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BofA refuses to embrace cybersecurity darling ahead of earnings
TheStreet2d agoneutral
BofA refuses to embrace cybersecurity darling ahead of earnings

Every investor has felt the itch to buy the one stock everyone else already owns. Fastly’s chart this year has that kind of pull, a steady climb that turns skeptics into buyers with each new high. One of Wall Street’s largest banks looked at that same chart and decided to stay out. BofA Global ...

Arqit Quantum H1 Earnings Call Highlights
MarketBeat76d agoneutral
Arqit Quantum H1 Earnings Call Highlights

Arqit Quantum (NASDAQ:ARQQ) reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the marke

Cloudflare Q1 Earnings Call Highlights
MarketBeat85d agoneutral
Cloudflare Q1 Earnings Call Highlights

Cloudflare (NYSE:NET) reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers developer platform continued to accelerate. Co-founder and CEO Matthew Prince said the company began the y

Cloudflare NET Q1 2026 Earnings Call Transcript
Motley Fool89d agoneutral
Cloudflare NET Q1 2026 Earnings Call Transcript

Matthew Prince: Thank you, Phil. A Fortune 100 technology company expanded their relationship with Cloudflare, Inc., signing a two-year $8 million contract for our privacy proxy solution, the fifth privacy engagement with this customer, solidifying Cloudflare, Inc. as their go-to privacy partner.

Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside
24/7 Wall St.93d agoneutral
Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside

Cloudflare (NYSE:NET) currently trades around $207.07, while the average Wall Street price target sits at $231.85, implying roughly 12% upside. Cloudflare operates a global connectivity cloud that delivers content, secures traffic, and increasingly serves as infrastructure for AI workloads. CEO Matthew Prince has positioned the company as the platform powering the “agentic Internet,” where AI agents run ... Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside