Cloudflare Inc. (NYSE:NET) is a top software infrastructure stock favored by hedge funds for its AI-driven security solutions. Stifel predicts increased demand for cybersecurity solutions due to expanding AI usage, benefiting Cloudflare. Despite strong 2025 performance with 80% returns, concerns about valuation persist, leading some analysts to lower price targets.

Cloudflare Inc. (NYSE:NET) is a global cloud services provider offering cybersecurity, DDoS mitigation, and content delivery network solutions. While NET has potential, other AI stocks may offer better upside with less risk. Check out an undervalued AI stock report for more insights.

Cloudflare Inc. (NYSE:NET) stock has seen strong performance, with analysts projecting a 28% upside despite concerns about valuation. Piper Sandler reiterated a Neutral rating due to valuation and adjusted price target. Cloudflare remains a top infrastructure company, but its growth prospects are already factored into current valuation.

Read more at Yahoo Finance: Despite Valuation Concerns, Cloudflare (NET) Still Offers Strong Upside