New York, January 27, 2026, 05:22 ET — Premarket
- Cloudflare shares climbed roughly 7% in premarket trading, following a near 9% rise on Monday
- Wolfe Research linked the jump to weekend chatter about “Clawdbot,” an open-source AI agent
- Traders are eyeing the Fed this week, along with Cloudflare’s results due February 10, as the next key test
Cloudflare, Inc. shares climbed 6.8% to $202.20 in Tuesday’s premarket, following a 9.2% gain that closed the previous session at $189.35. 1
The jump matters as it highlights how fast traders are shifting focus to “AI agent” themes — software designed to act on users’ behalf — along with the infrastructure likely to handle that surge. Cloudflare operates a global network that routes, secures, and accelerates web traffic, making it a key player in this emerging trend.
The timing is tight, right in the thick of a packed U.S. week. Investors are gearing up for major tech earnings reports and a Federal Reserve policy decision that could shake up expectations for high-growth stocks. 2
Wolfe Research’s Joshua Tilton kept a Peer Perform rating on Cloudflare following the weekend rollout of the viral AI assistant Clawdbot, noting the buzz “flowed through” to the stock. Clawdbot runs on Anthropic’s Claude, and Tilton highlighted that as these AI agents grow, they demand secure, low-latency infrastructure—precisely where Cloudflare’s edge network excels, with minimal delay. 3
Edge computing means handling more data near the user rather than routing it all to distant data centers. This puts Cloudflare in a packed field, competing with players like Akamai and Fastly who also focus on delivering speed and security at the edge.
Clawdbot is an open-source agent that runs locally and hooks up with popular apps to perform tasks, Business Insider reports. The tool and its creator, Peter Steinberger, have sparked a wave of social media buzz. “I’m just here to have fun,” Steinberger told the outlet in an interview. 4
For Cloudflare, the key question now is if this momentum holds when regular trading resumes or if it fizzles like typical fast-moving tech buzz. The stock’s known for volatile swings whenever a fresh story breaks.
The next major event isn’t a social media trend. Cloudflare plans to release its fourth-quarter 2025 earnings after the U.S. market closes on Tuesday, Feb. 10, with an investor call lined up later that day. 5
Risks remain. Should the agent story fail to drive concrete usage and revenue gains, or if the company’s guidance falls short, the recent surge in the stock could reverse sharply — particularly as rate expectations shift and competition in cloud security and performance heats up.
Traders will be watching if the premarket strength lasts into the opening bell, then if management can back up their renewed edge-computing pitch on Feb. 10 with solid numbers.
