Wells Fargo & Company raised its price objective for Cloudflare (NYSE:NET) from $270.00 to $300.00, maintaining an overweight rating. This move aligns with a broader consensus of bullish sentiment among major analysts, including Citigroup's restated market outperform rating and Mizuho's target price boost to $310.00....
Scotiabank upgraded Cloudflare (NYSE:NET) from a 'sector perform' to a 'sector outperform' rating, raising its price target to $300.00 from $225.00, implying roughly 21% upside. This move aligns with recent bullish sentiment from other major analysts, including Citizens JMP ($270 target), Morgan Stanley ($305 target),...
Institutional ownership of Cloudflare, Inc. (NYSE:NET) saw mixed activity in the first quarter, with Capelight Capital Asset Management LP reducing its stake by 11.1% to 40,000 shares worth $8.25 million. Conversely, several major investors significantly increased their positions, including Norges Bank which established a new...
Cloudflare, Inc. (NYSE: NET) announced today the launch of new controls and recommended settings that allow publishers to independently manage how their content is used for search, AI training, and AI agents. This initiative introduces an 'Accountable' designation for AI crawlers, enabling website owners to...
Cloudflare (NET) shares surged more than 10% on September 9, 2026, trading as high as $309.00 intraday before approaching $313. The rally was driven by the launch of a new AI-powered security service called Vulnerability Discovery and Remediation, which operates in partnership with OpenAI using...
Cloudflare (NET) shares surged 9% to $308.52 in Wednesday morning trading following the announcement of a security partnership with OpenAI. The deal involves Cloudflare's Managed Defense service utilizing OpenAI's Daybreak cyber models to identify vulnerabilities, block attacks at the network edge, and generate code patches....
Cloudflare, Inc. (NYSE:NET) Director John Graham-Cumming sold 2,520 shares of the company's stock on Monday, August 10th, under a pre-arranged Rule 10b5-1 trading plan. The transaction averaged $303.97 per share, totaling approximately $766,004, representing a 0.51% decrease in his direct holdings. Following the sale, Graham-Cumming...
Cloudflare (NYSE:NET) is projected to release its Q2 2026 earnings after market close on Wednesday, August 5th, with an analyst consensus EPS estimate of $0.2684 and revenue of $664.67 million. The company previously reported Q1 2026 results on May 7th, beating EPS estimates by $0.02...
Shares of Oracle (NYSE:ORCL) have fallen approximately 33% over the past month as investors de-risk from heavy AI capital expenditure, despite reporting strong Q4 FY2026 revenue of $19.18 billion with cloud infrastructure growing 93% year-over-year. The stock is currently trading around $127, down to a...
Cloudflare (NET) shares rallied approximately 35% year-to-date following the announcement of a pioneering research pilot partnership with OpenAI. This collaboration leverages Cloudflare's massive network telemetry data, which covers over 20% of global internet traffic, to optimize how AI search engines discover and index content in...
Shares of Cloudflare (NYSE:NET) rose approximately 9% in midday trading to roughly $269, approaching a fresh 52-week high of $276.81. This outperformance occurred despite a broader risk-off session where the NASDAQ 100 fell 1.3%. The rally was primarily driven by an upgrade from Scotiabank analyst...
Shares of CoreWeave (CRWV) surged approximately 10% in midday trading on Tuesday, reaching near $117 per share. This significant outperformance occurred while peers like Cloudflare (NET) and Snowflake (SNOW) declined slightly during the same session. The primary driver for CoreWeave's rally was its official inclusion...
Cloudflare (NET) is leveraging its unified platform strategy to consolidate enterprise security, networking, and developer services, helping clients reduce tool sprawl. In the second quarter of 2026, a Global 2000 European technology company signed a three-year, $11 million contract for Cloudflare's Application Services and Zero...
Cloudflare has introduced new AI crawling controls allowing website owners to manage search indexing, AI training, and agent access separately. The company replaced its previous single 'Block AI Bots' switch with granular settings, including an 'Accountable' designation for crawlers and a specific 'Disallow AI Training'...
Cloudflare (NET) shares surged 10.5% to close at $314.18, driven by investor enthusiasm for its new OpenAI-powered Vulnerability Discovery and Remediation service announced on September 3. This early-access product leverages Cloudflare's global network traffic and security context alongside GPT-5.6 Cyber models to automatically identify vulnerabilities,...
Cloudflare (NYSE: NET) is scheduled to release its Q2 2026 earnings report after market close on Wednesday, August 5th, with an analyst consensus expectation of $0.2684 per share in EPS and $664.68 million in revenue. The company previously reported Q1 2026 results on May 7th,...
Atika Capital Management LLC increased its stake in Cloudflare, Inc. (NYSE:NET) by 18.4% in the first quarter, adding 10,100 shares to reach a total holding of 65,000 shares valued at $13.4 million. This position represents 1.7% of Atika's portfolio and ranks as its 13th largest...
Cloudflare (NET) shares rose 3.3% in the afternoon session following a de-escalation of military tensions between the United States and Iran, which alleviated fears of a broader Middle East conflict that had unsettled markets over the weekend. The stock subsequently cooled to $242.06, representing a...
Cloudflare, Inc. (NYSE:NET) Director Carl Ledbetter sold 5,000 shares of the company's stock on September 22nd under a pre-arranged Rule 10b5-1 trading plan. The transaction averaged $353.15 per share, totaling $1,765,750, leaving Ledbetter with an ownership stake of 873,073 shares valued at approximately $308 million....
Cloudflare, Inc. (NYSE:NET) CFO Thomas Seifert sold 10,000 shares of the company's stock on September 17th for a total value of $3,324,600. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan, reducing his direct ownership by 8.48% to approximately 107,902 shares. Following the...
