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Cloudflare (NET) Stock News

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Cloudflare, Inc. develops a connectivity cloud that combines security, web performance, networking, and developer tools on a global edge network. Its recurring company news includes quarterly financial results, cash-flow metrics, and updates to products such as Workers, AI Gateway, AI Security for Apps, Agent Cloud, and Cloudflare Mesh.

Cloudflare announcements also cover partnerships and integrations for enterprise security, AI application protection, web crawling controls, telemetry, and threat detection. Product news often centers on edge development, serverless application deployment, AI agents, private networking, and tools that connect employees, applications, and multicloud infrastructure.

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Cloudflare (NET) launched Basin, a generally available data platform for developers and enterprises to collect, store and analyze analytical data.

Built on Apache Iceberg and Cloudflare R2, Basin stores data in an open format readable by compatible tools. It runs on Cloudflare’s network without dedicated servers and charges no fees to move data in or out, including queries using tools across clouds, platforms or regions.

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Cloudflare (NET) and Deutsche Telekom announced a partnership to bring Cloudflare security services to enterprise customers across Europe. Deutsche Telekom plans to add Cloudflare solutions to its enterprise portfolio and use its established sales and service organization to reach customers. The companies are directly interconnecting their networks and aim to improve network quality and resilience. They also intend to explore offerings addressing European enterprise security and digital sovereignty requirements.

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Cloudflare (NET) plans to become a public certificate authority and has agreed to acquire trusted root CA key material from GlobalSign.

The planned service would issue traditional certificates and post-quantum Merkle Tree Certificates (MTCs). The GlobalSign acquisition is expected to close in the next two months, subject to customary closing conditions. Cloudflare has applied to the Chrome, Apple, Microsoft and Mozilla root programs. Classical certificate issuance will follow completion of the browser root-program application and acceptance process; production MTC issuance is scheduled for the first quarter of 2027.

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Cloudflare (NET) introduced new AI crawling controls and an Accountable designation that let websites stay visible in search while refusing AI training.

The new Disallow AI Training setting enables any site to block use of its content for AI training without leaving search results. Cloudflare now replaces its single “Block AI Bots” switch with three separate controls for search, AI training, and AI agents, plus a new Bot Preference Sync tool to apply preferences across supported crawlers. Apple, Google, and Microsoft are classified as Accountable operators, while mixed-use crawlers that do not meet Cloudflare’s criteria are blocked when site owners block training.

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Cloudflare (NET) launched an early access Vulnerability Discovery and Remediation service within Cloudflare Managed Defense, using OpenAI Daybreak models such as GPT-5.6 Cyber and data from Cloudflare’s global network to detect, block, and help fix software vulnerabilities.

The service correlates deep AI-driven code analysis with real-time Internet traffic and security telemetry to prioritize high-risk issues and automatically deploy custom WAF rules at the edge. OpenAI Daybreak models generate suggested code patches that developers can review and implement, with all fixes and edge rules requiring explicit human approval. The offering is available by invitation to select Cloudflare Enterprise customers through the OpenAI Daybreak Defense Network.

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Cloudflare (NET) announced that Cursor Cloud Agents can now run on Cloudflare Sandboxes, giving developers and platform teams a way to execute AI coding agents in secure, customer-controlled environments. The integration extends Cloudflare’s support for AI agent platforms, alongside Devin Outposts and Claude Managed Agents.

Cursor Cloud Agents use Self-Hosted Machines, where Cursor handles inference, planning, and orchestration while work runs on a customer-selected worker. With Cloudflare Sandboxes, that worker can operate inside a sandbox in the customer’s Cloudflare account, so tool calls such as terminal, filesystem, and browser actions execute within isolated, customer-controlled environments. This model keeps repositories, build caches, and secrets on customer machines while still enabling artifacts like screenshots, videos, and logs to be uploaded for use in pull requests and dashboards.

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Cloudflare (NYSE: NET) introduced Adaptive Intelligence, a new continuous detection engine embedded in Cloudflare Bot Management. The system learns from trillions of daily requests across Cloudflare’s network, generating short-lived, hyper-targeted rules that adapt in real time to disrupt automated cyber attacks and make them more costly for attackers.

According to Cloudflare, Adaptive Intelligence continuously retrains on live traffic, analyzes multi-timeframe behavior to catch stealthy threats, combines browser-session signals with edge telemetry to distinguish bots from humans, and autonomously tests security updates against live traffic to reduce false positives and avoid downtime.

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Cloudflare (NYSE: NET) announced that it is serving as an independent Key Transparency auditor for Signal, the private messaging app used by hundreds of millions of people. The partnership supports Signal’s new automatic key verification feature, helping users confirm encryption keys without manual QR code checks.

Cloudflare periodically retrieves updates from Signal’s tamper‑evident Key Transparency log, cryptographically verifies consistency with prior records, and then signs verified updates. According to Cloudflare, its auditor processes only cryptographic proofs and does not access users’ phone numbers, usernames, public keys, or message contents.

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Cloudflare (NYSE: NET) priced $2.175 billion aggregate principal amount of 0% convertible senior notes due August 15, 2031, in a private Rule 144A offering to qualified institutional buyers, with an option for initial purchasers to buy up to an additional $325 million of notes.

The senior unsecured notes carry no regular interest, no accretion, and are initially convertible at 2.0123 shares per $1,000 principal (conversion price ≈ $496.94), a ~60% premium to the August 10, 2026 share price of $310.59. Cloudflare expects net proceeds of about $2.14 billion (excluding any option exercise), of which approximately $225.8 million will fund capped call transactions with a cap price of about $854.12 per share (≈175% premium). Remaining proceeds are earmarked for general corporate purposes, including working capital, capex, debt repayment, and potential acquisitions.

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Cloudflare (NYSE: NET) announced that its Cloudflare for Government platform has achieved FedRAMP High certification and GovRAMP Moderate authorization, enabling U.S. Federal, State, Local, defense, education and highly regulated organizations to use its integrated security, performance, AI and developer services for sensitive workloads.

According to Cloudflare, FedRAMP High allows processing of High Impact data within an authorized U.S. boundary across 15 metro areas, while GovRAMP Moderate supports state and local mandates. The company also intends to pursue DoD Impact Level 4 (IL4) authorization and reports that more than 100 U.S. government agencies already use its services.

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FAQ

What is the current stock price of Cloudflare (NET)?

Cloudflare (NET) last closed at $341.89.

What is the market cap of Cloudflare (NET)?

The market cap of Cloudflare (NET) is approximately $121.7B.