
Fears of AI disruption have set up a buying opportunity in Cloudflare (NYSE: NET) stock that may quickly evaporate, as the Q4 2025 results and 2026 guidance were robust. AI is disrupting the Internet, flooding it with agents, and, in the words of Cloudflare’s CEO, it is driving a virtual flywheel for its cybersecurity business.
Simply put, Cloudflare is critical to AI agent traffic because of its unified, secure network, which accelerates AI applications. The more agents working on the Internet, the greater the demand for Cloudflare services, which are, in turn, driven by AI agents. More equals more in an accelerating cycle.