Morgan Stanley is optimistic about Cloudflare (NET.US) ahead of earnings: Strong AI-related demand and sustainable growth support high valuation

智通财经2026/10/23 05:46

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Smart Finance APP reports that Morgan Stanley has released a Q3 earnings preview report for Cloudflare (NET.US), maintaining an "Overweight" rating on the stock with a target price of $370. The firm believes that rising consumption, accelerated developer adoption, and AI/agent workloads are providing Cloudflare with multiple growth levers, likely supporting revenue growth in Q3, Q4, and 2027 to remain in the mid-30% range. The latest partner checks indicate robust demand in CDN/application security, Workers, SASE, and the broader AI sector, with a healthy order pipeline and continued large order activity.

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Researchers combined Amgen's Imdelltra with AstraZeneca's Imfinzi and found that for patients with aggressive lung cancer whose tumors had already spread, this combination extended survival by about eight months compared to Imfinzi monotherapy. Small cell lung cancer is one of the cancer types with the worst prognosis.

智通财经•2026/10/25 02:56