Think It's Too Late to Buy Cloudflare Stock? Here's the 1 Reason Why There's Still Time

Cloudflare stock has surged 280% over three years but still captures only ~1% of its $238 billion addressable market, suggesting significant growth potential ahead. Q3 revenue grew 39% year-over-year to $783 million, the fastest pace in nearly four years, with management projecting the market opportunity to reach $384 billion by 2029. Despite trading at a premium 34x trailing sales valuation, the company appears to be in early growth stages rather than maturity.

11/07/2026, 1:53 PM • The Motley Fool

Cloudflare Sales Up 39%, Gross Margin Falls: Rapid Earnings Reaction

Cloudflare reported strong Q3 revenue growth of 39% to $782.5 million with annualized revenue surpassing $3 billion, causing shares to jump 15% in after-hours trading. However, gross margin declined 3 points to 71.2% as cost of revenue grew 54%, significantly outpacing sales growth. Free cash flow margin also slipped to 10% from 13%, and GAAP operating losses widened, reflecting the costs associated with rapid expansion and network capacity investments.

11/06/2026, 12:17 AM • The Motley Fool

Why Cloudflare Stock Took a Dive on Monday

Cloudflare stock fell 3.6% on Monday following a bearish note from Jefferies analyst Joe Gallo, who lowered his price target from $350 to $320, citing concerns that expectations may be set too high ahead of the company's earnings report. However, the article suggests the long-term outlook remains positive, highlighting Cloudflare's role in addressing critical cybersecurity threats like the PHP vulnerability affecting 70% of websites.

11/02/2026, 1:53 PM • The Motley Fool

Breakfast News: We’re Right There With You

The Nasdaq-100 fell nearly 5% on Friday, marking its third 10% correction this year, though it has nearly doubled over three years. The article advises investors to stay invested during market volatility through strategies like dollar-cost averaging and diversification. Key earnings this week include Apple, Shopify, AMD, and Berkshire Hathaway. Kiniksa Pharmaceuticals' heart drug Arcalyst is projected to become a blockbuster with $1B+ sales. Investors should focus on long-term plans rather than election-driven trading.

11/02/2026, 7:30 AM • The Motley Fool

Axon Enterprise vs. Fastly: Which Industrials Stock Is a Better Buy in 2026?

Axon Enterprise and Fastly represent different investment profiles: Axon offers strong 33.5% revenue growth and positive profitability in public safety technology but trades at a premium valuation (54x forward P/E), while Fastly provides more affordable valuation (42.8x forward P/E) with improving losses and 19% projected sales growth in edge cloud computing. The article suggests Fastly may be the better value despite Axon's superior fundamentals.

10/30/2026, 9:38 PM • The Motley Fool

Breakfast News: Week in Review

Meta, SpaceX, and Tesla posted strong revenue but are spending heavily on AI infrastructure with uncertain cash flow outcomes. Walmart opened AI shopping to approved agents while Amazon blocked them. Salesforce acquired Braze for a 58% premium but analysts expect modest returns. Netflix and Intuitive Surgical face pricing power challenges. Old-economy companies like Cisco, Corning, and EQT benefit from AI buildout demand.

10/23/2026, 7:30 AM • The Motley Fool

Bill Gross, the Entrepreneur Behind 175+ Companies, Launches Idealab.ai to Give Away Millions of Business Ideas—and Help People Everywhere Build Them

Bill Gross, founder of Idealab, has launched Idealab.ai, an AI-powered platform that makes over 1.2 million business ideas freely available to entrepreneurs worldwide. The platform applies AI to Gross's 50 years of entrepreneurial experience to identify potential businesses rooted in real-world problems. Idealab.ai aims to catalyze the creation of 1 million new businesses and 100 million new jobs by connecting ideas with people and organizations that can support their development.

