$NET

U.S. cybersecurity stocks rose after AI safety warnings, with Palo Alto Networks (PANW) up 10.0% and Fortinet (FTNT) up 8.8% in the September 11–18 trading week. Seven companies are positioned to profit from AI security, with YTD returns ranging from -13.9% to +125.1%. Palo Alto reported $3.41B in revenue, while Fortinet saw 26% YoY revenue growth. Investors are assessing which firms can convert AI security demand into contracts and earnings.

Ledbetter Carl sold 5,000 indirectly-held shares of Cloudflare, Inc. (NET) at $353.15 ($1.77M total) on 2026-09-22 under a Rule 10b5-1 trading plan.

Fastly (FSLY) fell 7% during its Investor Day, while peers Cloudflare (NET) and Akamai (AKAM) rose. The decline is attributed to profit-taking after a strong run, with no adverse news reported. Fastly introduced new AI security products, and its Q2 security revenue grew 43% YoY. The broader market and peers were stable, indicating a Fastly-specific reaction.

Cloudflare (NET) shares rose 0.25% in after-hours trading on Monday, following an 8.67% surge during the regular session. CFO Thomas Seifert sold 10,000 shares for approximately $3.32 million. Analyst Peter Weed maintained a Market Perform rating but raised the price target to $181. Cloudflare was also included in Ritholtz Wealth Management's 'Best Stocks in the Market' list.

SEIFERT THOMAS J (Chief Financial Officer) sold 10,000 shares of Cloudflare, Inc. (NET) at an average of $332.46 ($318.90–$336.51, $3.32M total) across 12 trades on 2026-09-17 under a Rule 10b5-1 trading plan.

Cloudflare (NET) closed at $351.67, an 8.67% gain and 52-week high. Options activity showed a 2.16:1 call-to-put ratio, with notable bullish and hedging strategies. Implied volatility rose to 64.09%, and technical indicators suggest a strong but stretched trend. Institutional hedging was observed in November put spreads.

Fastly (FSLY) rose 14% after launching AI Firewall, AI Runtime Control, and API Security products. Cloudflare (NET) and Datadog (DDOG) also gained 7% and 5% respectively, suggesting a broader category repricing. Fastly's products aim to secure AI models and manage traffic, but the move lacks immediate customer or revenue commitments.

Cloudflare (NET) shares rose 6.8% as Treasury yields fell and U.S.-China tensions eased, benefiting software stocks. The company launched Python Workers for its developer platform, enhancing AI and web framework support. NET is up 77.2% YTD, hitting a 52-week high of $347.27.

Cloudflare (NET) shares rose 7.1% due to investor interest in its AI-driven cybersecurity initiatives and strong Q2 results. The company reported $696.1M revenue, up 36% YoY, and raised full-year guidance. Analysts have set a median price target of $255.0.

Ritholtz Wealth Management's Josh Brown and Sean Russo recommended CrowdStrike (CRWD), Palo Alto Networks (PANW), Fortinet (FTNT), and Cloudflare (NET) in cybersecurity, while excluding Zscaler (ZS) and SentinelOne (S). CrowdStrike's stock surged 104% this year, with strong Q2 revenue growth and raised guidance. Palo Alto and Fortinet showed mixed chart patterns, while Cloudflare broke out to new highs.