U.S. Natural Gas Prices Surge Over 30% Amid Winter Storm
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy NET?
Source: Benzinga
- Natural Gas Surge: U.S. natural gas prices soared over 30% on Monday due to Winter Storm Fern disrupting supply and sharply increasing heating demand, with the Henry Hub front-month contract now trading above $6 per million British thermal units, marking a 125% increase from just a week ago.
- Precious Metals Rally: The weakening dollar fueled a broader commodity breakout, with gold rising 2.2% to $5,100 and silver surging 13% to $116 per ounce, achieving its best one-day gain since September 2008 and lifting its rolling 12-month gain to 266%, the strongest since 1980.
- Tech Stocks Outperform: Amid ongoing supply disruptions in the DRAM market, memory-linked stocks such as Seagate, Western Digital, and SanDisk extended their gains, contributing to a stronger performance in technology stocks as the S&P 500 sits less than half a percentage point from record highs.
- Major Indices Performance: The Nasdaq 100 rose 0.7% to 25,796.15, the S&P 500 increased 0.7% to 6,966.04, and the Dow Jones Industrial Average climbed 0.5% to 49,350.28, reflecting overall market optimism.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NET?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on NET
Wall Street analysts forecast NET stock price to rise
25 Analyst Rating
15 Buy
10 Hold
0 Sell
Moderate Buy
Current: 178.910
Low
131.00
Averages
253.24
High
318.00
Current: 178.910
Low
131.00
Averages
253.24
High
318.00
About NET
Cloudflare, Inc. is a connectivity cloud company. Its full suite of products consists of its website and application services to deliver security, performance, and reliability for an organization's websites, applications, and application programming interfaces (APIs); its secure access service edge (SASE) platform, which contains its suite of Zero Trust and network services solutions to help ensure traffic in and out of an organization’s internal network and devices is verified and authorized as well as to securely connect data centers, cloud services, and branch offices to an organization with its Connectivity Cloud; its developer-based solutions to build and deploy serverless applications with scale, performance, security and reliability, and its consumer offerings. Its website and application security product offerings include Web Application Firewall, Bot Management, Distributed Denial of Service Protection, API Security, SSL/TLS Encryption, Script Management, and Security Center.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

- Legal Investigation Initiated: A Spanish court has summoned Cloudflare CEO Matthew Prince as a suspect in a criminal investigation into illegal football broadcasting, highlighting serious concerns regarding intellectual property rights and obstruction of justice, which could negatively impact the company's reputation and operations.
- Court Appearance Scheduled: Prince and a representative from Cloudflare are set to appear in court on April 7, and while neither has been formally charged, this move may expose the company to legal risks and potential financial losses.
- Industry Context: This case is part of a broader struggle by Spain's LaLiga and Telefonica's Movistar+ against unauthorized internet broadcasts, with Movistar+ holding significant broadcasting rights, underscoring the industry's emphasis on protecting intellectual property.
- Cloudflare's Involvement: Reports indicate that approximately 38% of the addresses linked to illegal live broadcasts are associated with Cloudflare, which could affect its market position and pose challenges to its business model.
See More
- Protests Escalate: Hundreds of Iraqi Shiites protested in Baghdad against U.S. and Israeli strikes on Iran, indicating a rise in regional tensions that could lead to larger conflicts and instability.
- Increased Cyberattack Risk: Cybersecurity experts warn that Iran may launch attacks on U.S. businesses and infrastructure at a high-risk moment, highlighting the rising potential for cyber threats against critical sectors.
- CISA Challenges: The Cybersecurity and Infrastructure Security Agency (CISA) faces significant challenges due to a partial government shutdown and management reshuffle, resulting in staff shortages and resource constraints that may weaken its ability to counteract cyber threats.
- Financial Sector Vigilance: JPMorgan Chase's CEO noted that banks could be targets for cyberattacks, anticipating an increase in global cyber or terrorist threats, which underscores the financial industry's heightened focus on cybersecurity.
See More
- Drone Strike Impact: AWS data centers in the UAE were struck by drones on March 3, resulting in damage to two facilities and taking them offline, which disrupted consumer apps like Careem and Alaan, highlighting the vulnerability of infrastructure to operational threats.
- Widespread Service Outages: Banks and enterprise software providers, including ADCB and Snowflake, reported service disruptions, indicating the extensive impact of AWS infrastructure failures on the financial and tech sectors, which could lead to decreased customer trust.
- Slow Recovery Progress: AWS stated on Tuesday that recovery efforts are underway, but ongoing regional IT disruptions have prompted customers to migrate workloads to alternate regions, illustrating the severe challenges to business continuity posed by the current situation.
- Severe Market Reactions: The closure of the Strait of Hormuz has sent shockwaves through global energy markets, causing significant declines in U.S. and European stock markets and rising oil prices, indicating the potential economic impact of geopolitical risks.
See More
- Facility Damage: Amazon Web Services (AWS) reported that two data centers in the UAE and one in Bahrain were taken offline due to drone strikes, significantly impacting service availability and stability in the region.
- Damage Assessment: The strikes caused structural damage and power disruptions, leading to fire incidents, with AWS indicating that the recovery process will be prolonged due to the complex nature of the physical damage.
- Service Impact: Several applications, including AWS's EC2 virtual servers, S3 storage service, and DynamoDB database service, experienced elevated error rates and degraded availability, affecting customers' workloads in the impacted areas.
- Customer Advisory: AWS advised customers in the Middle East to take steps to mitigate the impacts of the conflict, such as backing up data or migrating workloads to other AWS regions, in anticipation of potential instability in the future.
See More
- Cloudflare Earnings Highlight: Cloudflare reported a 34% revenue growth this quarter, exceeding expectations, with large customers contributing 73% of total revenue, indicating strong performance in cybersecurity and application development, and is expected to maintain a 28% growth rate moving forward.
- Airbnb's Unexpected Bounce: Despite missing earnings expectations, Airbnb's stock rose due to low market expectations, with projected double-digit revenue growth in 2026, showcasing resilience amid macroeconomic pressures.
- Shopify's Sustained Growth: Shopify achieved a 30% revenue increase this quarter, surpassing $100 billion in gross merchandise volume for the first time, although trading at over 150 times earnings, the market remains optimistic about its future growth potential in the e-commerce sector.
- AI's Impact on Logistics: A recent claim by a company that its AI platform can enhance trucking efficiency by 300% led to a 20% drop in logistics stocks, reflecting the market's heightened sensitivity to the potential disruptive effects of AI technology in traditional industries, necessitating cautious evaluation by investors.
See More
- Cloudflare Earnings Highlights: Cloudflare reported a 34% revenue growth in its latest earnings, exceeding its own guidance, showcasing strong performance in cybersecurity and application development, with expectations of maintaining a 28% growth in the coming year, indicating the company's increasing competitiveness in the market.
- Significant Contribution from Large Customers: Revenue contribution from Cloudflare's large customers (paying over $100,000 annually) grew by 42%, now accounting for 73% of total revenue, up from 69% a year ago, demonstrating the company's appeal and enhanced customer stickiness within high-value client segments.
- Shopify Growth and Valuation: Shopify's quarterly revenue grew by 30%, surpassing $100 billion in gross merchandise volume for the first time, although its stock price fell due to high valuation, its market share and growth potential in the e-commerce sector remain strong, likely to continue attracting investor interest.
- Airbnb Earnings and Market Reaction: Despite Airbnb missing earnings expectations this quarter, its stock rose, reflecting market optimism about its future double-digit revenue growth, indicating that investor confidence in its long-term growth potential remains intact.
See More







