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Subscribe to hear Reuters journalists discuss the biggest news in markets and finance seven days a 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(NET) Valuation In Focus As Earnings Near And Zero Trust Demand Meets Deal Uncertainty","url":"https://stock-news.laohu8.com/highlight/detail?id=2610885572","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610885572?lang=en_us&edition=fundamental","pubTime":"2026-02-08 23:10","pubTimestamp":1770563418,"startTime":"0","endTime":"0","summary":"Why Cloudflare’s upcoming earnings are in focus\nCloudflare (NET) is set to report fourth quarter 2025 results on February 10, 2026, drawing attention to how enterprise demand for zero trust cybersecurity compares with recent challenges in closing larger deals.\nSee our latest analysis for Cloudflare.\nCloudflare’s share price has been choppy, with a 1-day share price return of 6.23% contrasting with a 90-day share price return showing a decline of 27.99%. 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Here is a breakdown of their 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The reports are a sampling of analysts' thinking; they should not be considered the views or recommendations of Barron's. Some of the reports' issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed.Cloudflare -- NET-NYSE Buy -- $170.31 on Feb. 4 by BTIG We are upgrading Cloudflare to a Buy and introducing a $199 price target. Over the past couple of weeks, we spoke to five partners with a view on $100 million-plus in combined annual Cloudflare sales. Our field checks were consistently strong on multiple fronts. 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: Jefferies Cuts Target Price to $185 From $225","url":"https://stock-news.laohu8.com/highlight/detail?id=2609432895","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609432895?lang=en_us&edition=fundamental","pubTime":"2026-02-05 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(NET)","url":"https://stock-news.laohu8.com/highlight/detail?id=2609328570","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609328570?lang=en_us&edition=fundamental","pubTime":"2026-02-05 14:05","pubTimestamp":1770271522,"startTime":"0","endTime":"0","summary":"In a report released today, Joseph Gallo from Jefferies maintained a Hold rating on Cloudflare, with a price target of $185.00. According to TipRan...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/jefferies-sticks-to-their-hold-rating-for-cloudflare-net-blurbs?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/jefferies-sticks-to-their-hold-rating-for-cloudflare-net-blurbs?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["NET"],"gpt_icon":0},{"id":"2609613340","title":"Analysts Have Conflicting Sentiments on These Technology Companies: Complete Solaria (SPWR), Cloudflare (NET) and Ribbon Communications (RBBN)","url":"https://stock-news.laohu8.com/highlight/detail?id=2609613340","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609613340?lang=en_us&edition=fundamental","pubTime":"2026-02-05 14:00","pubTimestamp":1770271221,"startTime":"0","endTime":"0","summary":"Analysts have been eager to weigh in on the Technology sector with new ratings on Complete Solaria (SPWR – Research Report), Cloudflare (NET – Rese...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/analysts-have-conflicting-sentiments-on-these-technology-companies-complete-solaria-spwr-cloudflare-net-and-ribbon-communications-rbbn-blurbs?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/analysts-have-conflicting-sentiments-on-these-technology-companies-complete-solaria-spwr-cloudflare-net-and-ribbon-communications-rbbn-blurbs?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["RBBN","LU2065171402.SGD","BK4519","BK4554","BK4548","BK4585","BK4020","BK4588","LU2065170008.USD","BK4613","LU2065169927.USD","BK4096","BK4560","BK4141","LU2065171311.SGD","BK4116","SPWR","BK4607","NET","LU2286300806.USD"],"gpt_icon":0},{"id":"2609316793","title":"Software ate the world. Now, Wall Street is worried AI will eat software.","url":"https://stock-news.laohu8.com/highlight/detail?id=2609316793","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609316793?lang=en_us&edition=fundamental","pubTime":"2026-02-05 06:02","pubTimestamp":1770242520,"startTime":"0","endTime":"0","summary":"The selloff of business software continues on Wednesday as investors keep selling shares of companies that look like they could be on the menu. Software ate the world. Now, investors are worried software companies are on the menu as the advent of AI threatens business models.For more than 15 years, business software steadily came to dominate every industry sector of the economy.  The advancement of enterprise software was relentless.This week, investors became very worried that rapidly-advancing AI capabilities offered by companies like Anthropic are going to pummel any company with services that include enterprise software.Software names were a major casualty, adding to pressure that they have faced since the summer. Software engineering company EPAM Systems Inc.  saw a very modest rebound on Wednesday after a double-digit drop the day earlier. Accenture PLC  was in a similar boat, barely closing in the green on Wednesday after Tuesday's rout. Gartner  added to its decline after falli","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PLTD","IT","NWS.AU","LU0106261612.USD","AI","MCO","OWL","PLOO","LU0082616367.USD","CRM","SGXZ31699556.SGD","VGT","BK4535","NWSA","INFY","PLT","IE00B0169N27.USD","SNOW","ADBE","NET","RELX","TRU","LU0267386448.USD","PLTG","IGV","EFX","LU1551013342.USD","NWS","SPGI","PTIR","PLTZ","SG9999014898.SGD","BK4111","TRI","IE00B19Z9505.USD","PLTA","IE0009356076.USD","LU1496350502.SGD","ACN","PLYY","PLTU","CGEMY","LU2211815571.USD","PLTW","VRSK","LAW","LZ","EPAM","PLTY"],"gpt_icon":1},{"id":"2609910303","title":"The Social Security data breach is a national-security disaster that could hurt Americans for the rest of their lives: whistleblower","url":"https://stock-news.laohu8.com/highlight/detail?id=2609910303","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609910303?lang=en_us&edition=fundamental","pubTime":"2026-02-05 01:42","pubTimestamp":1770226920,"startTime":"0","endTime":"0","summary":"MW The Social Security data breach is a national-security disaster that could hurt Americans for the rest of their lives: whistleblower. Every American's personal data is at risk of fraud after DOGE's alleged mismanagement, Social Security's former chief data officer tells MarketWatch. Whistleblower Chuck Borges said the mishandling of Social Security data threatens all Americans who have or who ever had a Social Security number.Americans' personal data - including names, Social Security numbers and addresses - are in the middle of a national-security disaster and should be investigated by Congress, says one Social Security whistleblower.\"Everyone thinks this is just another data breach. This is not just another data breach,\" Borges told MarketWatch. \"If this data has been absconded or downloaded, you could perpetuate fraud against every single government system in existence much more easily than at any time in our history.\"","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4548","SG9999004303.SGD","LU1989764664.SGD","LU2065169927.USD","BK4607","BK4123","LU2065171311.SGD","BK4585","BK4554","BK4613","EFX","LU1169590202.USD","NET","EXPGY","BK4116","LU2286300806.USD","LU2065171402.SGD","SGXZ23171101.USD","LU2065170008.USD","BK4588","TRU","LU1989764748.USD","LU1169589451.USD","BK4560"],"gpt_icon":0}],"pageSize":20,"totalPage":19,"pageCount":4,"totalSize":365,"code":"91000000","status":"200"}]}}