Cloudflare Launches Privacy-Preserving Protocol Initiative
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 27 2026
0mins
Source: Yahoo Finance
- Privacy Protocol Initiative: On June 22, Cloudflare announced a collaboration with major web browsers like Google Chrome, Mozilla Firefox, and Microsoft Edge to develop a privacy-preserving protocol aimed at helping users and bots prove their traffic is non-malicious, thereby providing a more secure and frictionless experience for every website owner and internet user.
- Rating Upgrade: Morgan Stanley raised Cloudflare's price target from $245 to $305 on June 4, maintaining an Overweight rating, anticipating that the company will provide clearer long-term margin frameworks and incremental disclosures on platform adoption during its investor day on June 9.
- Strengthening Competitive Moat: Morgan Stanley emphasized that this rating update reinforces Cloudflare's competitive moat and monetization opportunities, particularly as deeper insights into Edge AI and the Agentic Web are expected to boost investor confidence.
- Diverse Business Offerings: Cloudflare offers a variety of cloud-based services, including website security, video streaming and delivery, performance and reliability, insights, advanced security, and domain registration, with operations segmented between the United States and the Rest of the World, showcasing its extensive global market presence.
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Analyst Views on NET
Wall Street analysts forecast NET stock price to fall
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 268.830
Low
131.00
Averages
253.24
High
318.00
Current: 268.830
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. The Company delivers a range of services to businesses of all sizes and in all geographies, enhancing the performance of business-critical applications. Its full suite of products consists of application services that help deliver security, performance, and reliability for any organization's applications connected to the Internet, including Websites and application programming interfaces (APIs) and its secure access service edge (SASE) platform, which contains its suite of and workplace security services and network services solutions to help ensure traffic in and out of an organization’s network and devices is verified and authorized and data is protected and secured, as well as to securely connect data centers, cloud services, and branch offices to an organization with its connectivity cloud. The Company also offers developer-based solutions which build and deploys serverless and artificial intelligence applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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