Jim Cramer Recently Looked At These 16 Stocks

2. Cloudflare, Inc. (NYSE:NET)

Number of Hedge Fund Holders: 63

Cloudflare, Inc. (NYSE:NET) is one of the stocks Jim Cramer recently looked at. Answering a caller’s query about the stock during the episode, Cramer commented:

“I just yesterday was speaking to a very large investor, and he said, what kind of companies are you looking at that you like? I said, well, I’m trying to buy companies that are down a lot, you know maybe, you know, more than just a couple percent from their highs, that are run very well, that do good things, and I’m very, I’m not worried about the quarters. You know what? That’s Matthew Prince, that’s Cloudflare, symbol NET. And… I think you buy a little more here, and if it comes down, because the chart is ugly, you buy some more after that.”

Cloudflare, Inc. (NYSE:NET) provides cloud-based security, performance, and networking solutions for businesses, including website protection, Zero Trust security, content delivery, and developer tools. Cramer mentioned the stock during the November 3, 2025, episode, as he stated:

“Finally, let me give you one more potential AI winner that doesn’t need to spend… more money to get there but has really been moving up a lot and that’s a company called Cloudflare, the cybersecurity company/content delivery network that looks to be like an enforcer for all the content publishers that are basically getting their data stolen by generative AI platforms. This past summer, Cloudflare announced that it was the first internet infrastructure provider to block AI crawlers from accessing content without permission.

In August, when we last had CEO Matthew Prince on the show, he sounded earnest about wanting to help smaller publishers that are getting ripped off by AI companies. He told me that as the world transitions from search engines to answer engines, these publishers are getting hosed because, unlike search engines, AI platforms don’t send them traffic. That’s why Cloudflare is helping their customers protect themselves from AI data scraping. Without that protection, they cannot get paid. Now, we don’t know how much Cloudflare could make from this business, but man, they reported one excellent set of numbers last week… It’s one of my favorite stocks. Throw in the anti-data scraping opportunity, and they’re only going to get more profitable.”