Cloudflare(US:NET) Ge Long Hui·2026-02-11 00:45Core Viewpoint - Cloudflare's stock surged over 14% after the company forecasted that its annual and first-quarter sales will exceed Wall Street expectations, driven by the rapid development of artificial intelligence technology which is increasing demand for its cloud services [1] Group 1: Financial Projections - Cloudflare expects its sales for 2026 to be between $2.79 billion and $2.8 billion, surpassing the previous expectation of $2.74 billion [1] - The company anticipates first-quarter sales to be between $620 million and $621 million, also above the expected $613.9 million [1] Group 2: Market Trends - The integration of artificial intelligence across various industries is leading to increased demand for cloud computing, as businesses prioritize spending on the digital infrastructure needed for this burgeoning technology [1] - The rise of AI agents, such as the recently renamed "OpenClaw," is expected to benefit Cloudflare, allowing users to securely route traffic to their private computers without compromising home network security [1] Group 3: Executive Insights - CEO Matthew Prince stated that the shift towards artificial intelligence and agents represents a fundamental re-platforming of the internet, driving demand for Cloudflare's services [1]