Dec 19, 2025 • Sahm
NEUTRAL
Cloudflare–JD Cloud AI Edge Expansion Could Be A Game Changer For JD.com (JD)
Cloudflare and JD Cloud have expanded their partnership to build a global AI platform, allowing developers to deploy AI inference workloads with lower latency. This collaboration will integrate JD Cloud's infrastructure with Cloudflare's edge network, potentially transforming JD.com from solely an e-commerce marketplace into a significant technology and infrastructure provider. This move strengthens JD.com's investment narrative around supply chain technology and international growth, though immediate challenges in food delivery competition and margin pressures remain key factors for investors.
Dec 18, 2025 • Sahm
SOMEWHAT-BULLISH
Cloudflare Expands JD Cloud Partnership To Slash AI Latency Worldwide
Cloudflare, Inc. and JD Cloud are expanding their partnership to reduce AI inference workload latency by up to 80% across global markets. This collaboration aims to create a unified, high-performance AI cloud connecting international developers with users in China and enabling Chinese developers to reach customers abroad. The enhanced partnership builds on an existing integration, leveraging Cloudflare’s global connectivity cloud and JD Cloud’s regional infrastructure to improve performance and simplify deployment for AI applications operating cross-border.
Dec 12, 2025 • Investing.com
NEUTRAL
Cloudflare net: Director Zatlyn sells $15.8 million in stock
Michelle Zatlyn, President and Board Co-Chair at Cloudflare (NASDAQ:NET), sold 71,441 shares of Class A Common Stock for approximately $15.8 million between December 9 and December 11, 2025, under a pre-arranged trading plan. Despite being considered "significantly overvalued" by InvestingPro and not profitable in the last year, Cloudflare's stock has seen a 93.12% year-to-date surge, and the company recently announced plans to acquire the AI platform Replicate.
Dec 06, 2025 • Investing.com
NEUTRAL
Cloudflare CEO Matthew Prince sells $31.8 million in stock
Cloudflare CEO Matthew Prince sold approximately $31.8 million worth of Class A Common Stock between December 3 and December 5, 2025, through a pre-arranged trading plan. This sale occurred while Cloudflare's stock trades significantly above its Fair Value estimate and has seen an impressive 78% return over the past year. Analysts expect the company, which recently reported strong earnings and plans to acquire AI platform Replicate, to become profitable this year despite not being currently profitable.
Dec 06, 2025 • Investing.com
NEUTRAL
Cloudflare CEO Matthew Prince sells $31.8 million in stock
Cloudflare CEO Matthew Prince sold approximately $31.8 million worth of Class A Common Stock between December 3 and December 5, 2025, through a pre-arranged 10b5-1 trading plan. These sales occurred while Cloudflare's stock is trading significantly above its InvestingPro Fair Value estimate. Prince also converted Class B shares to Class A shares without monetary transactions and continues to hold a substantial indirect stake in the company.
Dec 04, 2025 • The Globe and Mail
NEUTRAL
New Buy Rating for Cloudflare (NET), the Technology Giant
Barclays analyst Saket Kalia initiated coverage on Cloudflare (NET) with a Buy rating and a $235.00 price target. This comes after Cloudflare reported quarterly revenue of $562.03 million and a GAAP net loss of $1.29 million for the quarter ending September 30. Other analysts have also recently issued ratings, with Bank of America Securities giving a Buy, while TR | OpenAI – 4o reiterated a Hold.