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Jim Cramer on Cloudflare: “They’re a Terrific Cyber Defender”
Insider Monkey103d agoneutral
Jim Cramer on Cloudflare: “They’re a Terrific Cyber Defender”

Cloudflare, Inc. (NYSE:NET) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer mentioned the stock during the episode and said: After the close, there’s another consistent winner reporting, Cloudflare. This company does a lot of things with content online, but what I like best is how […]

Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside
24/7 Wall St.103d agoneutral
Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside

Cloudflare (NYSE:NET) currently trades around $207.07, while the average Wall Street price target sits at $231.85, implying roughly 12% upside. Cloudflare operates a global connectivity cloud that delivers content, secures traffic, and increasingly serves as infrastructure for AI workloads. CEO Matthew Prince has positioned the company as the platform powering the “agentic Internet,” where AI agents run ... Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside

How The Cloudflare (NET) Investment Story Is Shifting As Analyst Views Diverge
Simply Wall St.104d agoneutral
How The Cloudflare (NET) Investment Story Is Shifting As Analyst Views Diverge

The updated fair value estimate for Cloudflare edges to about US$231.85 from roughly US$232.43, signaling only a very small adjustment in the model’s price target. This fine tuning sits alongside a split in recent analyst commentary, with some firms lifting their stance while others trim targets as they reassess how much of Cloudflare’s growth story is already reflected in the stock. As you read on, you will see how to interpret these shifting signals and keep track of the evolving Cloudflare...

Cloudflare Bets On AI Agent Onboarding As Valuation Questions Linger
Simply Wall St.105d agoneutral
Cloudflare Bets On AI Agent Onboarding As Valuation Questions Linger

Cloudflare (NYSE:NET) introduced fully automated company provisioning for AI agents, enabled through a partnership with Stripe. The new feature allows AI agents to open Cloudflare accounts, manage payments, register domains, and deploy applications without human intervention. Cloudflare is offering up to US$100,000 in credits to qualifying new startups that adopt this automated onboarding model. For readers watching AI infrastructure, this move puts Cloudflare at the intersection of...

Cloudflare (NET): The Best Edge Computing Stock to Buy Right Now
Insider Monkey109d agobullish
Cloudflare (NET): The Best Edge Computing Stock to Buy Right Now

Cloudflare, Inc. (NYSE:NET) is one of the 10 Best Edge Computing Stocks to Buy Right Now. On April 14, 2026, Piper Sandler upgraded Cloudflare, Inc. (NYSE:NET) to Overweight from Neutral with a $222 price target. The firm highlighted the company’s positioning across multiple areas, including Delivery, APSEC, NaaS, SASE, IAS, and IaaS, and said the […]

Cloudflare (NYSE:NET) Valuation Check After Strong Q4 Results And New AI Security And Networking Launches
Simply Wall St.109d agoneutral
Cloudflare (NYSE:NET) Valuation Check After Strong Q4 Results And New AI Security And Networking Launches

Cloudflare (NET) is back in focus after reporting robust fourth quarter results and unveiling two AI centered moves: a security partnership with Wiz and the launch of its Cloudflare Mesh private networking platform. See our latest analysis for Cloudflare. The latest product launches and security partnership come on top of solid recent trading, with a 1-year total shareholder return of 75.5% and a very large 3-year total shareholder return. Shorter term share price gains suggest momentum is...

Is It Too Late To Consider Cloudflare (NET) After A 75% One Year Surge?
Simply Wall St.109d agobullish
Is It Too Late To Consider Cloudflare (NET) After A 75% One Year Surge?

Wondering whether Cloudflare's current share price actually lines up with its underlying worth, or if expectations have simply run ahead of the fundamentals? The stock last closed at US$212.36, with returns of 3.7% over 7 days, 4.6% over 30 days, 8.3% year to date, 75.5% over 1 year, and 374.9% over 3 years. This naturally raises questions about what is already priced in. Recent headlines around Cloudflare have kept investor attention firmly on the stock, reinforcing interest in how its...

Is SentinelOne, Inc. (S) A Good Stock To Buy Now?
Insider Monkey111d agobullish
Is SentinelOne, Inc. (S) A Good Stock To Buy Now?

Is S a good stock to buy? We came across a bullish thesis on SentinelOne, Inc. on r/ValueInvesting by PerformanceProof6161. In this article, we will summarize the bulls’ thesis on S. SentinelOne, Inc.’s share was trading at $14.32 as of April 20th. S’s forward P/E was 42.19 according to Yahoo Finance. SentinelOne, Inc. operates as a cybersecurity provider in the United States and […]