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Cloudflare shares jump after forecast raise on AI-driven demand
Reuters8d agobullish
Cloudflare shares jump after forecast raise on AI-driven demand

Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual ‌forecasts, betting that resilient AI-driven demand will sustain traffic across ‌its network. Quarterly results of Cloudflare, whose shares were last up 16.2% at $330.51, follow ​Amazon.com's strongest cloud growth in more than four years. Cloudflare now expects full-year revenue of $2.86 billion to $2.87 billion, up from its prior expectation of $2.805 billion to $2.813 ⁠billion.

Cloudflare shares jump after forecast raise on AI-driven demand
Reuters8d agobullish
Cloudflare shares jump after forecast raise on AI-driven demand

Cloudflare shares rose before the bell on Friday after the cloud services firm raised its annual ‌forecasts, betting that resilient AI-driven demand will sustain traffic across ‌its network. Quarterly results of Cloudflare, whose shares were last up 16.2% at $330.51, follow ​Amazon.com's strongest cloud growth in more than four years. Cloudflare now expects full-year revenue of $2.86 billion to $2.87 billion, up from its prior expectation of $2.805 billion to $2.813 ⁠billion.

Cloudflare Shares Surge After Strong Second-Quarter Results and Higher 2026 Outlook
InvestorsHub8d agobullish
Cloudflare Shares Surge After Strong Second-Quarter Results and Higher 2026 Outlook

Cloudflare (NYSE:NET) shares jumped around 16% in premarket trading on Friday after the cloud networking and cybersecurity company reported second-quarter results that exceeded Wall Street expectations and raised both its quarterly and full-year guidance. The company delivered better-than-expected earnings and revenue, reflecting continued demand for its cloud infrastructure and artificial intelligence services.

Cloudflare raises annual outlook above market estimates on AI-driven demand
Reuters9d agoneutral
Cloudflare raises annual outlook above market estimates on AI-driven demand

Cloudflare raised its full-year revenue forecast above Wall Street expectations after strong ‌quarterly results, betting that the rapid rise ‌of AI agents will keep driving traffic across its network, sending ​its shares up 18% after the bell. The race to build and scale AI agents has led more businesses to rely on Cloudflare's network to safely route ‌traffic and run ⁠those tools, boosting demand for its cloud and security products. Here are more details: • ⁠Cloudflare raised its annual revenue forecast to a range of $2.86 billion to $2.87 billion, from $2.805 billion to $2.813 billion ​previously, and ​above analysts' average estimate ​of $2.81 billion, according to ‌LSEG-compiled data.

Cloudflare Stock Jumps After Revenue Soars Past Estimates
Barrons.com9d agobullish
Cloudflare Stock Jumps After Revenue Soars Past Estimates

Cloudflare stock was climbing Thursday night after the company reported better-than-expected second-quarter financials and third-quarter guidance as artificial intelligence boosts cybersecurity demand. Cloudflare reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million. Analysts surveyed by FactSet were expecting earnings of 27 cents per share on revenue of $665 million.

Cloudflare (NYSE:NET) Reports Bullish Q2 CY2026, Stock Jumps 14.9%
StockStory9d agobullish
Cloudflare (NYSE:NET) Reports Bullish Q2 CY2026, Stock Jumps 14.9%

Cloud security and performance company Cloudflare (NYSE:NET) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 35.9% year on year to $696.1 million. Guidance for next quarter’s revenue was optimistic at $736.5 million at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.29 per share was 7.5% above analysts’ consensus estimates.

Cloudflare poised for second quarter revenue acceleration, says Jefferies
Proactive11d agoneutral
Cloudflare poised for second quarter revenue acceleration, says Jefferies

Cloudflare (NYSE:NET) is expected to accelerate revenue growth in the second quarter and raise its full-year outlook, according to Jefferies, with investors likely looking for a path toward a mid-30% growth rate by the end of 2026 when the company reports results on August 6. The company's Q2...

Cloudflare (NET) Stock May Be Trading At A Premium After A 301% Run
Simply Wall St.12d agoneutral
Cloudflare (NET) Stock May Be Trading At A Premium After A 301% Run

Cloudflare stock has delivered a very strong run over the last few years, while its current valuation checks lean expensive and imply investors are paying a premium for that performance. Cloudflare has returned about 301.3% over the past 3 years, which puts a lot of expectations into the current share price. High growth expectations for Cloudflare's business model can support elevated revenue multiples, but any disappointment in scaling profitability or cash flow may weigh heavily on how the...

BofA refuses to embrace cybersecurity darling ahead of earnings
TheStreet12d agoneutral
BofA refuses to embrace cybersecurity darling ahead of earnings

Every investor has felt the itch to buy the one stock everyone else already owns. Fastly’s chart this year has that kind of pull, a steady climb that turns skeptics into buyers with each new high. One of Wall Street’s largest banks looked at that same chart and decided to stay out. BofA Global ...