Cloudflare Shares Surge on New Partnerships and Product Launches
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NET?
Source: Yahoo Finance
- Stock Surge: Cloudflare's shares rose 6.9% in the afternoon session, reflecting market enthusiasm for its announcements during 'Agents Week,' particularly the expanded partnership with OpenAI and the new security collaboration with Wiz.
- Technology Integration: The company expanded its Agent Cloud platform to integrate OpenAI's GPT-5.4 and Codex models, aiming to enable enterprises to run autonomous AI agents at scale, thereby enhancing operational efficiency and competitive edge.
- Product Launches: During 'Agents Week,' Cloudflare also introduced a new email service and tools designed to make AI interactions more cost-effective, further strengthening its product portfolio to meet market demand for high-performance AI applications.
- Analyst Upgrade: Piper Sandler upgraded Cloudflare's rating from Neutral to Overweight, indicating confidence in its future growth potential, even as the stock remains 21.7% below its 52-week high.
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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: 197.380
Low
131.00
Averages
253.24
High
318.00
Current: 197.380
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.
Cloudflare Shares Surge on New Partnerships and Product Launches
- Stock Surge: Cloudflare's shares rose 6.9% in the afternoon session, reflecting market enthusiasm for its announcements during 'Agents Week,' particularly the expanded partnership with OpenAI and the new security collaboration with Wiz.
- Technology Integration: The company expanded its Agent Cloud platform to integrate OpenAI's GPT-5.4 and Codex models, aiming to enable enterprises to run autonomous AI agents at scale, thereby enhancing operational efficiency and competitive edge.
- Product Launches: During 'Agents Week,' Cloudflare also introduced a new email service and tools designed to make AI interactions more cost-effective, further strengthening its product portfolio to meet market demand for high-performance AI applications.
- Analyst Upgrade: Piper Sandler upgraded Cloudflare's rating from Neutral to Overweight, indicating confidence in its future growth potential, even as the stock remains 21.7% below its 52-week high.
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- Market Performance Review: Since Cramer’s comments, Fastly’s stock has surged over 226%, reflecting market recognition of its potential and ongoing investor interest in the cloud computing sector.
- Competitor Analysis: While Cramer expresses a favorable view of Fastly, he shows a stronger preference for Cloudflare, noting its superior market performance and management, suggesting investors should monitor competitive dynamics closely.
- Investment Risk Advisory: Although Fastly is seen as a promising investment, analysts caution that certain AI stocks may offer greater upside potential and lower downside risk, advising investors to be prudent in their selections.
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- Software Stocks Rebound: Over the last four trading days, the iShares Expanded Tech-Software Sector ETF (IGV) has jumped over 12%, marking the beginning of a rebound in software stocks, although their overall performance still lags behind chip stocks.
- Notable Individual Performers: In the software sector, Oracle (ORCL) has risen nearly 30% in four days, while other companies like Atlassian (TEAM) and Cloudflare (NET) have also posted double-digit gains, indicating a recovering market confidence in the software industry.
- Market Dynamics Shift: Despite the short-term rebound in software stocks, chip stocks continue to dominate the market, with Broadcom (AVGO) and Marvell (MRVL) up over 35% and 50%, respectively, suggesting that the recovery momentum in the semiconductor sector remains strong.
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- Chip Sector Boost: Taiwan Semiconductor Manufacturing Co raised its 2026 revenue forecast, highlighting strong AI demand, which propelled chipmakers' stock prices, particularly benefiting major suppliers to Nvidia and Apple, further enhancing market optimism.
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- Historical Return Comparison: It mentions that Netflix and Nvidia were previously on the recommendation list, where a $1,000 investment at the time would now be worth $573,160 and $1,204,712 respectively, showcasing the strong performance of Motley Fool Stock Advisor.
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Cloudflare Shares Surge on New Partnerships and Product Launches
- Stock Surge: Cloudflare's shares rose 6.9% in the afternoon session, reflecting market enthusiasm for its announcements during 'Agents Week,' particularly the expanded partnership with OpenAI and the new security collaboration with Wiz.
- Technology Integration: The company expanded its Agent Cloud platform to integrate OpenAI's GPT-5.4 and Codex models, aiming to enable enterprises to run autonomous AI agents at scale, thereby enhancing operational efficiency and competitive edge.
- Product Launches: During 'Agents Week,' Cloudflare also introduced a new email service and tools designed to make AI interactions more cost-effective, further strengthening its product portfolio to meet market demand for high-performance AI applications.
- Analyst Upgrade: Piper Sandler upgraded Cloudflare's rating from Neutral to Overweight, indicating confidence in its future growth potential, even as the stock remains 21.7% below its 52-week high.
