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Cloudflare's slowing growth disappoints investors betting on AI boost

NET
Corporate EarningsCorporate Guidance & OutlookArtificial IntelligenceTechnology & InnovationInvestor Sentiment & Positioning

Cloudflare shares fell more than 15% in premarket trading after its quarterly revenue forecast disappointed investors expecting it to benefit materially from the AI adoption cycle. The move points to a negative reaction to guidance rather than the reported quarter itself, with the stock repricing lower on softer-than-hoped near-term expectations.

Analysis

Cloudflare shares fell more than 15% in premarket trading after its quarterly revenue forecast disappointed investors expecting it to benefit materially from the AI adoption cycle. The move points to a negative reaction to guidance rather than the reported quarter itself, with the stock repricing lower on softer-than-hoped near-term expectations.

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Market Sentiment

Overall Sentiment

strongly negative

Sentiment Score

-0.55

Ticker Sentiment

NET-0.72