Cloudflare, Inc. (NYSE:NET) is one of the AI Stocks Currently on Wall Street’s Radar.
Cloudflare, an AI stock on Wall Street’s radar after earnings, has delivered its “best quarter of 2025.” On February 11, KeyBanc analyst Jackson Ader reiterated an Overweight rating and $300.00 price target.
According to the company, Cloudflare exceeded company estimates by more than $24 million, 4.2% above expectations. It was another quarter of acceleration, the company noted, demonstrating a continued acceleration of its growth momentum.
The company’s 2026 guidance reflects nearly 29% growth at the midpoint, and the firm suggests acceleration to 30% growth in 2026 is “quite achievable.”
KeyBanc further noted that Cloudflare is expected to continue its acceleration through 2026, and its revenue momentum will keep it overweight on the stock.
“Throughout the full year, NET will continue to accelerate in 2026 to exceed 30% and net new ACV will grow almost 50% in 4Q25. It was the strongest growth since 2021 and was helped by the largest ACV deal in history. The revenue momentum keeps us overweight the stock.”
Cloudflare, Inc. (NYSE:NET) is a cloud services provider that powers AI workloads through its Workers AI platform.
While we recognize NET’s potential as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that’s also benefiting significantly from Trump-era tariffs and the offshoring trend, check out our free report on best short-term AI stock.
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Disclosure: None. This article was originally published in Internal jumpsuit.