10/19/2026, 9:00 AM • GlobeNewswire

FRUIT Introduces PAVE, an Approach to Bringing Human Judgment Into AI Systems

FRUIT Holdings, Inc. unveiled PAVE, a protocol enabling AI and agentic systems to request and apply human judgment while preserving authority, attribution, and provenance. The announcement comes as AI agent requests have surged over 1,700% year-over-year, raising concerns about human oversight and decision-making authority in autonomous systems. PAVE is designed for enterprise operations, AI evaluation, and agentic workflows across financial services, healthcare, and the public sector.

10/13/2026, 2:58 PM • GlobeNewswire

AI Crawlers Turned Away More Than Twice as Often, a Check to Run Before an AI Visibility Audit

Zen Media released guidance on AI visibility audits for brands that rank on Google but go unnamed in AI answers. Data shows AI crawler access denials increased to 13.47% in Q3 2026, with search and user-triggered AI requests growing from 6.51% to 11.92% between Q2 and Q3. The company's audit measures brand visibility across Claude, ChatGPT, Gemini, Perplexity, and Grok, identifying gaps between SEO performance and AI answer inclusion.

10/09/2026, 7:00 AM • GlobeNewswire

Nvidia Has Been the King of AI. This ETF Bets the Next Winners Will Be Somewhere Else.

While Nvidia and semiconductor stocks dominated the AI boom, software and cybersecurity stocks are emerging as the next phase winners. The iShares Expanded Tech-Software Sector ETF (IGV) has gained 15% this quarter as investors shift focus from AI infrastructure buildout to security concerns and concrete results. A potential slowdown in AI development could further benefit software companies that were previously threatened by AI disruption.

09/21/2026, 5:15 AM • The Motley Fool

Breakfast News: 4 CEOs Playing the Long Game

The article highlights four CEOs who exemplify great leadership through their focus on long-term vision over short-term gains: Matthew Prince (Cloudflare), Ted Sarandos (Netflix), Michael Kehoe (Kinsale Capital Group), and Jensen Huang (Nvidia). All four leaders share common traits including ruthless execution, competitive moats, and the conviction to make contrarian bets. Their stocks have delivered exceptional returns, with Cloudflare up 1,500% since IPO and Kinsale up 1,870% since 2016 IPO.

09/12/2026, 7:30 AM • The Motley Fool

X Pay is live on mainnet

X Pay has launched a payment gateway that enables any API or software to charge for individual HTTP requests and settle in USDC on Base mainnet. The service eliminates traditional payment barriers like accounts, API keys, and subscriptions by leveraging the x402 standard and stablecoins, allowing economically viable micropayments for the first time. The x402 standard, contributed by Coinbase and managed by the Linux Foundation, has already processed over 169 million payments across 590,000 buyers and 100,000 sellers.

09/11/2026, 10:55 AM • GlobeNewswire

A Deadline No One Can Negotiate Is Coming for the World's Encryption, and the Race to Get Ready Has Quietly Begun

Quantum computing threatens to break current encryption systems, prompting governments and standards bodies to mandate migration to post-quantum cryptography (PQC). Quantum Secure Encryption Corp. (QSE) announced a strategic partnership with Malaysia's Pos Digicert to help organizations assess and transition to quantum-safe systems. The partnership combines QSE's quantum-readiness technology suite with Pos Digicert's PKI and digital identity expertise to address the growing compliance obligations and multi-billion dollar market opportunity.

08/28/2026, 12:45 PM • GlobeNewswire

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Broadcom, Cerebras Systems, and Cloudflare on Wednesday, taking advantage of market pullbacks. All three stocks have declined 14-53% from recent all-time highs but show strong revenue growth and business fundamentals, with Broadcom expected to report 85% revenue growth and Cerebras showing 74% growth despite customer concentration concerns.

08/27/2026, 10:22 AM • The Motley Fool

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Nvidia, Broadcom, and Cloudflare on Monday. Nvidia was purchased across five of Ark's six ETFs despite a 3% decline, trading at attractive valuations relative to its accelerating growth. Broadcom, which has seen 15% decline from recent highs, offers compelling valuations with 84% projected revenue growth. Cloudflare rebounded to all-time highs with strong 36% revenue growth as cybersecurity demand strengthens.

08/11/2026, 11:33 AM • The Motley Fool