Sélection · IA et semi-conducteurs

Cloud platforms

Par InspectStocksPublished 14 oct. 202615 companies0 follower

Companies that rent computing power, storage and AI capacity over the internet.

Regroupées avec l’aide d’un modèle d’IA et relues par notre rédaction. La ligne sous chaque entreprise indique pourquoi elle figure ici.

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Les cours sont ceux de la clôture du 11 nov. 2026, issus du flux de la bourse IEX.

Grade mix

A 4B 1C 3D 5F 2

Revenue growing

14 of 15

Free cash flow growing

4 of 13

Median price move, 1 year

-11,2 %

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MSFTMICROSOFT CORPORATION
Software infrastructureMarket cap 3,87T $USP/E 27,18
520,83 $US+2,7 %1Y
Since added -4,2 %
C+
Croissance et trésorerie
En croissance
Business trend
Stable
Business quality
Forte
Getting better
En amélioration
Revenue
346,4B $US+17,9 %
Profit
142,6B $US+36,0 %
Free cash flow
60B $US-23,1 %
Discuss
Why it is here: Sells Azure cloud computing alongside business software, gaming and advertising
AMZNAMAZON.COM, INC.
Internet retailMarket cap 2,88T $USP/E 21,52
266,23 $US+9,0 %1Y
Since added +2,9 %
D
Croissance et trésorerie
Contrasté
Business trend
Stable
Business quality
Solide
Getting better
En amélioration
Revenue
797,5B $US+15,4 %
Profit
134,8B $US+76,2 %
Free cash flow
-46,9B $US-544,1 %
Discuss
Why it is here: Provides AWS cloud computing services
GOOGLAlphabet Inc.
Internet content and informationMarket cap 3,63T $USP/E 15,32
293,55 $US+2,7 %1Y
Since added -17,0 %
C+
Croissance et trésorerie
En croissance
Business trend
En accélération
Business quality
Forte
Getting better
En amélioration
Revenue
471,1B $US+22,2 %
Profit
235,7B $US+89,7 %
Free cash flow
19,7B $US-73,2 %
Discuss
Why it is here: Sells Google Cloud computing and software services
ORCLOracle Corporation
Software infrastructureMarket cap 388,2B $USP/E 20,12
128,38 $US-42,7 %1Y
Since added -10,4 %
D
Croissance et trésorerie
Contrasté
Business trend
En accélération
Business quality
Solide
Getting better
En amélioration
Revenue
71,8B $US+21,6 %
Profit
18,9B $US+52,1 %
Free cash flow
-28,7B $US-388,4 %
Discuss
Why it is here: Sells cloud computing services
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION
Information technology servicesMarket cap 234,5B $USP/E 21,12
248,14 $US-19,6 %1Y
Since added +7,5 %
A+
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Forte
Getting better
En amélioration
Revenue
69,9B $US+6,8 %
Profit
11,2B $US+41,3 %
Free cash flow
14,7B $US+17,5 %
Discuss
Why it is here: Sells hybrid cloud and business software
BABAAlibaba Group Holding Ltd
Internet retailMarket cap 245,2B $USP/E 23,52
101,52 $US-35,1 %1Y
Since added -8,4 %
B
Résultat et actif net
Croissance forte
Business quality
Contrastée
Getting better
Contrasté
Revenue
157,1B $US+4,4 %
Profit
11B $US-50,6 %
Free cash flow
Not reported
Discuss
Why it is here: Sells cloud computing services
CRWVCoreWeave, Inc.
Software infrastructureMarket cap 33,5B $USPas de PER (perte d’exploitation)
60,80 $US-28,8 %1Y
Since added -21,9 %
D-
Croissance et trésorerie
Contrasté
Business trend
Stable
Business quality
Faible
Getting better
En amélioration
Revenue
9,9B $US+129,6 %
Profit
-2,5B $US-229,8 %
Free cash flow
-13,7B $US-72,1 %
Discuss
Why it is here: Rents GPU cloud capacity to AI developers and enterprises
