Cloudflare, Inc. — News

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

zacks.com - 2026-07-27 10:47:42

Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

zacks.com - 2026-07-27 10:06:24

Nebius Group‘s (NASDAQ:NBIS | NBIS Price Prediction) shares are down 9% in Friday morning trading, sliding to $200.60 after closing Thursday at $220.97.

247wallst.com - 2026-07-24 11:44:19

ANNOUNCES $250 MILLION SHARE REPURCHASE PROGRAM THIRD CONSECUTIVE QUARTER OF PROFITABILITY AS PRE-PROVISION NET REVENUES INCREASED $34 MILLION ON AN UNADJUSTED BASIS AND $21 MILLION ON AN ADJUSTED BASIS COST OF DEPOSITS DECLINED FIVE BASIS POINTS, WHILE TOTAL DEPOSITS INCREASED NEARLY $700 MILLION IN THE SECOND QUARTER AND APPROXIMATELY $1.5 BILLION YEAR-TO-DATE BALANCE SHEET GREW APPROXIMATELY $600 MILLION DRIVEN BY SOLID CORE C&I LOAN AND DEPOSIT GROWTH FROM CONTINUED EXPANSION OF THE COMMERCIAL BANKING PLATFORM C&I LOANS INCREASED $2.0 BILLION OR 12% QUARTER OVER QUARTER DRIVEN BY STRATEGIC FOCUS AREAS CONTINUED EXPENSE DISCIPLINE WITH OPERATING EXPENSES DOWN 3% COMPARED TO PRIOR QUARTER; POSITIVE OPERATING LEVERAGE OF 7% CRE PAR PAYOFFS TOTALED $1.1 BILLION, OF WHICH 39% WERE SUBSTANDARD; CRE CONCENTRATION RATIO IMPROVED TO 350% COMPARED TO 367% LAST QUARTER CET1 CAPITAL RATIO OF 13.16% Second Quarter 2026 Summary Compared to First Quarter 2026 Profitability Capital   PPNR of $66 million , up $34 million Adjusted PPNR of $62 million , up $21 million or 51% Operating expenses of $427 million down 3% Positive operating leverage of 7% Net interest margin was relatively unchanged at 2.13% Deposit costs declined 5 basis points while overall cost of funds declined 7 basis points     CET1 capital ratio of 13.16%, at or above peer group levels Excess capital of $1.6 billion, using low end of target CET1 range of 10.5% Book value per share of $18.31 Tangible book value per share of $17.51 Tangible book value per share adjusted for warrant exercise is $15.54   Balance Sheet Asset Quality   Total C&I loans increased $2.0 billion or 12% to $18.6 billion Total loans increased $562 million to $61.0 billion , up 1% or 4% annualized Total deposits increased $689 million or 1% Core deposits grew $644 million or 1% C&I and Private Bank deposits grew $905 million , up 4% Strategic C&I loan focus areas grew $2.1 billion or 29% Total MF/CRE exposure down $1.5 billion or 4% Wholesale borrowings, mainly FHLB advances, declined $250 million or 2%     Criticized/Classified loans declined $143 million or 1% Substandard loans declined $369 million or 6% Non-accrual loans rose $123 million or 5% Total ACL of $0.9 billion or 1.52% of total loans HFI Total multi-family ACL coverage of 1.63% ACL coverage of 2.87% for multi-family loans with 50% or greater rent-regulated units Total NYC multi-family loans declined $677 million or 5% Total NYC multi-family loans with 50% or greater rent-regulated units declined $338 million or 4% NCOs to average loans was 0.66% vs. 0.52%   Hicksville, N.Y.

prnewswire.com - 2026-07-24 06:05:00

Retail investors are searching for the next big winners — and Jessica Inskip says the opportunity sits inside one emerging theme: interconnectivity. She breaks down her top high‑risk, high‑reward picks and explains why tokenized securities, stablecoin settlement, and new trading rails could unlock major upside.

youtube.com - 2026-07-23 14:40:34

Andra AP fonden lessened its holdings in shares of Cloudflare, Inc. (NYSE: NET) by 30.2% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,456 shares of the company's stock after selling 14,475 shares during the period. Andra

defenseworld.net - 2026-07-23 03:39:45

CoreWeave (NASDAQ:CRWV) shares are climbing in Wednesday morning trading, with CoreWeave stock up 6% to $84.02 after a fresh analyst endorsement.

247wallst.com - 2026-07-22 11:17:07

Investors chasing artificial intelligence exposure in July have piled into the usual suspects: chipmakers, hyperscalers, and the mega-cap software giants.

247wallst.com - 2026-07-22 08:30:17

A number of software stocks have had a tough time lately. That could leave some high-profile names primed for a rebound, according to Morgan Stanley.

investopedia.com - 2026-07-21 17:46:14

Kate Moore, Chief Investment Officer at Citi Wealth, delivered a two-part message on CNBC on Tuesday, July 21: stay in the market, and pay attention to cybersecurity.

