Wall Street Raises Cloudflare Price Targets After Investor Day, Cites $5B+ ARR and AI Tailwinds

Wall Street analysts raised price targets for Cloudflare (NET) after the company's investor day, citing progress toward Rule of 50 profitability goals, $5 billion-plus annual recurring revenue (ARR) targets, and artificial intelligence business opportunities.

The analyst upgrades reflect confidence in Cloudflare's financial trajectory and AI-driven growth potential.

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