Cloudflare Just Gained 28% in a Month: Is It Too Late to Buy NET Stock Now?

Impact · against what's priced in

The recent rally in NET and DDOG reflects the market pricing in the shift toward machine-driven traffic, meaning current milestones are already baked into the valuations. While Cloudflare's non-human traffic milestone is a fundamental shift, it serves as a confirmation of the AI story the market is already paying for rather than a new catalyst.

NET+0.00

Already priced in

The price assumes

initial penetration of AI workloads, reflected in the recent quarter's beat and raised guidance