New York, February 14, 2026, 16:54 EST — Market closed
- Cloudflare ended Friday up 5.8%, rebounding after two volatile sessions.
- KeyBanc stuck with its Overweight rating. Zacks, on the other hand, shifted to a more bearish stance.
- U.S. markets will stay shut on Monday for Presidents Day, with trading set to resume on Tuesday.
Cloudflare Inc (NET) clawed back 5.8% Friday, ending the session at $195.85 after shaking off Thursday’s 2.2% slide. The stock bounced as traders sorted through new post-earnings calls and a choppy stretch in the shares. (Investing.com)
This comes just before an extended break for U.S. equities; Wall Street shuts down Monday for Washington’s Birthday. Markets pick up again Tuesday. (New York Stock Exchange)
The gap is key for Cloudflare, with the narrative on the stock not yet locked in. Bulls point to guidance and demand for “AI infrastructure.” Skeptics, though, say much of that optimism is already reflected in the price.
Friday saw a pop for Arista Networks, which climbed 4.8%, while the S&P 500 barely budged—up just 0.05%. The Dow managed a slim 0.10% advance, according to MarketWatch data. (MarketWatch)
Cloudflare this week projected 2026 revenue in the $2.79 billion to $2.80 billion range, topping analysts’ expectations. Revenue for the December quarter jumped 33.6% to $614.5 million. CEO Matthew Prince pointed to AI agents as sparking a “fundamental shift” in internet infrastructure and fueling stronger demand for Cloudflare’s offerings. (Reuters)
Some analysts aren’t letting up. Jackson Ader at KeyBanc stuck to his Overweight call — that’s their bet the stock can outpace rivals — sticking with his $300 target. “Momentum in revenue keeps us Overweight on the stock,” he wrote. (Finviz)
Not all the action is bullish. Zacks Research cut Cloudflare to a “strong sell” from “hold” in a Thursday note, according to MarketBeat. (MarketBeat)
Still, there are risks lurking on the upside. Cloudflare’s valuation reflects heavy growth assumptions—high-expectation names like this can get hammered quickly if interest rates tick up, customers pull back on cloud spending, or if there’s any slip in execution or reliability on Cloudflare’s end.
Cloudflare operates a worldwide network designed to accelerate websites and protect applications against threats. The company’s “zero trust” security approach verifies users and devices with every connection attempt, rather than granting ongoing trust after initial access.
Markets get going again Tuesday, with U.S. retail-sales numbers hitting at 8:30 a.m. ET. Not long after, all eyes will turn to the Fed’s meeting minutes, landing Wednesday at 2:00 p.m. ET—both key releases for bond yields, and by extension, for stocks like Cloudflare, where valuation is tightly linked to rates. (scotiabank.com)
