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Investment Rating - The report gives Cloudflare an "Outperform" rating, indicating a positive outlook for the stock [3][6] Core Views - Cloudflare is a leader in the content delivery network (CDN) market with strong revenue growth, achieving $1.297 billion in revenue in 2023, a 32.97% YoY increase [1][7] - The company has a competitive edge in the cybersecurity market, with its integrated platform offering comprehensive solutions, competing against major players like IBM, Microsoft, Broadcom, and Cisco [1][7] - Cloudflare's product portfolio is well-suited for the AI era, with offerings like Workers AI and Firewall for AI, positioning it as a key player in AI application development and security [1][7] - The company's subscription-based business model, with 190,000 paying customers and an ARPU of $6,833, is driven by developer services, which are expected to grow at a CAGR of 15.9% from 2024 to 2027 [1][7] Financial Performance - Cloudflare's revenue is projected to grow to $1.662 billion in 2024, $2.101 billion in 2025, and $2.649 billion in 2026, with YoY growth rates of 28.1%, 26.4%, and 26.1% respectively [4][10] - Non-GAAP net income is expected to be $265 million in 2024, $305 million in 2025, and $386 million in 2026, with net margins of 16%, 15%, and 15% respectively [4][10] Product and Market Analysis - Cloudflare's global network uses Anycast routing, which provides built-in security and efficient data transmission, making it a key differentiator in the CDN market [1][7] - The company has a strong presence in the SMB market, with a focus on cost-effective solutions, and has surpassed Akamai in customer numbers, indicating effective market entry strategies [102][103] - Cloudflare's edge computing platform, Workers, offers zero cold start time, giving it a performance advantage over competitors like Akamai and Fastly [108][109] AI and Future Growth - Cloudflare is well-positioned for AI-driven growth, with products like Workers AI and Firewall for AI, which cater to the increasing demand for AI application development and security [1][7] - The company's AI Gateway provides a unified interface for managing and scaling generative AI workloads, supporting multiple AI providers and offering features like caching and rate limiting [120][121]

Demand for electricity looks only set to grow with the increasing number of electric vehicles, data centers, and the wider electrification of everything. To meet this demand, increased clean power generation is essential. While nuclear is considered a potential solution, itsMountain Valley Value Investments specializes in identifying undervalued companies with strong growth potential across various sectors. Focused on long-term value and buying at the right price, we leverage deep industry insights and rigo ...

Jim Tierney at AllianceBernstein recently told Yahoo Finance that chipmakers like Nvidia were the first phase of the artificial intelligence (AI) trade. He believes the next phase will focus on cloud computing and software companies that use AI chips to provide services to their customers. Tierney believes that phase will move into high gear in 2025.Numerous companies should benefit as the trend takes shape, but Cloudflare (NET -1.12%) is one investors may overlook because it receives less media coverage th ...

Cloudflare (NYSE: NET ) is a well-managed, modern, well-positioned, and dominant cloud and network security company. I'm bullish not only on the business but the sector in general. While my valuation analysis shows a substantial margin of safety and a 20%+ five-yearOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient m ...

Cloudflare (NET) has enjoyed a remarkable 53.1% surge in the past six months, outperforming the Zacks Internet - Software industry, Zacks Computer and Technology sector and the S&P 500’s return of 19.6%, 9.3% and 12.4%, respectively. But with such a stellar performance, investors are left wondering — should they double down on NET, or is caution the wiser path?Cloudflare Price Performance ChartImage Source: Zacks Investment ResearchCloudflare’s Innovations Drive Market OutperformanceCloudflare’s strong perf ...

Morgan Stanley analyst Keith Weiss noted that cybersecurity remains a top spending priority for organizations globally.Weiss noted longer-term tailwinds are intact as recent technological advancements (GenAI, Public Cloud) expand the attack surface area, creating new product opportunities for securing AI and leveraging AI to automate security operations.In the near term, the analyst flagged risks investors might not fully appreciate heading into 2025.Also Read: This Analyst Downgrades Upstart But Says SoFi ...

Cloudflare, Inc NET stock is up after Morgan Stanley analyst Keith Weiss upgraded it from Equal-Weight to Overweight and raised its price target from $92 to $130.Cloudflare remains one of the most compelling secular stories in Weiss’ software coverage universe, given its large TAM (total addressable market), highly scalable network architecture, and emergence as a potential GenAI enabler as organizations look to adopt and experiment with LLMs (large language models).The company is well-positioned to gain a ...

New design capabilities, advanced data visualization and support for .NET 9 and Angular 19 add to the most comprehensive offer on the market for .NET and JavaScript UI libraries BURLINGTON, Mass., Nov. 26, 2024 (GLOBE NEWSWIRE) -- Progress (Nasdaq: PRGS), the trusted provider of AI-powered infrastructure software, today announced the Q4 2024 release of its award-winning Progress® Telerik® and Progress® Kendo UI® component libraries. The release includes comprehensive updates to enhance the design-to-code ha ...

Cloudflare (NET 8.05%) operates the world's leading content delivery network (CDN) -- a distributed cloud platform that puts servers closer to where end users are, making data transfer faster, more secure, and more reliable for its clients and their customers. With servers in 330 locations across the globe, its estimated share of the CDN market exceeds 42%. As such, Cloudflare is in a solid position to make the most of an opportunity that's growing rapidly. Technology consulting firm SkyQuest estimates that ...