U.S. SMID-Cap Software Cloudflare Inc Rating Market-Perform Price Target NET 136.00 USD Cloudflare (NET) Investor Day 2026: AI everywhere! Cloudflare's investor day wrapped the company in AI-first positioning. It described how its core is ideal starting point for the emerging "agentic internet," where AI agents drive application execution. In their mind "agentic internet" is next major technical architecture shift as developer ecosystems naturally evolve over decade-long cycles. Current Act I-IV core is the ...