NEW YORK, January 27, 2026, 18:19 EST — After-hours
Cloudflare Inc shares were last up 8.8% at $205.95 in after-hours trading on Tuesday. The move capped a sharp two-day run tied to online buzz around “Clawdbot,” an open-source AI agent that has been making the rounds in developer circles. (Investing)
Why it matters now: markets are primed to chase anything that hints at the next leg of AI spending. “Agentic” AI — tools built to take actions on their own, not just answer prompts — could translate into more automated web traffic, more security checks, and more demand for the plumbing that keeps it all running.
Cloudflare reports fourth-quarter results on Feb. 10 after the U.S. market closes, and will host a conference call at 5:00 p.m. Eastern. Investors are looking for evidence that the current surge in attention is turning into usage and guidance, not just talk on social media. (Cloudflare)
The chatter has centered on Clawdbot, built on Anthropic’s Claude, which runs locally on devices but leans on Cloudflare’s low-latency network to connect securely and operate at speed. Wolfe Research analyst Joshua Tilton wrote that “NET is positioned to capture that activity” as agents scale and make more API calls — software requests sent to other services. CEO Matthew Prince told analysts in October that about 80% of leading AI companies already use Cloudflare’s infrastructure: “The agents of the future will inherently have to pass through our network and abide by its rules,” he said. (Reuters)
Cloudflare rose 9.17% on Monday and added another 8.77% on Tuesday, closing at $205.95. The stock traded between $205.20 and $218.22 in regular hours, with about 12.5 million shares changing hands. (StockAnalysis)
Cloudflare sells security and performance tools through an “edge” network — servers placed close to end users to reduce delays and filter attacks. Its usage-driven model means higher traffic can lift billable requests, making the idea of task-running AI agents roaming the web an easy story for traders to grab.
The company’s core business still overlaps with content-delivery and edge-security peers such as Akamai and Fastly, even as Wall Street tries to frame Cloudflare as AI infrastructure. That framing can shift fast.
There are risks. Buzz-driven rallies can unwind just as quickly, and investors will want proof the hype translates into paying workloads. Cloudflare’s own status page on Tuesday flagged intermittent elevated errors and timeouts for D1 databases and SQLite-backed Durable Objects, along with network degradation in Chicago that engineers were working to fix — reminders that execution and reliability stay in the frame. (Cloudflare Status)
Next up is Feb. 10: results after the close and a 5 p.m. ET call. Traders will be listening for any AI-linked lift in demand — and for what Cloudflare says about growth into 2026. (Nasdaq)
