Cloudflare rallies after AI agent Clawdbot sparks online buzz

Cloudflare

27/01/2026 14:45

Updates

** 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

(Reporting by Ragini Mathur and Medha Singh in Bengaluru)

((Ragini.Mathur@thomsonreuters.com;))