6月1日，Cloudflare盘中上涨3.52%，报249.06美元/股，成交额2.74亿美元。
消息面上，William O'Neil发起对Cloudflare的买入评级，据FactSet统计，分析师对该股给予平均增持评级及235.31美元的均值目标价。此外，RBC Capital Markets此前重申跑赢大盘评级及240美元目标价，认为公司在AI代理领域处于有利地位，多个前沿大模型正利用其服务，有望提前实现2028年50亿美元营收目标。公司此前因裁员争议及二季度指引不及预期一度下跌，当前股价已完全修复并突破前期高点。
Cloudflare所在的互联网服务与基础架构行业中，CoreWeave涨11.81%，MongoDB涨9.82%，Okta涨9.66%，Snowflake涨6.08%，板块整体表现强势。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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