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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Jim Cramer Says “I Think That You Should Buy Cloudflare, Right Here”
Insider Monkey133d agobullish
Jim Cramer Says “I Think That You Should Buy Cloudflare, Right Here”

Cloudflare, Inc. (NYSE:NET) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. When a caller inquired about the stock during the episode, Cramer said: I don’t think, I think it took a hit. Now, stocks are overreacting to everything. I didn’t […]

Cloudflare (NET) Valuation Check After Recent Pullback And Conflicting Fair Value Estimates
Simply Wall St.135d agoneutral
Cloudflare (NET) Valuation Check After Recent Pullback And Conflicting Fair Value Estimates

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...

Why Cloudflare (NET) Stock Is Trading Lower Today
StockStory135d agoneutral
Why Cloudflare (NET) Stock Is Trading Lower Today

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.

Cloudflare Q1 Earnings Call Highlights
MarketBeat135d agoneutral
Cloudflare Q1 Earnings Call Highlights

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

NET Q1 Deep Dive: AI-Driven Growth Fuels Restructuring Amidst Market Caution
StockStory136d agobearish
NET Q1 Deep Dive: AI-Driven Growth Fuels Restructuring Amidst Market Caution

Cloud security and performance company Cloudflare (NYSE:NET) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 33.5% year on year to $639.8 million. The company expects next quarter’s revenue to be around $664.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.25 per share was 7% above analysts’ consensus estimates.

Cloudflare Just Hit the AI-First Reset Button: Susquehanna Hikes Price Target to $200
24/7 Wall St.136d agoneutral
Cloudflare Just Hit the AI-First Reset Button: Susquehanna Hikes Price Target to $200

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

Cloudflare stock plummets 23% amid AI-driven layoffs
TheStreet137d agobearish
Cloudflare stock plummets 23% amid AI-driven layoffs

The “AI-first” era of corporate restructuring has claimed its latest high-tech workforce. On May 7, Cloudflare, Inc., sent shockwaves through the tech sector by announcing a massive reorganization plan designated to accelerate its evolution into an “agentic AI-first operating model.” And the ...

Cloudflare Reshapes Workforce For AI First Model As Valuation Stretches
Simply Wall St.138d agoneutral
Cloudflare Reshapes Workforce For AI First Model As Valuation Stretches

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 drops eye-opening AI demand numbers after strong quarter
TheStreet139d agobearish
Cloudflare drops eye-opening AI demand numbers after strong quarter

Most tech companies talk about AI transformation as something that is coming. Cloudflare, Inc. (NET) is living it right now, and the numbers CEO Matthew Prince shared on the first-quarter earnings call are some of the most striking data points I have seen from any company this earnings season. ...

Coinbase & Cloudflare's AI-driven layoffs might not be rewarded
Yahoo Finance Video139d agobearishVIDEO
Coinbase & Cloudflare's AI-driven layoffs might not be rewarded

Cloudflare (NET) announced a round of layoffs, following Coinbase's (COIN) similar announcement at the beginning of the week. Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and EMJ Capital founder and president Eric Jackson chat with Yahoo Finance's Brian Sozzi about the growing impact of artificial intelligence (AI) on the workforce.

MT Newswires139d agoneutral
Top Midday Decliners

Cloudflare (NET) said late Thursday it expects to reduce its workforce by about 1,100 people as part