Cloudflare, Inc. (NET) Enters into Strategic Partnership with Mastercard Incorporated

Cloudflare, Inc. (NYSE:NET) is among the 10 Unstoppable AI Stocks to Invest In Now.

Cloudflare, Inc. (NYSE:NET) is one of the Unstoppable AI Stocks to Invest In Now. On February 17, it was announced that the company entered into a strategic partnership with Mastercard Incorporated, focusing on developing tools. These tools would help small businesses, critical infrastructure, and governments to shield themselves from the critical cyber threats while they continue to innovate. Both companies plan to eliminate blind spots, offer real-time, accurate views of cyber posture, and translate the risk insights into actionable protection.

In a separate release, Cloudflare, Inc. (NYSE:NET) announced its Q4 2025 and FY 2025 results, with the company closing its largest annual contract value deal ever during the quarter, averaging $42.5 million per year. The transition towards AI and agents reflects the fundamental re-platforming of the Internet, which continues to fuel demand throughout Cloudflare, Inc. (NYSE:NET)’s services.

For Q1 2026, Cloudflare, Inc. (NYSE:NET) expects total revenue of between $620.0 million - $621.0 million and non-GAAP income from operations in the range of $70.0 million - $71.0 million.

Cloudflare, Inc. (NYSE:NET) is a cloud services provider, which provides a range of services to businesses.

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.