Key Takeaways
- Cloudflare shares advanced 6.60% on March 18, 2026
- Stock movement followed enhanced SentinelOne collaboration featuring AI-powered security capabilities on a unified platform
- The company unveiled its 2026 Threat Intelligence Report, emphasizing its defense capabilities against state-sponsored cyber threats
- Matthew Prince, CEO, divested $30.5 million worth of shares from March 16–18 through a predetermined Rule 10b5-1 trading arrangement
- Wall Street firms Baird and TD Cowen maintain price objectives of $260 and $265 after reviewing robust Q4 2025 performance
Shares of Cloudflare (NET) surged 6.60% during trading on March 18, 2026, finishing the session at $225.48. This upward movement elevated the company’s valuation to approximately $74–79 billion.
Two significant developments fueled the day’s advance. The company announced an expanded collaboration with SentinelOne, incorporating Cloudflare Logpush telemetry capabilities into SentinelOne’s AI-powered SIEM solution. This integration targets enhanced automated threat identification and incident response for joint customers.
Additionally, Cloudflare released its 2026 Threat Intelligence Report. This publication showcased the company’s critical role in countering increasingly advanced nation-state cyber threats that have evolved significantly in recent months.
The security company’s shares have climbed approximately 96% during the trailing twelve-month period. Since the beginning of 2026, the stock has appreciated 7.29%.
Market dynamics also favored high-growth software companies, with Cloudflare benefiting from this sector rotation. Infrastructure investments tied to artificial intelligence continue to feature prominently in analyst commentary on the stock.
Insider Transaction: CEO Divests $30.5M
As retail and institutional investors accumulated shares, CEO Matthew Prince executed significant stock sales. From March 16 through March 18, Prince liquidated $30.5 million in Class A Common Stock. Transaction prices spanned from $207.91 to $226.03 per share.
These transactions occurred under a predetermined Rule 10b5-1 trading arrangement. Such plans are established beforehand to eliminate concerns about trading based on confidential corporate information.
Prince simultaneously converted a total of 134,241 Class B shares into Class A Common Stock during this three-day period.
The insider selling hasn’t dampened Wall Street’s optimism. Baird elevated its rating from Neutral to Outperform following Cloudflare’s Q4 2025 earnings release, simultaneously increasing its price objective to $260. TD Cowen maintained its Buy recommendation with a $265 target, citing impressive quarterly performance and artificial intelligence-related growth catalysts.
Strong Q4 2025 Performance Continues Drawing Attention
Cloudflare’s fourth-quarter 2025 performance demonstrated 34% revenue expansion compared to the prior year. Remaining performance obligations climbed 48%, while annual contract value increased approximately 50%.
Cantor Fitzgerald maintained a Neutral stance with a $224 price objective. While recognizing impressive growth metrics, the firm expressed concerns regarding current valuation levels. InvestingPro identified the stock among its Most Overvalued securities when compared against Fair Value calculations.
From a product perspective, Cloudflare recently incorporated post-quantum cryptography into its Secure Access Service Edge (SASE) solution, strengthening its enterprise security portfolio.
Daily trading volume averages roughly 4.38 million shares. Technical momentum indicators presently signal a Strong Buy rating.
As of March 18, 2026, shares were changing hands at $225.48, with Wall Street price targets spanning $224 to $265.
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