Cloudflare set to gain for fourth session as AI agent Clawdbot sparks online buzz

Shares of the cloud services company NET.N rise 11.5% to $211.15 premarket

The shares are set to gain for the fourth straight day, after rising more than 9% in the prior session

Over the weekend, Clawdbot, an open‑source AI agent built on Anthropic's Claude and pitched as a personal AI assistant, racked up thousands of GitHub stars and was trending on social media

The buzz surrounding Clawdbot comes within days of the AI agent's launch, stoking investor hopes for the next leg of the AI rally

"This feels like a real 'ChatGPT moment' for AI agents driven by the breakout of Claude CoWork + Clawdbot," Shay Boloor, chief market strategist at Futurum Equities, wrote on X

Boloor calls NET the "picks-and-shovels winner of agentic AI"

20 of 36 brokerages rate the stock "buy" or higher, 13 "hold" and three "sell" or lower; their median PT is $243, implying a 23% upside to the stock's last close - as per LSEG data

Up to Monday's close, stock had fallen about 4% so far this year after rising more than 83% in 2025