分析師共識不斷增強，機構投資人紛紛押注 Cloudflare

正如 CHURCHILL MANAGEMENT Corp 向美國證券交易委員會提交的最新 13F 表格中披露的那樣，CHURCHILL MANAGEMENT Corp 在 2023 年第四季度收購了 Cloudflare, Inc.（NYSE：NET）的新股份。該基金購買了 13,690 股 Cloudflare 股票，價值約 1,140,​​000 美元。

Institutional Investors Increase Stakes in Cloudflare Amidst a Surge in Analyst Optimism

分析師樂觀情緒高漲，機構投資人增持 Cloudflare 股份

Cloudflare, Inc. (NYSE: NET), a leading provider of cloud-based security and website optimization services, has witnessed a significant influx of institutional investments and a chorus of positive analyst outlooks. According to the company's latest Form 13F filing with the Securities and Exchange Commission (SEC), CHURCHILL MANAGEMENT Corp. acquired a new stake in Cloudflare during the fourth quarter, purchasing 13,690 shares valued at approximately $1,140,000. This move reflects the growing confidence in Cloudflare's potential and its position as a key player in the burgeoning cloud services market.

Cloudflare, Inc.（NYSE：NET）是一家基於雲端的安全和網站優化服務的領先供應商，見證了機構投資的大量湧入和分析師的一致樂觀前景。根據該公司向美國證券交易委員會 (SEC) 提交的最新 13F 表格，CHURCHILL MANAGEMENT Corp. 在第四季度收購了 Cloudflare 的新股份，購買了 13,690 股，價值約 1,140,​​000 美元。此舉反映出人們對 Cloudflare 的潛力及其作為新興雲端服務市場關鍵參與者的地位越來越有信心。

Several other hedge funds and institutional investors have also recently bolstered their positions in NET. Moneta Group Investment Advisors LLC increased its holdings in Cloudflare by an astonishing 131,133.8% in the fourth quarter, bringing its total ownership to 6,073,501 shares worth $274,583,000. Norges Bank, a sovereign wealth fund of Norway, initiated a new position in Cloudflare during the fourth quarter, valued at $124,592,000. 1832 Asset Management L.P. and Two Sigma Investments LP both significantly increased their stakes in the first quarter, boosting their holdings by 315.1% and 215.1%, respectively.

其他幾家對沖基金和機構投資者最近也增加了 NET 的部位。 Moneta Group Investment Advisors LLC 第四季度對 Cloudflare 的持股數量驚人地增加了 131,133.8%，使其總持股量達到 6,073,501 股，價值 274,583,000 美元。挪威主權財富基金 Norges Bank 在第四季度在 Cloudflare 中設立了新頭寸，價值 124,592,000 美元。 1832 Asset Management L.P.和Two Sigma Investments LP都在第一季大幅增持，持股量分別增加了315.1%和215.1%。

Vanguard Group Inc., one of the world's largest investment management companies, also expressed its confidence in Cloudflare by increasing its stake by 2.4% in the first quarter, bringing its total ownership to 23,358,000 shares worth $2,795,953,000. These substantial investments by renowned institutions underscore their belief in Cloudflare's long-term growth prospects and its ability to capitalize on the rapidly expanding cloud computing landscape.

全球最大的投資管理公司之一Vanguard Group Inc.也表達了對Cloudflare的信心，第一季增持了2.4%的股份，使其總持股量達到23,358,000股，價值2,795,953,000美元。知名機構的這些巨額投資突顯了他們對 Cloudflare 長期成長前景及其利用快速擴張的雲端運算領域的能力的信心。

Analysts Reiterate Positive Outlook with Raised Price Targets

分析師重申積極前景並提高價格目標

Cloudflare has also garnered widespread attention from financial analysts, with several reputable firms issuing research reports upgrading their price targets and ratings for the company. Needham & Company LLC raised its target price on Cloudflare shares from $110.00 to $135.00, maintaining a "buy" rating. Susquehanna and KeyCorp similarly raised their price targets to $115.00 and $132.00, respectively, while Cantor Fitzgerald reaffirmed a "neutral" rating and increased its target price to $100.00 from $70.00.

Cloudflare 也引起了金融分析師的廣泛關注，多家知名公司發布了研究報告，上調了該公司的目標價和評級。 Needham & Company LLC 將 Cloudflare 股票的目標價從 110.00 美元上調至 135.00 美元，維持「買入」評級。 Susquehanna 和 KeyCorp 同樣分別將目標價分別上調至 115.00 美元和 132.00 美元，而 Cantor Fitzgerald 重申了「中性」評級，並將目標價從 70.00 美元上調至 100.00 美元。

DZ Bank, on the other hand, lowered its rating on Cloudflare from "buy" to "hold" but maintained a price target of $110.00. Despite this slight downgrade, the bank's overall tone remained positive, acknowledging Cloudflare's strong fundamentals and growth potential.

