Core Insights - The Internet is transitioning from a search-driven model to an AI-driven model, indicating a significant shift in how users interact with online content and services [1]. Company Insights - Cloudflare, led by CEO Matthew Prince, is positioned within this evolving landscape, suggesting potential growth opportunities as the demand for AI-driven solutions increases [1].

NEW YORK, July 02, 2025 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of NET Power Inc. (NYSE: NPWR) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at NET Power caused the company to misrepresent or fail to disclose that (i) Net Power was unlikely to complete Project Permian on schedule, and the project was likely to be significantly more expensive than had been represented ...

In this article NET Roughly 16% of global internet traffic goes directly through Cloudflare's CDN, the firm estimated in a 2023 report. "AI crawlers have been scraping content without limits. Our goal is to put the power back in the hands of creators, while still helping AI companies innovate," said Matthew Prince, co-founder and CEO of Cloudflare, in a statement Tuesday. "This is about safeguarding the future of a free and vibrant Internet with a new model that works for everyone," he added. What are AI cr ...

Tesla is no longer the market leader in battery electric vehicles (BEVs). In fact, the company doesn't even rank second anymore. Chinese automakers BYD and Geely Automobile have stolen the top spots as Tesla has struggled with demand. Its first-quarter revenue dropped 9% to $19.3 billion and non-GAAP net income fell 40% to $0.27 per diluted share as deliveries dropped 13%. Management blamed factory updates that temporarily limited Model Y production for the drop in first-quarter deliveries, but the refresh ...

Core Insights - Cloudflare Inc (NYSE:NET) shares have increased by 0.7% to $195.32, reaching a three-year high of $196.20, supported by the 20-day moving average [1] - The stock has gained 135.7% year-over-year and 81.4% year-to-date in 2025, indicating a strong upward trend [1] - A historically bullish signal is currently present, suggesting continued momentum in the stock's performance [1] Volatility and Price Movement - The recent peak in Cloudflare's stock price coincides with low implied volatility, as indicated by a Schaeffer's Volatility Index (SVI) of 37%, which is in the 15th percentile of its annual range [2] - Historically, similar conditions have led to an 80% chance of the stock rising one month later, with an average increase of 11.3% [2] - A similar upward movement could push the stock price above $217 for the first time since 2021 [2] Analyst Sentiment - Despite a generally bullish outlook among analysts, there remains some pessimism, with 13 out of 31 firms rating the stock as "hold" or worse [4] - The 12-month consensus target price is $159.83, representing an 18.1% discount to current levels, indicating potential for price-target increases [4] Options Trading Potential - Investors looking to capitalize on Cloudflare's potential price increase may consider options trading, as the Schaeffer's Volatility Scorecard (SVS) ranks high at 80 out of 100 [5] - This high score suggests that the stock has historically exceeded volatility expectations, which is advantageous for options buyers [5]

Group 1 - The individual has a background in mechanical engineering and transitioned into a quantitative analyst role within a major insurance company's investment arm [1] - The investment arm has consistently outperformed industry averages and ranks among the top global asset managers in fixed income markets [1] - There is a particular interest in fixed-income and technology equities [1]

Core Insights - Cloudflare (NET) is significantly enhancing its portfolio with artificial intelligence (AI) initiatives, reporting a year-over-year increase of 4,000% in Workers AI inference requests and 1,200% in AI Gateway requests in Q1 fiscal 2025 [1][10] Group 1: AI Initiatives and Solutions - Cloudflare is integrating AI across its infrastructure and security suite, launching the Model Context Protocol server to facilitate AI agent deployment, which could enhance upsells and customer acquisition [2] - The introduction of Cloudflare for AI aims to help businesses adopt AI responsibly, featuring Data Loss Prevention for AI and a fully-managed vector database for semantic search [3] Group 2: Customer Growth and Revenue Projections - The company had 250,819 paying customers at the end of Q1 fiscal 2025, reflecting a 27% year-over-year increase, with 30 new customers contributing over $100,000 in annual revenues [4] - For fiscal 2025, Cloudflare anticipates revenues between $2.09 billion and $2.094 billion, indicating a year-over-year rise of 25.38% [5] Group 3: Competitive Landscape - Cloudflare faces competition from Amazon Web Services (AWS) and Alphabet, with AWS offering similar serverless computing and AI inference services [6][7] - The company's AI initiatives position it against major cloud hyperscalers, attracting enterprises due to better performance and lower development costs [8] Group 4: Stock Performance and Valuation - Cloudflare's shares have increased by 73.2% year-to-date, outperforming the Zacks Internet - Software industry's growth of 15.4% [9] - The company trades at a forward price-to-sales ratio of 27.42X, significantly higher than the industry's average of 5.8X [11] Group 5: Earnings Estimates - The Zacks Consensus Estimate for NET's earnings in 2025 and 2026 implies year-over-year growth of 5.33% and 31.64%, respectively, although estimates have been revised downward recently [12]

In the latest close session, Cloudflare (NET) was up +2.55% at $183.87. The stock outpaced the S&P 500's daily gain of 0.96%. Elsewhere, the Dow saw an upswing of 0.89%, while the tech-heavy Nasdaq appreciated by 0.94%. Prior to today's trading, shares of the web security and content delivery company had gained 13.45% outpaced the Computer and Technology sector's gain of 2.53% and the S&P 500's gain of 0.5%.The investment community will be paying close attention to the earnings performance of Cloudflare in ...

Core Insights - Cloudflare (NET) has experienced a significant 68.5% increase year-to-date, outperforming the Zacks Internet - Software industry's return of 12.9% [1] - Investors are contemplating whether to increase their investment in NET stock or exercise caution due to its high valuation [1] Group 1: Growth Drivers - The secure access service edge (SASE) platform of Cloudflare is rapidly gaining traction among enterprises, with the company securing its longest SASE deal in Q1 of fiscal 2025 [4] - Cloudflare's Zero Trust security products are integrated with its network services, leading to larger deals and a growing customer base [5][7] - The Cloudflare Workers platform has seen a remarkable 4,000% year-over-year increase in inference requests, indicating strong developer engagement [10] Group 2: Customer Base and Financial Projections - Cloudflare's total customer base has reached 250,819 paying customers, reflecting a 27% year-over-year growth [11] - The Zacks Consensus Estimate projects revenue growth of 25.38% and 26% for fiscal 2025 and 2026, respectively, with earnings expected to grow by 5.3% and 31.6% in the same periods [12] Group 3: Competitive Landscape - Cloudflare faces competition in the content delivery space from companies like Amazon, Akamai Technology, and Fastly, as well as in the cybersecurity sector from Palo Alto Networks and Zscaler [14][16][17] - Zscaler is recognized as a leader in the Zero Trust space, offering comprehensive solutions that pose a threat to Cloudflare's market position [17] Group 4: Valuation Concerns - Cloudflare's current valuation stands at a 12-month forward P/S ratio of 25.43X, significantly higher than the industry average of 6.97X, raising concerns about potential overvaluation [18]

Key Takeaways NET signed its longest SASE contract and saw a 27% YoY rise in paying customers in Q1 2025. Cloudflare added 30 new $100K customers, raising the total to 3,527 by the end of Q1. Partnerships with TD SYNNEX and firms like Microsoft expand NET's Zero Trust platform reach.Cloudflare (NET) signed its longest secure access service edge (SASE) contract in the first quarter of 2025 and has been gaining traction constantly as enterprises modernize and simplify their network security and connectivity ...