Cloudflare Stock Gains 6.6% on Partnership, Report

Cloudflare Inc.'s stock surged 6.6 percent on March 18, 2026, closing at $225.48 and boosting the company's market capitalization to approximately $74.79 billion. The gain, which outpaced a broader market rotation into software stocks, followed announcements of an expanded partnership with SentinelOne and the release of Cloudflare's annual Threat Intelligence Report.

The partnership integrates Cloudflare's Logpush telemetry data into SentinelOne's AI-powered security information and event management platform. This collaboration aims to enhance automated threat detection and response for shared customers, allowing organizations to better monitor and mitigate risks across cloud environments. Cloudflare's report, published the same day, detailed the evolving landscape of nation-state cyberattacks, emphasizing their increased sophistication and frequency over the past year. It underscored Cloudflare's position in defending against such threats, having processed traffic for more than 20 percent of global websites.

These developments built on Cloudflare's strong financial performance in the fourth quarter of 2025, reported earlier in February. Revenue reached $614.51 million, a 33.6...