Cloudflare's evolution into a 'connectivity cloud' creates a unique, programmable global edge network, driving durable growth beyond its CDN origins. The company's integrated platform leverages edge GPUs for AI inference, Zero Trust security, and developer adoption, compounding network effects and switching costs. Financials show robust 27% revenue growth, expanding cash flow margins, and disciplined capex, supporting management's long-term model and premium valuation.
Cloudflare stock price has gone parabolic and crossed an important resistance level as demand for its services and its market share soared. NET jumped to a high of $195, its highest level since November 2021, and 410% above its lowest point in 2022, giving it a market cap of over $60 billion.
Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
NET sees AI-driven usage surge with rise in inference requests and growing enterprise adoption boosting prospects.
In the closing of the recent trading day, Cloudflare (NET) stood at $183.87, denoting a +2.55% move from the preceding trading day.
NET's Zero Trust and SASE momentum, major partnerships, and rising enterprise adoption fuel strong customer growth.
Cloudflare (NET) concluded the recent trading session at $181.23, signifying a +1.09% move from its prior day's close.
Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
NET flourishes in the CDN space with its innovative efforts, while AKAM struggles with declining delivery revenues and pricing shifts.
NET's Workers platform powers explosive AI demand and a record deal, marking a turning point in its growth strategy.
Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Cloudflare is delivering strong revenue growth, driven by enterprise customers and large contracts, especially for its Workers developer platform. The company's revamped sales strategy, focusing on large enterprise customers and go-to-market activities, is proving successful. The company landed the largest contract for $130 million during Q1 2025.