247wallst.com - 2026-07-21 14:49:13

Revenue of $1.96 billion, up 7% year-over-year Net interest income up 9% year-over-year and 2% sequentially; net interest margin of 2.89%  increased 2 bps sequentially Period-end loans up $1.2 billion sequentially, with commercial and industrial loans up $2.1 billion or 3% Net charge-offs of 42 bps; allowance coverage ratio declined 4 bps sequentially to 1.56% Common Equity Tier 1 ratio of 11.2% (a) ; repurchased $341 million of common shares during the quarter CLEVELAND, July 21, 2026 /PRNewswire/ -- KeyCorp (NYSE: KEY) announced net income from continuing operations attributable to Key common shareholders of $472 million, or $0.44 per diluted common share,for the second quarter of 2026. For the first quarter of 2026, net income from continuing operations attributable to Key common shareholders was $486 million, or $0.44 per diluted common share.

prnewswire.com - 2026-07-21 06:30:00

Baader Bank Aktiengesellschaft purchased a new position in shares of Cloudflare, Inc. (NYSE: NET) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 9,400 shares of the company's stock, valued at approximately $1,911,000. Several other hedge funds also recently modified their holdings

defenseworld.net - 2026-07-21 05:06:55

Amova Asset Management Americas Inc. cut its holdings in shares of Cloudflare, Inc. (NYSE: NET) by 7.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 419,086 shares of the company's stock after selling 33,017 shares during the period. Cloudflare

defenseworld.net - 2026-07-21 04:18:55

California Public Employees Retirement System cut its holdings in shares of Cloudflare, Inc. (NYSE: NET) by 26.0% during the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm owned 391,272 shares of the company's stock after selling 137,675 shares during the period. California Public Employees Retirement System

defenseworld.net - 2026-07-20 04:27:46

Allspring Global Investments Holdings LLC lifted its holdings in shares of Cloudflare, Inc. (NYSE: NET) by 0.8% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 411,076 shares of the company's stock after purchasing an additional 3,343 shares during the quarter. Allspring Global Investments Holdings

defenseworld.net - 2026-07-18 03:08:10

Explore the exciting world of Cloudflare (NET +2.00%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

fool.com - 2026-07-17 19:00:00

Cloudflare (NET) closed at $277.66 in the latest trading session, marking a +1.91% move from the prior day.

zacks.com - 2026-07-17 18:51:03

Jim Cramer just told his followers that “there will always be another DeepSeek,” and he named CrowdStrike and Palo Alto Networks as the cybersecurity plays for a world where every enterprise is scrambling to wall off frontier AI models and compromised agents.

247wallst.com - 2026-07-17 12:49:06

SEATTLE, July 17, 2026 (GLOBE NEWSWIRE) -- Perspective Therapeutics, Inc. (“Perspective,” the “Company,” “we,” “us,” and “our”) (NYSE AMERICAN: CATX), a radiopharmaceutical development company pioneering advanced treatments for cancers throughout the body, today announced that updated data on the Company's [212Pb]VMT-α-NET program have been accepted for presentation as detailed below at the European Society of Medical Oncology (ESMO) Congress 2026 taking place October 23 to 27, 2026 in Madrid, Spain. ESMO plans to release further details for regular abstracts on October 19, 2026.

globenewswire.com - 2026-07-17 12:22:00

Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are down another 4% today to $127 in midday trading, extending a brutal stretch that has seen Oracle stock fall 33% over the past month.

247wallst.com - 2026-07-16 13:04:06

Does Cloudflare (NET) have what it takes to be a top stock pick for momentum investors? Let's find out.

zacks.com - 2026-07-16 13:01:05

Cybersecurity companies integrating AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.

zacks.com - 2026-07-15 10:16:15

AI agents need passports before they can work across the web. Vint Cerf's DNSid project may be the missing layer.

investorplace.com - 2026-07-15 00:00:00

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced that it will report its financial results for the second quarter ended June 30, 2026 after the U.S. market closes on Thursday, August 6, 2026. Cloudflare will host an investor conference call that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Interested parties can access the call by dialing +1 (646) 968-2727 or toll-free at +1 (888) 596-4244 wit.

businesswire.com - 2026-07-14 16:15:00

International Business Machines Corp. (NYSE:IBM) warning that clients paused software and mainframe spending amid "rapidly-evolving, industry-wide cybersecurity concerns" sent the stock down more than 24% on Tuesday, heading towards its worst daily performance ever.

benzinga.com - 2026-07-14 14:31:48

Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

zacks.com - 2026-07-14 10:01:20

NET Power remains a highly speculative, development-stage company best suited for small, risk-tolerant portfolio allocations—1% or less recommended. NPWR holds $314 million in cash as of Q1, with significant cash burn expected and no meaningful revenue until first operating models are online. The initial plant will be the most expensive, with subsequent plants benefiting from operational learnings and cost efficiencies, though cash sufficiency remains uncertain.

