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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.
↘️ Airbnb (ABNB): The short-term rental company raised its full-year outlook, as strong global travel demand helped offset an influx in cancellations around the Iran war. The stock slipped about 1.7% afterhours.
Record quarterly results, surging security revenue, and a divided Wall Street set the stage for this volatile name, today, May 7, 2026.
Cloudflare stock was falling sharply in late Thursday despite better-than-expected first-quarter results from the cybersecurity company. Cloudflare reported adjusted earnings of 25 cents a share on revenue of $639.8 million. Analysts surveyed by FactSet were expecting earnings of 23 cents a share on revenue of $621 million.
The cuts are a response to artificial intelligence triggering a “paradigm shift” in the software industry, said Chief Executive Matthew Prince.
Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.
Investing.com - Cloudflare Inc. (NYSE:NET) reported first quarter results that exceeded analyst expectations but shares tumbled 14% after the company issued disappointing revenue guidance for the current quarter.
Cloud services firm Cloudflare forecast quarterly revenue below estimates on Thursday, and said it is laying off about 20%, or more than 1,100, employees globally. Shares of the company fell more than 13% in extended trading. The company expects second-quarter revenue between $664.0 and $665.0 million, compared with estimates of $665.3 million, according to data compiled by LSEG.
Cloud security and performance company Cloudflare (NYSE:NET) announced better-than-expected revenue 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.
Artemis CEO Jon Ma argues Coinbase could 6x to a $300 billion market cap as stablecoins and AI agents reshape finance.
(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus
FSLY security revenues jump 47% to a record $38.8M, now 22% of sales, as newer tools beyond Next-Gen WAF gain traction.
Earnings season marches on as investors will hear from big companies including McDonald's and CoreWeave. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.
In recent days, Cloudflare was highlighted as a Leader in Forrester’s Q1 2026 Edge Development Platforms report and continued promoting its AI-focused edge platform ahead of its first-quarter 2026 earnings release. This recognition, combined with growing enthusiasm around AI infrastructure peers and upcoming GEOINT 2026 participation, has sharpened investor attention on how Cloudflare’s edge and AI capabilities could influence its longer-term growth profile. We’ll now examine how...
Cloudflare Inc. (NYSE:NET) is one of the best growth stocks to invest in for the next 2 years. On April 14, Cloudflare and Wiz, now a part of Google Cloud, announced a partnership to secure AI-powered applications against emerging threats like shadow AI. The collaboration integrates Cloudflare’s AI Security for Apps with the Wiz Security […]
NET gears up for Q1 earnings with strong AI, enterprise demand tailwinds - but macro pressures and deal delays can weigh on results.
The narrative about the state of the labor market — whether it remains in stasis or is beginning to heat up — will be shaped this week by a series of data drops.
Procore Technologies (PCOR) delivered earnings and revenue surprises of -4.23% and +1.94%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Cloudflare, Inc. (NYSE:NET) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer mentioned the stock during the episode and said: After the close, there’s another consistent winner reporting, Cloudflare. This company does a lot of things with content online, but what I like best is how […]
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
Cloudflare shows rising price performance, earning an upgrade to its IBD Relative Strength Rating from 78 to 83.
The updated fair value estimate for Cloudflare edges to about US$231.85 from roughly US$232.43, signaling only a very small adjustment in the model’s price target. This fine tuning sits alongside a split in recent analyst commentary, with some firms lifting their stance while others trim targets as they reassess how much of Cloudflare’s growth story is already reflected in the stock. As you read on, you will see how to interpret these shifting signals and keep track of the evolving Cloudflare...
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Cloudflare (NYSE:NET) introduced fully automated company provisioning for AI agents, enabled through a partnership with Stripe. The new feature allows AI agents to open Cloudflare accounts, manage payments, register domains, and deploy applications without human intervention. Cloudflare is offering up to US$100,000 in credits to qualifying new startups that adopt this automated onboarding model. For readers watching AI infrastructure, this move puts Cloudflare at the intersection of...
Cloudflare (NET) reached $204.97 at the closing of the latest trading day, reflecting a -3.3% change compared to its last close.
FSLY rides on surging network traffic to boost revenue growth but faces volatility and rising competition from Cloudflare and Akamai.
TMSNY vs. NET: Which Stock Is the Better Value Option?
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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