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Cloudflare rallies after AI agent Clawdbot sparks online buzz

ReutersJan 27, 2026 2:45 PM

Shares of the cloud services company Cloudflare NET.N rise 14% to $215.99 after an over 9% jump in the previous session

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 over the weekend

Clawdbot uses Cloudflare to safely route traffic to users' private computers, allowing remote control without risking the security of their home networks

A surge in such agents could boost demand for Cloudflare's services, say analysts

"Clawdbot is a signal that agentic AI is moving from demo to production, with NET's infrastructure around edge computing and securing the agentic web incrementally more important" - Wolfe Research

20 of 36 brokerages rate the stock "buy" or higher, 13 "hold" and 3 "sell" or lower; median PT is $243, a 23% upside to stock's last close - data compiled by LSEG

Including session's moves, stock up about 9% YTD; gained more than 83% in 2025

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