NBISNEBIUS GROUP N.V.
Internet content and informationMarket cap 43,5B $USPas de PER (perte d’exploitation)
155,05 $US+64,3 %1Y
Since added -25,1 %
D
Croissance et trésorerie
Contrasté
Business trend
Stable
Business quality
Contrastée
Getting better
En amélioration
Revenue
1,4B $US+506,9 %
Profit
42,4M $US-82,6 %
Free cash flow
-3,7B $US-555,1 %
Discuss
Why it is here: Rents GPU cloud capacity for training and running AI models
DOCNDigitalOcean Holdings, Inc.
Software infrastructureMarket cap 10,3B $USP/E 311,46
87,21 $US+80,3 %1Y
Since added -32,0 %
A
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Contrastée
Getting better
En amélioration
Revenue
1,1B $US+27,6 %
Profit
34,3M $US-86,4 %
Free cash flow
244,1M $US+39,1 %
Discuss
Why it is here: Provides cloud hosting and infrastructure to developers and small businesses
NETCloudflare, Inc.
Software infrastructureMarket cap 112,9B $USPas de PER (perte d’exploitation)
315,14 $US+39,6 %1Y
Since added -9,3 %
A-
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Faible
Getting better
Contrasté
Revenue
2,7B $US+35,7 %
Profit
-239,1M $US-132,0 %
Free cash flow
359,5M $US+52,0 %
Discuss
Why it is here: Sells CDN, web delivery and network services
AKAMAkamai Technologies, Inc
Software infrastructureMarket cap 12,5B $USP/E 33,72
86,65 $US-3,8 %1Y
Since added -13,3 %
C
Croissance et trésorerie
En croissance
Business trend
Stable
Business quality
Contrastée
Getting better
En amélioration
Revenue
4,4B $US+6,2 %
Profit
387,9M $US-23,5 %
Free cash flow
545,2M $US-46,9 %
Discuss
Why it is here: Provides CDN, web delivery and cloud services to businesses
NTNXNUTANIX, INC.
Software infrastructureMarket cap 16,3B $USP/E 11,63
60,12 $US-11,2 %1Y
Since added -17,5 %
A
Croissance et trésorerie
Croissance forte
Business trend
Stable
Business quality
Solide
Getting better
En amélioration
Revenue
2,9B $US+12,4 %
Profit
1,5B $US+700,0 %
Free cash flow
840,7M $US+12,1 %
Discuss
Why it is here: Sells hyperconverged infrastructure and hybrid cloud software
BIDUBaidu, Inc.
Internet content and informationMarket cap 2,8B $USPas de PER (perte d’exploitation)
79,76 $US-38,1 %1Y
Since added -4,7 %
F-
Croissance et trésorerie
Sans croissance
Business trend
En contraction
Business quality
Faible
Getting better
En dégradation
Revenue
19,1B $US-4,2 %
Profit
-554M $US-113,2 %
Free cash flow
-2,3B $US-215,2 %
Discuss
Why it is here: Sells AI cloud computing services
KCKingsoft Cloud Holdings Ltd
Software applicationMarket cap 2,5B $USPas de PER (perte d’exploitation)
8,53 $US-26,1 %1Y
Since added -8,4 %
D-
Résultat et actif net
Contrasté
Business quality
Faible
Getting better
Contrasté
Revenue
1,7B $US+30,6 %
Profit
-90,5M $US+70,3 %
Free cash flow
Not reported
Discuss
Why it is here: Provides public cloud computing and storage services in China to enterprises
IRENIREN Limited
Capital marketsMarket cap 7,4B $USPas de PER (perte d’exploitation)
20,83 $US-62,6 %1Y
Since added -40,2 %
F-
Croissance et trésorerie
Sans croissance
Business trend
En contraction
Business quality
Faible
Getting better
En dégradation
Revenue
694,7M $US+0,9 %
Profit
-1,4B $US-357,9 %
Free cash flow
-2,5B $US-862,2 %
Discuss
Why it is here: Runs data centres that rent GPU cloud capacity for AI, alongside bitcoin mining

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