奥本海默表示，Cloudflare可能会受益于人工智能代理

2026-03-27 05:00

Cloudflare (NET) is likely to be a major beneficiary from the rise of artificial intelligence agents, Oppenheimer said.
“We believe the internet is in the early stages of an incoming traffic boom,” analyst Param Singh wrote in a note to clients. “Agentic AI and its complementary tools are a lever that will produce a flood of data traffic, with our estimates suggesting traffic growth at >20% CAGR for 2025-2030. To pair with these higher volumes, agentic traffic should attract higher attach on both security and compute compared to normal human traffic. Our analysis visualizes the impact of the surge in agentic data for Cloudflare, which we estimate has a ~1.3x multiplier effect on revenue versus existing traffic. We believe this supports sustained >30% revenue growth beyond CY26 and for the next few years. We are highly bullish on Cloudflare's architectural position in an AI-centric world and reiterate our Outperform/$300 PT.”
Cloudflare shares finished down 3.6% on Thursday but have gained nearly 20% over the past month and 80% over the past 12 months.

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