Core Viewpoint - Cloudflare's stock has shown a significant rally of 9.2% recently, attributed to increased trading volume and optimism surrounding its growth strategy through acquisitions [1][2]. Company Performance - Cloudflare is expected to report quarterly earnings of $0.27 per share, reflecting a year-over-year increase of 42.1%. Revenue is anticipated to reach $589.58 million, marking a 28.2% increase from the same quarter last year [3]. - The consensus EPS estimate for Cloudflare has remained unchanged over the past 30 days, indicating stability in earnings expectations [4]. Industry Context - Cloudflare operates within the Zacks Internet - Software industry, where it holds a Zacks Rank of 2 (Buy). Comparatively, A10 Networks, another company in the same industry, has a Zacks Rank of 3 (Hold) and is expected to report an EPS of $0.26, which is a decline of 16.1% from the previous year [4][5].

U.S. stock futures are presenting a mixed picture this Tuesday, January 27, 2026, as investors navigate a busy week dominated by corporate earnings reports, a crucial Federal Reserve policy meeting, and fresh geopolitical developments. While technology-focused futures show upward momentum, broader market indicators suggest a more cautious approach in premarket trading.Premarket Activity and Index FuturesAs of early Tuesday, premarket trading indicates a divergence among the major U.S. indexes. Nasdaq 100 fu ...

U.S. stock futures were swinging between gains and losses on Tuesday following Monday’s higher close. Futures of major benchmark indices were mixed.On Monday night, President Donald Trump announced fresh tariffs against South Korea, for not "living up to" the trade agreement signed with the United States in July last year. Meanwhile, the Federal Reserve will begin its first two-day policy meeting of the year, as traders are looking past the widely anticipated decision to hold rates steady on Wednesday to in ...

Core Viewpoint - Cloudflare, Inc. is a prominent player in the technology sector, providing services such as CDN, internet security, and DDoS mitigation, and is currently valued at approximately $193.45 with a "Peer Perform" rating from Wolfe Research [1] Group 1: Analyst Ratings - Despite Wolfe Research's hold recommendation, Cloudflare has a "Moderate Buy" consensus rating from thirty research firms, including two sell ratings, nine hold ratings, eighteen buy ratings, and one strong buy rating [2] - The average one-year price target for Cloudflare is around $232.48, indicating potential upside from its current price [2] - Needham and Company LLC upgraded their target price from $240 to $285 while maintaining a "buy" rating, and Stifel Nicolaus increased their target price from $230 to $275, also recommending a "buy" [3] Group 2: Stock Performance - Cloudflare's stock is currently trading at $194.71, reflecting a significant increase of 12.26% or $21.27 [4] - The stock has fluctuated between $183.65 and $194.88 today, with a yearly high of $260 and a low of $89.42 [4] - The company has a market capitalization of approximately $68.2 billion and a trading volume of 5,604,054 shares [4]

Cloudflare Inc (NYSE:NET) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At January 26 at 10:11 AM EST, NET triggered a Power Inflow signal at a price of $188.50. NET had seen a decrease in the stock price leading up to the Power Inflow alert, dropping over 2% within the hour leading up to the signal. At the time of the signal, and then thereafter, both the retail a ...

Group 1 - The core viewpoint of the article highlights a significant rise in AI application software stocks in the US market on Monday, with notable gains for several companies [1] Group 2 - Cloudflare (NET.US) experienced a surge of over 9% [1] - Tempus AI (TEM.US) and Applovin (APP.US) both saw increases of over 4% [1] - Zoom Communications (ZM.US) rose by over 7% [1] - Unity Software (U.US) had a gain of over 3% [1]

Core Viewpoint - Cloudflare, Inc. is recognized as a significant player in the AI stock market, with analysts highlighting its strong position in content delivery networks (CDNs) that support AI-driven traffic [1][3] Group 1: Analyst Ratings and Price Target - Citizens analyst Trevor Walsh has reiterated a Market Outperform rating for Cloudflare with a price target of $270.00, indicating confidence in the stock's performance [1] - The firm believes that the increasing reliance on AI-driven traffic will benefit Cloudflare's network infrastructure [1] Group 2: Insights and Market Position - Insights from industry experts emphasize Cloudflare's critical role in network and security architectures, reinforcing its market position [2] - Publicly available data shows that two Cloudflare account executives met or exceeded their quotas for Q4 2025, suggesting strong customer demand [3] - The company maintains a robust position in the CDN market, with its infrastructure being a key advantage as internet traffic evolves towards AI workloads [3] Group 3: Investment Considerations - While Cloudflare is seen as a potential investment, there are suggestions that other AI stocks may offer greater upside potential with less downside risk [4]

Group 1 - Nokia Corporation is planning to establish a Global Capability Centre (GCC) and additional research centres in Karnataka, with discussions held during the World Economic Forum summit in Davos [6] - The Karnataka government has assured full support for Nokia's future expansion plans, which include operations in Tier-2 cities [2][6] - The state government is committed to supporting the World Economic Forum's 'Yes-BLR UpLink' initiative aimed at sustainable urban development, providing financial assistance and mentorship to start-ups [3][6] Group 2 - Discussions were held with Cloudflare regarding its participation in the 'KWIN City' project and future expansion opportunities in Karnataka [4][6] - Cloudflare's Global Strategy Head praised Karnataka as one of the best destinations for attracting cutting-edge technologies [4][6]

Group 1 - Cloudflare, Inc. (NYSE:NET) is recognized as one of the best quantum computing stocks to buy for 2026 following its acquisition of The Astro Technology Company [1] - The Astro Technology Company, known for its JavaScript web framework, will remain open source under Cloudflare's management to promote long-term growth [2] - UBS has reduced its price target for Cloudflare's stock from $245 to $210 while maintaining a "Neutral" rating, citing weakening sentiment but noting the attractiveness of the broader cybersecurity sector [3] Group 2 - Cloudflare operates as a cloud services provider, offering a composable platform and advanced post-quantum cryptography (PQC) capabilities to protect users and networks [4] - Despite the potential of Cloudflare as an investment, some analysts suggest that certain AI stocks may present greater upside potential with less downside risk [5]

Group 1 - Mizuho Securities has lowered the target prices for several technology companies, including Atlassian, Cloudflare, and Microsoft [1] - The target price for Atlassian has been reduced from $245 to $225, for Cloudflare from $280 to $255, and for Microsoft from $640 to $620 [1] - Despite the target price reductions, Mizuho maintains an "outperform" rating for all three companies [1] Group 2 - Research indicates that the release of budget allocations towards the end of the year is expected to be less aggressive than usual [1] - Investor concerns regarding the disruptive impact of AI on the industry continue to suppress valuation multiples for many software companies, particularly in the SaaS sector [1]