AI Upside Emerges for Microsoft and Cloudflare, Analysts Say
Software stocks have fallen into bear market territory, but Wall Street analysts view Microsoft and Cloudflare as undervalued bets on AI. Median targets imply about 52% upside for Microsoft and 40% for Cloudflare, driven by AI integrations (Azure/OpenAI for Microsoft; fast, secure cloud network for Cloudflare) and solid fundamentals, with a cautious approach to position sizing and potential add-on on dips.





