NET Cloudflare, Inc. Loading... : Bullish and Bearish Analyst Opinions
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15:35
Sep 03
Sep 03
Cloudflare reports issues amid outages affecting OpenAI, Claude.
Cloudflare reports issues amid outages affecting OpenAI, Claude, and Grok services according to the news headline.
02:39
Sep 01
Sep 01
Network/API Agent control watch
Watch Cloudflare as a beneficiary of network/API controls required for enterprise Agent deployment; research read-through.
MED
03:16
Aug 26
Aug 26
Agentic AI drives Cloudflare's security service demand.
The era of Agentic AI is causing an explosion in non-human bot traffic, driving strong demand for Cloudflare's security services and presenting new AI transaction monetization opportunities.
HIGH
02:23
Aug 26
Aug 26
Cloudflare benefits from exploding AI bot traffic.
Cloudflare is thriving as an AI beneficiary due to the explosion of non-human (bot) traffic driven by Agentic AI, which has already surpassed human traffic and is increasing demand for Cloudflare's security services. Additionally, its new AI-based payment support service could become a massive revenue driver by taking a fee on AI-driven transactions.
HIGH
12:56
Aug 22
Aug 22
Buy AI infrastructure/security names on agentic pivot
Buy MSFT, MDB, RBRK, IRM, MCO and CRWD, PANW, NET as enterprise AI pivots from generic LLMs to agentic workflows and proprietary data, making these infrastructure/security layers core beneficiaries.
MED
21:16
Aug 18
Aug 18
Long-term growth stories to beat algos
Author is long these names as genuine growth stories with bright futures, betting on long-term outperformance over short-term algos.
MED
13:40
Aug 18
Aug 18
The author asks for an opinion on Cloudflare without stating a position or directional view.
The author asks for an opinion on Cloudflare without stating a position or directional view, so it is a watch.
14:54
Aug 14
Aug 14
Hyperliquid News reports that new HIP-3 tickers for CrowdStrike, Cloudflare.
Hyperliquid News reports that new HIP-3 tickers for CrowdStrike, Cloudflare, and IREN were purchased for 500 HYPE each by the account @tradexyz.
23:52
Aug 12
Aug 12
Cloudflare and Akamai are preferred over Fastly.
While Fastly has recovered well and is back in the game, Cloudflare and Akamai remain the preferred plays in the content delivery and edge computing space.
MED
23:45
Aug 12
Aug 12
Research note analyzing Cerebras read-throughs across manufacturing, AI cloud economics.
Research note analyzing Cerebras read-throughs across manufacturing, AI cloud economics, and cybersecurity, with directional impacts framed as analysis rather than explicit positions.
22:02
Aug 12
Aug 12
Author explains he sold all AI stocks to derisk ahead of earnings.
Author explains he sold all AI stocks to derisk ahead of earnings, citing high investor expectations and resistance levels, but frames this as a past decision with no current position or forward call on any specific ticker.
03:15
Aug 12
Aug 12
US software takes over AI leadership
US software stocks are emerging as the new market leaders, as the AI theme shifts from hardware infrastructure to monetization; names like Atlassian, Palo Alto Networks, CrowdStrike, Cloudflare, and Palantir are showing strong price action and earnings momentum.
MED
00:50
Aug 12
Aug 12
NET earnings imminent, outcome uncertain
Upcoming earnings release cited as a near-term catalyst; author flags as a potential bearish or bullish event depending on magnitude of beat/miss.
LOW
12:00
Aug 11
Aug 11
Cloudflare emerged as cloud oligopoly winner.
In cloud computing, the fear that AWS would eat all enterprise value was wrong; an oligopoly of AWS, Azure, GCP emerged, and smaller players like Cloudflare also became $100B+ companies. The same pattern will repeat in AI—markets are much larger than expected, and Cloudflare is one of the non-hyperscale winners that will thrive as an edge cloud provider in the AI era.
MED
21:11
Aug 10
Aug 10
NET earnings due amid elevated AI expectations
NET cited as upcoming earnings catalyst; author notes AI/tech stocks face high bar after AMD's post-earnings decline, creating elevated miss risk.
LOW
14:15
Aug 10
Aug 10
Cloudflare announces a private offering of 2.175 billion dollars in senior convertible notes.