另一方面，DZ Bank 將 Cloudflare 的評級從“買入”下調至“持有”，但維持 110.00 美元的目標價。儘管評級略有下調，但該銀行的整體基調仍然積極，承認 Cloudflare 強勁的基本面和成長潛力。

Insider Transactions Signal Company Confidence

內線交易顯示公司信心

In related news, Cloudflare's Chief Financial Officer (CFO), Thomas J. Seifert, sold 15,000 shares of the company's stock in a transaction that occurred on January 3rd. The sale, valued at $1,152,000, brings Seifert's remaining ownership to 243,495 shares, worth approximately $18,700,416. Director Carl Ledbetter also sold 9,620 shares at an average price of $86.48, for a total transaction of $831,937.60. Ledbetter now owns 1,587,547 shares of Cloudflare, valued at approximately $137,291,064.56.

在相關新聞中，Cloudflare 財務長 (CFO) Thomas J. Seifert 在 1 月 3 日發生的交易中出售了 15,000 股公司股票。此次出售價值 1,152,000 美元，Seifert 的剩餘所有權達到 243,495 股，價值約 18,700,416 美元。董事 Carl Ledbetter 也以平均價格 86.48 美元的價格出售了 9,620 股股票，交易總額為 831,937.60 美元。 Ledbetter 目前擁有 1,587,547 股 Cloudflare 股票，價值約 137,291,064.56 美元。

While insider sales are not uncommon and do not necessarily indicate a lack of confidence in the company, they can provide investors with a glimpse into the personal financial decisions of company executives. It is worth noting that corporate insiders still own a significant portion of Cloudflare's outstanding shares, suggesting a long-term commitment to the company's success.

雖然內線交易並不罕見，也不一定表示對公司缺乏信心，但它們可以讓投資者了解公司高層的個人財務決策。值得注意的是，公司內部人士仍然擁有 Cloudflare 流通股的很大一部分，這表明公司內部人士對公司成功的長期承諾。

Cloudflare's Strong Financial Performance Drives Optimism

Cloudflare 強勁的財務表現引發樂觀情緒

Cloudflare's recent financial performance has further fueled the bullish sentiment surrounding the company. In its latest earnings report, Cloudflare reported earnings per share (EPS) of $0.06 for the quarter, exceeding analysts' consensus estimates by $0.01. Revenue also surpassed expectations, reaching $362.47 million compared to analysts' projections of $352.70 million.

Cloudflare 最近的財務表現進一步激發了圍繞該公司的看漲情緒。 Cloudflare 在最新的收益報告中報告，該季度每股收益 (EPS) 為 0.06 美元，比分析師的普遍預期高出 0.01 美元。營收也超出預期，達到 3.6247 億美元，而分析師預測為 3.527 億美元。

The company's ability to generate strong revenue growth while maintaining a solid financial position has impressed analysts and investors alike. Cloudflare's cloud-based services are increasingly in demand as businesses seek to enhance their online presence, safeguard their data, and improve website performance. The company's innovative solutions and robust customer base position it well to continue its impressive growth trajectory in the years to come.

該公司在保持穩健財務狀況的同時實現強勁收入成長的能力給分析師和投資者留下了深刻的印象。隨著企業尋求增強線上形象、保護資料並提高網站效能，對 Cloudflare 基於雲端的服務的需求越來越大。該公司的創新解決方案和強大的客戶群使其能夠在未來幾年繼續保持令人印象深刻的成長軌跡。

Cloudflare's Technical Analysis: A Clear Uptrend

Cloudflare 的技術分析：明顯的上升趨勢

From a technical analysis perspective, Cloudflare's stock price has been trending steadily upward since late 2022. The stock is currently trading above its 50-day moving average of $92.03 and its 200-day moving average of $77.52, indicating a bullish trend. The stock's recent pullback towards its 50-day moving average has created a potential buying opportunity for investors looking to capitalize on the ongoing uptrend.

從技術分析的角度來看，Cloudflare的股價自2022年底以來一直呈現穩定上漲趨勢。該股目前交投於92.03美元的50日移動均線和77.52美元的200日移動均線上方，顯示看漲趨勢。該股最近回調至 50 日移動平均線，為希望利用持續上漲趨勢的投資者創造了潛在的買入機會。

Conclusion: Cloudflare Poised for Continued Growth and Investor Returns

結論：Cloudflare 預計將持續成長和投資者回報

The confluence of institutional investments, positive analyst outlooks, strong financial performance, and favorable technical analysis paints a highly optimistic picture for Cloudflare. The company has established itself as a leader in the cloud services industry and is well-positioned to benefit from the ongoing shift towards cloud computing. With a solid financial foundation, a growing customer base, and a team of talented executives, Cloudflare is poised for continued growth and investor returns in the years to come.

機構投資、樂觀的分析師前景、強勁的財務表現和有利的技術分析相結合，為 Cloudflare 描繪了一幅高度樂觀的圖景。該公司已成為雲端服務行業的領導者，並處於有利位置，可以從持續向雲端運算的轉變中受益。憑藉堅實的財務基礎、不斷成長的客戶群和才華橫溢的高階主管團隊，Cloudflare 預計將在未來幾年實現持續成長和投資者回報。