NET Earnings
Thursday, May 07 2026
EPS Estimate
$0.23
$0.23 – $0.28
Revenue Estimate
$623M
Current Price
$207.67
Our Position
bearishAI feature sparks 8% selloff in cybersecurity stock
structured data
est. revisions rising
(+8.5pp / 30d)
This move reflects a real but likely overstated threat. Anthropic's new feature targets a narrow security use case within Claude; Cloudflare's value spans DDoS protection, CDN services, WAF, and API security across enterprise infrastructure. One AI feature doesn't replace a full platform. The stock reaction is recency bias, but it reveals where market anxiety sits — investors are trigger-happy on AI disruption trades.
Watch: Watch whether this 8% drop stabilizes or triggers broader sector capitulation. Net's next earnings call and any management commentary on AI competition will be the real test. If the stock bounces hard within days, it signals the selloff was noise. If it holds lower, expect more pressure until Cloudflare articulates its own AI strategy or demonstrates pricing power.
Data Signal Summary
1 bullish
2 bearish
Insider selling cluster
Analysts: bullish
Price downtrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
downtrend
From 52w High
-4.0%
Est. Revisions (30d)
+0.0% 4up/18dn
Analyst Target (mean)
$232 $135–$300 +12%
Options P/C Ratio
0.91
Est. Dispersion
22% 29 analysts
Insider Cluster
strong sell
Fund Convergence
strong Two Sigma, Citadel, D.E. Shaw, Renaissance, Bridgewater
Recent Activity
insider trades
120 transactions
Sell
·
SEIFERT THOMAS J (Chief Financial Officer)
·10,000 shares
·$1,979,757
Other
·
PRINCE MATTHEW (Chief Executive Officer)
·157,152 shares
Sell
·
PRINCE MATTHEW (Chief Executive Officer)
·659 shares
·$147,367
Sell
·
HAWKINS MARK J (Director)
·133 shares
·$27,877
Sell
·
GRAHAM-CUMMING JOHN (Director)
·3,644 shares
·$737,203
115 more
Exercise
·
GRAHAM-CUMMING JOHN
·2,520 shr
·$112,694
Sell
·
PRINCE MATTHEW
·143,534 shr
·$30,555,701
Other
·
PRINCE MATTHEW
·134,241 shr
Sell
·
PRINCE MATTHEW
·13,618 shr
·$3,102,156
Sell
·
LEDBETTER CARL
·15,000 shr
·$3,405,750
Sell
·
SEIFERT THOMAS J
·10,341 shr
·$2,195,442
Other
·
SEIFERT THOMAS J
·10,341 shr
Sell
·
ZATLYN MICHELLE
·76,923 shr
·$13,941,970
Other
·
ZATLYN MICHELLE
·76,923 shr
Sell
·
RILEY JANEL
·23,332 shr
·$4,433,080
Exercise
·
RILEY JANEL
·23,332 shr
·$1,581,676
Sell
·
RILEY JANEL
·4,160 shr
·$748,800
Sell
·
GRAHAM-CUMMING JOHN
·2,520 shr
·$449,154
Sell
·
HAWKINS MARK J
·133 shr
·$22,426
Sell
·
PRINCE MATTHEW
·157,152 shr
·$26,559,683
Sell
·
ZATLYN MICHELLE
·86,362 shr
·$15,943,326
Sell
·
SEIFERT THOMAS J
·41,557 shr
·$7,689,671
Other
·
SEIFERT THOMAS J
·10,000 shr
Sell
·
GRAHAM-CUMMING JOHN
·2,520 shr
·$436,831
Award
·
ZATLYN MICHELLE
·96,665 shr
Award
·
SEIFERT THOMAS J
·142,116 shr
Award
·
PRINCE MATTHEW
·96,665 shr
Award
·
RILEY JANEL
·7,958 shr
Sell
·
KRAMER DOUGLAS JAMES
·3,000 shr
·$528,570
Sell
·
HAWKINS MARK J
·134 shr
·$23,609
Sell
·
LEDBETTER CARL
·15,000 shr
·$3,167,414
Sell
·
SEIFERT THOMAS J
·10,000 shr
·$1,783,682
Sell
·
ZATLYN MICHELLE
·76,923 shr
·$14,504,407
Sell
·
PRINCE MATTHEW
·157,152 shr
·$30,701,127
Sell
·
GRAHAM-CUMMING JOHN
·2,520 shr
·$504,676
Sell
·
LEDBETTER CARL
·6,134 shr
·$1,216,136
Sell
·
KRAMER DOUGLAS JAMES
·9,000 shr
·$1,786,861
Sell
·
HAWKINS MARK J
·134 shr
·$26,653
Sell
·
LEDBETTER CARL
·8,866 shr
·$1,786,141
Sell
·
SUDER KATRIN
·2,031 shr
·$406,200
Sell
·
SEIFERT THOMAS J
·10,000 shr
·$2,016,931
Sell
·
GRAHAM-CUMMING JOHN
·2,520 shr
·$502,425
Sell
·
ZATLYN MICHELLE
·76,923 shr
·$15,888,932
Sell
·
PRINCE MATTHEW
