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Why Cloudflare (NET) Stock Is Trading Up Today
StockStory64d agoneutral
Why Cloudflare (NET) Stock Is Trading Up Today

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 4.2% in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.

Palantir Rises 5%, Cloudflare Pops 3% as Investors Pile Into AI Security Plays
24/7 Wall St.64d agoneutral
Palantir Rises 5%, Cloudflare Pops 3% as Investors Pile Into AI Security Plays

Palantir Technologies (NASDAQ:PLTR) stock is up 5% in Monday midday trading, changing hands near $134. The move comes alongside a broad risk-on rally, with the NASDAQ 100 tracking ETF Invesco QQQ Trust (NASDAQ:QQQ) up 3% on the session. Cloudflare (NYSE:NET) stock is following the same script, trading higher by 3% to around $235 and change. ... Palantir Rises 5%, Cloudflare Pops 3% as Investors Pile Into AI Security Plays

Cloudflare (NET) Stock Valuation Tested By Strong Multi‑Year Returns And Premium P/S Multiple
Simply Wall St.67d agoneutral
Cloudflare (NET) Stock Valuation Tested By Strong Multi‑Year Returns And Premium P/S Multiple

Cloudflare (NET) stock has been attracting attention after recent trading moves, with investors weighing its US$80.4b market value against continued revenue growth, ongoing net losses and mixed short term share price performance. See our latest analysis for Cloudflare. At the current US$228.48 share price, Cloudflare has delivered a 30 day share price return of 18.62% and a 1 year total shareholder return of 32.86%, with the 3 year total shareholder return above 200%. This points to strong...

Jim Cramer on Cloudflare: “Look at the Longer-Term Direction Because It’s Pretty Fabulous”
Insider Monkey67d agoneutral
Jim Cramer on Cloudflare: “Look at the Longer-Term Direction Because It’s Pretty Fabulous”

Cloudflare, Inc. (NYSE:NET) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer highlighted the stock’s erratic movement, as he commented: Well, it’s been a whirlwind few weeks for Cloudflare, the internet infrastructure play with a major cybersecurity business. When the company reported in early May, […]

Morgan Stanley sharply revamps Cloudflare stock price target
TheStreet69d agoneutral
Morgan Stanley sharply revamps Cloudflare stock price target

This phrase gets used loosely in technology investing: "platform shift." And most of the time, it’s actually an incremental change just dressed up in some dramatic language. And trust me when I tell you, what Cloudflare described at its 2026 Investor Day is something different. And even Morgan ...

Market Favored Cloudflare (NET) as a Beneficiary of Agentic AI
Insider Monkey69d agoneutral
Market Favored Cloudflare (NET) as a Beneficiary of Agentic AI

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

Cloudflare Resets With AI Focus Job Cuts And New Class C Shares
Simply Wall St.70d agobearish
Cloudflare Resets With AI Focus Job Cuts And New Class C Shares

Cloudflare (NYSE:NET) announced a major AI driven restructuring plan that includes reducing its workforce by about 1,100 employees. The company outlined an AI first operating model alongside a proposal to introduce a new Class C common stock structure. Management highlighted ongoing momentum in its AI agent and developer platform as part of this shift. Cloudflare runs a global network that helps customers secure and deliver internet applications, while also offering tools for developers...

Morgan Stanley Lifts PT on Cloudflare (NET)
Insider Monkey70d 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 Edge70d 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.com71d 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 Monkey71d 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.73d 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
StockStory74d 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.