9 Stocks Jim Cramer Discussed As He Mentioned Trump & Intel’s CEO

6. Cloudflare, Inc. (NYSE:NET)

Number of Hedge Fund Holders In Q1 2025: 65

Cloudflare, Inc. (NYSE:NET) is a cybersecurity firm that enables businesses to secure their cloud, SaaS, and other networks. Its shares have gained 79% year-to-date, which makes the firm one of the top-performing stocks in the cybersecurity sector. However, Cloudflare, Inc. (NYSE:NET)’s shares dipped by 3.7% after the firm reported its second quarter earnings despite the fact that its revenue and earnings beat analyst estimates. While Cramer described the post-earnings-drop-recovery as only natural, the shares are still down by 3% from their pre-earnings levels. The CNBC TV host continues to be a Cloudflare, Inc. (NYSE:NET) fan:

“And these are companies, security, content delivery network, Cloudflare, it’s simple, NET is by far my favorite. Mathew Prince, he’s done s remarkable job in trying to get it so you can’t crawl through, you can’t scrape. He’s trying to preserve the journalists, even us.”

Here’s what Cramer said about Cloudflare, Inc. (NYSE:NET) after the earnings report:

“Looks like one of my favorites, Cloudflare, is finally getting its due after the cybersecurity company reported an excellent quarter last Thursday night, only to see its stock sink 3.6% on Friday, was dragged down by that quarter’s sell-off. Today, though, Cloudflare snapped back, up more than 4%, which makes perfect sense because these guys delivered a clean beat and raise quarter with better-than-expected numbers in every line for the quarter, and truly strong guidance. Initially, none of this seemed to matter, but with today’s rally, the stock’s now sitting at its highest level in nearly four years and within spitting distance of its COVID-era peak.”