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A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.
Scotiabank upgrades Cloudflare stock to "Outperform." Here’s why analyst Patrick Colville believes NET shares will rip higher through year-end.
Scotiabank turns bullish on CloudflareCloudflare Inc. (NYSE:NET) shares gained 3% on Tuesday after Scotiabank upgraded the stock to Sector Outperform from Sector Perform, citing growing confidence in the company’s long-term position within AI infrastructure.
This phrase gets used loosely in technology investing: "platform shift." And most of the time, it’s actually an incremental change just dressed up in some dramatic language. And trust me when I tell you, what Cloudflare described at its 2026 Investor Day is something different. And even Morgan ...
Susquehanna analyst Shyam Patil raised his price target on Cloudflare (NYSE:NET) to $200 from $190 while maintaining a Neutral rating. The price target raise follows a Q1 FY2026 beat and the company’s announcement of a sweeping workforce restructuring tied to an “AI-first” operating model. NET stock closed at $196.13 on May 8 after sliding from ... Cloudflare Just Hit the AI-First Reset Button: Susquehanna Hikes Price Target to $200
Piper Sandler analyst James Fish raised his price target on Cloudflare (NYSE:NET) to $250 from $222, keeping an Overweight rating, even as the stock cratered after Q1 FY2026 earnings. Cloudflare shares fell roughly 24% on May 8, extending an after-hours slide following the report. For prudent investors, Fish’s call reads as a textbook buy-the-dip endorsement ... Piper Sandler Hikes Cloudflare Price Target to $250 Despite 15% After-Hours Drop: Buy the Dip?
Investing.com -- William Blair has downgraded vulnerability management firms including Qualys, Tenable, and Rapid7 to “Market Perform,” citing growing uncertainty around the impact of artificial intelligence on the cybersecurity landscape, even as overall sector demand remains resilient.
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