TLDR
- Shares of Cloudflare advanced 6.60% during trading on March 18, 2026
- The rally followed news of a strengthened collaboration with SentinelOne incorporating AI-powered security features
- The company unveiled its 2026 Threat Intelligence Report, showcasing defense capabilities against state-sponsored cyber threats
- Matthew Prince, the company’s CEO, divested $30.5 million in shares from March 16–18 through a pre-established Rule 10b5-1 trading arrangement
- Wall Street firms including Baird and TD Cowen maintain bullish outlooks with targets reaching $260 and $265 after impressive Q4 2025 performance
Shares of Cloudflare (NET) advanced 6.60% during the March 18, 2026 trading session, settling at $225.48. This price movement elevated the company’s valuation to approximately $74–79 billion in market capitalization.
Two significant developments fueled the upward momentum. The company announced an enhanced 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 joint customers.
Additionally, the firm unveiled its 2026 Threat Intelligence Report. This comprehensive document establishes Cloudflare’s position as a critical defender against increasingly advanced nation-state cyber offensive operations.
Over the trailing twelve-month period, the stock has appreciated approximately 96%. Since the beginning of the current year, shares have climbed 7.29%.
Market participants were simultaneously gravitating toward high-growth software equities, and Cloudflare benefited from this sector rotation. Expenditures related to artificial intelligence infrastructure have emerged as a consistent theme in Wall Street research coverage.
Executive Executes $30.5M Share Divestiture
As market participants accumulated shares, CEO Matthew Prince was reducing his position. During the three-day window 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 under a previously established Rule 10b5-1 trading framework. Such arrangements are implemented beforehand to eliminate any implication of trading based on material nonpublic information.
Additionally, Prince executed conversions of 134,241 Class B shares into Class A Common Stock throughout these three sessions.
Notwithstanding the executive selling activity, Wall Street analysts maintain favorable views. Following Cloudflare’s Q4 2025 financial disclosure, Baird elevated its rating from Neutral to Outperform, simultaneously lifting its price objective to $260. TD Cowen preserved its Buy recommendation with a $265 target, citing robust quarterly metrics and artificial intelligence expansion catalysts.
Q4 2025 Performance Remains Under Spotlight
Cloudflare’s fourth quarter 2025 delivered 34% year-over-year revenue expansion. Remaining performance obligations climbed 48%, while annual contract value increased approximately 50%.
Cantor Fitzgerald maintained a Neutral stance with a $224 price objective. The research firm recognized the impressive expansion metrics but expressed caution regarding current valuation levels. InvestingPro identified the equity on its Most Overvalued compilation based on Fair Value calculations.
From a product development perspective, the company recently embedded post-quantum cryptographic capabilities into its Secure Access Service Edge (SASE) solution, expanding its enterprise security portfolio.
Mean daily share turnover approximates 4.38 million units. Current technical momentum indicators reflect a Strong Buy designation.
As of the March 18, 2026 close, shares were priced at $225.48, with Wall Street price objectives spanning from $224 to $265.
Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
