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Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cloudflare. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

证券研究报告 公 司 深 度 研 究 报 告 ＃ NET.N ＃dyCompany＃ Cloudflare 美股 ＃title＃ 基于 Anycast 路由的 CDN 提供商，与苹果共 探端侧 AI 保护 ＃createTime1＃ 2024 年 12 月 20 日 投资要点 ＃summary＃ 内容分发网络领导者，收入增长强劲。Cloudflare 最初是内容分发网络提 供商，通过积极的业务拓展扩大客户群，逐步成为互联网安全与性能服 务集成式云平台。公司 2023 年实现收入 12.97 亿美元，同比增长 32.97%； Non-GAAP 净利润为 1.70 亿美元，Non-GAAP 净利率为 13.08%（同比 +8.53pcts）。 安全解决方案市场竞争激烈，整合型平台优势凸显。从竞争格局来看， 安全解决方案市场中，2022 年 IBM、Microsoft、Broadcom、Cisco 以 20%、 16%、11%、6%的市场份额占比排名前 4，多数网络安全供应商仍以单 点解决方案产品供应为主。微软、Crowdstrike、Cloudflare 等依托统一云 平台提供全面解决方案的优势显现。 产品矩阵逐 ...

Demand for electricity looks only set to grow with the increasing number of electric vehicles, data centers, and the wider electrification of everything. To meet this demand, increased clean power generation is essential. While nuclear is considered a potential solution, itsMountain Valley Value Investments specializes in identifying undervalued companies with strong growth potential across various sectors. Focused on long-term value and buying at the right price, we leverage deep industry insights and rigo ...

Jim Tierney at AllianceBernstein recently told Yahoo Finance that chipmakers like Nvidia were the first phase of the artificial intelligence (AI) trade. He believes the next phase will focus on cloud computing and software companies that use AI chips to provide services to their customers. Tierney believes that phase will move into high gear in 2025.Numerous companies should benefit as the trend takes shape, but Cloudflare (NET -1.12%) is one investors may overlook because it receives less media coverage th ...

Cloudflare (NYSE: NET ) is a well-managed, modern, well-positioned, and dominant cloud and network security company. I'm bullish not only on the business but the sector in general. While my valuation analysis shows a substantial margin of safety and a 20%+ five-yearOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient m ...

Cloudflare (NET) has enjoyed a remarkable 53.1% surge in the past six months, outperforming the Zacks Internet - Software industry, Zacks Computer and Technology sector and the S&P 500’s return of 19.6%, 9.3% and 12.4%, respectively. But with such a stellar performance, investors are left wondering — should they double down on NET, or is caution the wiser path?Cloudflare Price Performance ChartImage Source: Zacks Investment ResearchCloudflare’s Innovations Drive Market OutperformanceCloudflare’s strong perf ...

Morgan Stanley analyst Keith Weiss noted that cybersecurity remains a top spending priority for organizations globally.Weiss noted longer-term tailwinds are intact as recent technological advancements (GenAI, Public Cloud) expand the attack surface area, creating new product opportunities for securing AI and leveraging AI to automate security operations.In the near term, the analyst flagged risks investors might not fully appreciate heading into 2025.Also Read: This Analyst Downgrades Upstart But Says SoFi ...

Cloudflare, Inc NET stock is up after Morgan Stanley analyst Keith Weiss upgraded it from Equal-Weight to Overweight and raised its price target from $92 to $130.Cloudflare remains one of the most compelling secular stories in Weiss’ software coverage universe, given its large TAM (total addressable market), highly scalable network architecture, and emergence as a potential GenAI enabler as organizations look to adopt and experiment with LLMs (large language models).The company is well-positioned to gain a ...

New design capabilities, advanced data visualization and support for .NET 9 and Angular 19 add to the most comprehensive offer on the market for .NET and JavaScript UI libraries BURLINGTON, Mass., Nov. 26, 2024 (GLOBE NEWSWIRE) -- Progress (Nasdaq: PRGS), the trusted provider of AI-powered infrastructure software, today announced the Q4 2024 release of its award-winning Progress® Telerik® and Progress® Kendo UI® component libraries. The release includes comprehensive updates to enhance the design-to-code ha ...