It’s Monday, December 2nd, and Cloudflare just lit up Wall Street with shares surging 6.57% after Morgan Stanley’s Keith Weiss dropped a mic-worthy upgrade from Equal-Weight to Overweight (which means absolutely nothing until you realize Weiss horned up the price target from $92 to a girthy $130). Why? Because Cloudflare isn’t just riding on the coattails of the market's insatiable demand for tech—it’s building the damn infrastructure for it.

(Source: Giphy) 

In short, we all know everyone and their grandmother is scrambling to cash in on generative AI. But under the surface, nestled nice and pretty as a foundational player in this multi-billion-dollar gold rush, is none other than Cloudflare. Where, as it turns out, Weiss sees Cloudflare as the MVP of AI enablement, thanks to its edge computing dominance. Translation: They’re handling compute-intensive tasks right next to the user, ditching the latency and security headaches that come with centralized data centers.

See, Cloudflare’s Workers AI platform is already a playground for over 2 million developers, and they’re not just tinkering—they’re building. The company’s storage solution, R2, is a key weapon for training AI models, while its ability to handle AI inference at scale is nothing short of a game-changer. Oh, and did we mention Cloudflare services 80% of the top 50 Generative AI startups? Yeah, that’s the kind of dominance that keeps competitors sweating friggin bullets at night. 

(Source: Benzinga) 

Now, here’s where the low-key cash cow comes in—Cloudflare’s partnership with Apple. Simply put, while everyone else is drooling over AI buzzwords, Cloudflare is busy encrypting AI queries for hundreds of millions of Apple devices. Weiss estimates this partnership could add 2–3% to revenue growth between 2026 and 2028. Meaning, this partnership is not just a side hustle—it’s a stealthy growth engine that could supercharge their bottom line.

So yeah, Cloudflare isn’t playing small ball here; they’re swinging for the fences with an $80 billion total addressable market (TAM) spanning security, networking, AI, and application services. The multi-product platform—think R2, Workers, AI gateways—is gaining serious traction. Weiss predicts their developer and AI products, currently 20% of revenue, will explode to over 40% by 2028. That’s not growth—it’s domination.

(Source: Giphy) 

In addition, don’t sleep on their enterprise game. With Fortune 500 clients making up over 30% of their customer base, Cloudflare is finally flashing everyone it’s special enterprise solutions. he company brought in sales heavyweights like Mark Anderson (ex-Palo Alto Networks) and CJ Desai (ex-ServiceNow) to supercharge its sales strategy. In fact, if you listen closely, you can practically hear these two dry scooping pre-workout before closing Cloudflare’s next billion-dollar deal.  

In the end, with Generative AI tailwinds, a clutch Apple partnership, and $80 billion in TAM waiting to be conquered, Cloudflare is perfectly positioned to ride a wave of growth into 2025 and beyond. Weiss is calling for accelerating revenue and a premium valuation, and judging by the momentum, this stock isn’t just climbing—it’s set to rip faces off going forward. 

(Source: Guru Focus) 

Now sure, while some may think Cloudflare is just a speculative growth stock—-it’s infrastructure for future tech has the potential to make it a much, much bigger opportunity than that. So given this, don’t think for a second to count Cloudflare out. It may need further due diligence to see if it’s worth the risk, but for now, keep an eye on it.

Who knows what the future will hold. In the meantime, stay safe and stay frosty, friends! Until next time…

P.S. It’s Cyber Monday, and if you miss out on this 90% OFF deal that expires in less than 8 hours, well, then… you probably weren’t cut out for these absolute FIRE alerts anyway. Spoiler: Friday’s alert popped 130% BEFORE the markets even opened.

Stocks.News holds positions in Apple as mentioned in the article.