--- title: "This Company Wants to Power AI Agents, but Is the Stock Priced Too High?" type: "News" locale: "en" url: "https://longbridge.com/en/news/285847365.md" description: "Cloudflare (NYSE: NET) is establishing itself as a crucial infrastructure provider for AI agents and edge computing. However, its stock price reflects significant optimism, raising valuation concerns. The Motley Fool's Stock Advisor has identified ten top stocks for investment, excluding Cloudflare, which may indicate caution for potential investors. The report highlights the potential for substantial returns from other recommended stocks, contrasting with Cloudflare's current standing in the market." datetime: "2026-05-10T16:40:30.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285847365.md) - [en](https://longbridge.com/en/news/285847365.md) - [zh-HK](https://longbridge.com/zh-HK/news/285847365.md) --- # This Company Wants to Power AI Agents, but Is the Stock Priced Too High? **Cloudflare** (NYSE: NET) is positioning itself as a key infrastructure layer for AI agents, enterprise security, and edge computing. Its Agent Cloud and Mesh products could make the company more important as businesses adopt AI, but the stock already reflects major optimism. That creates a fascinating case with clear valuation risks. _Stock prices used were the market prices of May 4, 2026. The video was published on May 9, 2026._ _**Will AI create the world's first trillionaire?** Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. **Continue »**_ ## Should you buy stock in Cloudflare right now? Before you buy stock in Cloudflare, consider this: The _Motley Fool Stock Advisor_ analyst team just identified what they believe are the **10 best stocks** for investors to buy now… and Cloudflare wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when **Netflix** made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, **you’d have $471,827**!\* Or when **Nvidia** made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, **you’d have $1,319,291**!\* Now, it’s worth noting _Stock Advisor’s_ total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. **Don't miss the latest top 10 list, available with _Stock Advisor_, and join an investing community built by individual investors for individual investors.** **See the 10 stocks »** _\*Stock Advisor returns as of May 10, 2026._ _Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cloudflare. The Motley Fool has a disclosure policy._ Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. ### Related Stocks - [NET.US](https://longbridge.com/en/quote/NET.US.md) - [CLOU.US](https://longbridge.com/en/quote/CLOU.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [NFLX.US](https://longbridge.com/en/quote/NFLX.US.md) - [NDAQ.US](https://longbridge.com/en/quote/NDAQ.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Cloudflare acquires VoidZero to bolster AI-native web development tools](https://longbridge.com/en/news/288734626.md) - [NVIDIA AI Cloud Ecosystem Expands Worldwide to Meet Global AI Compute Demand](https://longbridge.com/en/news/288216548.md) - [CRWD Stock Alert: CrowdStrike's New AI Officer Is a Former Nvidia Exec](https://longbridge.com/en/news/288619337.md) - [KIDZ AI Announces Reverse Stock Split | KIDZ Stock News](https://longbridge.com/en/news/288714697.md) - [It’s No Longer Doom and Gloom for These 3 ‘AI Doom’ Stocks](https://longbridge.com/en/news/288415937.md)