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 risk and potential of NET as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NET and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.