Seeking Alpha upgraded Cloudflare’s stock rating. Revenue growth currently exceeds 30% year-over-year. Analysts project the total addressable market will reach $196 billion by 2026.
The enterprise customer base shows significant momentum. The number of clients paying over $1 million annually grew 55% year-over-year in 2025.
Cloudflare partnered with Coinbase to launch a stablecoin called NET Dollar. This initiative facilitates payments for AI agents on the web. The collaboration contributed to a stock price increase earlier this week.