Barrons
22 Oct 2026, 16:02 UTC · 1h ago
Website PHP Flaws Spur a Cybersecurity Stock Rally—but Not All Are Buys
Impact · against what's priced in
The PHP-driven rally in cybersecurity stocks is a short-term event that does not alter the long-term growth trajectory required to justify Cloudflare's valuation. While it supports current core business stability, it does not provide the structural acceleration to the 45% CAGR the market currently declines to price in.
- NET+0.05
Already priced in
- The price assumes
The company's established network security and optimization business
The rally driven by patching PHP flaws reinforces the strength of Cloudflare's core network security business, which the market already assumes is stable and growing.
What NET's price assumes · Sep 13
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