Group 1 - Cloudflare's stock price surged approximately 11% in pre-market trading following a strong Q1 earnings report and positive forward guidance [1] - Q1 revenue reached $479 million, exceeding guidance by $10 million and surpassing market expectations by 300 basis points, indicating robust performance [1] - The company's significant orders in Secure Access Service Edge (SASE) and Workers products highlight its competitive position in the cybersecurity and AI-enabled markets [1] Group 2 - Jefferies maintains a "Hold" rating on Cloudflare but lowers the target price from $170 to $150, citing a 2.3% revenue beat, the highest in five quarters [2] - A five-year contract worth $130 million underscores Cloudflare's strategic position and infrastructure value in the AI era, despite cautious revenue guidance [2] - Morgan Stanley upgrades its rating to "Overweight" and raises the target price from $144 to $150, emphasizing the platform's value and customer confidence in ongoing innovation [2]
营收超预期、大单不断 Cloudflare(NET.US)Q1强劲业绩获华尔街集体唱多