Cloudflare, Inc. Class A Common Stock (NET)

Cloudflare stock has been soaring on Clawdbot momentum in January, and TD Cowen believes NET shares could push higher still over the next 12 months.

Verizon Communications has underperformed the broader market over the past year, but analysts are moderately optimistic about the stock’s prospects.

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 [...]

Cloudflare stock popped amid investor enthusiasm over its artificial intelligence strategy and partnership with model builder Anthropic.

U.S. stock futures were swinging between gains and losses on Tuesday following Monday’s higher close. Futures of major benchmark indices were mixed.

A key trading signal flashed for Cloudflare shares at a price of $188.50, after which NET rose over 3% to hit an intraday high.

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 10.1% in the morning session after TD Cowen reiterated a Buy rating and a $265 price target, pointing to healthy security demand and recent strategic moves. 

Cloudflare, Inc. (NYSE:NET) shares are surging on Monday, up approximately 9.7% amid a broader market rally, with the S&P 500 gaining 0.6% and the Technology sector advancing by 0.8%.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Although Cloudflare has struggled amid broader questions impacting the tech ecosystem, NET stock may surprisingly benefit from a reflexive swing higher.

Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.

As of January 19, 2026, the financial landscape has crossed a Rubicon that many skeptics thought was decades away. The convergence of artificial intelligence and blockchain technology—commonly referred to as Decentralized AI or "DeFAI"—has birthed a new era of "Agentic Finance." In this paradigm, the primary users of the global financial system are no longer [...]

Cloudflare CEO Matthew Prince said Google's search dominance gives it far greater data access than competitors, shaping the AI race.

The acquisition is aimed to make content discovery and access for AI developers easier and faster, according to the company.

On Jan. 12, 2026, investors weighed a forceful CEO rebuttal, fresh Wall Street views, and mounting leverage behind CoreWeave's AI build-out.

Shares of Cloudflare (NYSE: NET) experienced a sharp decline on Thursday, January 8, 2026, falling more than 5% as investors accelerated a massive shift out of high-growth technology stocks. The sell-off, which saw the cloud infrastructure giant trade as low as $190.40, marks a significant cooling period for a