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Cloudflare poised for second quarter revenue acceleration, says Jefferies
Proactive22h agoneutral
Cloudflare poised for second quarter revenue acceleration, says Jefferies

Cloudflare (NYSE:NET) is expected to accelerate revenue growth in the second quarter and raise its full-year outlook, according to Jefferies, with investors likely looking for a path toward a mid-30% growth rate by the end of 2026 when the company reports results on August 6. The company's Q2...

Cloudflare (NET) Stock May Be Trading At A Premium After A 301% Run
Simply Wall St.1d agoneutral
Cloudflare (NET) Stock May Be Trading At A Premium After A 301% Run

Cloudflare stock has delivered a very strong run over the last few years, while its current valuation checks lean expensive and imply investors are paying a premium for that performance. Cloudflare has returned about 301.3% over the past 3 years, which puts a lot of expectations into the current share price. High growth expectations for Cloudflare's business model can support elevated revenue multiples, but any disappointment in scaling profitability or cash flow may weigh heavily on how the...

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 ...

Cloudflare (NET) Launches Precursor, Is The Stock Already Above Fair Value?
Simply Wall St.10d agoneutral
Cloudflare (NET) Launches Precursor, Is The Stock Already Above Fair Value?

Cloudflare (NET) is back in focus after launching Precursor, a continuous behavioral validation engine for bot management that runs on its edge network and inside user browsers to scrutinize entire sessions for automated activity. See our latest analysis for Cloudflare. Cloudflare’s Precursor launch lands after a strong run, with the stock showing a 10.5% 1 month share price return and a 23.45% 3 month share price return. The 1 year total shareholder return of 32.12% sits within a much larger...

Cloudflare (NET) Launches Precursor To Rethink Bot Checks In The Browser
Simply Wall St.10d agoneutral
Cloudflare (NET) Launches Precursor To Rethink Bot Checks In The Browser

Cloudflare announced the general availability of Precursor, a browser-based behavioral validation engine for advanced bot management. Precursor provides real-time, session-level detection of automated traffic directly within users' browsers, aiming to reduce reliance on static CAPTCHAs. For investors tracking Cloudflare (NYSE:NET), the Precursor launch comes as the stock trades around $262.15, with a year-to-date return of 33.7 percent and a 1-year return of 32.1 percent. Over 3 years, the...

Cloudflare (NET) Stock Gets Fair Value Boost As Analysts Raise AI And Security Targets
Simply Wall St.19d agoneutral
Cloudflare (NET) Stock Gets Fair Value Boost As Analysts Raise AI And Security Targets

The modeled fair value estimate for Cloudflare has shifted from US$234.18 to US$251.87 per share, putting a fresh spotlight on how analysts are recalibrating their assumptions ahead of upcoming catalysts. Recent research highlights a cluster of higher price targets, with bulls pointing to Cloudflare’s role in AI, security, and developer platforms, while more cautious voices focus on valuation, execution, and enterprise adoption. In the sections that follow, you will see how these views are...

Cloudflare (NET) Stock May Be Fully Priced As AI Search News Lifts Hopes
Simply Wall St.19d agoneutral
Cloudflare (NET) Stock May Be Fully Priced As AI Search News Lifts Hopes

Cloudflare stock is back in the spotlight after a very strong three year run, yet its valuation checks flag the shares as expensive rather than a clear bargain. Cloudflare has returned about 305.0% over the past three years, which puts extra focus on whether recent gains are already pricing in much of the growth story. Analyst enthusiasm around Cloudflare's role in AI infrastructure and security can support high expectations, while heavy insider selling in recent months may point to concern...

Cloudflare (NET) Launches Precursor To Take On More Sophisticated Bot Attacks
Simply Wall St.20d agoneutral
Cloudflare (NET) Launches Precursor To Take On More Sophisticated Bot Attacks

Cloudflare (NYSE:NET) has launched Precursor, a continuous behavioral validation engine for advanced bot management. Precursor focuses on real-time analysis of user sessions to distinguish between humans and sophisticated automated attacks. The product is designed to address growing automated bot traffic while aiming to protect user privacy more effectively than traditional CAPTCHAs. Cloudflare enters this launch with its stock at $273.04 and 3-year gains of about 3x, along with a 149.3%...

Cloudflare (NET) Stock Is Up, What You Need To Know
StockStory21d agoneutral
Cloudflare (NET) Stock Is Up, What You Need To Know

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 3.2% in the afternoon session after U.S. and international security agencies issued a joint warning about Russian state-sponsored cyber threats targeting critical infrastructure.

Cloudflare (NET): 3 Reasons We Love This Stock
StockStory22d agoneutral
Cloudflare (NET): 3 Reasons We Love This Stock

The past six months have been a windfall for Cloudflare’s shareholders. The company’s stock price has jumped 43.1%, hitting $269.53 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.