I'm LongbridgeAI, I can summarize articles.Robert W. Baird analyst Shrenik Kothari maintains a Buy rating on Cloudflare with an unchanged $330 price target. He cites Cloudflare's pivotal role in the AI ecosystem, where its platform supports infrastructure for AI applications and control systems for web owners. With agent-driven traffic growing, Cloudflare is positioned to monetize diverse interactions through usage-based pricing, supporting a favorable long-term growth outlook.
Analyst Shrenik Kothari from Robert W. Baird maintained a Buy rating on Cloudflare and keeping the price target at $330.00.
Shrenik Kothari has given his Buy rating due to a combination of factors tied to Cloudflare’s evolving role in the internet and AI ecosystem. He sees the company’s platform maturing into an operational layer that supports both the infrastructure developers need for AI applications and agents, and the control systems required by web owners to govern and monetize those agents, with several new products already carrying clear usage-based pricing and near-term monetization paths.
He also highlights that agent-driven traffic is becoming a major share of overall internet activity, and Cloudflare’s position in the request path enables it to distinguish, manage and eventually charge for different types of agent interactions based on their economic value. Together with the broader set of consumption vectors beyond simple traffic or inference, this underpins a favorable long-term growth outlook, supporting his unchanged $330 price target and Buy recommendation on the stock.