
| $62.95 | 6,146 | $386,917.13 | 18,288 | 2022-05-09 | Filing | |
| $62.00 | 5,520 | $342,219.02 | 12,142 | 2022-05-09 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $177.04 | 398 | $70,461.52 | 22,911 | 2026-02-26 | Filing | |
| $175.94 | 3,468 | $610,151.60 | 23,309 | 2026-02-26 | Filing | |
| $174.85 | 14,454 | $2,527,276.12 | 26,777 | 2026-02-26 | Filing | |
| $174.18 | 15,648 | $2,725,513.87 | 41,231 | 2026-02-26 | Filing | |
| $173.06 | 5,926 | $1,025,564.23 | 56,879 | 2026-02-26 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,825,517 | $7,063,158,105 | 0.96% | |
| 2. | 32,407,646 | $6,389,167,409 | 0.09% | |
| 3. | 22,653,454 | $4,466,128,440 | 0.08% | |
| 4. | 18,009,245 | $3,550,523,235 | 0.21% | |
| 5. | 16,823,947 | $3,316,841,151 | 2.76% |
News See All
Cloudflare (NET) Gains Upgrade Following Strong Q4 Execution and Growth
Cloudflare, Inc. (NYSE:NET) ranks among the best stocks to buy now for long-term growth. On February 11, Baird raised its price target for Cloudflare, Inc.
12 Best Stocks to Buy Now for Long-Term Growth
Stock markets fell on February 23 as President Trump moved ahead with new tariffs on US trading partners, despite a Supreme Court ruling and rising criticism from Americans.
Cloudflare, Inc. (NET) Enters into Strategic Partnership with Mastercard Incorporated
Cloudflare, Inc. (NYSE:NET) is one of the Unstoppable AI Stocks to Invest In Now.
10 Unstoppable AI Stocks to Invest In Now
According to Morgan Stanley, AI capabilities are expected to expand at a non-linear pace, even faster than the ability of businesses, consumers, and governments to adopt such capabilities.
Cloudflare, Inc. (NET) and Mastercard Incorporated Announce Strategic Cybersecurity Partnership
Separately, in recent news, NET announced a strategic collaboration with Mastercard Incorporated on February 17.
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It is reported that the global metaverse market was valued at $105.40 billion in 2024 and is expected to grow at a compound annual growth rate (CAGR) of 46.4% between 2025 and 2030, reaching $936.57 billion...
Cloudflare (NET) Builds Global Edge Platform to Capture Security and Performance Demand
Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.
Citi Raises PT on Cloudflare, Inc. (NET) Stock
On February 12, Citi analyst Fatima Boolani lifted the firm’s price objective on the company’s stock to $265 from $260, while keeping a “Buy” rating. The firm views Cloudflare, Inc.
14 Best Cloud Computing Stocks to Buy Right Now
The firm’s 2024 report noted that cloud was one of the 18 future arenas of competition, which has the potential to bring in $29 trillion - $48 trillion in revenues by 2040.
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