Cloudflare (NET) Price Target Raised to $125 by Jefferies Amid Anticipated AI Benefits

Insider Monkey12-20 23:59

We recently published a list of 10 AI News That Broke the Internet. In this article, we are going to take a look at where Cloudflare, Inc. (NYSE:NET) stands against other AI news that broke the ...

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In this article, we are going to take a look at where Cloudflare, Inc. (NYSE:NET) stands against other AI news that broke the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/cloudflare-net-price-target-raised-155914843.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NET","symbol_name":"Cloudflare, Inc.","start_time":0,"source_url":"https://finance.yahoo.com/news/cloudflare-net-price-target-raised-155914843.html","article_id":"2493420985","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/l51DmbgSEx5im0UJaFjSlw--~B/aD00MzA7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/73e60c6d186da072abb6851524c06bb4"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2493420985","pubTimestamp":1734710354,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"We recently published a list of 10 AI News That Broke the Internet. In this article, we are going to take a look at where Cloudflare, Inc.  stands against other AI news that broke the Internet.Key trends include multimodal AI, which combines text, audio, and visual data for more accurate and contextual analysis; AI agents that simplify complex workflows and support employees; improved enterprise search capabilities allowing users to access data through various media; improved customer experiences with personalized and predictive AI solutions; and stronger security systems powered by AI to detect threats and strengthen defenses. However, this progress also introduces challenges, especially in the realm of AI-driven security threats.For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hed","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"NET":"Cloudflare, Inc."},"translate_title":"由于预期人工智能带来好处，杰富瑞将Cloudflare(NET)目标价格上调至125美元","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NET":1},"content_text":"We recently published a list of 10 AI News That Broke the Internet. In this article, we are going to take a look at where Cloudflare, Inc. (NYSE:NET) stands against other AI news that broke the Internet.\nKey AI Trends Shaping Business in 2025\nAs AI continues to evolve, its influence on business will be undeniable, reshaping industries with smarter, more efficient solutions. Companies that embrace these trends will be better equipped to innovate, compete, and thrive in an increasingly AI-driven world. According to Oliver Parker Vice President, Global Generative AI Go-To-Market, Google Cloud, artificial intelligence is set to significantly impact businesses in 2025, driving innovation and transforming operations.\nKey trends include multimodal AI, which combines text, audio, and visual data for more accurate and contextual analysis; AI agents that simplify complex workflows and support employees; improved enterprise search capabilities allowing users to access data through various media; improved customer experiences with personalized and predictive AI solutions; and stronger security systems powered by AI to detect threats and strengthen defenses. However, this progress also introduces challenges, especially in the realm of AI-driven security threats.\nREAD ALSO: 10 Companies Hoarding Bitcoin Like There’s No Tomorrow and 9 Trending AI Stocks on Latest News and Ratings.\nAI Innovation Moves Towards Efficiency and Applications\nThe AI landscape is undergoing a significant shift, with a growing focus on algorithmic innovations and software applications rather than just scaling hardware. As generative AI models mature, startups and smaller companies are emerging as key players, driving efficiency and new use cases in the field.\nIn the discussion on CNBC, Chetan Puttagunta from Benchmark and Deirdre Bosa of CNBC focused on the evolving AI landscape. Chetan highlighted that AI innovation is shifting from large-scale hardware investments to algorithmic advancements, especially at the model layer, with entrepreneurs pushing the frontier in inference and AI applications. He mentioned that recent investment trends are moving toward smaller startups focused on algorithmic breakthroughs, as opposed to just scaling hardware.\nDeirdre added that AI’s generative phase is transitioning from pre-training large models to leveraging existing models for real-world applications. This phase is characterized by a focus on software, with smaller companies gaining traction, especially with the rise of open-source models like Llama, allowing new startups to challenge established players. Chetan gives examples like Sierra, which is revolutionizing customer service by automating tasks and improving customer experiences. Both see a significant opportunity for new AI-first startups to disrupt traditional software companies.\nFor this article, we selected AI stocks by going through news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.\nWhy are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n\nCloudflare, Inc. (NYSE:NET)\nNumber of Hedge Fund Holders: 44\nCloudflare, Inc.’s (NYSE:NET) provides cloud-based solutions integrating AI for enhanced security, performance, and zero-trust services across various platforms, including IoT and SaaS applications.\nJefferies raised its price target on Cloudflare Cloudflare, Inc. (NYSE:NET) to $125 from $100 while maintaining a Hold rating. The firm anticipates a slow start for software stocks in 2025 as investors adjust to changes under the new administration. Although material AI benefits are expected late in the year. Jefferies sees cybersecurity, including Cloudflare, as more resilient in the first half of 2025 due to strong fundamentals, though it will trail any broader AI-driven market recovery. More recently, Citi analyst Fatima Boolani also maintained a Hold rating on the company and raised the price target to $95 from $90.\nOverall, NET ranks 7th on our list of AI news that broke the Internet. While we acknowledge the potential of NET as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NET but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock\nDisclosure: None. This article is originally published at Insider Monkey.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493420985"}