Cloudflare Beats Expectations and Raises Full-Year Outlook After 36% Revenue Surge
Strong customer growth and AI momentum led to raised full-year revenue and earnings guidance.
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Cloudflare Rises as Scotiabank Highlights AI, SASE Leadership with Outperform Rating
Scotiabank boosts Cloudflare price target to $300 (one of the highest on Street) citing strong AI-native momentum and SASE growth.
Cloudflare Goes “Agentic AI-First” – 1,100 Jobs Gone, Stock Drops
Cloudflare beat earnings but the stock fell. It is cutting 1,100 jobs to focus on AI, and its current-quarter outlook is slightly below estimates.
Piper Sandler Loves the Pullback: Upgrades Cloudflare to Overweight
Analyst upgrades Cloudflare to Overweight, raises target to $222, citing strong growth, AI edge position, and buy-the-dip opportunity view.
Cybersecurity Stocks Drop After Anthropic AI Leak
Cybersecurity stocks including CrowdStrike, Palo Alto Networks, Cloudflare, Zscaler, and Okta are falling after Anthropic accidentally leaked details of its new powerful AI model with strong cyber capabilities.
The Battle for AI Agent Money: Coinbase Eyes Cloudflare's NET Dollar Stablecoin Deal
Coinbase builds infrastructure for AI agents to make seamless payments via x402 protocol. Competing in stablecoins as Cloudflare powers NET Dollar for agentic web economy.