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