seekingalpha.com - 2026-07-14 07:30:47

[url="]Cloudflare, Inc.[/url] (NYSE: NET), the leading connectivity cloud company, today announced the general availability of Precursor, a next-generation, co

gurufocus.com - 2026-07-13 10:00:00

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced the general availability of Precursor, a next-generation, continuous behavioral validation engine for bot management. Built directly on Cloudflare's edge, Precursor runs seamlessly inside web browsers to monitor entire user sessions in order to detect bot automation. Unlike traditional, static CAPTCHAs, it analyzes ongoing interactions in real time to catch advanced bots, improv.

businesswire.com - 2026-07-13 09:00:00

Cloudflare (NET) closed the most recent trading day at $268.4, moving 2.68% from the previous trading session.

zacks.com - 2026-07-10 18:51:04

AMZN, GOOGL, CSCO, NET and PLTR are five cloud computing stocks positioned to benefit from AI-driven expanding data center growth in 2H 2026.

zacks.com - 2026-07-10 08:56:09

Cloudflare tracks AI web crawl requests and referrals from these bots. The data is a proxy for whether AI giants take more from the web than they give back.

businessinsider.com - 2026-07-09 12:53:08

Cloudflare's NYSE: NET ScotiaBank upgrade highlights an existential shift in its business. Once a mere content delivery service, Cloudflare has emerged as critical not only to cybersecurity but to AI at all levels of the stack, from infrastructure to applications.

marketbeat.com - 2026-07-09 07:31:56

Cloudflare (NET) reached $273.4 at the closing of the latest trading day, reflecting a +1.7% change compared to its last close.

zacks.com - 2026-07-08 19:02:14

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Cloudflare and OpenAI are launching a first-of-its-kind research pilot to explore how insights from participating websites across Cloudflare's global network can help AI search engines discover and index relevant content on the open web more effectively. The pilot is specifically focused on improving the accuracy and timeliness of answers. By using Cloudflare's real-time network.

businesswire.com - 2026-07-08 08:00:00

Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target.

247wallst.com - 2026-07-07 13:39:15

A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.

benzinga.com - 2026-07-07 13:20:32

/PRNewswire/ -- Equity Insider News Commentary, One of the quieter but more consequential races in technology is the effort to rebuild the world's encryption

prnewswire.com - 2026-07-07 12:27:00

Cloudflare Inc. (NET) shares climbed 7% on Tuesday after Scotiabank upgraded the cloud infrastructure and cybersecurity company, citing growing confidence in its long-term role in artificial intelligence infrastructure and raising its price target on the stock. The brokerage upgraded Cloudflare to Sector Outperform from Sector Perform and increased its price target to $300 from $225, pointing to multiple catalysts that it believes could drive stronger revenue growth over the coming quarters.

invezz.com - 2026-07-07 12:16:49

Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished the day higher, with chip stocks once again leading the way. When the dust settled at the close, the Nasdaq finished the day... Here Are Tuesday's Best Wall Street Analyst Research Calls: Adobe, American Airlines, Broadcom, First Solar, Meta Platforms, Shopify, Space-X, Ventas, Waste Managment, and More

247wallst.com - 2026-07-07 08:00:18

An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce.

marketwatch.com - 2026-07-06 13:21:00

Cloudflare (NET +2.36%) could become a key toll road for the internet as AI agents drive more traffic across the web. Pay Per Crawl gives the company a fascinating new revenue angle, but valuation, competition, and insider selling make the stock a much harder call.

fool.com - 2026-07-06 11:30:00

Cloudflare is making the boldest AI pivot of any Tier 1 internet infrastructure provider.

247wallst.com - 2026-07-03 13:59:44

Cloudflare has just issued the AI industry a new deadline to separate the web crawlers used for traditional search purposes, like Google Search, from those used for AI agents and training. Starting on September 15, 2026, Cloudflare's default settings will block “mixed-use” crawlers from any pages that host ads, the company announced on Wednesday.

techcrunch.com - 2026-07-01 13:48:37

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

zacks.com - 2026-07-01 10:30:41

CoreWeave (NASDAQ:CRWV) stock is down 10% to approximately $90 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider.

247wallst.com - 2026-07-01 09:38:41

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, announced today new classifications, enhanced analytics, and industry-defining commercial partnerships that bring together site owners and transparent AI companies so that the agentic Internet can flourish. Cloudflare's new tools and integrations help site owners and AI companies optimize for discoverability, efficiency, and monetization. By establishing these new rails, Cloudflare is helping p.

businesswire.com - 2026-07-01 09:00:00

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

zacks.com - 2026-06-30 10:01:35

In the most recent trading session, Cloudflare (NET) closed at $226.65, indicating a +1.42% shift from the previous trading day.

zacks.com - 2026-06-25 18:50:31

For nearly 30 years, the internet has worked the same way. AI may be about to change that.

youtube.com - 2026-06-25 16:00:02