Replimune, Snowflake, and Cloudflare shares surged to annual highs last week amid a series of positive company catalysts, Wall Street optimism, and earnings anticipation.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
GOOGL, CSCO and NET are benefiting from AI-driven cloud demand and enterprise digital transformation. See why investors are watching them before August.
The average brokerage recommendation (ABR) for Cloudflare (NET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
NET stock has a very high valuation and faces tough competition.
A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.
While most AI investors crowd into chipmakers and hyperscalers, three names one layer deeper in the buildout are quietly posting triple-digit growth rates and drawing major analyst upgrades before the next round of earnings hits.
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
Cybersecurity companies integrating AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.
In a Stocktwits poll that sought to gauge which names would post the best performance over the next 12 months, nearly half the users polled picked CrowdStrike as the clear winner.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
Cloudflare, Etsy, and Crocs shares jumped to 52-week highs on Friday amid growing optimism about the companies’ future growth prospects.
AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.
APPS stock's 108% YTD rally is backed by AI-driven monetization, global expansion, improving estimates and discounted valuation.
Scotiabank upgrades Cloudflare stock to "Outperform." Here’s why analyst Patrick Colville believes NET shares will rip higher through year-end.
Shares of Cloudflare (NYSE:NET) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares near a fresh 52-week high of $276.81, and it’s standing out on an otherwise rough day for growth tech. The NASDAQ 100 is down 1.3% today, so ... Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?
Scotiabank turns bullish on CloudflareCloudflare Inc. (NYSE:NET) shares gained 3% on Tuesday after Scotiabank upgraded the stock to Sector Outperform from Sector Perform, citing growing confidence in the company’s long-term position within AI infrastructure.
Cloudflare, Inc. (NYSE:NET) is one of the 8 High Growth Cybersecurity Stocks to Buy Now. On July 1, 2026, Cloudflare, Inc. (NYSE:NET) announced new classifications, enhanced analytics, and commercial partnerships connecting site owners with transparent AI companies. The tools and integrations are meant to help site owners and AI companies manage discoverability, efficiency, and monetization […]
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...
EverQuote (EVER) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
After losing some value lately, a hammer chart pattern has been formed for Cloudflare (NET), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.
Shareholder advisory group JLens has urged Cloudflare investors to withhold votes for two directors over concerns about oversight of websites hosting violent extremist content. The campaign highlights growing governance and reputational questions around Cloudflare's role in moderating harmful material online. At the same time, Cloudflare is expanding partnerships, including an integration with Ping Identity and its Cloudflare One Design Partner Designation, to secure AI-driven infrastructure...
Shares of CoreWeave (NASDAQ:CRWV) are up 10% in midday trading on Tuesday, with CoreWeave stock changing hands near $117. The move stands out sharply against the rest of the AI cloud group, which is slightly lower on the session. For context, Cloudflare (NYSE:NET) stock is down 2%, and Snowflake (NYSE:SNOW) stock is down 1%. So ... CoreWeave Is Up 10% Today: Is It Outperforming Other AI Cloud Stocks Like Cloudflare and Snowflake?
Cloudflare (NET) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The average brokerage recommendation (ABR) for Cloudflare (NET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Operating margin target raised to 30% and FCF margin lifted to 30%-35%, with GAAP profitability expected by 2028
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 […]