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 over the next 12 months. According to Wall Street analysts, the average 1-year price target for NET is 253.24 USD with a low forecast of 131.00 USD and a high forecast of 318.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 163.050
Low
131.00
Averages
253.24
High
318.00
Current: 163.050
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. Its full suite of products consists of its website and application services to deliver security, performance, and reliability for an organization's websites, applications, and application programming interfaces (APIs); its secure access service edge (SASE) platform, which contains its suite of Zero Trust and network services solutions to help ensure traffic in and out of an organization’s internal network and devices is verified and authorized as well as to securely connect data centers, cloud services, and branch offices to an organization with its Connectivity Cloud; its developer-based solutions to build and deploy serverless applications with scale, performance, security and reliability, and its consumer offerings. Its website and application security product offerings include Web Application Firewall, Bot Management, Distributed Denial of Service Protection, API Security, SSL/TLS Encryption, Script Management, and Security Center.
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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