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Morgan Stanley Lifts PT on Cloudflare (NET)
Insider Monkey63d agoneutral
Morgan Stanley Lifts PT on Cloudflare (NET)

Cloudflare, Inc. (NYSE:NET) is one of the best NYSE stocks to buy for long-term investment. Morgan Stanley lifted the price target on Cloudflare, Inc. (NYSE:NET) to $305 from $245 on June 4 and maintained an Overweight rating on the shares. The rating update came ahead of the company’s investor day on June 9, with the firm […]

Highlights: Tech Edge at Pax8 Beyond 2026 in Salt Lake City
Exec Edge63d agoneutral
Highlights: Tech Edge at Pax8 Beyond 2026 in Salt Lake City

Watch Video Highlights Below, or Click HERE: Tech Edge hosted firesides live from Pax8 Beyond 2026 at the Salt Palace Convention Center in Salt Lake City, Utah. Interviews included Pax8, SentinelOne, Inc. (NYSE: S), CrowdStrike Holdings, Inc. (Nasdaq: CRWD), among other companies. The premier IT event features leading industry speakers, MSPs, vendors, and more. Joins us […] The post Highlights: Tech Edge at Pax8 Beyond 2026 in Salt Lake City appeared first on ExecEdge.

Bloom Energy, Astera Labs, Alnylam, Reddit Could Be Among Next Adds to S&P 500
Barrons.com64d agoneutral
Bloom Energy, Astera Labs, Alnylam, Reddit Could Be Among Next Adds to S&P 500

There were two additions to the index unveiled on Friday— Marvell Technology and Flex (formerly Flextronics)—and that raises the question which companies could be next to gain admission into the highly desired index. S&P Dow Jones Indices, which oversees the has a host of criteria including market value, domicile, profitability and corporate structure. Bloom Energy Astera Labs Alnylam Pharmaceuticals Heico Rocket Cos and Reddit look like potential additions because they are among the largest companies by market capitalization that meet the index’s other criteria.

Is Cloudflare, Inc. (NET) A Good Stock To Buy Now?
Insider Monkey64d agobullish
Is Cloudflare, Inc. (NET) A Good Stock To Buy Now?

Is NET a good stock to buy? We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.’s share was trading at $209.22 as of May 27th. NET’s forward P/E was 178.57 according to Yahoo Finance. Cloudflare is a […]

Will Cloudflare’s (NET) Anthropic Alliance and VoidZero Deal Redefine Its Edge-AI Investment Narrative?
Simply Wall St.66d agoneutral
Will Cloudflare’s (NET) Anthropic Alliance and VoidZero Deal Redefine Its Edge-AI Investment Narrative?

In late May 2026, Cloudflare filed a preliminary proxy statement recommending shareholders elect Michelle Zatlyn, Scott Sandell, and Karim Lakhani to its board at the June 30 annual meeting, while directors Carl Ledbetter and Mark Hawkins disclosed pre-planned share sales amid ongoing AI-focused partnerships and acquisitions. At the same time, Cloudflare deepened its AI push through an expanded Anthropic collaboration and the acquisition of VoidZero, aiming to embed modern JavaScript and...

Cloudflare (NET) Stock Trades Down, Here Is Why
StockStory67d agoneutral
Cloudflare (NET) Stock Trades Down, Here Is Why

Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 5.8% in the afternoon session after a stronger-than-expected jobs report signaled that the Federal Reserve may keep interest rates higher for longer.

How The Cloudflare (NET) Investment Story Is Evolving As Analyst Targets Stay Unchanged
Simply Wall St.68d agoneutral
How The Cloudflare (NET) Investment Story Is Evolving As Analyst Targets Stay Unchanged

Cloudflare’s latest analyst update comes with no change in the stock’s price target, which can be just as informative as a move up or down. With no new public commentary from analysts accompanying this static target, the focus shifts to how existing expectations are being interpreted. Read on to see how to track these kinds of quiet shifts in the narrative and what signals to watch as sentiment around Cloudflare evolves over time. Wall Street's queuing for one rocket. While SpaceX counts down...

Cloudflare’s Anthropic AI Push Tests Lofty Valuation Before Analyst Day
Simply Wall St.68d agoneutral
Cloudflare’s Anthropic AI Push Tests Lofty Valuation Before Analyst Day

Cloudflare (NYSE:NET) launched Cloudflare Environments for Claude Managed Agents in partnership with Anthropic, offering secure, scalable deployment of AI agents across its global network. The new service integrates security and compliance controls for companies building and running AI agents at the edge. The company is set to host its Analyst Day on June 9, where management is expected to discuss AI priorities and broader platform strategy. Cloudflare, best known for its content delivery,...

Stocks Retreat as US-Iran Peace Hopes in Doubt
Barchart69d agoneutral
Stocks Retreat as US-Iran Peace Hopes in Doubt

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks
Stocktwits69d agoneutralVIDEO
Palantir, Axon, Crowdstrike, and Cloudflare: New age defense stocks

Shai Ballew breaks down market volatility amidst geopolitical tensions, emphasizing that while there's a risk adjustment, the bull market's fundamentals, especially in AI, remain strong. He discusses how companies like Palantir, Axon, Crowdstrike, and Cloudflare are becoming essential in the new age defense and cybersecurity landscape, with their services proving indispensable for government and public safety operations.

The 'Lifeboat Effect': Money Moving From Seat To Stack
Stocktwits69d agoneutralVIDEO
The 'Lifeboat Effect': Money Moving From Seat To Stack

Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.

Investing.com70d agoneutral
Software stocks whipsaw amid AI fears, as Anthropic IPO looms

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

Why Is Cloudflare (NET) Stock Soaring Today
StockStory71d agobullish
Why Is Cloudflare (NET) Stock Soaring Today

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 11.1% in the afternoon session after it extended its recovery, continuing a rebound from the selloff on May 7 (when it reported earnings) that was, in hindsight, a partial market misread.

Why Does RBC Capital Remain Bullish On Cloudflare (NET)?
Insider Monkey71d agoneutral
Why Does RBC Capital Remain Bullish On Cloudflare (NET)?

Cloudflare, Inc. (NYSE:NET), with significant hedge fund interest, ranks among the 10 best SaaS stocks to buy according to hedge funds. As of Q1 2026, 84 hedge funds held bullish positions in the stock, representing $3.55 billion in aggregate value. As Cloudflare, Inc. (NYSE:NET)’s role in AI-agent infrastructure continues to grow and its path toward […]

Cloudflare (NET), Anthropic Launch Secure Sandbox for Claude Agents
Insider Monkey71d agoneutral
Cloudflare (NET), Anthropic Launch Secure Sandbox for Claude Agents

Cloudflare Inc. (NYSE:NET) is one of the best future tech stocks to buy according to billionaires. On May 19, Cloudflare and Anthropic launched “Cloudflare Environments for Claude Managed Agents,” integrating Claude’s AI with Cloudflare’s global network. This provides developers with secure, scalable sandboxes to execute code and access private data, ensuring AI agents can operate […]