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Truist Securities Maintains Buy on Cloudflare, Raises Price Target to $300
21.07.2026 12:20
Truist Securities analyst Junaid Siddiqui maintains Cloudflare (NYSE:NET) with a Buy and raises the price target from $250 to $300.
Quantum ETF Pulls Back From June Highs As Technical Indicators Signal Cooling Momentum
21.07.2026 11:22
Defiance Quantum ETF (QTUM) is showing weakening technical momentum. Here's what technical indicators suggest for the quantum computing ETF.
Citizens Maintains Market Outperform on Cloudflare, Raises Price Target to $330
20.07.2026 09:39
Citizens analyst Patrick Walravens maintains Cloudflare (NYSE:NET) with a Market Outperform and raises the price target from $270 to $330.
Wells Fargo Maintains Overweight on Cloudflare, Raises Price Target to $300
20.07.2026 08:45
Wells Fargo analyst Ryan Macwilliams maintains Cloudflare (NYSE:NET) with a Overweight and raises the price target from $270 to $300.
Cloudflare: Too Expensive, Too Little Room For Error
30.06.2026 03:14
Cloudflare remains a leading cybersecurity and cloud company but trades at an expensive 198x forward P/E. Read why I maintain a Sell rating for NET stock.
Cloudflare: Too Expensive, Too Little Room For Error
30.06.2026 03:14
Cloudflare remains a leading cybersecurity and cloud company but trades at an expensive 198x forward P/E. Read why I maintain a Sell rating for NET stock.
Cloudflare: A Brilliant Business Trapped Inside A Punishing Valuation
27.06.2026 02:48
Cloudflare (NET) stock analysis: 30% growth vs. 28x sales valuation, dilution, and competition risks. Read here for a detailed investment analysis.
Cloudflare: Structural Acceleration Driven By Agentic AI Traffic
27.06.2026 02:14
Cloudflare (NET) Q1 2026 shows 34% revenue growth and rising free cash flow. We assign a Buy rating and $271 price target supported by premium growth. See more.
SpaceX: Has the Story Run Ahead Of The Stock — Or The Other Way Around?
24.06.2026 09:03
SpaceX stock has become a battleground in just two weeks, with analysts divided on valuation and potential.
Fastly: A 20% Grower Priced Like A Mature CDN
12.06.2026 04:49
Fastly leverages expanding security revenue and higher NRR to drive profitability despite its valuation discount. Read why FSLY stock is rated buy.
Fastly: A 20% Grower Priced Like A Mature CDN
12.06.2026 04:49
Fastly leverages expanding security revenue and higher NRR to drive profitability despite its valuation discount. Read why FSLY stock is rated buy.
Cloudflare, Inc. (NET) Analyst/Investor Day Transcript
11.06.2026 10:52
Cloudflare, Inc. (NET) Analyst/Investor Day June 9, 2026 1:00 PM EDTCompany ParticipantsPhilip Winslow - Vice President of Strategic Finance, Treasury and...
When Will Anthropic Release Mythos? Here's What Prediction Market Is Saying
09.06.2026 01:20
Anthropic plans to release its advanced Claude Mythos AI model soon, following the public release of its Claude Opus 4.8 model.
Cloudflare Is Priced For Perfection
26.05.2026 13:42
Cloudflare, Inc. is rated a Sell due to insufficient margin of safety and risk of multiple compressions. Learn more about NET stock here.
AI Is Rewriting The Cybersecurity Stack
21.05.2026 02:20
Anthropicâs Project Glasswing, an industry-wide initiative built around the restricted-access Claude Mythos Preview model, is bringing frontier AI into vulnerability discovery at scale
Wall Street Breakfast Podcast: Cloudflare Trades Staff For AI
08.05.2026 05:56
Cloudflare to cut 1,100 jobs amid shift to agentic AI-first operating model. Upwork announces 24% reduction in total workforce. IREN jumps 7%, inks five-year $3.
Arm's AI Party Hits A Supply Wall, Stock Falls
07.05.2026 11:59
Arm stock slid after executives warned chip supply shortages could limit its booming AI CPU growth despite strong revenue guidance.
Cloudflare Q1 Preview: Up 90% Since My Buy Call, But You're Too Late (Rating Downgrade)
04.05.2026 10:50
Cloudflare (NET) is up 90%+ since late-2024, but valuation looks full.
Earnings Volatility Watch: 7 AI-Linked Stocks Are Set For Double-Digit Moves This Week
04.05.2026 10:45
Seven AI-linked names with combined market caps of $830 billion report this week — and options markets are pricing every single one for a double-digit move. (157 chars — slight trim needed)
Cloudflare: Developer Platform Driving Stronger Growth
26.04.2026 03:12
Cloudflare's 2025 revenue grew 30%, driven by rapid customer expansion, especially from its Developer Platform. Read why NET stock is a Buy.