Notícias

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Cloudflare's stronger growth outlook, AI security demand and expanding Zero Trust adoption give NET an edge over CrowdStrike despite its premium valuation.

Cloudflare (NYSE:NET) sees its opportunity in agentic artificial intelligence extending beyond its current growth drivers, with Chief Financial Officer Thomas Seifert saying the company’s network architecture is positioned to support low-latency, secure and distributed AI inference workloads. Speak

Starting the lightning round of the September 9 episode of Mad Money, a caller asked for Jim Cramer’s opinion of Akamai Technologies, Inc. (NASDAQ:AKAM). He replied: Akamai, the cybersecurity company, I think it’s terrific. And by the way, I thought that Cloudflare, NET, that was one of my favorites. The two companies are benefiting from […]

Cloudflare (NET) closed the most recent trading day at $306.53, moving 1.49% from the previous trading session.

Check out the companies making headlines yesterday:

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

Cloudflare (NET) demonstrates strong technical momentum, with shares up more than 40% over the past year. Consensus price targets cluster around $350, implying 10% upside from recent levels. Revenue and earnings are projected to grow robustly, but valuation concerns persist as NET remains unprofitable. Analyst sentiment is mixed, with both...

Cloudflare's large-customer gains are fueling revenue growth as rising spending, retention and multi-product adoption strengthen its expansion.

Stocks were down on Thursday as investors watched for stress signs in the bond market as long dated bond yields as oil prices remain elevated .

Two blockbuster partnerships ignite fresh optimism around this cybersecurity stock

Cloudflare Inc. (NYSE:NET) grew its share price by 10.51 percent on Wednesday to finish at $10.51 apiece after issuing a highly optimistic outlook, saying that its future opportunity “could be much larger” than its business. Speaking at the Goldman Sachs Communacopia + Technology Conference 2026, Chief Finance Officer Thomas Seifert said that Cloudflare Inc. (NYSE:NET) […]

Meta's new Muse agent could turbocharge web traffic and Cloudflare's revenue.

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

Shopify announces acquisition of Tailwind Labs. Here’s what the deal really means for SHOP shares.

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 10.1% in the afternoon session after the company introduced a new AI security service integrating OpenAI's cyber models with its infrastructure, fueling a sustained rally in its stock price.

A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.

Fastly is surging 7% on a session when the cloud sector and broad market are both sliding, and no news, analyst call, or catalyst explains the move. The reason behind the rally matters a lot given where the stock sits after a 123% run this year.

Despite rallying the S&P 500 Index over the past year, Fortinet remains a focus of skepticism among analysts, who question its growth prospects.

You may be seeing fewer demands to prove you are human on websites. But AI is changing the battle on both sides. Here’s what it stands.

Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.

NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.

OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is […]

Cloudflare (NET) concluded the recent trading session at $277.85, signifying a -2.34% move from its prior day's close.

Cloudflare (NYSE:NET) launched new AI powered vulnerability discovery and remediation tools for enterprise customers, built on OpenAI models. The company introduced automated, context aware security workflows that aim to help development teams find and fix application weaknesses more quickly. Cloudflare also enabled support for running Cursor Cloud Agents so developers can execute AI coding agents in isolated, customer controlled environments. Together, the new services extend Cloudflare's...

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Cloudflare (NYSE:NET) and the rest of the content delivery stocks fared in Q2.

A number of stocks jumped in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.

Cloudflare stock has delivered a very strong three-year gain, yet current valuation checks point to a premium price, with the intrinsic value estimate and market multiples both indicating the shares trade above what the underlying cash flows might justify. Cloudflare has returned about 326% over the past three years, which puts extra focus on whether the current share price already reflects a lot of optimism. The launch of Adaptive Intelligence in Cloudflare Bot Management can support long...