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Stock impact report

Morgan Stanley Maintains a Buy on Cloudflare (NET) [Yahoo! Finance]

Cloudflare, Inc. Class A (NET) 
Last cloudflare, inc. class a earnings: 2/13 04:15 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Stanley reiterated a Buy rating on the stock with a $258 price target. Earlier, on January 27, Shaul Eyal from TD Cowen also reiterated a Buy rating on the stock with a $265 price target. ?The ratings come ahead of the company's Q4 2025 earnings release, scheduled for February 10. Management expects Q4 revenue in the range of $588.5 million to $589.5 million, along with a non-GAAP income of $83 million to $84 million. Wall Street expects Cloudflare, Inc. (NYSE:NET) to post roughly $591.36 million as quarterly revenue with a GAAP EPS of negative $0.03. ?Analysts at TD Cowen noted that bullish sentiment is based on the company's AI infrastructure gaining momentum. The firm finds the company's AI infrastructure, especially the Cloudflare Tunnel, to be one of the most secure ways of deploying AI agents online. The firm noted that the system is used by more than 80% of the top 50 AI companies. Moreover, TD Cowen noted that the buzz around Clawdbot has linked its popularity to the compa Show less Read more
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