Core Insights - Cloudflare's stock has increased by 54% over the past nine months, driven by revenue growth, improved valuations, earnings surprises, new partnerships, and positive analyst outlooks [2][3] Revenue and Valuation - The stock price rise is largely attributed to a 21% increase in revenue and a 30% increase in the valuation multiple [3] Earnings Performance - Q3 2025 saw a revenue growth of 31% and an EPS beat, contributing to a 13.84% increase in stock price [8] - Q1 2025 earnings met EPS expectations, resulting in a 6.46% rise in stock price [8] - Despite an EPS beat in Q2 2025, the stock price declined by 3.65% following the announcement [8] New Products and Partnerships - The launch of the Cloudforce One security suite and partnerships with Visa and Mastercard have positively influenced market sentiment [8] Analyst Sentiment - Analysts maintain a 'Buy' consensus on Cloudflare stock, although there are concerns regarding profitability and high valuation [8]

Shares of cybersecurity company Cloudflare are on an unexpected tear this week thanks to the rise of a new artificial-intelligence agent. ...

Cloudflare Stock Pops On Anthropic's Claude AI Tools | Investor's Business DailyBREAKING: [Tech Futures Rise As Meta, Tesla Lead Earnings Winners]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Cloudflare (NET) stock popped Tuesday amid investor enthusiasm over its artificial intelligence strategy and partnership with startup Anthropic. While shares in Zoom (ZM) also gained on its Anthropic ties on Mo ...

每经AI快讯，1月27日，Cloudflare股价在前一交易日上涨9.1%后，再度上扬14.7%。 （文章来源：每日经济新闻） ...

美股开盘，三大指数涨跌互现，纳指涨0.57%，标普500指数涨0.24%，道指跌0.58%。 苹果涨1.8%，获小摩看高至315美元，iPhone 17需求强劲及成本控制将推动业绩超预期。 Cloudflare涨近12%，开源AI代理Clawdbot引发投资者对该公司边缘计算基础设施的关注。 康宁涨7.6%，Meta拟斥资60亿美元采购康宁光纤用于数据中心。 通用汽车涨5.4%，Q4调整后每股收益同比增长30.4%，拟回购60亿美元的股票。 (格隆汇) ...

Core Insights - Cloudflare shares experienced a significant increase of approximately 14% in premarket trading, driven by renewed investor interest in the company's AI tools, particularly the "Clawdbot" AI agent [1] Company Summary - The surge in Cloudflare's stock price indicates a positive market reaction to developments surrounding its AI capabilities [1] - The "Clawdbot" AI agent has become a focal point for social media discussions, suggesting a growing enthusiasm for Cloudflare's technological offerings [1]

Core Viewpoint - Cloudflare's stock has shown a significant rally of 9.2% recently, attributed to increased trading volume and optimism surrounding its growth strategy through acquisitions [1][2]. Company Performance - Cloudflare is expected to report quarterly earnings of $0.27 per share, reflecting a year-over-year increase of 42.1%. Revenue is anticipated to reach $589.58 million, marking a 28.2% increase from the same quarter last year [3]. - The consensus EPS estimate for Cloudflare has remained unchanged over the past 30 days, indicating stability in earnings expectations [4]. Industry Context - Cloudflare operates within the Zacks Internet - Software industry, where it holds a Zacks Rank of 2 (Buy). Comparatively, A10 Networks, another company in the same industry, has a Zacks Rank of 3 (Hold) and is expected to report an EPS of $0.26, which is a decline of 16.1% from the previous year [4][5].

U.S. stock futures are presenting a mixed picture this Tuesday, January 27, 2026, as investors navigate a busy week dominated by corporate earnings reports, a crucial Federal Reserve policy meeting, and fresh geopolitical developments. While technology-focused futures show upward momentum, broader market indicators suggest a more cautious approach in premarket trading.Premarket Activity and Index FuturesAs of early Tuesday, premarket trading indicates a divergence among the major U.S. indexes. Nasdaq 100 fu ...

U.S. stock futures were swinging between gains and losses on Tuesday following Monday’s higher close. Futures of major benchmark indices were mixed.On Monday night, President Donald Trump announced fresh tariffs against South Korea, for not "living up to" the trade agreement signed with the United States in July last year. Meanwhile, the Federal Reserve will begin its first two-day policy meeting of the year, as traders are looking past the widely anticipated decision to hold rates steady on Wednesday to in ...

Core Viewpoint - Cloudflare, Inc. is a prominent player in the technology sector, providing services such as CDN, internet security, and DDoS mitigation, and is currently valued at approximately $193.45 with a "Peer Perform" rating from Wolfe Research [1] Group 1: Analyst Ratings - Despite Wolfe Research's hold recommendation, Cloudflare has a "Moderate Buy" consensus rating from thirty research firms, including two sell ratings, nine hold ratings, eighteen buy ratings, and one strong buy rating [2] - The average one-year price target for Cloudflare is around $232.48, indicating potential upside from its current price [2] - Needham and Company LLC upgraded their target price from $240 to $285 while maintaining a "buy" rating, and Stifel Nicolaus increased their target price from $230 to $275, also recommending a "buy" [3] Group 2: Stock Performance - Cloudflare's stock is currently trading at $194.71, reflecting a significant increase of 12.26% or $21.27 [4] - The stock has fluctuated between $183.65 and $194.88 today, with a yearly high of $260 and a low of $89.42 [4] - The company has a market capitalization of approximately $68.2 billion and a trading volume of 5,604,054 shares [4]