·157,152 shr
·$31,801,472
Other
·
PRINCE MATTHEW
·134,977 shr
Sell
·
KRAMER DOUGLAS JAMES
·3,000 shr
·$590,509
Sell
·
HAWKINS MARK J
·134 shr
·$26,485
Sell
·
ZATLYN MICHELLE
·86,381 shr
·$16,665,788
Sell
·
SEIFERT THOMAS J
·41,555 shr
·$8,069,178
Sell
·
SUDER KATRIN
·2,031 shr
·$398,848
Sell
·
PRINCE MATTHEW
·157,152 shr
·$31,306,971
Sell
·
RILEY JANEL
·3,488 shr
·$685,418
Sell
·
LEDBETTER CARL
·15,000 shr
·$3,119,400
Other
·
ZATLYN MICHELLE
·21,889 shr
Other
·
PRINCE MATTHEW
·21,889 shr
Other
·
KRAMER DOUGLAS JAMES
·7,000 shr
Other
·
KRAMER DOUGLAS JAMES
·7,000 shr
Sell
·
KRAMER DOUGLAS JAMES
·3,000 shr
·$766,599
Exercise
·
KRAMER DOUGLAS JAMES
·18,500 shr
·$4,590,035
Sell
·
GRAHAM-CUMMING JOHN
·2,520 shr
·$632,096
Sell
·
HAWKINS MARK J
·1,000 shr
·$254,150
Sell
·
SEIFERT THOMAS J
·10,000 shr
·$2,118,137
Sell
·
LEDBETTER CARL
·15,000 shr
·$3,159,809
Sell
·
PRINCE MATTHEW
·157,045 shr
·$34,052,989
Sell
·
PRINCE MATTHEW
·107 shr
·$23,625
Sell
·
GRAHAM-CUMMING JOHN
·2,520 shr
·$557,829
Sell
·
ZATLYN MICHELLE
·76,923 shr
·$16,718,699
Sell
·
KRAMER DOUGLAS JAMES
·9,000 shr
·$1,921,310
Sell
·
HAWKINS MARK J
·1,000 shr
·$212,830
Sell
·
ZATLYN MICHELLE
·76,923 shr
·$16,849,792
Sell
·
SEIFERT THOMAS J
·10,000 shr
·$2,276,444
Sell
·
LEDBETTER CARL
·15,000 shr
·$3,358,639
Sell
·
PRINCE MATTHEW
·157,152 shr
·$34,870,915
Other
·
PRINCE MATTHEW
·137,041 shr
Sell
·
KRAMER DOUGLAS JAMES
·3,000 shr
·$606,304
Sell
·
GRAHAM-CUMMING JOHN
·10,215 shr
·$2,107,518
Exercise
·
GRAHAM-CUMMING JOHN
·2,530 shr
·$113,142
Sell
·
HAWKINS MARK J
·1,000 shr
·$201,600
Sell
·
ZATLYN MICHELLE
·86,382 shr
·$16,699,340
Sell
·
LEDBETTER CARL
·15,000 shr
·$2,935,935
Sell
·
SEIFERT THOMAS J
·41,555 shr
·$7,921,856
Sell
·
PRINCE MATTHEW
·156,616 shr
·$30,702,464
Sell
·
PRINCE MATTHEW
·536 shr
·$104,432
Other
·
ZATLYN MICHELLE
·21,888 shr
Other
·
PRINCE MATTHEW
·21,888 shr
Other
·
KRAMER DOUGLAS JAMES
·15,000 shr
Other
·
KRAMER DOUGLAS JAMES
·15,000 shr
Sell
·
KRAMER DOUGLAS JAMES
·3,000 shr
·$594,663
Sell
·
SEIFERT THOMAS J
·60,730 shr
·$12,163,987
Other
·
SEIFERT THOMAS J
·60,730 shr
Sell
·
LEDBETTER CARL
·15,000 shr
·$2,997,692
Sell
·
SEIFERT THOMAS J
·44,270 shr
·$8,841,178
Other
·
SEIFERT THOMAS J
·44,270 shr
Sell
·
ZATLYN MICHELLE
·76,923 shr
·$14,379,449
Sell
·
PRINCE MATTHEW
·157,152 shr
·$29,926,822
Sell
·
KRAMER DOUGLAS JAMES
·9,000 shr
·$1,764,815
Sell
·
LEDBETTER CARL
·15,000 shr
·$2,909,059
Sell
·
SEIFERT THOMAS J
·10,000 shr
·$1,807,588
Sell
·
LEDBETTER CARL
·10,050 shr
·$1,824,806
Sell
·
PRINCE MATTHEW
·157,152 shr
·$27,620,208
Other
·
PRINCE MATTHEW
·139,089 shr
Sell
·
LEDBETTER CARL
·1,241 shr
·$225,192
Sell
·
ZATLYN MICHELLE
·76,924 shr
·$13,408,177
Other
·
ZATLYN MICHELLE
·76,924 shr
Award
·
SUDER KATRIN
·1,172 shr
Sell
·
SUDER KATRIN
·608 shr
·$104,576
Award
·
SANDELL SCOTT D
·1,172 shr
Award
·
LEDBETTER CARL
·1,172 shr
Award
·
HAWKINS MARK J
·1,172 shr
Sell
·
KRAMER DOUGLAS JAMES
·3,000 shr
·$498,014
Sell
·
ZATLYN MICHELLE
·86,378 shr
·$13,550,617
Other
·
ZATLYN MICHELLE
·76,920 shr
Sell
·
SEIFERT THOMAS J
·41,556 shr
·$6,515,117
Sell
·
RILEY JANEL
·3,488 shr
·$539,953
Sell
·
PRINCE MATTHEW
·157,152 shr
·$23,787,834
Sell
·
KRAMER DOUGLAS JAMES
·3,000 shr
·$372,486
Sell
·
SEIFERT THOMAS J
·10,000 shr
·$1,201,354
Sell
·
ZATLYN MICHELLE
·76,920 shr
·$8,376,102
Sell
·
PRINCE MATTHEW
·154,841 shr
·$16,022,375
Sell
·
PRINCE MATTHEW
·156,493 shr
·$33,167,769
analyst ratings
2 ratings
Piper Sandler
·up
→Overweight
7d ago
Mizuho
→Outperform
8d ago
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