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

Cloudflare

27/01/2026 11:46

Corrects to remove reference to Clawdbot being owned by Cloudflare in bullet 3

** 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

 (Reporting by Ragini Mathur and Medha Singh in Bengaluru)

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