---
title: "Cloudflare: Riding AI Agent Boom, But Reality Is Misleading"
date: 2026-10-21
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6ad9de9162354bf7a0a35256c67ffc17&url=https%3a%2f%2fseekingalpha.com%2farticle%2f4956226-cloudflare-riding-ai-agent-boom-but-reality-is-misleading&c=17801848845224149158&mkt=en-us
description: "Cloudflare is experiencing explosive AI agent traffic growth, but revenue growth significantly lags behind. Read why NET stock is a strong sell."
---

# Cloudflare: Riding AI Agent Boom, But Reality Is Misleading

Cloudflare is experiencing explosive AI agent traffic growth, but revenue growth significantly lags behind. Read why NET stock is a strong sell.

*Published: 2026-10-21*