Cloudflare (NET) Stock Surges 7% Amid CEO’s $30M Share Sale

Key Takeaways

• Shares of Cloudflare advanced 6.60% on March 18, 2026
• A broadened SentinelOne collaboration featuring AI-powered security integration fueled the rally
• The company unveiled its 2026 Threat Intelligence Report, showcasing its defense capabilities against state-sponsored cyber threats
• Matthew Prince, the company’s CEO, disposed of $30.5 million worth of shares between March 16–18 via a pre-established Rule 10b5-1 trading arrangement
• Wall Street firms Baird and TD Cowen maintain bullish outlooks with targets at $260 and $265 after impressive Q4 2025 performance

Shares of Cloudflare (NET) advanced 6.60% during trading on March 18, 2026, finishing the session at $225.48. This appreciation elevated the company’s valuation to approximately $74–79 billion in market capitalization.

Cloudflare, Inc., NET

Two significant developments drove the upward momentum. The company announced an enhanced collaboration with SentinelOne, incorporating Cloudflare Logpush telemetry capabilities into SentinelOne’s AI-powered SIEM solution. This integration seeks to enhance automated threat identification and mitigation for joint enterprise customers.

Additionally, Cloudflare unveiled its 2026 Threat Intelligence Report. This comprehensive analysis highlighted the organization’s strategic importance in combating increasingly advanced nation-state cyber operations that have escalated throughout the previous year.

Over the trailing twelve months, the stock has appreciated approximately 96%. For the current calendar year, shares have advanced 7.29%.

Market dynamics favored high-growth software companies during this period, and Cloudflare benefited from this sector rotation. Infrastructure investments related to artificial intelligence continue to feature prominently in equity research coverage of the security firm.

Matthew Prince Offloads $30.5M in Shares

As the market bid up shares, Chief Executive Officer Matthew Prince executed substantial sales. During the March 16 through March 18 window, Prince liquidated $30.5 million in Class A Common Stock holdings. Transaction prices spanned from $207.91 to $226.03 per share.

These dispositions occurred through a predetermined Rule 10b5-1 trading arrangement. Such structured plans are established during blackout-free periods and eliminate concerns regarding material non-public information usage.

Prince additionally converted an aggregate 134,241 Class B shares into Class A Common Stock throughout this three-day period.

Notwithstanding these insider transactions, Wall Street analysts maintain favorable perspectives. Following Cloudflare’s fourth-quarter 2025 financial disclosure, Baird elevated its stance from Neutral to Outperform while establishing a $260 price objective. TD Cowen preserved its Buy recommendation with a $265 target, emphasizing robust quarterly metrics and artificial intelligence expansion opportunities.

Fourth Quarter 2025 Performance Remains Under Scrutiny

Cloudflare’s performance during the final quarter of 2025 demonstrated 34% revenue expansion compared to the prior-year period. Remaining performance obligations increased 48%, while annual contract value climbed approximately 50%.

Cantor Fitzgerald maintains a Neutral position with a $224 valuation target. While recognizing impressive growth trajectories, the firm expressed reservations regarding current valuation multiples. InvestingPro included the security among its Most Overvalued names when measured against Fair Value calculations.

From a product development perspective, Cloudflare recently incorporated post-quantum cryptographic capabilities into its Secure Access Service Edge (SASE) infrastructure, expanding its enterprise security portfolio.

Daily trading activity averages approximately 4.38 million shares. Technical momentum indicators presently signal a Strong Buy designation.

As of March 18, 2026, the stock traded at $225.48, with Wall Street price objectives spanning $224 to $265.

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