---
title: "Cloudflare surges 10% on OpenAI security tie-up, strong Q2"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298489267.md"
description: "Cloudflare (NET) rose during regular trading, driven by OpenAI collaboration and 35.9% Q2 revenue growth."
datetime: "2026-09-09T17:36:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298489267.md)
  - [en](https://longbridge.com/en/news/298489267.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298489267.md)
generator: "portal-rs"
---

# Cloudflare surges 10% on OpenAI security tie-up, strong Q2

Cloudflare(NET.US) 盘中涨近 10%，现报 312.49 美元。

股价上涨主要受多重利好因素推动。公司与 OpenAI 合作推出 AI 漏洞发现与修复服务，结合其 Q2 业绩显示营收同比增长 35.9%，市场情绪持续升温。Stifel 重申买入评级并维持 370 美元目标价，Scotiabank、Wells Fargo、TD Cowen 及 Truist 等多家机构同步上调目标价。加州教师退休系统在第二季度大幅增持该公司股份，机构看好其 AI 驱动安全能力及边缘计算布局。不过，CFO Thomas Seifert 及联席董事长 Michelle Zatlyn 近期减持约 2411 万美元股份，部分抵消了市场乐观情绪。

### Related Stocks

- [NET.US](https://longbridge.com/en/quote/NET.US.md)

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**