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Cloudflare’s first quarter was marked by substantial year-on-year revenue growth and notable expansion within its largest customer segments, yet the market response was sharply negative. Management pointed to surging demand for AI-powered solutions and the successful onboarding of billion-dollar enterprises, with CEO Matthew Prince highlighting a record pace in adding customers spending over $5 million annually. However, the company’s announcement of a workforce reduction and a shift to an agent

ADSK's cloud expansion, AI push and resilient subscription model support long-term growth despite execution risks and YTD stock weakness.

AI-powered Internet software laggards like PLTR, CRM, TEAM, NET and HUBS offer strong short-term upside as SaaS demand and AI adoption accelerate.

Cloudflare isn't a cheap, smooth ride, but it's quietly evolving into a full-stack artificial intelligence (AI)-era infrastructure platform that the market still hasn't properly priced in.

Jason Calacanis used Block (NYSE:XYZ) as a case study on a recent This Week in Startups episode to argue that AI-driven productivity gains have become a prisoner’s dilemma for every public company CEO. Block cut over 4,000 people in February 2026, taking headcount from over 10,000 to under 6,000. Three months later, the company posted ... Block’s 40% Layoffs Will Drive 62% Earnings Growth: ‘If You Don’t Have Time to Use AI, You Don’t Have a Job’

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Cloudflare Inc. (NYSE:NET) is one of the stocks discussed by Jim Cramer. Cybersecurity services provider Cloudflare Inc. (NYSE:NET)’s shares are up by 24% over the past year and are down by 4.7% year-to-date. May 8th was an eventful day […]

Cloudflare, Inc. (NYSE:NET) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. When a caller inquired about the stock during the episode, Cramer said: I don’t think, I think it took a hit. Now, stocks are overreacting to everything. I didn’t […]

FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.

This is Cisco's latest layoff in recent years, while the company's chief executive touts record revenue and growth.

Fortinet and Cloudflare could be the major beneficiaries of increased spending once Q-day arrives.

The average of price targets set by Wall Street analysts indicates a potential upside of 27.7% in Cloudflare (NET). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Stock performance snapshot Cloudflare (NET) has drawn investor attention after a recent pullback, with the stock down 3.5% on the day and 23.6% over the past week, while still up over the past month. Over the past 3 months, the stock is slightly lower and year to date it is down about 4.7%. The 1 year total return stands at roughly 24.2% and the 3 year total return is described as very large. See our latest analysis for Cloudflare. The recent 7 day share price decline of 23.6% has cut into...

Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 24.3% in the afternoon session after the company reported mixed first quarter results with high expectations amid a share price run up heading into the prints making it hard for the numbers to impress.

Based on the average brokerage recommendation (ABR), Cloudflare (NET) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

D-Wave Quantum's Q1 loss is narrower than estimates. The company posts record bookings despite a revenue miss, as it expands commercial adoption and quantum initiatives.

Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.

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) 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.

Cloud security and performance company Cloudflare (NYSE:NET) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 33.5% year on year to $639.8 million. The company expects next quarter’s revenue to be around $664.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.25 per share was 7% above analysts’ consensus estimates.

Even after solid Q1 numbers, Cloudflare could not escape investor anxiety over its aggressive AI restructuring plan and massive workforce reduction.

Circle CEO Jeremy Allaire takes us inside his better-than-expected first quarter and the outlook for jobs.

Cloudflare has joined the growing list of organizations implementing workforce reductions as companies restructure around the rapid adoption of AI tools.

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

Ark Invest added to three existing positions as they declined 24% on Friday.

The “AI-first” era of corporate restructuring has claimed its latest high-tech workforce. On May 7, Cloudflare, Inc., sent shockwaves through the tech sector by announcing a massive reorganization plan designated to accelerate its evolution into an “agentic AI-first operating model.” And the ...

Companies are increasingly citing AI for headcount cuts. It's unclear how much is because of real productivity growth, and how much of it is an excuse to trim fat.

Cloudflare (NYSE:NET) is cutting about 20% of its global workforce, or more than 1,100 roles, as it shifts to an AI first operating model. The company plans to reorganize around smaller, AI enabled teams, with management citing broad internal adoption of AI tools as a key driver. The restructuring involves significant near term charges, with the aim of reshaping operations for efficiency and long term competitiveness in an AI focused internet. For investors tracking NYSE:NET, this...

Most tech companies talk about AI transformation as something that is coming. Cloudflare, Inc. (NET) is living it right now, and the numbers CEO Matthew Prince shared on the first-quarter earnings call are some of the most striking data points I have seen from any company this earnings season. ...

Rackspace’s memorandum of understanding with AMD outlines a governed AI cloud solution for regulated customers, and the company’s next challenge is converting this into customer workloads and recurring managed-cloud revenue.