NET
Cloudflare, Inc.
September 14, 2026 · intraday
- Rarity
- 1.20
- Peak move
- +9.05%
- Float cap
- $96.3B
Cloudflare provides a cloud-based suite of security, performance, and reliability services for internet-facing applications, including websites, applications, and APIs. Its global network acts as a unified control plane for businesses of all sizes, offering products such as Web Application Firewall, Zero Trust access, and the Cloudflare Workers developer platform. The company also offers consumer services.
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What we found
12 events · 0 from SEC or newswire · 0 timed with the move- Key event
product_launchCloudflare announced plans to launch NET Dollar, a USD-backed stablecoin designed to enable instant, secure transactions for AI-driven internet activity, letting AI agents make programmatic payments and compensating content creators and developers.
- Key event
product_launchCloudflare and OpenAI announced a joint research pilot using insights from participating websites across Cloudflare's global network to help AI search engines more effectively discover relevant content on the open web.
insider_saleA Cloudflare insider sold shares worth $27,657,089, disclosed in a recent SEC Form 4 filing reported by MT Newswires.
- Key event
product_launchCloudflare will by default block bots that collect content for AI model training or development starting September 15, 2026, a change it calls 'Content Independence Day' that would also block Googlebot unless site operators opt to allow it.
notable_investor_commentJim Cramer publicly called Akamai 'terrific' and named Cloudflare (NET) as one of his favorites, contrasting Cloudflare's faster growth against Akamai's capital-intensive cloud expansion.
institutional_flowWINTON GROUP Ltd cut its Cloudflare (NET) stake by 61.9% in Q2 2026, selling 13,536 shares to hold 8,333 shares worth $2,044,000, per its latest 13F filing with the SEC.
analyst_ratingScotiabank upgraded Cloudflare (NET) to Sector Outperform from Sector Perform and raised its price target, citing growing confidence in the company's long-term role in AI infrastructure.
executive_remarkAt the Goldman Sachs Communacopia + Technology Conference, CFO Thomas Seifert said Cloudflare raised its long-term North Star growth target from 40% to 50% annual growth and sees its AI inference and Act 4 content-monetization opportunity as potentially larger than the current business.
analyst_ratingCitigroup raised its Cloudflare price target to $400 and Susquehanna lifted its target, following the company's AI-security news and $2.175 billion convertible note offering.
product_launchCloudflare unveiled an AI-powered security partnership with OpenAI built on Daybreak/GPT-5.6 Cyber models, alongside FedRAMP approvals.
regulatory_actionItaly's communications regulator Agcom fined Cloudflare 14 million euros for failing to comply with anti-piracy obligations under the Piracy Shield platform, which targets sites illegally streaming Serie A matches.
executive_remarkCloudflare CEO Matthew Prince published a post on X calling Agcom's fine 'disgusting' and threatening to end pro-bono cybersecurity services for the Milano-Cortina Olympics, end free services for Italian users, remove all servers from Italian cities and cancel plans for an Italian office.