Cloudflare Q4: AI Agents & Inference Driving Up Enterprise Momentum (Downgrade)
Cloudflare, Inc.'s stock has outperformed the S&P 500, growing over 89% since my last publication, but future growth estimates are fully priced in, leading me to downgrade it to a “hold” with a $175 price target. The company reported a 27% YOY revenue increase and a 68% rise in non-GAAP operating income, driven by robust enterprise momentum, with the number of $500K+ and $1M+ customers growing even faster. Management is expanding sales capacity and capex to capture AI inference market share with its Worker AI platform, sacrificing short-term margins for long-term growth.
This Artificial Intelligence (AI) Cloud Stock Has Shot Up 55% in 2025. Can It Still Soar Higher?
Shares of Cloudflare (NET 0.16%) have shot up impressively so far this year, logging gains of 55% thanks to fast-growing demand for the company's artificial intelligence (AI)-focused offerings.
Why Cloudflare Stock Is Jumping Today
Cloudflare (NET 3.64%) stock is seeing another day of impressive gains in Monday's trading. The cybersecurity and web services company's share price was up 3.8% as of 2:45 p.m.
Cloudflare, Inc. (NET) Is a Trending Stock: Facts to Know Before Betting on It
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.
1 AI Stock to Buy Ahead of a Breakout Year in 2025, According to a Wall Street Analyst
After the closing bell Thursday, Cloudflare (NET 17.76%) reported strong fourth-quarter earnings results that carried its share price above $150 for the first time since 2021. But Morgan Stanley analyst Hamza Fodderwala has outlined a bull-case scenario for the stock to advance by another 16% to $175 per share by year's end, and he may revise his forecast higher in light of its strong performance in the recent quarter.
Cloudflare CEO Matthew Prince: New AI models should emerge over the course of the year
Matthew Prince, Cloudflare CEO, joins 'Closing Bell Overtime' to talk Q4 earnings, the state of AI, and more.
Why Cloudflare Stock Is Skyrocketing Today
Cloudflare (NET 19.21%) stock is soaring in Friday's trading. The company's share price was up 19.5% as of 2:40 p.m.
Cloudflare Q4 Earnings: Sell The Stock When Momentum Stops
Cloudflare stock has soared despite guiding down Q1 estimates, irrationally pricing in years of growth. The company reported strong financials with a 27% growth in large customers and a 15% operating margin. Cloudflare's market cap is $61 billion, with 2025 revenue guidance at only $2.1 billion.
Buy Cloudflare Or Sell? Analysts Vary Over Sales Acceleration And Business Momentum
Wall Street analysts rerated Cloudflare, Inc NET after the company released its fourth-quarterly print Thursday.
Cloudflare Q4 Earnings & Revenues Beat: Will the Stock Move Upward?
NET's fourth-quarter 2024 results reflect sustained momentum in the onboarding of large new enterprises and remarkable progress in the public sector.
Cloudflare Finishes 2024 Strong
Here's our initial take on Cloudflare's (NET 16.19%) fourth-quarter financial report.
Cloudflare, Fortinet Stocks Jump. What DeepSeek, Tariffs Mean for Cybersecurity Names.
Shares in the cybersecurity companies were rising Friday after both reported an earnings beat.
