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The company

Cloudflare, Inc.

NET · NYSE

TechnologyCybersecurityLeadingAI

NET stood above a rising 150-day average in 28 of the last 52 weekly readings, including each of the last 20 weeks. It is 13.5% above that average now. Cybersecurity: 82% of its 11 stocks in an uptrend (+9 points in four weeks); Technology: 29% (−3 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
20 in a row
Industry in uptrend
82% +9 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$1.2B
Officials’ trades on record
17

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 28 of 52 weeks.

17 Apr – 16 Oct
21%55%88%Apr 26Jun 26Jul 26Sep 26Oct 26

Cybersecurity: Most of its stocks are in an uptrend and the share has climbed sharply over four weeks. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$191.7M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars. Not yet read: institutions.

Congress and officials

17 disclosed lines: House 12, Senate 0, executive 5; 5 people.

WhoDidAmountTraded
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31sold$1k–$15k18 Aug 2026filed 10 Sep 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k22 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k5 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k27 Apr 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$50k–$100k12 Feb 2026filed 14 May 2026
Josh Gottheimer House: U.S. House ClerkNJ05soldjoint$1k–$15k4 Feb 2026filed 16 Mar 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k30 Jan 2026filed 13 Feb 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k12 Jan 2026filed 14 May 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31sold$1k–$15k24 Dec 2025filed 12 Jan 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k18 Nov 2025filed 15 Dec 2025
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k17 Oct 2025filed 18 Nov 2025
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k12 Sep 2025filed 10 Oct 2025

Insiders

Buy orders, 12 months0
Sale orders, 12 months136
Buyers · sellers0 · 10
WhoDidSharesTraded
Michelle ZatlynPresident and Board Co-Chairsold5,694at $346.407 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold9,022at $347.207 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold7,688at $348.237 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold3,900at $349.387 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold4,240at $350.377 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold2,162at $351.407 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold297at $352.257 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold4,260at $364.396 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold6,179at $365.696 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold9,170at $366.656 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold8,559at $367.726 Oct 2026filed 7 Oct 2026
Michelle ZatlynPresident and Board Co-Chairsold4,083at $368.596 Oct 2026filed 7 Oct 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Still reading this part; it fills in a moment.

News

No headline names it lately.

Everyone who traded it

Michelle Zatlyn Company insiderPresident and Board Co-Chair · last 7 Oct 20260 · 207
Carl Ledbetter Company insiderDirector · last 22 Sep 20260 · 90
Thomas J. Seifert Company insiderChief Financial Officer · last 17 Sep 20260 · 140
Alissa Michelle Starzak Company insiderChief Legal Officer · last 18 Aug 20260 · 3
Gilbert Ray Cisneros, Jr. HouseCA31 · last 18 Aug 20264 · 2
Janel Riley Company insiderChief Accounting Officer · last 18 Aug 20260 · 12
Matthew Prince Company insiderCEO & Board Co-Chair · last 15 Aug 20260 · 236
John Graham-Cumming Company insiderDirector · last 10 Aug 20260 · 12
Mark J. Hawkins Company insiderDirector · last 3 Aug 20260 · 12
Karim Lakhani Company insiderDirector · last 30 Jun 20260 · 0
Katrin Suder Company insiderDirector · last 30 Jun 20260 · 17
Scott D. Sandell Company insiderDirector · last 30 Jun 20260 · 22

Same industry

OKTA OktaLeading+44%
FTNT FortinetLeading+22%
S SentinelOneLeading+18%
ZS ZscalerIn trend+30%
ALLT AllotJust started moving+18%

Distance from each stock’s own 150-day average.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202574.5%
Operating profit marginFY 2025 · to 31 Dec 2025-9.6%
Free cash flow marginFY 2025 · to 31 Dec 202513.3%
Return on capital employedFY 2025 · to 31 Dec 2025-5.6%
Research spendFY 2025 · to 31 Dec 202523.6%
Cash and equivalentsFY 2025 · to 31 Dec 2025$943.5M
Free cash flowFY 2025 · to 31 Dec 2025$287.5M

Analyst forecasts

No analyst forecasts yet.