Cloud security and performance company Cloudflare (NYSE:NET) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 33.6% year on year to $614.5 million. Guidance for next quarter’s revenue was better than expected at $620.5 million at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $0.28 per share was in line with analysts’ consensus estimates.
Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 5% in the afternoon session after investor optimism grew ahead of its fourth-quarter 2025 earnings report, which was scheduled for release after the market close, fueled by the company's expanding role in artificial intelligence.
It’s another big week of earnings with a lot of important companies due to report. This week we have Robinhood Markets, Coinbase, Cisco Systems, Applovin, Shopify, Arista Networks, Cloudflare, Spotify, Airbnb and McDonald’s all reporting in what shap...
Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 8.5% in the afternoon session after fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off. The market witnessed a "basket-style reaction," a term for when investors reduce exposure to an entire segment without differentiating between individual company business models. The negative sentiment was widespread, pulling down all of the Magnificent Seven stocks and sending the S&P 500 Information Technology Sector down nearly 3%.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential.
However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 9.9% in the afternoon session after the stock pulled back as investors took profits, following a multi-day rally, as the company's AI capabilities were validated.
The artificial intelligence industry has reached a pivotal milestone with the widespread adoption of the Model Context Protocol (MCP), an open standard that has effectively solved the "interoperability crisis" that once hindered enterprise AI deployment. Originally introduced by Anthropic in late 2024, the protocol has evolved into the universal language for AI agents, allowing them [...]
Citron Research noted SentinelOne’s acquisition of Prompt Security and said that it positions the company to address security risks created by AI agents like Clawdbot.
Shares of edge cloud platform Fastly (NYSE:FSLY) jumped 5.2% in the morning session after a sector-wide rally followed positive news from competitor Cloudflare regarding its potential in the AI infrastructure space.
Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 13.9% in the morning session after the viral emergence of open-source AI assistants validated the company's role in agentic AI infrastructure.
Date: January 27, 2026 Introduction As we enter early 2026, the global technology landscape has shifted from the frantic "training" phase of Generative AI to the practical, high-stakes "inference" phase. At the heart of this transition stands Cloudflare (NYSE: NET), a company that has successfully rebranded itself from a Content Delivery Network (CDN) to the [...]
