NET Cloudflare, Inc.

The latest trading day saw Cloudflare (NET) settling at $347.28, representing a -1.41% change from its previous close.

Cloudflare has surged nearly 80% this year on the back of an AI security boom, but the stock now trades at a multiple that punishes any stumble. The next two earnings reports will determine whether this rally was justified or priced for perfection.

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the rest of Wall Street is willing to admit.

Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.

Key TakeawaysCloudflare CEO Matthew Prince says automated traffic could become 1,000 times human traffic within five years if current trends continue. More than 20% of the web sits behind Cloudflare’s network, putting the company in the path of rising AI-agent and bot traffic.

Cloudflare (NYSE:NET) and Deutsche Telekom announced a new partnership to expand enterprise security and connectivity services across Europe. Deutsche Telekom plans to offer Cloudflare's security and connectivity products to its enterprise customers through its existing sales and service channels. The collaboration includes solutions designed for European corporates running AI workloads and other data intensive applications. This new Cloudflare and Deutsche Telekom enterprise partnership in...

Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80 early in the session, leaving NBIS shares up 189% year to date. That rally runs in the opposite direction from how a larger, more leveraged position from […]

NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.

Cloudflare (NET) and Deutsche Telekom said Tuesday they are collaborating to strengthen digital inf

On September 15, Cloudflare, Inc. (NYSE:NET) announced its new Accountable designation for AI crawling alongside the launch of “Disallow AI Training.” This tool allows website owners to block AI models from scraping their content for training purposes while remaining fully indexable in traditional search results. Addressing the dilemma where publishers were forced to choose between […]

Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.

Cloudflare (NET) CEO Matthew Prince went on The Verge’s Decoder on September 26 and described a plan to default all of Cloudflare’s free customers to blocking Alphabet (GOOGL) from using their pages for AI training, starting September 15. The version that launched on September 15 is narrower.

What Happened?Anthropic’s spending is becoming large enough to materially change the outlook for public companies. Akamai Technologies (NASDAQ: AKAM) shares surged after Anthropic committed $11.

Shares of MongoDB Inc (NASDAQ:MDB) fell more than 18% Monday morning after CEO Chirantan "CJ" Desai left to lead a new Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) business bringing its AI tools to corporate customers. MongoDB appointed Dev Ittycheria interim CEO. Desai will report...

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has launched Meta Enterprise Platform to turn its AI stack into products and services that companies can deploy for their businesses. The platform will initially bring businesses and developers tools including the Muse agent, Meta Business...

MongoDB's (MDB) Chief Executive Chirantan Desai has stepped down and is joining Meta Platforms (META

NET's AI-focused security strategy is creating new opportunities for Zero Trust and SASE growth as enterprises deploy AI agents.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Recently, Zacks.com users have been paying close attention to Cloudflare (NET). This makes it worthwhile to examine what the stock has in store.

Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 3.2% in the afternoon session after the company's disclosure of a cross-tenant data-isolation vulnerability in its Containers and Sandboxes products.

Datadog is surging while its closest rival and the broader software sector both slide lower, a split that raises a pointed question about whether this rally reflects genuine conviction or a momentum trade at a dangerously rich valuation.

Zscaler stock fell Friday after the company changed chief revenue officers ahead of an investor day slated for Oct. 6.

BUFFALO Funds, an actively managed mutual fund advised by Kornitzer Capital Management, released its second-quarter 2026 investor letter for “Buffalo Mid Cap Discovery Fund”. The letter can be downloaded here. The Fund returned 11.34% in the quarter, underperforming its benchmark, the Russell Midcap Growth Index, which returned 14.55%. First-half gains were led by Industrials, Financials, […]

NET's unified platform is winning large enterprise deals as customers consolidate security, networking and developer tools.

Anthropic just signed a multibillion-dollar cloud deal with a company Wall Street has never thought of as an AI infrastructure player, and the stock reaction is raising a bigger question about who really wins the AI compute race.

Why Cloudflare’s new AI controls matter for the stock Cloudflare (NET) is in focus after unveiling granular controls that let website owners separate AI training, search crawling, and AI agents, directly addressing growing concerns around how online content is used by major AI platforms. The fresh AI controls land after a strong run in Cloudflare’s stock, with a 30-day share price return of 29.27% contributing to an 83.05% year-to-date gain and a very large 3-year total shareholder return of...

In September 2026, Cloudflare, Inc. launched new AI crawling controls, including a “Disallow AI Training” setting and an Accountable designation for AI crawlers, giving website owners granular control over search, AI training, and AI agents while keeping them visible in search results. A key innovation is Cloudflare’s Bot Preference Sync and accountability criteria, which standardize how websites express AI access preferences across major crawlers like Apple, Google, and Microsoft, aligning...

Cloudflare (NYSE:NET) introduced an "Accountable" label for AI crawlers, flagging which bots identify themselves and respect publisher rules. The firm launched a "Disallow AI Training" feature that lets site owners restrict use of their content in AI model training. Cloudflare said the new controls also extend to how AI search tools can index and surface website content. The new Accountable designation and Disallow AI Training controls deserve to be weighed alongside Cloudflare's broader...

In the latest trading session, Cloudflare (NET) closed at $358.99, marking a +1.89% move from the previous day.

Investing.com -- Fastly (NYSE: FSLY) saw its stock drop 9% on Thursday, wiping out some of the 14% surge it enjoyed on Wednesday. The earlier spike was fueled by new data showing Fastly plays a major role in powering Meta’s new AI assistant, Muse. However, Citi analyst Fatima Boolani isn’t buying the hype and remains neutral on the stock.

Fastly stock carved out one of the sharpest runs in mid-cap software this year, then held an Investor Day that handed sellers exactly the moment they were waiting for. Here is what the peer group's calm tape reveals about where the pressure is really coming from.

Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...

Fastly just turned a monster year-to-date run into a two-day slide that started at its own Investor Day, and now holders sitting on triple-digit gains face a decision that pure momentum investing was never designed to answer.

Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.

Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.

Check out the companies making headlines yesterday:

Fastly held its long-awaited Investor Day at the Nasdaq MarketSite, yet shareholders responded by selling the stock hard while rivals Cloudflare and Akamai climbed. The divergence raises a pointed question about what the market heard that it did not like.

Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 6.8% in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.

Fastly launched new AI traffic controls this morning and the whole edge security category moved with it, including rivals that announced nothing at all. The question buyers are not asking loudly enough is whether availability and adoption are the same thing.

The average brokerage recommendation (ABR) for Cloudflare (NET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Cloudflare has delivered very strong share price gains over the past few years, which puts a spotlight on what investors are now paying for each dollar of its sales. With the stock still tied to expectations for its role in internet security and web performance, the key issue is how that price compares with the revenue the business currently generates. Over the past 3 years the stock has returned around 460%, which puts a lot of weight on whether the revenue base can support that kind of...

Key TakeawaysCloudflare’s Q2 beat and reaccelerating growth (36% revenue growth, 120% net dollar retention, record large customer adds) pushed NET stock to new highs, but the market has already paid up: NTM EV/Revenue sits at 35. 17x, just below its all-time high of 36.

A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day.

Cloudflare's surging AI-agent traffic, Workers adoption and new monetization tools can help accelerate revenue growth as its market expands.

The round values the data center giant at $30.9 billion.

Cloudflare (NET) reached $333.94 at the closing of the latest trading day, reflecting a +2.86% change compared to its last close.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.