"Insider selling at Cloudflare has been constant throughout 2025 and into 2026. The CFO, President Michelle Zatlyn, and multiple directors have all sold under pre-arranged plans. The stock still rose 117% over the past year."
"Anthropic launched Claude Managed Agents on April 8, 2026, a suite of composable APIs for building and deploying cloud-hosted AI agents at scale, available in public beta on the Claude Platform."
"Cloudflare has spent the past two years positioning its Workers AI platform and global edge network as the infrastructure layer where developers run AI agents."
Cloudflare's recent stock decline is attributed to insider selling, which is misleading. CEO Matthew Prince's recent share sales were pre-scheduled and minor. Despite ongoing insider sales, Cloudflare's stock rose significantly over the past year. The real catalyst for concern is Anthropic's launch of Claude Managed Agents, which directly competes with Cloudflare's AI infrastructure. This new offering includes advanced features for AI agents, positioning Anthropic as a significant competitor in the cloud-hosted AI space.
Read at 24/7 Wall St.
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