Reinforced by solid competitive advantages and decorations of secular demand, Cloudflare and Zscaller seem to be intended for new peaks of all time. The two companies offer the best growth in their category, win large corporate customers and operate AI to improve the advantages of their platforms. Consequently, these cloud disruptors represent promising candidates for investors aimed at capturing more in the middle of the Nasdaq record rally.
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The fact was on a tear, which recently struck closing records of the summits fueled by a powerful mixture of optimism of investors, technological innovation and macroeconomic tail winds.
Source: Investing.com
Straddling this wave are two powers of cybersecurity and cloud infrastructure, Cloudflare (NYSE 🙂 and Zscaler (Nasdaq :), who both delivered stellar performances of the year at the beginning of the year (YTD) and are closer to their peaks of all time.
This is why these names are bursting – and what is the next step.
1. Cloudflare: Evaluate the digital transformation wave
YTD rally: + 73.1%
Current price: $ 186.43
All high times: $ 221.64 (November 18, 2021)
Cloudflare’s actions were an out -of -competition artist in 2025, climbing around 73% of the up -to -date year, supported by his leading position in web infrastructure, Cloud and IT security. The net stock closed $ 186.43 last night, only 15.8% below its $ 221.64 summit, set on November 18, 2021.
Source: Investing.com
The Cloudflare actions rally can be assigned to several key factors. First, the growing demand for internet safety and performance improvement solutions positioned Cloudflare as a critical director in cloud safety and web infrastructure space. Its EDGE network processes 57 million HTTP requests per second.
In addition, the rise in digital transformation initiatives in all industries fueling Cloudflare customers’ growth. The demand explodes for the company’s Zero Trust security tools and the IA inference tools, which …
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