See More
Jim Cramer Recommends Fastly Stock Amid Market Speculation
- Cramer’s Recommendation: During the lightning round, Jim Cramer highlighted Fastly's stock, which rose from $6 to $35, currently priced at $24, suggesting it is a buy, indicating a positive outlook on the stock.
- Market Performance Review: Since Cramer’s comments, Fastly’s stock has surged over 226%, reflecting market recognition of its potential and ongoing investor interest in the cloud computing sector.
- Competitor Analysis: While Cramer expresses a favorable view of Fastly, he shows a stronger preference for Cloudflare, noting its superior market performance and management, suggesting investors should monitor competitive dynamics closely.
- Investment Risk Advisory: Although Fastly is seen as a promising investment, analysts caution that certain AI stocks may offer greater upside potential and lower downside risk, advising investors to be prudent in their selections.
See More
Software Stocks Catch Up to Chip Stocks in Rebound
- Chip Stocks Surge: Since the March 30 bottom, the iShares Semiconductor ETF (SOXX) has surged over 30% in 12 trading days, indicating a strong recovery in the semiconductor sector and reflecting optimistic market expectations for semiconductor demand.
- Software Stocks Rebound: Over the last four trading days, the iShares Expanded Tech-Software Sector ETF (IGV) has jumped over 12%, marking the beginning of a rebound in software stocks, although their overall performance still lags behind chip stocks.
- Notable Individual Performers: In the software sector, Oracle (ORCL) has risen nearly 30% in four days, while other companies like Atlassian (TEAM) and Cloudflare (NET) have also posted double-digit gains, indicating a recovering market confidence in the software industry.
- Market Dynamics Shift: Despite the short-term rebound in software stocks, chip stocks continue to dominate the market, with Broadcom (AVGO) and Marvell (MRVL) up over 35% and 50%, respectively, suggesting that the recovery momentum in the semiconductor sector remains strong.
See More
Jim Cramer's Insights on Various Stocks
- Lumen Technologies Assessment: Cramer views Lumen Technologies as a decent investment but emphasizes the need for showcasing more interesting customers to enhance its appeal, which could potentially boost market confidence and stock performance.
- Venture Global Outlook: Initially skeptical about Venture Global, Cramer has shifted his stance as the stock price has declined, believing its positioning in the LNG sector will provide a competitive advantage in the changing market landscape.
- Fastly Investment Advice: Cramer reflects on Fastly's price trajectory, noting he recommended buying at $6 and still sees it as a buy at $24, indicating his ongoing optimism about cloud services, which may attract further investor interest.
- ARMOUR Residential REIT Concerns: Cramer expresses concerns over ARMOUR Residential REIT's high yield, suggesting that the high interest rate environment may not be beneficial, although he acknowledges the potential investment value, reflecting a complex market sentiment towards REITs.
See More
US Stocks Close Higher with Chipmakers Rallying
- Market Recovery: On Thursday, the S&P 500 rose by 0.26% and the Nasdaq 100 by 0.49%, reaching new highs, indicating a strong rebound after early losses and reflecting investor confidence in economic recovery.
- Chip Sector Boost: Taiwan Semiconductor Manufacturing Co raised its 2026 revenue forecast, highlighting strong AI demand, which propelled chipmakers' stock prices, particularly benefiting major suppliers to Nvidia and Apple, further enhancing market optimism.
- Oil Price Impact: Despite the stock market gains, crude oil prices surged over 3%, raising concerns about the Middle East situation and limiting the market's upward momentum, illustrating the potential impact of energy prices on the overall economy.
- Mixed Economic Data: Initial jobless claims fell to 207,000, exceeding expectations and indicating labor market strength, but unexpected declines in manufacturing production reflect economic uncertainty, which could influence future monetary policy.
See More
Recent Updates on AI Stocks and Synopsys
- AI Stock Outlook: The recent video discusses updates affecting Synopsys and other AI stocks, highlighting the potential of AI in the future economy, although specific data was not provided, it has sparked investor interest.
- Unique Company Report: The team released a report on a company dubbed an 'Indispensable Monopoly' that provides critical technology needed by Nvidia and Intel, which could impact the market positions of these giants.
- Investment Recommendations: The Motley Fool analyst team identified 10 best stocks for investors, notably excluding Microsoft, indicating a shift in market focus towards other potential stocks that may influence investor decisions.
- Historical Return Comparison: It mentions that Netflix and Nvidia were previously on the recommendation list, where a $1,000 investment at the time would now be worth $573,160 and $1,204,712 respectively, showcasing the strong performance of Motley Fool Stock Advisor.
See More
