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AI Shopping Partnership With Visa and Mastercard Could Be a Game Changer for Cloudflare (NET)

Simply Wall St · 10/21/2025 13:30
  • Cloudflare announced a major industry collaboration with Visa, Mastercard, American Express, and other partners to enable secure AI-driven agentic commerce using its Web Bot Auth protocol and Trusted Agent Protocol, empowering AI agents to shop at millions of merchants globally.
  • This initiative marks a significant step in building a unified authentication layer for agent-to-merchant transactions, positioning Cloudflare at the center of emerging AI commerce infrastructure alongside further product expansions such as its Oracle Cloud integration.
  • We'll explore how Cloudflare's foundational role in secure AI commerce could influence its investment narrative and future earnings expectations.

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Cloudflare Investment Narrative Recap

To be a Cloudflare shareholder, you need to believe in its ability to power the next wave of AI-driven commerce and global internet security, with broad market reach and resilient product innovation as core strengths. The new industry alliance with Visa, Mastercard, and American Express may strengthen Cloudflare's position in agentic commerce, but does not materially alter the near-term focus on execution risks tied to monetizing new AI initiatives or the ongoing competitive pressures in cloud infrastructure.

Of the recent announcements, Cloudflare’s Oracle Cloud integration stands out as most relevant here, as it expands the company’s platform presence across hybrid and multicloud architectures. This integration reinforces Cloudflare’s ability to deliver unified security and connectivity, an important capability as clients look to deploy AI agents and agentic commerce securely across complex environments.

In contrast to Cloudflare’s expanding opportunities, investors should be aware of the risk that intense competition from hyperscale cloud providers could...

Read the full narrative on Cloudflare (it's free!)

Cloudflare's outlook anticipates $3.8 billion in revenue and $176.4 million in earnings by 2028. This is based on analysts' expectations of a 26.5% annual revenue growth rate and an earnings increase of $293.5 million from the current loss of $-117.1 million.

Uncover how Cloudflare's forecasts yield a $209.01 fair value, in line with its current price.

Exploring Other Perspectives

NET Community Fair Values as at Oct 2025
NET Community Fair Values as at Oct 2025

Fair value estimates for Cloudflare from 28 Simply Wall St Community members range from US$11.29 to US$209.01. With rapid product launches and shifting competitive threats, it is clear that opinions can be deeply divided about where the company’s performance may head next.

Explore 28 other fair value estimates on Cloudflare - why the stock might be worth less than half the current price!

Build Your Own Cloudflare Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.