NET
Cloudflare, Inc. · Technology · Software - Infrastructure
$311.03
-4.10% today · -9.03% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Down more than its cybersecurity peers
- NET −4.10% on the last session vs SPY −0.08%: −4.0 pts of stock-specific move.
- More than its group: its cybersecurity peers -2.0% (-1.9 pts vs SPY).
- 3 analyst actions in the past 10 days (3 positive, 0 negative); latest: Barclays maintained Overweight, raised target $355 → $400.
- 3 insider or congressional trades in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.9× its 20-day average.
Assembled from Wallsti's own signals.
Activity & positioning
- Volume
- 1.9× its 20-day averagepace so far
- Short interest
- 2.7% of float · +13% vs prior report · 2.4 days to cover as of Sep 30
- Options volume
- —
- Implied volatility
- —
- Options-implied move
- —
Moved with
Cybersecurity -2.0% -1.9 pts vs SPY · CIBR -1.6%
Headlines
No headlines for NET yet.
Cybersecurity · theme headlines
- AI Spending Accelerates Cybersecurity Budgets as Citi Lifts Price Targets on Palo Alto, CrowdStrike
- VG Stock Rises Premarket On AI Power Deals – Traders Are Watching This Resistance Level
- Cybersecurity Stocks Retreat From Record Highs — Citi Raises CRWD, PANW, ZS Targets On Improving Spending Momentum
- This Cybersecurity Laggard Could Be Ready To Breakout, Says Freedom Capital's Jay Woods
- Palo Alto Falls 4% as Report of OpenAI Cybersecurity Deal Hits Sector; CrowdStrike Drops 3%, Fortinet Slips
- PANW vs. CRWD: Which Cybersecurity Stock Has an Edge Right Now?
- Zscaler jumps 6% on strong revenue outlook and new IBM security partnership, lifting cybersecurity stocks.
Fetched hourly from Yahoo Finance (the stock) and Google News (its themes). ✦ marks the headline an AI-read catalyst cited.
Key facts
- Market cap
- $124.9B
- Held by institutions
- 90.2%
- 52-week range
- 158.83–370.35
- Analyst mean target
- $342.77
- Next earnings
- Oct 29 est.
- Forward P/E
- 209.3
Recent events
Analyst ▲
Barclays maintained Overweight, raised target $355 → $400Analyst ▲
Oppenheimer maintained Outperform, raised target $380 → $430Insider ▼
Michelle Zatlyn (President and Board Co-Chair, Director) sold 99,009 shares ($35.2M) under a pre-arranged 10b5-1 plan 10b5-1 plan · filingAnalyst ▲
BTIG maintained Buy, raised target $382 → $413Insider ▼
Carl Ledbetter (Director) sold 5,000 shares ($1.8M) under a pre-arranged 10b5-1 plan 10b5-1 plan · filingInsider ▼
Thomas J Seifert (Chief Financial Officer) sold 10,000 shares ($3.3M) under a pre-arranged 10b5-1 plan 10b5-1 plan · filingAnalyst ▲
Bernstein maintained Market Perform, raised target $164 → $181Insider
Thomas J Seifert (Chief Financial Officer) had 2,944 shares ($963.4K) withheld to pay taxes on vesting stock tax withholding · filingInsider ▼
Carl Ledbetter (Director) sold 5,000 shares ($1.6M) under a pre-arranged 10b5-1 plan 10b5-1 plan · filingInsider ▼
Michelle Zatlyn (PRESIDENT & BOARD CO-CHAIR, Director) sold 99,009 shares ($27.7M) under a pre-arranged 10b5-1 plan 10b5-1 plan · filingAnalyst
Citizens reiterated Market Outperform, target $394Insider ▼
Michelle Zatlyn (President and Board Co-Chair, Director) sold 99,009 shares ($28.3M) under a pre-arranged 10b5-1 plan 10b5-1 plan · filing