Cloudflare, Inc (NET) Up 79.8% YTD, Wall Street Remains Bullish

18 hours ago 3

Talha Qureshi

Wed, December 31, 2025 astatine 10:42 AM CST 2 min read

Cloudflare, Inc. (NYSE:NET) is among the Best Performing Quantum Computing Stocks successful 2025. Cloudflare, Inc. (NYSE:NET) has gained much than 79.8% year-to-date, and Wall Street sees further upside with analysts’ 12-month terms people reflecting much than 27.9% upside from the existent level. On December 17, Gregg Moskowitz from Mizuho Securities reiterated a Buy standing connected the banal with a terms people of $280. On the aforesaid day, Stifel besides reiterated a Buy standing connected the banal without disclosing immoderate terms targets.

Analysts astatine Stifel noted that the bullish sentiment connected the banal is based connected the accrued usage of cybersecurity with the roar of AI. The steadfast added that accrued usage of AI has sparked the request for extortion against unauthorized usage of data, information loss, and risks of AI output hallucinations. Stifel believes that this request volition amended further successful 2026 arsenic AI gains a much important relation successful the signifier of agentic products. These trends are anticipated to assistance companies similar Cloudflare, Inc. (NYSE:NET) amended their offerings and marketplace share.

That said, Robert W. Braid had reiterated a Hold standing connected the banal and raised the terms people from $220 to $230 connected the aforesaid day. The expert noted that the institution is well-placed for the emerging “answer economy” and the agentic web, wherever AI-driven interactions thrust web traffic. The steadfast besides believes successful the company’s imaginable to enactment arsenic a toll relation that monetizes AI postulation done its network. However, the steadfast cautioned that Cloudflare indispensable sphere independency amid these dynamics.

Cloudflare, Inc. (NYSE:NET) is simply a unreality services supplier that powers AI workloads done its Workers AI platform. Cloudflare besides has initiatives to supply post-quantum cryptography work done its Zero Trust Network Access solution.

While we admit the imaginable of NET arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.