Cloudflare's Apple Intelligence Partnership, Large TAM, Generative AI Enabler Position It For Upside, Analyst Says

cloudflare的苹果智能合作伙伴关系、庞大的市场规模、生成式人工智能使其具备了向上发展的基础，分析师表示

Benzinga · 2024/12/02 13:38

Cloudflare, Inc (NYSE:NET) stock is up after Morgan Stanley analyst Keith Weiss upgraded it from Equal-Weight to Overweight and raised its price target from $92 to $130.

摩根士丹利分析师基思·魏斯将其从等权重上调至增持，并将目标股价从92美元上调至130美元后，Cloudflare, Inc（纽约证券交易所代码：NET）股价上涨。

Cloudflare remains one of the most compelling secular stories in Weiss' software coverage universe, given its large TAM (total addressable market), highly scalable network architecture, and emergence as a potential GenAI enabler as organizations look to adopt and experiment with LLMs (large language models).

Cloudflare 仍然是 Weiss 软件报道领域中最引人入胜的世俗故事之一，因为其庞大的 TaM（总可寻址市场）、高度可扩展的网络架构，以及随着组织寻求采用和试验 LLM（大型语言模型）而成为潜在的 GenAI 推动者。

The company is well-positioned to gain a share in the top two CIO spending priorities, Security and AI/ML.

该公司完全有能力在首席信息官的两大支出优先事项，即安全和人工智能/机器学习中占有一席之地。

Also Read: Amazon's AWS CEO Teases Major AI...

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Cloudflare's Apple Intelligence Partnership, Large TAM, Generative AI Enabler Position It For Upside, Analyst Says

Cloudflare's Apple Intelligence Partnership, Large TAM, Generative AI Enabler Position It For Upside, Analyst Says

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