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What investors are saying about Cloudflare (NET)
Summary
In the past 30 days, 4 people on 4 investor and market shows discussed Cloudflare (NET) in 4 views. Going by each speaker's latest call, 4 are bullish. Chorus has followed Cloudflare since October 7, 2026: 6 views from 6 people on 5 shows.
Who talks about it most
The latest views
Newest first. Every quote is checked against the episode's transcript.
Jay Goldberg · Seaport Research PartnersBullish
Cloudflare's incredible numbers show strong enterprise AI demand, a good proxy for AI usage.
Jay Goldberg says Cloudflare's results were incredible and were driven by AI demand from enterprises. He calls Cloudflare a decent proxy for what people are doing with AI. He uses it as evidence that underlying AI demand remains strong, even if some AI companies are slowing. That demand is his basis for thinking Anthropic can return to strong growth.
“You look at Cloudflare's numbers yesterday were incredible. That's all driven by AI demand in the enterprise.”at 12:43
Bloomberg Surveillance: Bloomberg Surveillance TV: November 6th, 2026 ·
Josh Brown · Ritholtz Wealth ManagementBullish
Cloudflare is central to agentic AI traffic growth and is recovering in a V-shape; he stays constructive.
Cloudflare runs a global network between the internet and companies' websites and apps. It sells security and a developer platform, so customers can build and run applications on the same network. Management said non-human traffic is now more than 50% of total traffic on the network and AI agent requests are up 1,700% year over year. Brown argues the company sits in the middle of this agentic trend. The stock pulled back with other AI names but has bounced in a V-shaped recovery. He says to stay constructive as long as it holds above the $2.99 doji top, and it reports earnings on November 5.
“Cloudflare is sitting in right in the middle of that. So this name has pulled back with the other AI stocks, but it caught itself. It's in the midst of a little bit of a v shaped recovery.”at 38:57
CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 ·
Paul Kedrosky · SK VenturesBullish
Falling product complexity, aided by AI connectors, is driving a tailwind for Cloudflare's usage.
Kedrosky says complexity used to limit how many people could use Cloudflare's many products. AI tools, MCPs and connectors now let people use these services without dealing with the complexity themselves. That has opened up a lot of its products, which he calls an incredible tailwind. He notes the stock has tripled over about eighteen months, and says most analysts tell simplistic AI stories. He presents this as a way of thinking rather than a bull call.
“just to pick on them, that's created an incredible tailwind in their business. And so I think the stock has tripled or something over the last eighteen months.”at 52:53
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Jason Lemkin · SaaStrBullish
Cloudflare's 20% layoff was the right call; growth reaccelerated and the stock is up sharply.
Jason argues Cloudflare cut 20% of staff in a single day not because it was struggling but to speed up. It is an AI beneficiary that was wasting time on work that would not get it there. The quarter beat, growth accelerated further, and the stock is up about 80% this year. He contrasts this with bending spoons' deals, where the cuts are a result of acquisition.
“They've accelerated growth even more. The stock price is up like 80% this year. And it's not bending spoons. He didn't decide to gut Cloudflare, but he made the right call.”at 56:19
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Steve Grasso · Grasso Global Inc.Bullish
Cloudflare should gain as agentic AI traffic grows, since it collects a toll on about 20% of the internet.
Grasso argues that the more AI agents there are, the more cybersecurity is needed, and the companies that are paid like tollbooth collectors benefit most. He points out Cloudflare handles about 20% of global internet traffic and says it should catch up to Palo Alto, which gets more attention. He has been long Cloudflare for about a month.
“the more agents you have, the more cybersecurity that you need, and you have to look at the ones that get paid as a tollbooth collector. So I'm in Cloudflare. I've been in Cloudflare for about a month now”at 27:00
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Fatima Boolani · CitiBullish
Cloudflare is well positioned for the incremental opportunity of gating AI agent traffic.
As agentic commerce grows, companies will need to manage agents trawling their websites, and some will block bots entirely. Burden of managing the digital experience falls on companies, who will need gates and firewalls. Citi has thought very highly of Cloudflare for this incremental opportunity around agents.
“you ought to have the right, you know, gates and firewalls put up. And, you know, there's investment opportunities there, and, you know, Cloudflare and Datadog are the ones that we've thought of very highly”at 26:53
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