Cloudflare-GoDaddy Roll Out AI Crawl Control For Websites

Cloudflare (NYSE:NET) shares are trading slightly lower on Tuesday.

Today, the firm disclosed a partnership with GoDaddy Inc. (NYSE:GDDY) aimed at enhancing transparency and control for website owners over AI-powered crawlers.

The collaboration will integrate Cloudflare’s AI Crawl Control into GoDaddy’s platform, allowing users to manage how automated agents access their content.

The partnership would support open standards like the Agent Name Service (ANS) and Web Bot Auth, designed to provide website owners with tools to identify and manage AI traffic effectively.

This company said the move comes as the internet evolves towards a more agentic web, emphasizing the need for transparency in how AI interacts with online content.

The broader market saw declines on Tuesday, with the Technology sector dropping 1.20%. Cloudflare’s decline came as the sector struggled, indicating that company-specific factors may be influencing its performance amid a generally weak market backdrop.

Technical Analysis

At $210.50, the stock is trading 0.5% below its 20-day simple moving average (SMA) of $211.12, suggesting short-term weakness. However, it remains 8.9% above its 50-day SMA of $192.89, indicating stronger intermediate-term momentum.

The relative strength index (RSI) is at 55.47, suggesting neutral momentum, while the moving average convergence divergence (MACD) shows a bearish signal with the MACD at 4.2436, below the signal line of 5.6504. This indicates that selling pressure may be building.

• Key Resistance: $229.50 — This level has historically stalled upward movements.
• Key Support: $191.00 — A critical level where buying interest may emerge.

The stock has gained 115.31% over the past 12 months, reflecting a strong longer-term trend despite recent volatility. Currently, it is positioned above its 200-day SMA of $201.83, which generally indicates a bullish trend over the longer term.

Earnings & Analyst Outlook

Cloudflare is slated to provide its next financial update on May 7, 2026 (estimated).

• EPS Estimate: 12 cents (Down from 16 cents)
• Revenue Estimate: $622.45 million (Up from $479.09 million)

Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $240.72. Recent analyst moves include:

• Citigroup: Buy (Raises Target to $265.00) (Feb. 12)
• Jefferies: Hold (Raises Target to $225.00) (Feb. 11)
• Piper Sandler: Neutral (Raises Target to $222.00) (Feb. 11)

Top ETF Exposure

• Amplify Cybersecurity ETF (NYSE:HACK): 4.87% Weight
• American Century Mid Cap Growth Impact ETF (NYSE:MID): 6.18% Weight
• WisdomTree Cybersecurity Fund (NASDAQ:WCBR): 4.91% Weight

Significance: Because NET carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.

NET Price Action: Cloudflare shares were down 0.84% at $210.01 at the time of publication on Tuesday, according to Benzinga Pro data.

Photo by Piotr Swat via Shutterstock