Cloud Computing Stocks
Track and analyze the world's leading cloud infrastructure and SaaS companies
# | Company | Price | Market Cap | Cloud Angle | Tags |
---|---|---|---|---|---|
1 |
![]() Microsoft Corporation
MSFT
|
$412.61 | $3.07T | Azure cloud platform with leading enterprise and AI solutions | IaaS PaaS Enterprise Cloud |
2 |
![]() Amazon.com, Inc.
AMZN
|
$229.64 | $2.41T | AWS market leader in cloud infrastructure and services | IaaS Cloud Services Market Leader |
3 |
![]() Alphabet Inc.
GOOGL
|
$186.06 | $2.29T | Google Cloud with strong AI/ML and data analytics | IaaS AI/ML Data Analytics |
4 |
![]() Salesforce, Inc.
CRM
|
$331.975 | $317.70B | Leading SaaS platform for customer relationship management | SaaS CRM Enterprise Software |
5 |
![]() ServiceNow, Inc.
NOW
|
$1029.075 | $211.99B | Digital workflow and IT service management platform | SaaS Workflow IT Services |
6 |
![]() Workday, Inc.
WDAY
|
$278.26 | $74.02B | Cloud-based HR and financial management software | SaaS HR Tech Finance |
7 |
![]() Snowflake Inc.
SNOW
|
$188.15 | $62.11B | Data cloud platform for analytics and sharing | Data Cloud Analytics Data Sharing |
8 |
![]() Cloudflare, Inc.
NET
|
$163.505 | $56.11B | Edge computing and cloud security services | Edge Computing Security CDN |
9 |
![]() Datadog, Inc.
DDOG
|
$145.1 | $49.29B | Cloud monitoring and analytics platform | Monitoring Analytics DevOps |
10 |
![]() Zscaler, Inc.
ZS
|
$208.36 | $31.97B | Cloud-native security platform and zero trust | Security Zero Trust SASE |
11 |
![]() Twilio Inc.
TWLO
|
$147.4 | $22.61B | Cloud communications and customer engagement platform | CPaaS Communications API |
12 |
![]() MongoDB, Inc.
MDB
|
$281.715 | $20.98B | Cloud-native database platform | Database NoSQL Developer Tools |
13 |
![]() Dropbox, Inc.
DBX
|
$32.455 | $9.85B | Cloud storage and collaboration platform | Storage Collaboration Content |
14 |
![]() Bill.com Holdings, Inc.
BILL
|
$65.4099 | $6.77B | Cloud-based financial operations platform | Fintech Payments SMB |
15 |
![]() Box, Inc.
BOX
|
$34.825 | $5.00B | Enterprise content management and collaboration | Storage Enterprise Content |
16 |
![]() DigitalOcean Holdings, Inc.
DOCN
|
$44.78 | $4.13B | Cloud infrastructure for developers | IaaS Developer Tools SMB |
17 |
![]() nCino, Inc.
NCNO
|
$32.415 | $3.75B | Cloud banking platform for financial institutions | Banking Fintech Enterprise |
18 |
![]() Fastly, Inc.
FSLY
|
$10.045 | $1.41B | Edge cloud platform for fast content delivery | Edge Computing CDN Developer Tools |
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Ark Invest co-founder and CEO Cathie Wood is one of the best-known growth investors in the realm of exchange-traded funds (ETFs). She also happens to be one of the most aggressive, loading up Ark Invest with high-flying and disruptive investments.

Amazon's stock dipped despite strong Q4 sales. Here's why
Amazon on Thursday reported better-than-expected revenue and profits for the holiday shopping period, but its stocks dipped in after-hours trading due to disappointing guidance for the current quarter.The Seattle-based e-commerce and technology company said its revenue for the October-December period totaled $187.8 billion, a 10% jump compared with the same period in 2023. Profits came out to $20 billion while earnings per share reached $1.86, higher than the $1.49 that analysts surveyed by FactSet had anticipated.But the company said it expected revenue for the current quarter to be between $151 billion and 155.5 billion, lower than the $158.56 billion that analysts were expecting.

What's Happening With AMZN Stock?
Amazon (NASDAQ: AMZN) surpassed street expectations from its fourth quarter performance, delivering revenue of $187.8 billion and adjusted earnings per share of $1.86 - topping analysts' projections of $187.3 billion and $1.49, respectively. While Amazon Web Services remained a key growth driver, the company provided a cautious first-quarter forecast that could potentially pressure its stock price in the near term.

