Investors Watch Cloudflare's (NET) Network and Edge AI Capabilities After Market Outperform Call

Cloudflare, Inc. (NYSE:NET) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Citizens analyst Trevor Walsh reiterated a Market Outperform rating on the stock with a $270.00 price target.

According to the firm, new agentic AI-driven traffic will increasingly rely on backbone content delivery networks (CDNs). As such, Cloudflare’s network is well-positioned to support agentic architectures such as MCP, which help connect AI systems to external applications.

To support this view, the firm gathered insights from the CEO of a go-to-market security vendor and a Secure Access Service Edge (SASE) industry expert. Their findings underscore Cloudflare’s role in network and security architectures.

Citizens also shed light on publicly available sources, which revealed how two Cloudflare account executives had met or exceeded their quota attainment for the fourth quarter of 2025, suggesting healthy customer demand.

Overall, the firm emphasized that the company continues to maintain its strong position in the CDN market, and that its network infrastructure is a key advantage as internet traffic patterns evolve toward AI and agent-driven workloads.

Cloudflare, Inc. (NYSE:NET) is a cloud services provider that powers AI workloads through its Workers AI platform.

While we acknowledge the potential of NET 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 also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.