Cloudflare Stays 'Best Athlete' in Software With Accelerating Revenue Growth, Morgan Stanley Says

MT Newswires Live02-11 23:52

Cloudflare (NET) continues to be the "Best Athlete" in the software space with its consistent widening competitive moat, spurred by innovation and a go-to-market that is constantly being refined, Morgan Stanley said in a Wednesday note.

Opportunities in the agentic artificial intelligence landscape is driving demand across the company's portfolio, with customers looking not only to build agents but also operate them securely and efficiently, Morgan Stanley analysts said. They noted that Cloudflare CEO Matthew Prince pointed to the doubling of weekly requests generated by AI agents boosting demand for the company's entire platform.

With regard to Cloudflare's surging revenue growth, the analysts also pointed to the company's improving sales productivity, with eight straight quarters under its belt, as well as the benefit of its strong market positioning.

With the company posting three straight quarters of accelerating revenue growth to 34% year over year and an initial full-year 2026 revenue guidance of 29% that surpassed analysts' consensus by more than 2%, Cloudflare is well-positioned amid the boom in agentic AI, according to the note.

Morgan Stanley maintained the company's stock rating at overweight and adjusted the price target to $245 from $258.

Price: 200.64, Change: +20.66, Percent Change: +11.48

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