分析师共识不断增强，机构投资者纷纷押注 Cloudflare

正如 CHURCHILL MANAGEMENT Corp 向美国证券交易委员会提交的最新 13F 表格中披露的那样，CHURCHILL MANAGEMENT Corp 在 2023 年第四季度收购了 Cloudflare, Inc.（纽约证券交易所股票代码：NET）的新股份。该基金购买了 13,690 股 Cloudflare 股票，价值约 1,140,​​000 美元。

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

分析师乐观情绪高涨，机构投资者增持 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.（纽约证券交易所代码：NET）是一家基于云的安全和网站优化服务的领先提供商，见证了机构投资的大量涌入和分析师的一致乐观前景。根据该公司向美国证券交易委员会 (SEC) 提交的最新 13F 表格，CHURCHILL MANAGEMENT Corp. 在第四季度收购了 Cloudflare 的新股份，购买了 13,690 股，价值约 1,140,​​000 美元。此举反映出人们对 Cloudflare 的潜力及其作为新兴云服务市场关键参与者的地位越来越有信心。

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.

其他几家对冲基金和机构投资者最近也增加了 NET 的头寸。 Moneta Group Investment Advisors LLC 第四季度对 Cloudflare 的持股数量惊人地增加了 131,133.8%，使其总持股量达到 6,073,501 股，价值 274,583,000 美元。挪威主权财富基金 Norges Bank 在第四季度在 Cloudflare 中设立了新头寸，价值 124,592,000 美元。 1832 Asset Management L.P.和Two Sigma Investments LP均在第一季度大幅增持，持股量分别增加了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.

全球最大的投资管理公司之一Vanguard Group Inc.也表达了对Cloudflare的信心，第一季度增持了2.4%的股份，使其总持股量达到23,358,000股，价值2,795,953,000美元。知名机构的这些巨额投资突显了他们对 Cloudflare 长期增长前景及其利用快速扩张的云计算领域的能力的信心。

Analysts Reiterate Positive Outlook with Raised Price Targets

分析师重申积极前景并提高价格目标

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 还引起了金融分析师的广泛关注，多家知名公司发布了研究报告，上调了该公司的价格目标和评级。 Needham & Company LLC 将 Cloudflare 股票的目标价格从 110.00 美元上调至 135.00 美元，维持“买入”评级。 Susquehanna 和 KeyCorp 同样分别将目标价分别上调至 115.00 美元和 132.00 美元，而 Cantor Fitzgerald 重申了“中性”评级，并将目标价从 70.00 美元上调至 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 将 Cloudflare 的评级从“买入”下调至“持有”，但维持 110.00 美元的目标价。尽管评级略有下调，但该银行的整体基调仍然积极，承认 Cloudflare 强劲的基本面和增长潜力。

Insider Transactions Signal Company Confidence

内幕交易表明公司信心

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.

相关新闻中，Cloudflare 首席财务官 (CFO) Thomas J. Seifert 在 1 月 3 日发生的交易中出售了 15,000 股公司股票。此次出售价值 1,152,000 美元，Seifert 的剩余所有权达到 243,495 股，价值约 18,700,416 美元。董事 Carl Ledbetter 还以平均价格 86.48 美元的价格出售了 9,620 股股票，交易总额为 831,937.60 美元。 Ledbetter 目前拥有 1,587,547 股 Cloudflare 股票，价值约 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.

虽然内幕交易并不罕见，也不一定表明对公司缺乏信心，但它们可以让投资者了解公司高管的个人财务决策。值得注意的是，公司内部人士仍然拥有 Cloudflare 流通股的很大一部分，这表明公司内部人士对公司成功的长期承诺。

Cloudflare's Strong Financial Performance Drives Optimism

Cloudflare 强劲的财务业绩引发乐观情绪

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 最近的财务业绩进一步激发了围绕该公司的看涨情绪。 Cloudflare 在最新的收益报告中报告，该季度每股收益 (EPS) 为 0.06 美元，比分析师的普遍预期高出 0.01 美元。收入也超出预期，达到 3.6247 亿美元，而分析师预测为 3.527 亿美元。

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.

该公司在保持稳健财务状况的同时实现强劲收入增长的能力给分析师和投资者留下了深刻的印象。随着企业寻求增强在线形象、保护数据并提高网站性能，对 Cloudflare 基于云的服务的需求越来越大。该公司的创新解决方案和强大的客户群使其能够在未来几年继续保持令人印象深刻的增长轨迹。

Cloudflare's Technical Analysis: A Clear Uptrend

Cloudflare 的技术分析：明显的上升趋势

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.

从技术分析的角度来看，Cloudflare的股价自2022年底以来一直呈稳步上涨趋势。该股目前交投于92.03美元的50日移动均线和77.52美元的200日移动均线上方，表明看涨趋势。该股最近回调至 50 日移动平均线，为希望利用持续上涨趋势的投资者创造了潜在的买入机会。

Conclusion: Cloudflare Poised for Continued Growth and Investor Returns

结论：Cloudflare 有望持续增长和投资者回报

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.

机构投资、乐观的分析师前景、强劲的财务业绩和有利的技术分析相结合，为 Cloudflare 描绘了一幅高度乐观的图景。该公司已成为云服务行业的领导者，并处于有利位置，可以从持续向云计算的转变中受益。凭借坚实的财务基础、不断增长的客户群和才华横溢的高管团队，Cloudflare 有望在未来几年实现持续增长和投资者回报。