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| SEIFERT THOMAS JChief Financial Officer | Sell | 3,756 | $1.1M | Mon, Oct 19 |
| SEIFERT THOMAS JChief Financial Officer | Sell | 3,401 | $1.0M | Mon, Oct 19 |
| SEIFERT THOMAS JChief Financial Officer | Sell | 2,643 | $793.9K | Mon, Oct 19 |
| Ledbetter CarlDirector | Sell | 1,963 | $597.7K | Mon, Oct 19 |
| Ledbetter CarlDirector | Sell | 1,931 | $586.3K | Mon, Oct 19 |
| Ledbetter CarlDirector | Sell | 1,106 | $338.0K | Mon, Oct 19 |
| SEIFERT THOMAS JChief Financial Officer | Sell | 1,100 | $327.0K | Mon, Oct 19 |
| SEIFERT THOMAS JChief Financial Officer | Sell | 598 | $180.6K | Mon, Oct 19 |
| SEIFERT THOMAS JChief Financial Officer | Sell | 502 | $152.2K | Mon, Oct 19 |
| SEIFERT THOMAS JChief Financial Officer | Sell | 500 | $152.1K | Mon, Oct 19 |
| Zatlyn MichellePresident and Board Co-Chair | Sell | 9,022 | $3.1M | Wed, Oct 7 |
| Zatlyn MichellePresident and Board Co-Chair | Sell | 7,688 | $2.7M | Wed, Oct 7 |
| Gilbert Cisneros | Sell | $8.0K | Tue, Aug 18 | Fri, Sep 4 |
Key TakeawaysCloudflare stock fell 14% in the week to Oct. 30, and Datadog fell 13%, though neither company reported weak results.
Key TakeawaysCloudflare CEO Matthew Prince said on TBPN that agent traffic could reach a thousand times human traffic within five years if current trends continue.
Key TakeawaysCloudflare shares fell 2. 7% to $310 on Thursday ahead of its November 5 report, after gaining about 46% over six months.
For questions about this article or underlying research, email [email protected].
Commerce.com and Cloudflare partnered to let AI agents shop directly on eligible BigCommerce stores using WebMCP, while Cloudflare also broadened its Cloudflare OS partner ecosystem to connect popular enterprise tools like Asana, Box, GitHub, and more.
Cloudflare (NET) is back in focus after Commerce.com rolled out a browser based AI shopping experience for BigCommerce merchants that runs on Cloudflare infrastructure and is enabled by default for eligible stores.
Cloudflare (NYSE:NET) announced new AI-driven partnerships around e-commerce agents and its Cloudflare OS AI workspace on 28 October 2026.
Microsoft, Alibaba, AWS, Huawei and Tencent. Profiles cover clustering and load-balancing offerings, including traffic routing, scalability and monitoring.Dublin, Oct.
Based on the average brokerage recommendation (ABR), Cloudflare (NET) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?