News Cloudflare - Largest Companies by Marketcap, Revenue, Net Income and Employees

Cloudflare: Too Expensive, Too Little Room For Error

30.06.2026 03:14

Cloudflare remains a leading cybersecurity and cloud company but trades at an expensive 198x forward P/E. Read why I maintain a Sell rating for NET stock.

Cloudflare: Too Expensive, Too Little Room For Error

30.06.2026 03:14

Cloudflare remains a leading cybersecurity and cloud company but trades at an expensive 198x forward P/E. Read why I maintain a Sell rating for NET stock.

Cloudflare: A Brilliant Business Trapped Inside A Punishing Valuation

27.06.2026 02:48

Cloudflare (NET) stock analysis: 30% growth vs. 28x sales valuation, dilution, and competition risks. Read here for a detailed investment analysis.

Cloudflare: Structural Acceleration Driven By Agentic AI Traffic

27.06.2026 02:14

Cloudflare (NET) Q1 2026 shows 34% revenue growth and rising free cash flow. We assign a Buy rating and $271 price target supported by premium growth. See more.

SpaceX: Has the Story Run Ahead Of The Stock — Or The Other Way Around?

24.06.2026 09:03

SpaceX stock has become a battleground in just two weeks, with analysts divided on valuation and potential.

Fastly: A 20% Grower Priced Like A Mature CDN

12.06.2026 04:49

Fastly leverages expanding security revenue and higher NRR to drive profitability despite its valuation discount. Read why FSLY stock is rated buy.

Fastly: A 20% Grower Priced Like A Mature CDN

12.06.2026 04:49

Fastly leverages expanding security revenue and higher NRR to drive profitability despite its valuation discount. Read why FSLY stock is rated buy.

Cloudflare, Inc. (NET) Analyst/Investor Day Transcript

11.06.2026 10:52

Cloudflare, Inc. (NET) Analyst/Investor Day June 9, 2026 1:00 PM EDTCompany ParticipantsPhilip Winslow - Vice President of Strategic Finance, Treasury and...

When Will Anthropic Release Mythos? Here's What Prediction Market Is Saying

09.06.2026 01:20

Anthropic plans to release its advanced Claude Mythos AI model soon, following the public release of its Claude Opus 4.8 model.

Cloudflare Is Priced For Perfection

26.05.2026 13:42

Cloudflare, Inc. is rated a Sell due to insufficient margin of safety and risk of multiple compressions. Learn more about NET stock here.

AI Is Rewriting The Cybersecurity Stack

21.05.2026 02:20

Anthropicâs Project Glasswing, an industry-wide initiative built around the restricted-access Claude Mythos Preview model, is bringing frontier AI into vulnerability discovery at scale

Wall Street Breakfast Podcast: Cloudflare Trades Staff For AI

08.05.2026 05:56

Cloudflare to cut 1,100 jobs amid shift to agentic AI-first operating model. Upwork announces 24% reduction in total workforce. IREN jumps 7%, inks five-year $3.

Arm's AI Party Hits A Supply Wall, Stock Falls

07.05.2026 11:59

Arm stock slid after executives warned chip supply shortages could limit its booming AI CPU growth despite strong revenue guidance.

Cloudflare Q1 Preview: Up 90% Since My Buy Call, But You're Too Late (Rating Downgrade)

04.05.2026 10:50

Cloudflare (NET) is up 90%+ since late-2024, but valuation looks full.

Earnings Volatility Watch: 7 AI-Linked Stocks Are Set For Double-Digit Moves This Week

04.05.2026 10:45

Seven AI-linked names with combined market caps of $830 billion report this week — and options markets are pricing every single one for a double-digit move. (157 chars — slight trim needed)

Cloudflare: Developer Platform Driving Stronger Growth

26.04.2026 03:12

Cloudflare's 2025 revenue grew 30%, driven by rapid customer expansion, especially from its Developer Platform. Read why NET stock is a Buy.

Cloudflare's Agentic AI Premium Overly Done - Further Consolidation Likely

23.04.2026 10:29

Cloudflare benefits from agentic AI demand and enterprise cross-selling, but premium valuation and SBC dilution cap upside. Click for more on NET stock.

Cloudflare and GoDaddy Partner to Help Enable an Open Agentic Web

20.04.2026 10:21

Originally published by GoDaddySAN FRANCISCO and TEMPE, Ariz. - Cloudflare, Inc. , the leading connectivity cloud company, and GoDaddy , global leader in domains and tech for small businesses, today...