
Cloudflare tracks AI web crawl requests and referrals from these bots. The data is a proxy for whether AI giants take more from the web than they give back.
CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $2.33B |
| Gross Profit (TTM) | $1.71B |
| EBITDA | $-36.28M |
| Operating Margin | -9.69% |
| Return on Equity | -5.88% |
| Return on Assets | -2.65% |
| Revenue/Share (TTM) | $6.65 |
| Book Value | $4.32 |
| Price-to-Book | 56.36 |
| Price-to-Sales (TTM) | 40.98 |
| EV/Revenue | 36.67 |
| EV/EBITDA | 619.36 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 33.50% |
| Shares Outstanding | $321.19M |
| Float | $317.40M |
| % Insiders | 0.66% |
| % Institutions | 89.61% |
Volatility is currently contracting

Cloudflare tracks AI web crawl requests and referrals from these bots. The data is a proxy for whether AI giants take more from the web than they give back.

Cloudflare's NYSE: NET ScotiaBank upgrade highlights an existential shift in its business. Once a mere content delivery service, Cloudflare has emerged as critical not only to cybersecurity but to AI at all levels of the stack, from infrastructure to applications.

Cloudflare (NET) reached $273.4 at the closing of the latest trading day, reflecting a +1.7% change compared to its last close.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Cloudflare and OpenAI are launching a first-of-its-kind research pilot to explore how insights from participating websites across Cloudflare's global network can help AI search engines discover and index relevant content on the open web more effectively. The pilot is specifically focused on improving the accuracy and timeliness of answers. By using Cloudflare's real-time network.

Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target.

Cloudflare Inc. (NET) shares climbed 7% on Tuesday after Scotiabank upgraded the cloud infrastructure and cybersecurity company, citing growing confidence in its long-term role in artificial intelligence infrastructure and raising its price target on the stock. The brokerage upgraded Cloudflare to Sector Outperform from Sector Perform and increased its price target to $300 from $225, pointing to multiple catalysts that it believes could drive stronger revenue growth over the coming quarters.

Cloudflare is making the boldest AI pivot of any Tier 1 internet infrastructure provider.

Cloudflare has just issued the AI industry a new deadline to separate the web crawlers used for traditional search purposes, like Google Search, from those used for AI agents and training. Starting on September 15, 2026, Cloudflare's default settings will block “mixed-use” crawlers from any pages that host ads, the company announced on Wednesday.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

CoreWeave (NASDAQ:CRWV) stock is down 10% to approximately $90 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider.