---
title: "Weekly Recap | CloudFlare -7.17%, most brokers rate it buy"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296669608.md"
description: "CloudFlare (NET) fell 7.17% this week to close at $293.14, underperforming the S&P 500’s 1.43% decline by roughly 5.74 percentage points. The week unfolded as a steady sell-off followed by a late bounce. Monday opened at $311.79 and the stock lost 2.78% by the close. Another 1.84% drop on Tuesday gave way to accelerating losses on Wednesday, when the price slid 3.15% and touched an intraday low of $285.72. Thursday marked the trough of the week, with the stock hitting $274."
datetime: "2026-08-22T05:22:37.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296669608.md)
  - [en](https://longbridge.com/en/news/296669608.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296669608.md)
generator: "portal-rs"
---

# Weekly Recap | CloudFlare -7.17%, most brokers rate it buy

## The Week

CloudFlare (NET) fell 7.17% this week to close at $293.14, underperforming the S&P 500’s 1.43% decline by roughly 5.74 percentage points. The week unfolded as a steady sell-off followed by a late bounce. Monday opened at $311.79 and the stock lost 2.78% by the close. Another 1.84% drop on Tuesday gave way to accelerating losses on Wednesday, when the price slid 3.15% and touched an intraday low of $285.72. Thursday marked the trough of the week, with the stock hitting $274.03 before closing at $278.91. Friday saw a sharp 5.10% recovery back to $293.14, right around the 20-day moving average of $293.61. The week’s full swing reached 13.25%, though daily turnover ran about 6% below the 60-day median, suggesting somewhat subdued participation.

## Key Events

The week’s news flow was light on company-specific developments and heavier on insider selling and sector sentiment. CFO Thomas Seifert disclosed on Thursday the disposal of roughly 9,000 shares worth $3.06 million. On Saturday, it emerged that President and Board Co-Chair Michelle Zatlyn had sold $20.11 million in Class A common shares. Both filings are routine disclosures, but they arrived against a backdrop of falling prices and likely added to the cautious mood.

On the industry front, CloudFlare was mentioned among cybersecurity stocks with further upside potential. Broader AI and cloud data-centre narratives also stayed in the spotlight, with Anthropic’s IPO valuation debate and Cathie Wood’s ARK funds quietly building positions in AI infrastructure plays. Plato Investment Management disclosed a new stake in NET, though such individual portfolio moves carry limited signal for the stock’s own direction.

## Analyst Ratings

Of the 34 analysts covering CloudFlare, 17 rate it a buy, 7 rate it overweight, 8 hold, 1 underweight, and 1 sell. The consensus rating is ‘buy’ with a consensus target price of $333.55, implying roughly 13.79% upside from the latest close of $293.14. Individual targets range from a high of $400 to a low of $160, signalling a wide spread of opinion on fair value. Within the cloud and data-centre sector, CloudFlare ranks 6th out of 29 peers, placing it in the top tier of industry coverage.

## The Week Ahead

A busy slate of US economic data on Tuesday could sway sentiment toward richly valued growth names. The FHFA house price index, Case Shiller 20-city index, consumer confidence figures, and new home sales data all land on August 25. If housing data points to sticky inflation, rate expectations may shift and weigh on the growth-stock complex. Separately, after this week’s cluster of insider disposals, any further filings will be something to monitor.

## In Short

CloudFlare dropped 7.17% this week without a single major company-specific catalyst, selling off more sharply than the broader market. The analyst community remains largely constructive, with 24 out of 34 brokers rating it buy or overweight and a consensus target that sits 13.79% above the spot price. The stock’s price-to-book ratio sits near 64.4x, and negative trailing earnings make the P/E less meaningful. The latest session’s flow data showed a notable net outflow from retail-sized trades, while large and medium orders were marginally net positive — a cautious but not outright bearish mix. The near-term question is whether the stock can hold the 20-day moving average and how next week’s macro prints will shape risk appetite for high-growth names.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

### Related Stocks

- [NET.US](https://longbridge.com/en/quote/NET.US.md)

## Related News & Research

- [$1000 Invested In Cloudflare 5 Years Ago Would Be Worth This Much Today](https://longbridge.com/en/news/296277189.md)
- [Plato Investment Management Ltd Purchases New Stake in Cloudflare, Inc. $NET](https://longbridge.com/en/news/296206262.md)
- [Cloudflare President, Board Co-Chair Michelle Zatlyn disposes of USD 20.11 million in Class A common shares](https://longbridge.com/en/news/296655052.md)
- [Cloudflare CFO Thomas Seifert disposes of 9,? shares worth $3.06 million](https://longbridge.com/en/news/296404121.md)
- [Cloudflare, Inc. $NET Shares Sold by Hennion & Walsh Asset Management Inc.](https://longbridge.com/en/news/295907985.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**