Cloudflare shares rose approximately 8% during afternoon trading on March 18, 2026. Investors increasingly view the company as a vital infrastructure provider for AI workloads at the network edge. This market sentiment follows the broader growth trend established by NVIDIA.
Cloudflare reported $614.51 million in revenue for the fourth quarter of 2025. This figure represents a 33.6% increase compared to the previous year.
The company recently secured its largest-ever deal by annual contract value. Total new annual contract value grew at its fastest pace since 2021, reinforcing confidence in Cloudflare's growth trajectory within the AI landscape.