Amazon Stock Down On $100 Billion CapEx, Doubts About AI Payoff
The business of generative AI teeters on an upside down pyramid. With the exception of Nvidia which has benefited tremendously from the $1 trillion in capital spending by cloud services providers, those using AI chatbots are still in search of a killer app, I noted in Brain Rush.

Is Microsoft Stock a Buy Now?
The past week or so have been rough for Microsoft (MSFT 0.61%). The company's massive investment in artificial intelligence (AI) infrastructure came under scrutiny following Chinese start-up DeepSeek's revelation that it has developed AI models at a fraction of the cost that the tech giant has spent so far.

Alphabet's Q4 Earnings: A Gift For Shareholders
Google's slight revenue miss and elevated 2025 CapEx outlook triggered a stock drop, creating a better risk-reward opportunity. Core businesses like Search, YouTube, and Cloud show solid growth, with new initiatives and AI solutions driving opportunities. The $75B CapEx is seen as a positive long-term investment, indicating management's confidence in sustained demand and high returns.

Alphabet: What The Bears Are Getting Wrong And Why It's Undervalued
Alphabet's Q4 earnings beat EPS estimates but missed revenue expectations, causing a sell-off; I believe this is an opportunity for long-term investors. Despite concerns over slowing cloud growth, Alphabet remains highly profitable with strong financials, generating $100 billion in net income and $350 billion in annual revenue. Alphabet's robust balance sheet, significant cash reserves, and aggressive share repurchase program underscore its financial strength and commitment to shareholder value.

NFL goes after Gen Z fans by courting creators on YouTube, Instagram and Snapchat
Hundreds of creators have swarmed New Orleans for Super Bowl 59, getting paid big contracts to make content for brands like Microsoft, Verizon and Nike. The NFL has partnered with social apps like YouTube and Snapchat to invest strategically in creators as part of a push to attract younger audiences to football.

Outperforming Hennessy Fund Comanager Shares Favorite Stocks
In a market focused on the megacap stocks, Joshua Wein steers clear of the giants while running one of the best mutual funds. The post Outperforming Hennessy Fund Comanager Shares Favorite Stocks appeared first on Investor's Business Daily.

Amazon: Why You Shouldn't Miss Out On Buying The Post-Earnings Dip
Amazon's Q4 FY24 results met expectations, but weak Q1 FY25 guidance led to a 4% stock dip in after-hours trading. I think this is an opportunity to buy the dip. Amazon's focus on reducing per-unit costs in its retail commerce business and lower freight shipping costs can boost margins. AMZN's focus on chip design to reduce reliance on NVIDIA's GPUs and save costs via in-sourcing can lead to long term 50% EBIT margins for AWS.

S&P 500, Nasdaq pop with Amazon set to highlight earnings rush
To get the latest market news check out finance.yahoo.com US stocks were mixed on Thursday in anticipation of Amazon's (AMZN) quarterly results, as investors assessed the earnings season so far and eyed President Donald Trump's fast-moving policy overhaul. The Dow Jones Industrial Average (^DJI) fell 0.3%.

1 Unstoppable Artificial Intelligence (AI) Stock to Buy Before It Punches Its Ticket to the $4 Trillion Club
The $4 trillion club is still awaiting its founding member, and although there is no way to know for sure which company will get there first, the following three names likely have the most realistic chance:

Zomato to Eternal, Google to Alphabet, Facebook to Meta: why do companies rebrand and does it work?
Zomato has announced it will change its corporate name to Eternal Ltd, marking a major rebranding move aimed at reflecting its growth beyond food delivery. The company confirmed the decision in a regulatory filing on Thursday, stating that its board had approved the name change, though it still requires approval from shareholders and government authorities.

Amazon shares under pressure after disappointing Q1 guidance
Amazon shares slip to the downside as the tech giant issues lower-than-expected guidance for the current quarter, but talks up its capex plans with spending to hit 100 billion dollars this year. Europe's STOXX 600 closes at an all-time high, lifted by upbeat earnings as attention turns to today's U.S. jobs report.

Amazon suffers $100bn blow as guidance underwhelms
Amazon.com Inc (NASDAQ:AMZN) stock dropped 4% in after-hours trading, erasing $100 billion from the company's market value. The decline followed strong fourth-quarter earnings that exceeded expectations but were overshadowed by weaker-than-expected guidance for the current quarter.

