
After a choppy start to the year, Cloudflare Inc. (NYSE: NET) has rapidly emerged as one of the tech sector’s most exciting growth stories. Having finished 2025 on the back foot, the stock has staged an aggressive comeback in recent weeks, driven by a combination of strong earnings, improving guidance and fresh positioning of Cloudflare at the center of the artificial intelligence (AI) revolution.
Last month’s earnings report played a key role in resetting sentiment.