Cloudflare's Developer And AI Tools Fuel Long-Term Growth: Goldman Sachs Analyst Says

1. Goldman Sachs maintains Buy rating for Cloudflare with $161 price target. 2. Analyst highlights growth opportunity in AI inference market. 3. Projected ARR growth from $80 million in 2024 to $1.3 billion by 2030. 4. Cloudflare plans 12-13% capex of revenue, increasing GPU investment. 5. BofA Securities also upgrades stock to Buy with $160 price target.