Cloudflare, Inc. (NET) Stock News

News

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  Massive ‧ 2026/11/13

  These 6 Data Software Stocks Help Companies Put AI to Work

  Six data software companies—Snowflake, Datadog, MongoDB, Cloudflare, Elastic, and Palantir—are benefiting from AI adoption with revenue growth ranging from 15% to 96%. While AI is driving acceleration for most, each company shows different results: Snowflake's product revenue accelerated to 37%, MongoDB reached highest growth in years at 30%, Cloudflare grew 39%, and Palantir surged 96% with commercial revenue exceeding government revenue for the first time. However, Datadog faces headwinds as its largest customer cut usage, and Elastic's growth is slowing. Valuation concerns persist, with Cloudflare and Snowflake trading at premium multiples.

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    SNOW$290.91-2.95%
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    DDOG$184.08-0.18%
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    NET$303.04-3.95%
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  Massive ‧ 2026/11/12

  Is Penguin Solutions Stock a Buy After a 162% Rally in a Year?

  Penguin Solutions (PENG) has surged 161.6% over the past year, driven by strong demand for AI infrastructure and accelerating memory sales. The company's Full-Stack AI Factory Platform and expanding customer base support fiscal 2027 guidance of $2.43B in sales (40% growth) and $4.45 EPS (55% growth). Trading at 1.82X sales versus the industry's 5.30X, PENG appears undervalued, though investors should monitor cash flow consumption, customer concentration risks, and memory market conditions.

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    PENG$45.91-7.63%
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    NET$303.04-3.95%
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    SNOW$290.91-2.95%
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  Massive ‧ 2026/11/12

  The Zacks Analyst Blog Highlights Cisco Systems and Cloudflare

  Zacks analysts recommend two cybersecurity companies with Zacks Rank #2 (Buy) ratings for investment through the end of 2026. Cisco Systems benefits from strong AI hyperscaler orders and security revenue growth, with expectations for double-digit growth in fiscal 2027. Cloudflare is gaining traction with integrated security and networking offerings as enterprises modernize and shift workloads to edge architectures. Both stocks show solid price upside potential based on brokerage price targets.

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    CSCO$95.57-6.24%
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    NET$303.04-3.95%
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  Massive ‧ 2026/11/12

  $1,000 Split Across These 3 Cybersecurity Stocks Could Be Worth This Much in 5 Years

  An analyst projects that $1,000 invested equally across three cybersecurity stocks—Fortinet, Cloudflare, and CrowdStrike—could grow to approximately $1,500 within five years. As AI makes cybersecurity increasingly essential, Fortinet offers a cheaper comeback story after a recent selloff, Cloudflare demonstrates fastest growth in nearly four years, and CrowdStrike leads in AI security monitoring but trades at a premium valuation.

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    FTNT$125.49-2.83%
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    NET$303.04-3.95%
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    CRWD$221.44-3.41%
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  Massive ‧ 2026/11/11

  Is It Worth Investing in Cloudflare (NET) Based on Wall Street's Bullish Views?

  Cloudflare (NET) has a bullish average brokerage recommendation (ABR) of 1.56 with 71.9% Strong Buy ratings from 32 firms. However, the article cautions that brokerage recommendations often carry positive bias due to institutional vested interests. The Zacks Rank #2 (Buy) rating for Cloudflare is considered more reliable, driven by a 27% increase in consensus earnings estimates over the past month to $1.28, suggesting legitimate near-term upside potential.

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    NET$303.04-3.95%
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  Massive ‧ 2026/11/11

  Can Rising Adoption of Workers Platform Boost NET's Long-Term Growth?

  Cloudflare's Workers Developer Platform reached 10 million active developers (up from 7 million), driving strong customer additions and larger enterprise contracts worth millions. The platform's growing adoption is boosting the company's dollar-based net retention rate to 122% and supporting cross-selling opportunities. However, Cloudflare faces intense competition from Fastly and Akamai in edge computing, and trades at a significantly elevated valuation multiple.

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    NET$303.04-3.95%
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    FSLY$16.62-3.32%
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    AKAM$84.20-2.54%
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  Massive ‧ 2026/11/11

  Buy 2 Cybersecurity Bigwigs for Solid Price Upside for Rest of 2026

  Cisco Systems and Cloudflare are leading the cybersecurity rally with strong fundamentals. Cisco's security revenue grew 14% with firewall orders surging over 30%, while the company expects security growth to accelerate in fiscal 2027. Cloudflare's AI-driven security offerings are gaining traction with enterprise adoption. Both companies carry Zacks Rank #2 (Buy) ratings with significant upside potential.

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    CSCO$95.57-6.24%
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    NET$303.04-3.95%