Cloudflare Stock And 2 High Growth Picks For AI And Cloud Security

Simply Wall St.08-15

Malaysia has just reported stronger than initially estimated Q2 GDP growth, helped by mining, manufacturing and services. That points to pockets of solid earnings potential even as global growth looks...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2659912587?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8042000-choice2-main-header/1585186807378","is_english":true,"pubTime":"2026-08-15 01:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2659912587","market":"nz","top_or_hot":-1,"title":"Cloudflare Stock And 2 High Growth Picks For AI And Cloud Security","media":"Simply Wall St.","content":"<div>\n<p>Malaysia has just reported stronger than initially estimated Q2 GDP growth, helped by mining, manufacturing and services. That points to pockets of solid earnings potential even as global growth looks...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-net/cloudflare/news/cloudflare-stock-and-2-high-growth-picks-for-ai-and-cloud-se\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cloudflare Stock And 2 High Growth Picks For AI And Cloud Security</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCloudflare Stock And 2 High Growth Picks For AI And Cloud Security\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-15 01:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nyse-net/cloudflare/news/cloudflare-stock-and-2-high-growth-picks-for-ai-and-cloud-se><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Malaysia has just reported stronger than initially estimated Q2 GDP growth, helped by mining, manufacturing and services. That points to pockets of solid earnings potential even as global growth looks...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nyse-net/cloudflare/news/cloudflare-stock-and-2-high-growth-picks-for-ai-and-cloud-se\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4560","symbol_name":"网络安全概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nyse-net/cloudflare/news/cloudflare-stock-and-2-high-growth-picks-for-ai-and-cloud-se","article_id":"2659912587","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8042000-choice2-main-header/1585186807378"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nyse-net/cloudflare/news/cloudflare-stock-and-2-high-growth-picks-for-ai-and-cloud-se","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2659912587","pubTimestamp":1786728167,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Malaysia has just reported stronger than initially estimated Q2 GDP growth, helped by mining, manufacturing and services. That points to pockets of solid earnings potential even as global growth looks uneven. The Healthy high growth potential screener filters for companies where analysts see strong earnings growth and balance sheet strength. This article highlights three stocks from the screener that could help you focus on quality growth opportunities.\nThe stocks covered below are just a...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4560":"网络安全概念","BK4554":"元宇宙及AR概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","CBRS":"Cerebras Systems","QTOC":"Innovator Growth Accelerated Plus ETF - October","BK4116":"互联网服务与基础架构","ARTY":"ISHARES FUTURE AI & TECH ETF","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LQDA":"Liquidia Technologies Inc","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","CLOU":"Global X Cloud Computing ETF","XDAT":"Franklin Exponential Data ETF","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4613":"AI应用软件","AIPO":"Defiance AI and Power Infrastructure ETF","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","NETG":"Leverage Shares 2X Long NET Daily ETF","NETX":"2倍做多NET ETF-Tradr","BK4588":"碎股","BK4548":"巴美列捷福持仓","AGIX":"通用人工智能 ETF-AGIX","BK4007":"制药","NET":"Cloudflare, Inc.","VTHR":"Vanguard Russell 3000 ETF","BK4607":"DeepSeek概念股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC"},"translate_title":"Cloudflare 股票和 2 只人工智能和云安全高增长股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARTY":1.5,"XDAT":0.6,"NET":1,"CBRS":1,"AIPO":1.5,"QTOC":1.5,"NETG":0.6,"VTHR":1.5,"AGIX":1.5,"CLOU":0.6,"CHAT":1.5,"NETX":0.6,"LQDA":1},"content_text":"Malaysia has just reported stronger than initially estimated Q2 GDP growth, helped by mining, manufacturing and services. That points to pockets of solid earnings potential even as global growth looks uneven. The Healthy high growth potential screener filters for companies where analysts see strong earnings growth and balance sheet strength. This article highlights three stocks from the screener that could help you focus on quality growth opportunities. The stocks covered below are just a small sample, and the full screen surfaced 272 more companies with equally compelling growth stories that are not discussed here. To go straight to the full list and focus on the highest conviction ideas, analyze the Healthy high growth potential screener. AdvertisementCloudflare (NET) Overview: Cloudflare runs a global cloud platform that helps businesses keep their websites, apps and networks fast and secure across public and private clouds, on-premises systems, SaaS tools and IoT devices. Its services range from web security and content delivery to zero trust access, secure browsing and developer tools for building internet and AI applications. Operations: Cloudflare generates about $2.5b in revenue from its Internet Telephone segment, with around $1.3b coming from the United States and the rest split across Asia Pacific, Europe, the Middle East and Africa, and other regions. Market Cap: US$110.9b Cloudflare may appeal to investors who want exposure to AI workloads and cloud security in a single platform. The company is closely aligned with demand for AI and zero trust services, with Workers, AI tools and security offerings cited in its recent Q2 results and updated full year guidance in August 2026. Cloudflare is still reporting losses and trades on a relatively high P/S multiple. Key risk factors include heavy spending on its network, reliance on large customers and the recent US$2.175b convertible notes. Investors who are comfortable with these risks and interested in its AI and security positioning may wish to research Cloudflare in more detail. Cloudflare’s AI and zero trust story is accelerating, but the headline revenue and losses only tell part of it. Before you decide how it fits in your portfolio, review the analysis report for Cloudflare NYSE:NET P/S Ratio as at Aug 2026 Build your own AI and cloud security stock shortlist Cloudflare and the two other stocks in this article all came from a single Simply Wall St screen, but the real value for you is in tailoring the filters. Use our flexible Screener to mix growth, valuation, quality and risk checks to suit your style, or tap into any of our curated Investing Ideas. Liquidia (LQDA) Overview: Liquidia focuses on treatments for rare cardiopulmonary diseases, particularly pulmonary arterial hypertension and pulmonary hypertension linked to interstitial lung disease, using its PRINT particle engineering technology to deliver treprostinil through inhaled dry powders and other formulations. Its lead assets include YUTREPIA, an inhaled treprostinil already in the market, and L606, a late stage candidate that aims to extend the same drug platform to more patients and settings. Operations: Liquidia currently generates about US$451 million in revenue from its Pharmaceuticals segment, all from the United States. Market Cap: US$6.5b Liquidia has quickly become a pure play on inhaled treprostinil, with YUTREPIA building market share and profitability, while the L606 program and other PRINT based projects aim to extend that momentum across pulmonary hypertension. The stock screens well on earnings quality and return on equity. Analysts view the company as having growth potential supported by recent net income and cash flow strength, yet the company still carries legal and reimbursement risks tied to ongoing patent disputes and payer negotiations. For investors looking at high growth healthcare, the mix of rapid commercial uptake, a focused pipeline and legal overhangs makes Liquidia a rare disease story that may merit further research. Liquidia’s rare disease story is moving fast, yet the full earnings and pipeline picture still feels underappreciated. Before this gap closes, walk through the analyst forecasts for Liquidia that could reframe the risk reward. NasdaqCM:LQDA Earnings & Revenue Growth as at Aug 2026 Cerebras Systems (CBRS) Overview: Cerebras Systems builds AI infrastructure around a wafer scale chip that is designed to run complex inference and generative AI workloads much faster than traditional GPUs. Its racks of AI compute hardware and software are sold into data centers serving hyperscalers, AI labs, enterprises and governments that need very low latency AI at scale. Operations: Cerebras Systems currently generates about US$681 million in revenue from its Semiconductors segment. Market Cap: US$54.9b Cerebras Systems operates in the AI compute market, with a wafer scale architecture, multi year OpenAI and AWS partnerships, and a contracted backlog that informs analyst expectations for revenue and earnings in their models. At the same time, the company is still loss making, relies on borrowing rather than customer deposits, and has seen insider selling and notable share price swings in recent months. For investors considering high growth AI infrastructure, the combination of analyst forecasts, upside targets and risks related to leverage, customer concentration and volatility means Cerebras may warrant closer consideration when evaluating how it fits within a portfolio. Cerebras Systems sits where AI enthusiasm and real business questions intersect, with wafer scale chips, big name partners and a growing backlog that many investors may still underprice. Before you decide how much of that story is already in the stock, study the analyst forecasts for Cerebras Systems and see what could change if one key assumption breaks. NasdaqGS:CBRS Earnings & Revenue Growth as at Aug 2026 Seeking Fresh Alternatives Before Momentum Flies New ideas often move first, then the crowd follows and pricing shifts. Consider exploring fresh stock themes while they are still under the radar. Consider acting before they become widely followed.  Explore reliable cash generators with room to run by scanning our curated list of solid balance sheet and fundamentals (49 results) before the broader market recognizes their strength. Review curated 55 AI infrastructure stocks that could support data centers and platforms while the story is still developing. Prepare for potential rate shifts by shortlisting income ideas from a hand picked 11 dividend fortresses before yields are influenced by later participants.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2659912587","isCrawlerRequest":true}