When Cloudflare hosts an investor day on Wednesday, analysts are looking for an update on the company's sales and marketing strategy in the wake of top management changes. Cloudflare stock has gained 8% in 2025 amid market volatility.
Started in 2009, Cloudflare works to speed up and provide security for web applications routed through its intelligent global network.
"We're looking for updated go to market progress and any remaining refinement required," said Jefferies analyst Brent Thill in a report. "We expect further focus on unlocking enterprise accounts."
Cloudflare Stock: Management Changes
In 2024, Cloudflare appointed Mark Anderson as president of revenue. Most recently the chief executive of privately held Alteryx, Anderson earlier served as president of cybersecurity firm Palo Alto Networks.
Also, Cloudflare named Stephanie Cohen, formerly a Goldman Sachs executive, as its first-ever chief strategy officer.
Then Cloudflare hired a former top ServiceNow executive, Chirantan "C.J." Desai, as president of product and engineering.
Cloudflare's artificial intelligence strategy also is expected to be a big topic at the investor day.
Further, Cloudflare has ties to generative artificial intelligence leader OpenAI. Cloudflare provides secure links to cloud services when consumers sign up to use ChatGPT.
Cloudflare also has increased investments in AI infrastructure. Cloudflare has deployed Nvidia AI chips in its global network.
In 2023, Cloudflare announced its "Workers AI" platform.
"We expect not only updated AI production and adoption metrics but also further color on capex in outer years required for AI investment," Thill said.
Cloudflare Stock Technical Ratings
Shares are still up in 2025, but have plunged 34% from their 52-week high of 177.37 set on Feb. 14, falling sharply below the 50-day line.
Meanwhile, Cloudflare stock holds an IBD Composite Rating of 95, according to IBD Stock Checkup.
IBD's Composite Rating combines five separate proprietary ratings into one easy-to-use gauge. The best growth stocks have a Composite Rating of 90 or better.
For the period that ended Dec. 31, Cloudflare earnings were 19 cents a share, up 26% from 15 cents a year earlier. Revenue climbed 27% to $459.9 million, the San Francisco-based company said.
Follow Reinhardt Krause on Twitter @reinhardtk_tech for updates on artificial intelligence, cybersecurity and cloud computing.
