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Barchart

Nauman Khan

Cloudflare Is Riding the AI Wave. Wall Street Is Raising Bets on NET Stock.

Cloudflare NET Stock

Cloudflare (NET) stock is getting a fresh vote of confidence from Wall Street after the company delivered a stronger-than-expected second quarter and raised its full-year outlook. Shares jumped following the report, pushing the stock to record territory as investors digested accelerating growth, stronger customer additions, and rising demand tied to artificial intelligence.

The bigger story is that analysts now see Cloudflare as more than a cybersecurity and content-delivery company. Its network is increasingly becoming infrastructure for the AI-driven internet, giving Wall Street another reason to raise its expectations for NET stock.

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