Cloudflare’s Replicate Deal and AI Push Could Be A Game Changer For Cloudflare (NET)

Simply Wall St.

12/14

In recent days, Cloudflare detailed its plan to acquire AI platform Replicate, continued promoting its Workers AI capabilities, and saw President Michelle Zatlyn sell US$15.8 million of stock under a ...

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At the same time, fresh analyst commentary has emphasized Cloudflare’s role in giving Google greater web visibility for AI training, underscoring how the company’s infrastructure and Workers AI platform are increasingly viewed as important plumbing for the broader AI ecosystem. With Cloudflare’s Replicate acquisition and expanding AI infrastructure role in focus, we’ll now examine how this news influences its investment narrative. Find companies with promising cash flow potential yet trading below their fair value.Cloudflare Investment Narrative RecapTo own Cloudflare, you have to believe it can convert its expanding role in internet and AI infrastructure into durable, profitable growth. Near term, the key catalyst is execution around Workers AI and emerging AI-related revenue, while the biggest risk is that rising network complexity and outages undermine confidence in its platform. The latest news, including the Replicate deal and recent network issues, does not materially change that balance but makes operational reliability more central to the story. Among the recent announcements, the planned acquisition of AI platform Replicate looks most relevant, because it deepens Cloudflare’s ability to host and run AI workloads directly on Workers AI. That fits squarely with the current catalyst around AI adoption, but also raises the execution bar, since investors will be watching closely to see whether Cloudflare can integrate Replicate smoothly, keep service quality high after a global outage, and translate broader AI infrastructure use into meaningful, high margin business over time. Yet amid Cloudflare’s growing AI ambitions, investors should pay close attention to the risk that repeated outages and elevated Workers errors could... Read the full narrative on Cloudflare (it's free!)Cloudflare's narrative projects $3.8 billion revenue and $176.4 million earnings by 2028. This requires 26.5% yearly revenue growth and a $293.5 million earnings increase from -$117.1 million today.Uncover how Cloudflare's forecasts yield a $242.46 fair value, a 20% upside to its current price.Exploring Other PerspectivesNET 1-Year Stock Price Chart Twenty eight fair value estimates from the Simply Wall St Community span roughly US$12 to US$242. This spread contrasts with the current focus on Cloudflare’s AI infrastructure catalyst and the execution risk around maintaining network reliability at scale, reminding you to compare many viewpoints before forming expectations.Explore 28 other fair value estimates on Cloudflare - why the stock might be worth as much as 20% more than the current price!Build Your Own Cloudflare NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Cloudflare research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.Our free Cloudflare research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cloudflare's overall financial health at a glance.Searching For A Fresh Perspective?These stocks are moving-our analysis flagged them today. Act fast before the price catches up:Uncover the next big thing with financially sound penny stocks that balance risk and reward.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 36 best rare earth metal stocks of the very few that mine this essential strategic resource.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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