8月21日，Cloudflare盘中上涨3.03%，报287.36美元/股，成交额2.85亿美元。此前受公司拟私募发行21.8亿美元2031年到期可转换优先票据的稀释担忧影响，股价自公告以来连续多日承压，前一交易日大跌4.44%至278.91美元，累计回撤幅度较大。
今日反弹或与超跌修复有关。公司二季度业绩表现强劲，营收6.96亿美元超预期、调整后EPS 0.29美元超预期7.4%，全年指引上调至调整后每股利润1.25至1.26美元，摩根士丹利、瑞穗等多家投行此前亦上调目标价至370至375美元区间。此外，公司CEO近期表示AI Agent正在重写互联网流量格局，机器流量增速远超预期，为公司云安全业务长期增长提供叙事支撑。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.