Cloudflare announces a private offering of 2.175 billion dollars in senior convertible notes following last week's guidance boost that sent shares to an intraday high.
11:20
Aug 10
Aug 10
Cloudflare announces a proposed private offering of 2.175 billion dollars in convertible notes.
Cloudflare announces a proposed private offering of 2.175 billion dollars in convertible notes to raise capital.
11:02
Aug 10
Aug 10
Cloudflare announces a proposed private offering of 2.175 billion dollars in convertible notes.
Cloudflare announces a proposed private offering of 2.175 billion dollars in convertible notes to raise capital.
03:20
Aug 10
Aug 10
SaaS stocks rebound as AI beneficiaries.
Software (SaaS) stocks were heavily beaten down in the first half of the year but are now showing strong rebounds as they prove to be beneficiaries of AI, utilizing open-weight models to enhance their services.
HIGH
18:50
Aug 07
Aug 07
Author notes earnings gaps in AKAM, NET, and DOCS as software group looks good but lacks.
Author notes earnings gaps in AKAM, NET, and DOCS as software group looks good but lacks follow-through, a factual observation without explicit positions.
LOW
16:33
Aug 07
Aug 07
NET strong earnings beat, AI read-through
Author notes NET reported a strong earnings beat that provided positive read-through support to AI stocks; no personal directional commitment stated.
LOW
12:47
Aug 07
Aug 07
The author explicitly highlights Cloudflare as a prime example of a cybersecurity name with 'AI-related upside' that benefits from the 'Agentic Utilities' theme.
The author explicitly highlights Cloudflare as a prime example of a cybersecurity name with 'AI-related upside' that benefits from the 'Agentic Utilities' theme.
Risk: The broader cybersecurity sector rally may have already priced in some of this AI-driven demand, leading to momentum-based volatility.
12:26
Aug 07
Aug 07
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP.
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP, and DV on earnings or acquisition news, while RMD, TTD, and SG decline on misses or guidance cuts.
11:26
Aug 07
Aug 07
Premarket movers show mixed megacap tech, with strong earnings-driven gains in AAOI, TEAM, NET.
Premarket movers show mixed megacap tech, with strong earnings-driven gains in AAOI, TEAM, NET, DOCS, FIGS, and CART, while DKNG, SEZL, SG, and TTD fall on disappointing results or outlooks.
07:00
Aug 07
Aug 07
Cloudflare captures agent identity and authorization.
Cloudflare's programmable wallet system for agents positions it at the center of identity and authorization for the agentic internet, using stablecoins and the X42 protocol. With 25% of internet traffic flowing through Cloudflare and agents expected to handle most transactions, owning the authorization layer will accrue significant value.
MED
04:29
Aug 07
Aug 07
TD Cowen raises Cloudflare price target to 355 dollars from 300 while maintaining a positive.
TD Cowen raises Cloudflare price target to 355 dollars from 300 while maintaining a positive outlook on the stock.
03:15
Aug 07
Aug 07
Scotiabank raises Cloudflare price target to 390 dollars from 300 while maintaining a positive.
Scotiabank raises Cloudflare price target to 390 dollars from 300 while maintaining a positive outlook on the stock.
01:05
Aug 07
Aug 07
Cloudflare issued a profit forecast for the year that exceeded Wall Street estimates.
Cloudflare issued a profit forecast for the year that exceeded Wall Street estimates, indicating accelerating demand for networking services amid rapid AI adoption.
00:45
Aug 07
Aug 07
Author sold all AI stocks and outlines a defensive plan using buy stop orders above resistance.
Author sold all AI stocks and outlines a defensive plan using buy stop orders above resistance levels, expecting potential downside if earnings fail to beat high expectations, while remaining sidelined until bullish confirmation.
22:46
Aug 06
Aug 06
Watch NET as agentic AI deployment infrastructure
Monitor NET as AI-generated applications land on Cloudflare infrastructure; rapid developer and paying-customer growth supports future multi-product enterprise expansion.
MED
About NET Analyst Coverage
Buzzberg tracks NET (Cloudflare, Inc.) across 43 sources. 42 bullish vs 4 bearish calls from 52 analysts. Sentiment: predominantly bullish (29%). 130 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: zerohedge, TheValueist, Seo Young-jae.