During the November 3, 2025 episode of his show, Jim Cramer addressed a caller's question about Cloudflare, Inc. (NYSE: NET). Cramer responded by recounting a recent conversation with a large investor.
"I just yesterday was speaking to a very large investor, and he said, what kind of companies are you looking at that you like? I said, well, I’m trying to buy companies that are down a lot, you know maybe, you know, more than just a couple percent from their highs, that are run very well, that do good things, and I’m very, I’m not worried about the quarters. You know what? That’s Matthew Prince, that’s Cloudflare, symbol NET. And… I think you buy a little more here, and if it comes down, because the chart is ugly, you buy some more after that," Cramer said.
Cloudflare provides cloud-based security, performance, and networking solutions for businesses. These include website protection, Zero Trust security, content delivery, and developer tools.
Later in the same episode, Cramer mentioned Cloudflare again. "Finally, let me give you one more potential AI winner that doesn’t need to spend… more money to get there but has really been moving up a lot and that’s a company called Cloudflare, the cybersecurity company/content delivery network that looks to be like an enforcer for all the content publishers that are basically getting their data stolen by generative AI platforms. This past summer, Cloudflare announced that it was the first internet infrastructure provider to block AI crawlers from accessing content without permission," he stated.