Key Takeaways
- NET shares advanced 6.60% on March 18, 2026
- Stock momentum driven by enhanced SentinelOne collaboration featuring AI-powered security on unified infrastructure
- Company published comprehensive 2026 Threat Intelligence Report showcasing defense capabilities against state-sponsored cyber threats
- Matthew Prince, CEO, divested $30.5 million worth of shares March 16–18 via predetermined Rule 10b5-1 trading arrangement
- Wall Street firms Baird and TD Cowen maintain bullish outlooks with targets of $260 and $265 after impressive Q4 2025 performance
Shares of Cloudflare (NET) advanced 6.60% during Tuesday’s session on March 18, 2026, finishing at $225.48. This price movement elevated the company’s valuation to approximately $74–79 billion.
Two significant developments fueled the upward momentum. The company announced an expansion of its existing collaboration with SentinelOne, incorporating Cloudflare Logpush telemetry capabilities into SentinelOne’s AI-powered SIEM infrastructure. This integration targets enhanced automated threat identification and incident response for organizations leveraging both technology ecosystems.
Additionally, Cloudflare unveiled its comprehensive 2026 Threat Intelligence Report. This publication establishes the organization as a critical defender against increasingly advanced nation-state cyber offensive operations observed throughout the previous year.
The security infrastructure provider has delivered approximately 96% returns over the trailing twelve months. Since January 1, shares have appreciated 7.29%.
Market participants have recently favored high-growth software companies, and Cloudflare benefited from this sector rotation. Artificial intelligence infrastructure investments continue appearing prominently in Wall Street research coverage of the company.
Insider Transaction: CEO Divests $30.5M
During the same period investors accumulated shares, CEO Matthew Prince executed significant sales. From March 16 through March 18, Prince liquidated $30.5 million in Class A Common Stock holdings. Transaction prices spanned from $207.91 to $226.03 per share.
These transactions occurred pursuant to a predetermined Rule 10b5-1 trading arrangement. Such programs are established ahead of time and eliminate concerns regarding trading based on material non-public information.
Prince simultaneously converted a total of 134,241 Class B shares into Class A Common Stock during this three-day window.
Notwithstanding these insider dispositions, Wall Street maintains a positive outlook. Following Cloudflare’s fourth quarter 2025 earnings, Baird elevated its rating from Neutral to Outperform while establishing a $260 price objective. TD Cowen reaffirmed its Buy recommendation with a $265 target, emphasizing robust quarterly performance and artificial intelligence expansion opportunities.
Fourth Quarter 2025 Performance Continues Driving Sentiment
The company’s fourth quarter of 2025 delivered 34% revenue expansion compared to the prior-year period. Remaining performance obligations increased 48%, while annual contract value climbed approximately 50%.
Cantor Fitzgerald maintained a Neutral stance with a $224 valuation target. The investment bank recognized strong expansion metrics but expressed caution regarding current valuation multiples. InvestingPro’s analysis placed the security company among its Most Overvalued names based on Fair Value calculations.
From a product perspective, Cloudflare recently incorporated post-quantum cryptographic technology into its Secure Access Service Edge (SASE) platform, expanding its enterprise security portfolio.
Daily trading activity averages approximately 4.38 million shares. Technical analysis momentum indicators presently reflect a Strong Buy configuration.
As of March 18, 2026, NET traded at $225.48, with analyst price objectives spanning from $224 to $265.
