$CloudFlare(NET.US) | Truist Securities 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟓𝟎
Analyst sees Cloudflare's shift to a unified platform for security, developer tools, and AI as strategically credible, despite near-term margin pressure.
CloudFlare
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- H
$CloudFlare(NET.US) | Citizens 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟑𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟕𝟎
Analyst sees infrastructure software in a far better position than applications, liking Cloudflare as a name heading into earnings.
- H
$CloudFlare(NET.US) | Mizuho 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞 to $𝟑𝟏𝟎 from $𝟐𝟔𝟎, maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦
- H
$CloudFlare(NET.US) | Citizens 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞, 𝐦𝐚𝐢𝐧𝐭𝐚𝐢𝐧𝐬 𝐏𝐓 𝐚𝐭 $𝟐𝟕𝟎
Analyst reiterates a Market Outperform rating on Cloudflare following the company's Investor Day on June 9th.
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🚨 Pre-market buzz!
$CBRL(CBRL.US) $Chewy(CHWY.US) $Oscar Health(OSCR.US) $Cava(CAVA.US) $Global-e Online(GLBE.US) $Nike(NKE.US) $Alibaba(BABA.US) $CloudFlare(NET.US) $Old Dominion Freight(ODFL.US) $Wolfspeed(WOLF.US) $SAI $Summit Therapeutics(SMMT.US) $J Jill(JILL.US) $Super Micro Computer(SMCI.US) $Dianthus Therapeutics(DNTH.US)
- H
$CloudFlare(NET.US) | Morgan Stanley reiterates 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗖𝗹𝗼𝘂𝗱𝗳𝗹𝗮𝗿𝗲, 𝗿𝗮𝗶𝘀𝗲𝘀 𝗣𝗧 𝘁𝗼 $𝟯𝟬𝟱
Analyst sees Cloudflare as one of the best assets in software due to its strong competitive positioning and expects more detail on its Edge AI roadmap.
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$CloudFlare(NET.US) | 𝐂𝐥𝐨𝐮𝐝𝐟𝐥𝐚𝐫𝐞: RBC Capital reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟒𝟎
Analyst sees AI and agentic positioning emerging as major catalysts, with Cloudflare viewed as ahead of schedule on growth targets
- J
I’d pick the AI capex reality trade, but selectively. The key shift is that AI spending is no longer just management guidance, it’s increasingly showing up as multi-year contracts, prepayments, infrastructure partnerships and equity-linked deals. That makes me more comfortable with picks-and-shovels names tied to compute, power, data centres, connectivity and cooling. But I’d still avoid chasing every AI-adjacent stock blindly, because the winners may be concentrated while weaker tech names get left behind.
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- D
COIN (Trans): Confident a bill will be enacted by late summer
Below is Dolphin Research's compiled Trans of $Coinbase(COIN.US) FY26 Q1 earnings call.
For the earnings analysis, please see 'Coinbase: After a long drought, awaiting policy rain'.1) Earnings highlights recap. Shareholder returns: repurchased approx. 6 mn shares in Q1, spending $1.1 bn. Cumulative buybacks have offset about 90% of dilution from employee equity grants since Q4 2024.The 2026 convertible notes ($1.3 bn) mature on Jun 1. If the conversion price is not triggered, the company plans to repay in cash...
CoinbaseConference Minutes - 亿
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- D
I wish US and Iran will just stop behaving like spoilt children and act like the adults which they are. And US being supposedly stronger should just agree to disagree. Not everybody wants to have them as an example. Peace will only prevail when everyone agrees to each other differences and behave accordingly as to how they themselves wish to be treated.
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- H
Same old story. US and Iran are behaving like kids at a playground. Friends one day and fighting another day. And the markets like parents. The faster the markets ignore them, the better they will behave. And like smart kids, they are making use of their parents! In this analogy, people in the circle are making loads of money from the market gyrations!
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- M
I am bullish on Nvdia, it has been stagnant for some time now. These news are definitely tailwinds that will drive to all time high!
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- N
CoreWeave raised its 2026 capital expenditure forecast, citing increased component prices, which led to a 9% drop in shares after hours. Even though earnings beat expectations, increase in capex once more strikes fears into investors as they sell off the stock. Feels like AI Capex spending is going to be the hottest topic of 2026.
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- F
$CloudFlare(NET.US) I am not surprised at this pull back, much needed after the fundamentals looked like this. However I think this pullback might be bought sooner or later. A leader!
$Akamai Tech(AKAM.US) on the other hand looked much better on fundamentals(3rd screenshot), price catching up AH.
+1 - L
$iShares Expanded Tech Software Sector ETF(IGV.US) I think IGV has bottomed out. Earnings season is coming soon, and the actual business impact of Anthropic's products will be proven by the earnings.
$Microsoft(MSFT.US)$Palantir Tech(PLTR.US)$CloudFlare(NET.US)
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The recent sell-off in software stocks like $iShares Expanded Tech Software Sector ETF(IGV.US) is still influenced by Anthropic's release of a new model. Anthropic announced the new Claude Mythos model but simultaneously stated they do not plan to publicly release it. The reason is that this model can discover long-standing, undetected security vulnerabilities within existing software systems, which directly impacts the value proposition of the entire cybersecurity sector.
However, Cloudflare's moat is not just "security," but its infrastructure layer:
- Global edge network
- CDN / DNS / DDoS protection
- Zero Trust access
- Developer platforms like Workers / R2 / AI Gateway
- Increasing AI traffic routing and verification
After the rise of AI, the frequency of demand for security and verification has exploded. In this field, $CloudFlare(NET.US) holds an absolute advantage.
CloudFlare
USNET
- F
It is hard to see a clear end to the US,Israel and Iran tensions right now. Energy prices will stay high for sometimes and the economic impact could be tough.
Honestly feeling quite pessimistic. 2026 looks like a challenging year ahead.
Happy trading and keep more cash to buy more when there is a correction. Do not chase and buy now.😁
☕️ Daily Market Talk | March 26, 2026
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- A
PayPal, Cloudflare, and CrowdStrike all plummeted today. After holding for a week, it feels like all that effort was for nothing. It seems the market just doesn't favor these "former growth stars" anymore... I'm genuinely worried this kind of stock will slowly become marginalized, but the thought of cutting losses is really hard to accept 😰
