---
title: "CloudFlare Surges 8% as Cybersecurity Sector Rallies"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298950019.md"
description: "CloudFlare surges 8% as cybersecurity sector rallies. Q2 revenue up 36% to $696M, AI security partnership with OpenAI."
datetime: "2026-09-14T17:37:26.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298950019.md)
  - [en](https://longbridge.com/en/news/298950019.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298950019.md)
generator: "portal-rs"
---

# CloudFlare Surges 8% as Cybersecurity Sector Rallies

CloudFlare(NET.US) 盘中涨**8.05%**，现报**331.21 美元**。

美股网络安全板块此前集体走强，CrowdStrike 涨超**7%**，Zscaler 和 Palo Alto Networks 涨超**5%**，板块整体情绪提振带动 CloudFlare 延续升势。

公司近期在 AI 安全领域持续布局，与 OpenAI 合作推出 AI 漏洞发现与修复服务，将 GPT 模型与 CloudFlare 全球网络整合，为企业客户提供边缘安全防护。基本面方面，CloudFlare 第二季度营收同比增长**36%**至**6.96 亿美元**，自由现金流达**5640 万美元**。多家分析师近期上调目标价，Scotiabank、Wells Fargo、TD Cowen 及 Truist 均提高估值预期，市场共识目标价约**320 美元**。

### Related Stocks

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

## Related News & Research

- [Cloudflare Sees Agentic AI Opportunity Dwarfing Past Growth Drivers](https://longbridge.com/en/news/298813408.md)
- [3 US AI Stocks That Could Benefit From Delayed Washington Rules](https://longbridge.com/en/news/299019564.md)
- [Cloudflare Partners with OpenAI Daybreak Models to Redefine Vulnerability Management with AI-Powered Edge Defense | NET Stock News](https://longbridge.com/en/news/297960058.md)
- [Cloudflare, Inc. $NET Stake Cut by PensionDanmark Pensionsforsikringsaktieselskab](https://longbridge.com/en/news/295320559.md)
- [Cloudflare (NYSE:NET) Releases FY 2026 Earnings Guidance](https://longbridge.com/en/news/295153755.md)

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