云服务提供商Cloudflare(NET.US)盘前跌近6%报193美元。消息面上，Cloudflare疑似面临大规模服务中 断，同时故障监测网站Down Detector也出现宕机情况。此外，据SolanaFloor监测，包括Jupiter、 Raydium和Meteora在内的多个主要Solana协议的用户界面也出现宕机。 ...

Just In: Due to Cloudflare outage, numerous cryptocurrency applications, including centralized exchanges like Coinbase and Kraken, as well as the user interfaces of many DeFi protocols, have experienced outages. https://t.co/Sh2OmfuvEP ...

And with that, it is now time for the big three. We've got three stocks, three charts, and three trades. Rick Ducat, of course, here to take us through the charts. And here to take us through the trades today is Jason Brown from the brownreport.com and the author of five-year millionaire. Great to have you both with us. Jason, great to have you back on the show.Would love to quickly start with just a big picture thought on some of the market action we've seen so far in December. >> Yeah, good to see you guy ...

Core Thesis - Cloudflare, Inc. is experiencing strong growth driven by robust performance in Q3 2025, with significant revenue increases and a positive outlook for future growth [2][6] Financial Performance - Cloudflare reported Q3 2025 revenue of $562 million, representing a 31% year-over-year growth and a 10% sequential increase [2] - The company achieved a 15.3% operating margin and a 13.3% free cash flow margin, despite a gross margin compression to 75.3% due to increased AI-related traffic [3] Customer and Market Dynamics - The company has nearly 296,000 customers, with a dollar-based net retention rate of 119%, indicating strong multi-product adoption [2] - Strategic partnerships with major firms like Visa, Mastercard, and Oracle are enhancing Cloudflare's position in secure AI interactions and multi-cloud architectures [4] Product and Service Development - Cloudflare's Zero Trust and SASE solutions are gaining traction as customers consolidate legacy tools onto Cloudflare One [4] - The company is positioned as a leader in edge inference for AI firms, with GPU utilization reaching 70-80% [3] Future Outlook - Cloudflare raised its full-year guidance and reiterated long-term targets, aiming for a $5 billion revenue run rate by 2028 [6] - The company continues to showcase its platform's breadth through large enterprise wins, including multimillion-dollar deals across various sectors [5]

Company Overview - Cloudflare is currently valued at $70 billion with a revenue of $2.0 billion, trading at $201.26 [2] - The company has shown a revenue growth of 28.1% over the last 12 months, with an operating margin of -9.6% [2] - Cloudflare's liquidity is strong, with a Debt to Equity ratio of 0.05 and a Cash to Assets ratio of 0.7 [2] - The stock is currently valued at a P/E multiple of -727.5 and a P/EBIT multiple of -874.5, indicating a very high valuation [2] Stock Performance - Cloudflare's stock has decreased by 20.5% over 21 trading days due to concerns about network reliability following a global outage [2] - Historically, the stock has returned a median of 12.6% in the year following significant drops since 2010 [3] - The stock experienced an 82.6% decline from its peak of $217.25 on November 18, 2021, to $37.84 on November 9, 2022, compared to a peak-to-trough drop of 25.4% for the S&P 500 [8] - The stock fully recovered to its pre-crisis peak by September 8, 2025, and reached a high of $253.30 on November 2, 2025, before trading at $201.26 [8] Market Resilience - Concerns arise regarding the resilience of Cloudflare's stock if the market experiences a downturn, particularly if it drops another 20-30% to $141 [4] - The stock has historically performed worse than the S&P 500 during several economic downturns, both in terms of the extent of decline and speed of recovery [4] - In the 2020 pandemic, the stock declined by 31.8% from a high of $23.35 on March 5, 2020, to $15.92 on March 16, 2020, compared to a peak-to-trough decline of 33.9% for the S&P 500, but it fully regained its pre-crisis peak by March 30, 2020 [9]

巴克莱首次覆盖Cloudflare，给予"增持"评级，目标价为235美元。(格隆汇) ...

Core Viewpoint - Cloudflare Inc (NYSE:NET) stock has seen a positive movement following Barclays' initiation of coverage with an "overweight" rating and a price target of $235, driven by factors such as increased cloud computing adoption, cybersecurity needs, and advancements in AI [1] Group 1: Stock Performance - Cloudflare's stock is currently up 4.4% at $205.92 after Barclays' coverage initiation [1] - The stock has experienced a significant pullback from its record high of $260 on November 3, finding support at the $180 level, which aligns with its ascending 180-day moving average [3] - The stock is up 90.4% in 2025, indicating a strong recovery trend [3] Group 2: Analyst Ratings - Among 36 analysts covering Cloudflare, 20 have a "buy" or better rating, while 16 have a "hold" or worse rating [2] - The 12-month consensus price target for Cloudflare is $239.21, representing a 17.6% premium to current stock levels [2] Group 3: Options Market - Options trading appears favorable for Cloudflare, with a Schaeffer's Volatility Index (SVI) of 53% ranking in the 24th percentile of its annual range, suggesting low volatility expectations from options traders [4]

巴克莱银行首次覆盖Cloudflare，给予"增持"评级，目标价235美元。 ...

Core Insights - Cloudflare, Inc. (NYSE:NET) is highlighted as a potential investment opportunity, particularly in the context of AI advancements and cybersecurity needs [1] - The company provides a range of cloud-based solutions including security, performance, and networking, positioning itself as a key player in protecting content from unauthorized AI access [1] Company Overview - Cloudflare offers services such as website protection, Zero Trust security, content delivery, and developer tools [1] - The company has taken a proactive stance by being the first internet infrastructure provider to block AI crawlers from accessing content without permission [1] Market Position - Jim Cramer has identified Cloudflare as a stock that is currently a buy, suggesting that it has already experienced a better entry point in the past [1] - The stock is considered one of the potential winners in the AI sector, benefiting from the increasing need for cybersecurity solutions as generative AI platforms proliferate [1]

Core Insights - Cloudflare, Inc. (NYSE:NET) is recognized as one of the best cloud stocks to buy currently, with varying ratings from analysts [1][2] - The company experienced a significant network outage on November 18, impacting major websites and drawing global attention [2][3] - Despite the outage, analysts believe it is a non-structural issue with no long-term impact on the company's reputation or operations [3] Company Overview - Cloudflare, Inc. is a connectivity cloud company that offers a comprehensive platform designed to secure, accelerate, and enhance the performance and reliability of websites, applications, and APIs [4] Market Position - The company manages and secures approximately 20% of global web traffic and serves 35% of Fortune 100 companies, highlighting its strategic importance in the industry [2][3]