The latest trading day saw Cloudflare (NET) settling at $197.15, representing a -1.24% change from its previous close.

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I upgraded Cloudflare to Buy following recent customer wins demonstrating its ability to compete directly with hyperscalers for AI-driven workloads. Its shift from CDN to an AI inference platform offers enterprises lower costs and eliminates egress fees, addressing key pain points versus AWS, Azure, and Google Cloud. Major contracts, including a $15M media platform and a $12.4M European pharma, validate its value proposition and strategic positioning.

Carnegie Investment Counsel cut its position in Cloudflare, Inc. (NYSE: NET) by 14.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 153,033 shares of the company's stock after selling 25,285 shares during the quarter. Carnegie Investment Counsel's holdings

NET's global edge, AI monetization and security scale give it an edge over FSLY as CDN competition heats up.

Cloudflare, Inc. (NYSE: NET - Get Free Report) CFO Thomas Seifert sold 10,000 shares of the stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $201.69, for a total value of $2,016,900.00. Following the transaction, the chief financial officer owned 137,486 shares in the company, valued at $27,729,551.34.

Exchange Traded Concepts LLC boosted its position in shares of Cloudflare, Inc. (NYSE: NET) by 8.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 47,057 shares of the company's stock after buying an additional 3,816 shares during the period.

NET's edge AI inference bets on efficiency over scale, using custom Rust-based Infire to boost GPU use, cut latency, and reshape inference costs.