Top 10 AI Stocks News: Latest Analyst Ratings And Upgrades

5. Cloudflare Inc. (NYSE:NET)

Number of Hedge Fund Holders: 44

Cloudflare Inc. (NYSE:NET) is founded on an intelligent and high-speed global network to offer content delivery and wide area network services, cloud cybersecurity and DDoS mitigation features, Domain Name Service, and reverse proxies, among other services. The platform can securely connect workers, networks, and apps through Zero Trust security for a smooth journey to a unified SASE. Furthermore, users can also deploy and build full-stack AI apps using the company’s Workers AI platform, which runs ML workloads via the Cloudflare API while minimizing risks with built-in threat intelligence. Elsewhere, Cloudflare Inc.’s (NYSE:NET) AI Gateway offers total visibility and control over all AI apps on the platform and shows how people are using them to provide insights into how apps can be scaled.

On January 27th, Wells Fargo announced raising Cloudflare Inc.’s (NYSE:NET) target price to $150 from $135. The brokerage retained an “Overweight” stock rating. Wells Fargo analysts highlighted that the company is a “Top Pick” for 2025, adding that company shares have jumped 16% YTD to secure the top performer spot across the entire software industry despite shares now trading at about 16-turns EV/2026 Sales. While highlighting that checks for Q4 were strong, the analysts said that if the company could exit Q4 at a 26% YoY growth rate, they would expect the initial 2025 guidance to be in the 25%-plus YoY range, almost in line with the Wall Street consensus.