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Cloudflare, Inc (NET) Up 79.8% YTD, Wall Street Remains Bullish

Cloudflare, Inc. (NYSE:NET) is among the Best Performing Quantum Computing Stocks in 2025. Cloudflare, Inc. (NYSE:NET) has gained more than 79.8% year-to-date, and Wall Street sees further upside with analysts’ 12-month price target reflecting more than 27.9% upside from the current level. On December 17, Gregg Moskowitz from Mizuho Securities reiterated a Buy rating on the stock with a price target of $280. On the same day, Stifel also reiterated a Buy rating on the stock without disclosing any price targets.

Analysts at Stifel noted that the bullish sentiment on the stock is based on the increased use of cybersecurity with the boom of AI. The firm added that increased use of AI has sparked the demand for protection against unauthorized use of data, data loss, and risks of AI output hallucinations. Stifel believes that this demand will improve further in 2026 as AI gains a more important role in the shape of agentic products. These trends are anticipated to help companies like Cloudflare, Inc. (NYSE:NET) improve their offerings and market share.

That said, Robert W. Braid had reiterated a Hold rating on the stock and raised the price target from $220 to $230 on the same day. The analyst noted that the company is well-placed for the emerging “answer economy” and the agentic web, where AI-driven interactions drive web traffic. The firm also believes in the company’s potential to act as a toll operator that monetizes AI traffic through its network. However, the firm cautioned that Cloudflare must preserve independence amid these dynamics.

Cloudflare, Inc. (NYSE:NET) is a cloud services provider that powers AI workloads through its Workers AI platform. Cloudflare also has initiatives to provide post-quantum cryptography service through its Zero Trust Network Access solution.

While we acknowledge the potential of NET to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NET and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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