Highlights:
- Cloudflare introduces pioneering control over AI crawler access with a 'pay per crawl' system for website owners.
- Analyst one-year price target suggests a potential downside for Cloudflare's stock.
- Cloudflare's GF Value indicates a significant overvaluation at current prices.
Cloudflare Inc. (NET, Financial) has set a new precedent in internet infrastructure by restricting AI crawlers from accessing content without explicit permission or financial compensation. The company has rolled out a 'pay per crawl' system, currently in beta, empowering website owners to decide which AI entities can harvest their data. This move represents an innovative step towards monetizing digital content and could significantly impact the industry landscape.
Wall Street Analysts Forecast
According to 29 analysts who have set one-year price targets for Cloudflare, the average target price is $159.83. This forecast includes a high estimate of $240.00 and a low of $70.00. Given the current stock price of $195.83, the average target suggests a downside of 18.38%. For a more comprehensive analysis, visit the Cloudflare Inc (NET, Financial) Forecast page.
Brokerage firms remain optimistic, with 35 brokerage firms offering a consensus recommendation of 2.3 for Cloudflare, indicating an "Outperform" status. This rating is based on a scale from 1 to 5, where 1 signifies a Strong Buy and 5 denotes a Sell.
Gaining insights from GuruFocus estimates, the projected GF Value for Cloudflare Inc in one year is $142.68, indicating a potential downside of 27.14% from its current price of $195.83. The GF Value represents GuruFocus' assessment of the fair stock value, calculated from historical trading multiples, past growth trajectories, and future business performance forecasts. For further details, consider visiting the Cloudflare Inc (NET, Financial) Summary page.
