Cloudflare tracks AI web crawl requests and referrals from these bots. The data is a proxy for whether AI giants take more from the web than they give back.
Cloudflare's NYSE: NET ScotiaBank upgrade highlights an existential shift in its business. Once a mere content delivery service, Cloudflare has emerged as critical not only to cybersecurity but to AI at all levels of the stack, from infrastructure to applications.
Cloudflare (NET) reached $273.4 at the closing of the latest trading day, reflecting a +1.7% change compared to its last close.
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target.
Cloudflare Inc. (NET) shares climbed 7% on Tuesday after Scotiabank upgraded the cloud infrastructure and cybersecurity company, citing growing confidence in its long-term role in artificial intelligence infrastructure and raising its price target on the stock. The brokerage upgraded Cloudflare to Sector Outperform from Sector Perform and increased its price target to $300 from $225, pointing to multiple catalysts that it believes could drive stronger revenue growth over the coming quarters.
Cloudflare is making the boldest AI pivot of any Tier 1 internet infrastructure provider.
Cloudflare has just issued the AI industry a new deadline to separate the web crawlers used for traditional search purposes, like Google Search, from those used for AI agents and training. Starting on September 15, 2026, Cloudflare's default settings will block “mixed-use” crawlers from any pages that host ads, the company announced on Wednesday.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
CoreWeave (NASDAQ:CRWV) stock is down 10% to approximately $90 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider.
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.
In the most recent trading session, Cloudflare (NET) closed at $226.65, indicating a +1.42% shift from the previous trading day.
For nearly 30 years, the internet has worked the same way. AI may be about to change that.