RBC and Stifel Stay Bullish on Cloudfare (NET)

Group 1 - Cloudflare, Inc. (NYSE:NET) is recognized as one of the 10 Best NYSE Stocks to Buy according to analysts, with RBC Capital reiterating an Outperform rating and a price target of $265 [1] - Stifel has reaffirmed its Buy rating on Cloudflare, highlighting the company's strong position as demand for AI security solutions increases due to new security challenges arising from AI tools [2][4] - The importance of AI security is expected to grow significantly by 2026, with rising demand in areas such as visibility/monitoring, data security, model security, and governance [3] Group 2 - Stifel emphasizes the need for strong Identity, Data, Cloud, and Zero Trust Security as organizations adopt AI-first strategies, positioning Cloudflare to benefit from the trend of AI-driven cyberattacks [4] - Cloudflare specializes in enhancing the security, performance, and reliability of websites and applications, making it a key player in the connectivity cloud sector [4]