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

Investors Heavily Search Zscaler, Inc. (ZS): Here is What You Need to Know

Zscaler (ZS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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Why Amazon Could Be the Best Big Tech Investment of Q1

Shares of tech giant Amazon.com Inc. NASDAQ: AMZN have been on a major uptrend for over two years now. They've tacked on nearly 200% of gains in that timeframe, with 50% the past year alone.

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AMZN, NET and IONQ Forecast – Tech Stocks React to Earnings

The Friday session will be a reaction to earnings from several tech stocks, but we also have to keep in mind that the Non-Farm Payroll announcement caused a bit of noise as well.

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Amazon Beats Q4 Earnings Estimates, Issues Weak Q1 Guidance

AMZN's fourth-quarter results benefit from a solid momentum in AWS and strength in Prime. Amazon shares drop on weak Q1 guidance.

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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.

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AI Marketing at Super Bowl 2025: Will Pricey Ads Pay Off?

America's biggest sports event is around the corner. The Super Bowl isn't just about the game — it's a goldmine for advertisers.

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Top 2 Tech Stocks That May Collapse In February

As of Feb. 7, 2025, two stocks in the information technology sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

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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.

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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.

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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.

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Amazon Spending On AI Increases; Jobs Number Weaker Than Forecast

Key Takeaways

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Expect Amazon's growth to decelerate in the near term, says RBC's Brad Erickson

Brad Erickson, RBC Capital Markets internet services senior analyst, joins 'Squawk Box' to discuss Amazon's quarterly earnings results, the company's capex spending, and more.

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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.

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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.

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AI sets Amazon stock price prediction for end of February

As it turned out in the extended session between February 6 and February 7, Amazon's (NASDAQ: AMZN) latest earnings report failed to satisfy investors despite demonstrating an earnings and revenue forecast beat.

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5 Big Data Providers to Buy on Lucrative Short-Term Upside Potential

Five Big Data stocks have strong revenue and earnings growth potential for 2025. These are: CRM, QCOM, VRNT, VRNS, SPGI.

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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.

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AMZN Slumps as Dollar Hurts Earnings

Despite having a "holiday shopping season that was the most successful yet", Amazon (AMZN) shares are slumping premarket on Friday. The company cited a strong dollar impacting its global business.

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2 Cybersecurity Stocks Melting Up After Earnings

Two cybersecurity firms are in focus this morning after their respective earnings reports.

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Amazon: Strong Numbers but Weak Outlook

Here's our initial take on Amazon.com's (AMZN 1.13%) financial report.

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Cloudflare, Fortinet Stocks Jump. What DeepSeek, Tariffs Mean for Cybersecurity Names.

Shares in the cybersecurity companies were rising Friday after both reported an earnings beat.

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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.

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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.

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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.

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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%.

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1 Magnificent Stock That Could Join Nvidia, Microsoft, and Apple in the $3 Trillion Club

Eight American technology companies joined the exclusive $1 trillion club since Apple blazed the trail in 2018, but only three have gone on to amass valuations of $3 trillion or more:

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1 Magnificent Stock That Could Join Nvidia, Microsoft, and Apple in the $3 Trillion Club

Eight American technology companies joined the exclusive $1 trillion club since Apple blazed the trail in 2018, but only three have gone on to amass valuations of $3 trillion or more:

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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:

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Amazon reports strong earnings for Q4, but stocks dip due to outlook for the first quarter

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.

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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.

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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.

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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.

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Amazon shares fall 4% after cloud unit reports weaker-than-expected growth

Amazon shares fell 4% in Frankfurt on Friday a day after the retailer's results showed weakness in its cloud computing unit and it forecast and lower-than-expected first-quarter revenue and profit.

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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).

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Amazon Warns of Q1 Challenges Despite Q4 Sales Boom

Amazon might be expecting a soft Q1. Here's how you can tell: They didn't want to talk about it.

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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.

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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.

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Alphabet's Verily to sell Granular insurance business to Elevance Health

Alphabet's Verily is selling its subsidiary, Granular Insurance Company, to Elevance Health. Verily launched Granular in 2020 with financial backing from the commercial insurance unit of the Swiss Re Group.

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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.

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Flat Day Ahead of Friday Jobs Report; Q4 Results for AMZN, SKX, EXPE

+170K jobs are expected to have been filled last month, below the December tally of +256K.

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Amazon CEO says cloud business would have grown faster if it had more AI chips, power, and server components

Amazon Web Services growth hindered by capacity constraints in data centers, says CEO. Constraints stem from AI chip shortages, server components, and energy supply issues.

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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.

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Amazon expects $100 billion of capex in 2025 on 'once-in-a-lifetime' AI opportunity

Amazon said it plans to boost capital expenditures to $100 billion in 2025, largely driven by AI investments. The company reported $83 billion in capital expenditures last year.

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Amazon doubles down on AI with a massive $100B spending plan for 2025

Despite all the buzz last week that DeepSeek would herald in an era of lower AI budgets, there is zero sign that Big Tech is slowing down. Instead, they're ramping things up.

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Datadog (DDOG) Flat As Market Gains: What You Should Know

In the latest trading session, Datadog (DDOG) closed at $144.85, marking no change from the previous day.

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Cloudflare (NET) Q4 Earnings and Revenues Top Estimates

Cloudflare (NET) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.15 per share a year ago.

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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.

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Multiple drivers for Amazon long-term, including robotics, says T. Rowe Price's Wang

Tony Wang, T. Rowe Price Science & Technology Fund portfolio manager, joins 'Fast Money' to talk Amazon earnings.

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Amazon on pace for $100B+ in yearly capex; Jassy sees cost efficiencies driving long-term AI demand

Amazon reported $26.

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Amazon (AMZN) Surpasses Q4 Earnings and Revenue Estimates

Amazon (AMZN) came out with quarterly earnings of $1.86 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $1.01 per share a year ago.

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'Fast Money' traders break down Amazon's quarter and stock reaction

'Fast Money' traders talk Amazon quarterly results.

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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

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Frequently Asked Questions

Cloud computing delivers computing services over the internet:
  • 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

The leading cloud computing companies by market cap include:
  • MSFT - Microsoft Corporation
  • AMZN - Amazon.com, Inc.
  • GOOGL - Alphabet Inc.
  • CRM - Salesforce, Inc.
  • NOW - ServiceNow, Inc.

Major segments include:
  • 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

Key investment considerations include:
  • Digital transformation across industries
  • Recurring revenue business models
  • High margins and scalability
  • Growing enterprise cloud adoption
  • AI and ML integration opportunities

Key factors affecting cloud stocks include:
  • 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