Cloudflare (NET) Stock Surges 16% as AI Boom Powers Earnings Beat

TLDR Cloudflare posted Q4 2025 revenue of $614.5 million, up 34% year-over-year, beating analyst estimates of $591.3 million Earnings per share reached $0.28, topping forecasts of $0.27, while gross margin hit 74.9% with operating income of $89.6 million Q1 2026 revenue guidance of $620-$621 million exceeded consensus of $614 million, though EPS guidance of $0.23 [...]

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