Cloudflare (NET) Acquires Human Native to Transform AI Data Marketplace
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy NET?
Source: stocktwits
- Acquisition Strategy: Cloudflare announced the acquisition of AI data marketplace Human Native, aiming to transform content into high-quality AI-ready data, thereby accelerating content discovery and access for AI developers.
- Leadership Insight: CEO Matthew Prince emphasized that content creators deserve control over their work, and the acquisition will help establish a transparent economic model to drive the next phase of the Internet.
- Market Reaction: Following the acquisition announcement, Cloudflare's stock rose 0.3% in after-hours trading on Thursday, indicating positive market sentiment despite the lack of disclosed deal value and timeline.
- Cybersecurity Achievements: In its Fifth Annual Impact Report, Cloudflare noted blocking nearly 10 billion cyber attacks monthly in 2025, showcasing its strong capabilities in protecting public interest organizations and election infrastructure.
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Analyst Views on NET
Wall Street analysts forecast NET stock price to rise
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 211.690
Low
131.00
Averages
253.24
High
318.00
Current: 211.690
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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- Investor Confidence: The steady performance of Cloudflare's stock may enhance investor expectations for its future earnings, potentially driving up its market value and strengthening the company's competitive position in the industry.
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