New York, Jan 27, 2026, 14:25 EST — Regular session
- Cloudflare shares climbed in afternoon trading, pushing their two-day rally further.
- Traders highlight chatter around the “Clawdbot” AI agent as a new catalyst for betting on traffic growth
- Attention now turns to the Feb. 10 results, seeking clues on whether AI adoption is starting to boost revenue
Cloudflare Inc shares jumped roughly 11% to $210.35 in Tuesday’s afternoon session, hitting an intraday peak of $218.10. The surge came amid renewed excitement fueled by online chatter around a viral AI “agent” that boosted confidence in the company’s internet infrastructure. (Reuters)
This matters because investors are on the lookout for picks-and-shovels plays in “agentic” AI — software that acts autonomously for users. Cloudflare, positioned in the flow of much of that traffic, stands to benefit. (Investing)
The open-source tool, once called Clawdbot and now rebranded as Moltbot, has gained rapid traction among developers. Its creator revealed that Anthropic urged the rename, citing trademark issues related to the Claude brand. (Business Insider)
Cloudflare’s argument boils down to this: a higher volume of automated agents generating more requests drives increased data traffic across its network. That, in turn, boosts paid usage for its products, which charge based on consumption instead of fixed seats. (Yahoo Finance)
“As agentic tools like Clawdbot expand, we believe NET is well placed to benefit from that growth,” Wolfe Research analyst Joshua Tilton said. (Fidelity)
Chief Executive Matthew Prince has made this point before, telling investors: “The agents of the future will inherently have to pass through our network and abide by its rules.” (The Motley Fool)
Cloudflare, known for its security and content delivery services that act as a middle layer between users and websites, came under fire following outages that disrupted major online platforms late last year. (Reuters)
In two separate incident reports, the company detailed a Nov. 18 outage linked to its bot-management systems and a Dec. 5 network issue that interrupted part of its traffic. (The Cloudflare Blog)
The stock’s recent jump follows a solid gain on Monday, when it climbed roughly 9% to close at $189.35, per company figures. (Barron’s)
That said, the rush from Clawdbot to Moltbot highlights how much this story hinges on outside developer buzz and branding chatter, not just on what Cloudflare itself has delivered—something that can quickly swing sentiment. (Forbes)
Earnings come Feb. 10, and investors will be digging for concrete figures on AI-driven traffic—specifically, if it’s boosting revenue rather than just eyeballs. (Yahoo Finance)
Investors are keenly awaiting guidance on demand for Cloudflare’s developer platform and network services, especially if AI-driven tools are pushing customers to increase spending beyond initial demos. (Public)
