Cloudflare Deepens Developer And AI Push With Astro And Human Native

• Cloudflare acquired The Astro Technology Company team, the group behind a leading JavaScript web framework, expanding its developer tooling.
• The company also acquired Human Native, an AI data marketplace, adding new capabilities around AI focused data access.
• Cloudflare is growing its partnerships, including with JD Cloud, to support global AI infrastructure and broaden its reach with developers and enterprises.

Cloudflare (NYSE:NET) is leaning further into developer and AI focused services with these recent acquisitions and partnerships, as it looks to deepen its role in modern cloud infrastructure. The shares most recently traded at $173.44, with a 38.6% return over the past year and a 3 year gain of 226.6%. Those figures sit alongside a 14.3% decline over the past 30 days and an 11.5% decline year to date, which may catch the eye of investors tracking shorter term moves.

For investors, the Astro and Human Native deals, along with the JD Cloud partnership, highlight where Cloudflare is choosing to invest its time and capital in AI and open source oriented developer ecosystems. How effectively the company integrates these assets and converts them into useful products and services for paying customers will be an important area to watch over the coming quarters.

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Why Cloudflare could be great value

For existing shareholders, the Astro and Human Native acquisitions look like Cloudflare doubling down on two areas where it already has traction: developer tooling and AI focused workloads. Pulling a widely used JavaScript framework and an AI data marketplace closer to its core platform may strengthen customer stickiness, which some investors will be weighing against the recent 14.3% monthly pullback and 11.5% year to date decline in the share price.

Cloudflare narrative, developer first and AI heavy

These moves feed into a common narrative you often hear on Cloudflare, that it wants to be a default choice for internet and AI traffic, not just a security vendor. Keeping Astro open source while folding the team into Cloudflare, plus the JD Cloud tie up around AI latency, gives supporters of that story fresh evidence of how the company is trying to widen its role with both developers and enterprises.

Risks and rewards investors are weighing

• The Astro and Human Native deals, combined with JD Cloud, line up with analysts who see Cloudflare as well positioned for emerging agentic traffic patterns and global AI workloads.
• Analyst ratings from firms like Mizuho, Citizens, RBC and Truist remain positive, which some investors may view as support for Cloudflare’s long term growth efforts.
• Several firms have cut their price targets even while staying bullish or neutral, a reminder that expectations are high and sentiment can shift if execution or growth slows.
• Recent insider selling by the CFO and the stock’s premium valuation flagged by some analysts may prompt investors to pay closer attention to risk management and position sizing.

What to watch from here

Next, investors are likely to focus on how quickly Astro, Human Native and the JD Cloud partnership show up in developer adoption metrics, customer wins or commentary on the upcoming earnings call. For an easy way to track how these developments feed into the evolving story around Cloudflare, follow the community narratives that investors and analysts are building around the stock.

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.

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