Did Cloudflare's (NET) Deeper SentinelOne Tie-Up Quietly Redefine Its AI Security Ambitions?

Simply Wall St.03-27

Earlier this month, SentinelOne announced it is expanding its partnership with Cloudflare to feed Cloudflare’s Zero Trust and edge security telemetry directly into SentinelOne’s Singularity AI SIEM, ...

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This deeper integration positions Cloudflare’s network and security data as a core ingredient in AI-powered security operations, potentially enhancing its relevance in the shift toward autonomous SOC platforms. We’ll now examine how this expanded SentinelOne integration could influence Cloudflare’s investment narrative around AI infrastructure, Zero Trust adoption, and platform monetization. The latest GPUs need a type of rare earth metal called Neodymium and there are only 26 companies in the world exploring or producing it. Find the list for free.AdvertisementCloudflare Investment Narrative RecapTo own Cloudflare, you need to believe its global network can become a central layer for security, Zero Trust, and AI infrastructure while it works toward profitability. The expanded SentinelOne integration reinforces Cloudflare’s role in AI-driven security operations, but it does not fundamentally change the near term tension between strong revenue growth and ongoing net losses. The key near term catalyst remains deeper enterprise adoption of its security platform, while a major risk is sustaining margins amid heavy investment and intense competition. Among recent announcements, Cloudflare’s February launch of a post quantum encrypted SASE platform is especially relevant. Together with the SentinelOne integration, it highlights how Cloudflare is trying to make its Zero Trust and network telemetry indispensable in modern security stacks. For investors watching catalysts, the question is whether these kinds of product advances translate into higher wallet share with large customers quickly enough to offset cost pressures and justify Cloudflare’s premium Price To Sales multiple. Yet investors should also weigh how rising competition and falling gross margins could meaningfully affect Cloudflare’s high expectations... Read the full narrative on Cloudflare (it's free!)Cloudflare’s narrative projects $4.6 billion revenue and $44.2 million earnings by 2029. This requires 28.2% yearly revenue growth and an earnings increase of about $146.5 million from -$102.3 million today.Uncover how Cloudflare's forecasts yield a $232.43 fair value, a 7% upside to its current price.Exploring Other PerspectivesNET 1-Year Stock Price Chart Some of the lowest ranked analysts are far more cautious, assuming about US$3.7 billion in 2028 revenue and modest earnings, and worry that internet fragmentation could blunt the benefits of new SentinelOne style integrations.Explore 23 other fair value estimates on Cloudflare - why the stock might be worth less than half the current price!The Verdict Is YoursDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Cloudflare research is our analysis highlighting 1 key reward and 1 important warning sign that could impact your investment decision.Our free Cloudflare research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cloudflare's overall financial health at a glance.No Opportunity In Cloudflare?These stocks are moving-our analysis flagged them today. Act fast before the price catches up:We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.Find 55 companies with promising cash flow potential yet trading below their fair value.Outshine the giants: these 21 early-stage AI stocks could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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