11 AI Stocks on Wall Street’s Radar: Nvidia, CoreWeave, and More

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9. Cloudflare, Inc. (NYSE:NET)

Number of Hedge Fund Holders: 63

Delivering its “best quarter of 2025,” an AI stock on Wall Street’s radar post earnings has been Cloudflare. On February 11, KeyBanc analyst Jackson Ader reiterated an Overweight rating and $300.00 price target.

According to the firm, Cloudflare exceeded the firm’s estimates by over $24 million, a 4.2% beat against expectations. It was another quarter of acceleration, noted the firm, demonstrating continued acceleration in its growth momentum.

The company’s guidance for 2026 reflects almost 29% growth at the midpoint, with the firm suggesting that acceleration to 30% growth in 2026 is “plenty achievable.”

KeyBanc further noted that Cloudflare is expected to continue its acceleration into 2026, with its revenue momentum keeping it Overweight on the stock.

“On a full-year basis, NET is set to continue to accelerate in 2026 to over 30% with net-new ACV growing nearly 50% in 4Q25. It was the highest growth since 2021 and was aided by the largest ACV deal in history. Momentum in revenue keeps us Overweight on the stock.”

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

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