Cloudflare isn't a cheap, smooth ride, but it's quietly evolving into a full-stack artificial intelligence (AI)-era infrastructure platform that the market still hasn't properly priced in.
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Cloudflare isn't a cheap, smooth ride, but it's quietly evolving into a full-stack artificial intelligence (AI)-era infrastructure platform that the market still hasn't properly priced in.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Cloudflare Inc. (NYSE:NET) is one of the stocks discussed by Jim Cramer. Cybersecurity services provider Cloudflare Inc. (NYSE:NET)’s shares are up by 24% over the past year and are down by 4.7% year-to-date. May 8th was an eventful day […]
Fortinet and Cloudflare could be the major beneficiaries of increased spending once Q-day arrives.
The average of price targets set by Wall Street analysts indicates a potential upside of 27.7% in Cloudflare (NET). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Stock performance snapshot Cloudflare (NET) has drawn investor attention after a recent pullback, with the stock down 3.5% on the day and 23.6% over the past week, while still up over the past month. Over the past 3 months, the stock is slightly lower and year to date it is down about 4.7%. The 1 year total return stands at roughly 24.2% and the 3 year total return is described as very large. See our latest analysis for Cloudflare. The recent 7 day share price decline of 23.6% has cut into...
Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 24.3% in the afternoon session after the company reported mixed first quarter results with high expectations amid a share price run up heading into the prints making it hard for the numbers to impress.
Based on the average brokerage recommendation (ABR), Cloudflare (NET) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Cloudflare (NYSE:NET) reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers developer platform continued to accelerate. Co-founder and CEO Matthew Prince said the company began the y
Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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
Ark Invest added to three existing positions as they declined 24% on Friday.
Cloudflare (NYSE:NET) is cutting about 20% of its global workforce, or more than 1,100 roles, as it shifts to an AI first operating model. The company plans to reorganize around smaller, AI enabled teams, with management citing broad internal adoption of AI tools as a key driver. The restructuring involves significant near term charges, with the aim of reshaping operations for efficiency and long term competitiveness in an AI focused internet. For investors tracking NYSE:NET, this...
Cloudflare (NET) said late Thursday it expects to reduce its workforce by about 1,100 people as part
Cloudflare shares fell sharply Friday after the web security company announced a plan to lay off about 20% of its workforce, citing AI.
Cloudflare’s CEO said its recently issued severance packages, generous even against Silicon Valley standards, will “lead the industry.”
Piper Sandler analyst James Fish raised his price target on Cloudflare (NYSE:NET) to $250 from $222, keeping an Overweight rating, even as the stock cratered after Q1 FY2026 earnings. Cloudflare shares fell roughly 24% on May 8, extending an after-hours slide following the report. For prudent investors, Fish’s call reads as a textbook buy-the-dip endorsement ... Piper Sandler Hikes Cloudflare Price Target to $250 Despite 15% After-Hours Drop: Buy the Dip?
Earnings calls have become increasingly outlets for CEOs to say they need fewer people because of AI. Or, they may need fewer people, but are not sure. Or, their AI will make the people they have more productive. The number of AI-driven layoffs is certainly rising. Yesterday, Challenger Gray announced that layoffs in April were ... AI Job Destruction Accelerates
Cloudfare issued a Q2 sales forecast on Thursday that fell short of analyst expectations and said it would slash roughly 1,100 jobs, or about a fifth of its workforce, as it adopts artificial intelligence tools in its operating model.
Yahoo Finance's Head of News, Myles Udland, and Julie Hyman discuss this latest jobs market report.
Cloudflare shares tumbled more than 15% in premarket trading on Friday, after its quarterly revenue forecast disappointed investors who had bet the stock would be a major beneficiary in the race to adopt artificial intelligence. The networking and cybersecurity services provider will also lay off about 20% of staff due to greater use of AI tools, a move that Jefferies said could hurt near-term growth. Following a 43% rally since its last quarterly results in February, analysts said expectations were high for the company, only for its forecast to flag slower growth as rising AI infrastructure costs squeeze margins.
News of the day for May 8, 2026
Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.
The connectivity company beat first-quarter revenue and earnings estimates but said AI tools have made 1,100 roles unnecessary
Cloudflare Inc. (NYSE:NET) reported first-quarter results that exceeded Wall Street expectations and lifted its full-year guidance, but the company’s shares dropped sharply after management announced major workforce reductions and investors reacted to slower revenue momentum.
↘️ Coinbase Global (COIN): The cryptocurrency exchange swung to a loss in the first quarter, weighed down by a weak crypto market. Shares retreated premarket. ↘️ Trade Desk (TTD): Shares slid 15% premarket after some disappointing earnings and guidance from the ad-tech company.