Amazon's AWS miss adds to Big Tech's cloud woes
Shares of Amazon (AMZN) came under pressure following Alphabet's (GOOG, GOOGL) disappointing fourth quarter earnings report. This market concentration has heavily impacted the dominance of The Magnificent Seven components - the group of tech stocks comprised of Alphabet, Apple (AAPL), Nvidia (NVDA), Tesla (TSLA), Amazon (AMZN), and Meta Platforms (META), and Microsoft (MSFT).

Amazon.com, Inc. (AMZN) Q4 2024 Earnings Conference Call Transcript
Amazon.com, Inc. (NASDAQ:AMZN ) Q4 2024 Earnings Conference Call February 6, 2025 5:00 PM ET Company Participants Dave Fildes - VP of IR Andy Jassy - CEO Brian Olsavsky - CFO Conference Call Participants Mark Mahaney - Evercore ISI Eric Sheridan - Goldman Sachs Doug Anmuth - JPMorgan John Blackledge - TD Cowen Michael Morton - MoffettNathanson Operator Thank you for standing by. Good day, everyone, and welcome to the Amazon.com Fourth Quarter 2024 Financial Results Teleconference.

Cloudflare, Inc. (NET) Q4 2024 Earnings Call Transcript
Cloudflare, Inc. (NYSE:NET ) Q4 2024 Earnings Conference Call February 6, 2025 5:00 PM ET Company Participants Phil Winslow - Investor Relations Matthew Prince - Co-Founder and Chief Executive Officer Thomas Seifert - Chief Financial Officer Conference Call Participants Hamza Fodderwala - Morgan Stanley Matt Hedberg - RBC Adam Borg - Stifel Jonathan Ho - William Blair Fatima Boolani - Citi Gabriela Borges - Goldman Sachs Trevor Walsh - Citizens JMP Andrew Nowinski - Wells Fargo Operator Good day, everyone, and welcome to the Cloudflare Q4 2024 Earnings Call. This conference is being recorded.

Amazon hit by strengthening dollar, underscoring risks in tech to overseas reliance
Amazon said in its earnings report on Thursday that its guidance for the first quarter assumes a $2.1 billion headwind from foreign exchange rates. "This guidance anticipates an unusually large, unfavorable impact" from the strengthening dollar, Amazon said.

Amazon Q4: Solid Results, But Weak Guidance Makes Shares Sink
Amazon.com, Inc. announced its Q4 earnings results, beating estimates on both lines. Following a 40% stock price increase over the past year, AMZN shares seem pricey compared to other Magnificent 7 stocks. Given the current valuation, Amazon's shares are not a great investment at these prices, suggesting caution for potential investors.

Amazon (AMZN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Amazon (AMZN) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Amazon earnings fall short, offers weak outlook
Bloomberg's Poonam Goyal breaks down why Amazon's net sales were down and the potential impact US tariffs on China could have on Amazon's forecast as the retail giant reports first quarter earnings. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: https://twitter.com/BloombergRadio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.ly/3YrBfOi Balance of Power: http://bit.ly/3OO8eLC Bloomberg Businessweek: http://bit.ly/3IPl60i Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: https://apple.co/486mghI Android Auto: https://bit.ly/49benZy Visit our YouTube channels: Bloomberg Podcasts: https://www.youtube.com/bloombergpodcasts Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake

Frequently Asked Questions
- IaaS - Infrastructure as a Service (servers, storage)
- PaaS - Platform as a Service (development tools)
- SaaS - Software as a Service (applications)
- Serverless - Function as a Service (FaaS)
- Edge Computing - Processing closer to data source
- MSFT - Microsoft Corporation
- AMZN - Amazon.com, Inc.
- GOOGL - Alphabet Inc.
- CRM - Salesforce, Inc.
- NOW - ServiceNow, Inc.
- Public Cloud - AWS, Azure, Google Cloud
- Private Cloud - On-premises cloud infrastructure
- Hybrid Cloud - Mix of public and private
- Enterprise SaaS - Business applications
- Cloud Security - Protection and compliance
- Cloud Storage - Data storage and backup
- Digital transformation across industries
- Recurring revenue business models
- High margins and scalability
- Growing enterprise cloud adoption
- AI and ML integration opportunities
- Customer acquisition and retention rates
- Revenue growth and ARR metrics
- Gross and operating margins
- Market share in key segments
- Enterprise IT spending trends
- Competition and pricing pressure