$NET Every AI Agent Uses Cloudflare. Two Monthly Entries Mapped!

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$NET Every AI Agent Uses Cloudflare. Two Monthly Entries Mapped!Cloudflare Inc Class ABATS:NETConnectmyCurrencyMatthew Prince, Cloudflare's CEO, said it best on the Q4 2025 earnings call. If agents are the new users of the web, Cloudflare is the platform they run on and the network they pass through. AI agents do not operate in isolation. Every agent that browses the web, calls an API, routes data, enforces access policy, or serves an application has to pass through a network. Cloudflare is that network. When an AI agent built on OpenAI, Anthropic, or any other model makes a request on the internet, the overwhelming likelihood is that Cloudflare's infrastructure is involved somewhere in that chain. Security, performance, routing, DNS, Zero Trust access, DDoS protection, edge compute. Cloudflare provides all of it in a single platform that cannot be replicated quickly or cheaply. As the number of AI agents deployed globally compounds, Cloudflare's network traffic, contract value, and revenue compound with it. The company closed its largest ever ACV deal in Q4 averaging $42.5 million per year. New ACV grew nearly 50% year-over-year. That is not coincidence. That is enterprises building AI infrastructure and choosing Cloudflare as the underlying network layer. The Iran war has created the entry. Cybersecurity names sold off as broader tech faced pressure... 🟢 Buy Zone 1 ($185.12 area) 0.618 Fibonacci retracement and prior monthly breakout shelf. Stop: $176.54 (4.635% below entry) / $980 position Qty: 2 Risk/Reward Ratio: 11.37 Target 1: +52.679% ($97.52 / $1,227.32) 🟢 Buy Zone 2 ($172.27 area) 0.786 Fibonacci retracement and the long-term demand base from 2024. Stop: $163.69 (4.981% below entry) / $980 position Qty: 2 Risk/Reward Ratio: 17.95 Target 2: +89.412% ($154.03 / $1,359.04) Key Levels: 🔑 Current Price: $203.02 🔑 Buy Zone 1: ~$185.12 | Stop: $176.54 🔑 Buy Zone 2: ~$172.27 | Stop: $163.69 🔑 52-Week Low: $89.42 🔑 52-Week High: $260.00 🔑 Q4 2025 Revenue: $614.5M (+34% YoY) 🔑 FY2025 Revenue: $2.167B (+29.8% YoY) 🔑 Cash Position: $4.1B 🔑 $1M+ Customers: 269 (+55% YoY) 🔑 RPO Growth: +48% YoY 🔑 2026 Revenue Guidance: $2.785B to $2.795B 🔑 2026 EPS Guidance: $1.11 to $1.12 🔑 Citigroup Target: $265 🔑 Consensus Target: $240.72 (Buy) 🔑 Next Earnings: May 7, 2026 🎯 Target 1: +52.679% ($1,227.32) 🎯 Target 2: +89.412% ($1,359.04) ⚠️ Hard Stop Zone 1: $176.54 ⚠️ Hard Stop Zone 2: $163.69