Curata · IA e semiconduttori

Cloud platforms

Di InspectStocksPublished 14 ott 202615 companies0 followers

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

Raggruppate con l’aiuto di un modello di IA e riviste dalla nostra redazione. La riga sotto ogni azienda spiega perché è qui.

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Schede Fasce

I prezzi delle azioni sono quelli di chiusura del 11 nov 2026, dal feed della borsa 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 USDP/E 27,18
520,83 USD+2,7%1Y
Since added -4,2%
C+
Crescita e cassa
In crescita
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
346,4B USD+17,9%
Profit
142,6B USD+36,0%
Free cash flow
60B USD-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 USDP/E 21,52
266,23 USD+9,0%1Y
Since added +2,9%
D
Crescita e cassa
Misto
Business trend
Stabile
Business quality
Solida
Getting better
In miglioramento
Revenue
797,5B USD+15,4%
Profit
134,8B USD+76,2%
Free cash flow
-46,9B USD-544,1%
Discuss
Why it is here: Provides AWS cloud computing services
GOOGLAlphabet Inc.
Internet content and informationMarket cap 3,63T USDP/E 15,32
293,55 USD+2,7%1Y
Since added -17,0%
C+
Crescita e cassa
In crescita
Business trend
In accelerazione
Business quality
Forte
Getting better
In miglioramento
Revenue
471,1B USD+22,2%
Profit
235,7B USD+89,7%
Free cash flow
19,7B USD-73,2%
Discuss
Why it is here: Sells Google Cloud computing and software services
ORCLOracle Corporation
Software infrastructureMarket cap 388,2B USDP/E 20,12
128,38 USD-42,7%1Y
Since added -10,4%
D
Crescita e cassa
Misto
Business trend
In accelerazione
Business quality
Solida
Getting better
In miglioramento
Revenue
71,8B USD+21,6%
Profit
18,9B USD+52,1%
Free cash flow
-28,7B USD-388,4%
Discuss
Why it is here: Sells cloud computing services
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION
Information technology servicesMarket cap 234,5B USDP/E 21,12
248,14 USD-19,6%1Y
Since added +7,5%
A+
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Forte
Getting better
In miglioramento
Revenue
69,9B USD+6,8%
Profit
11,2B USD+41,3%
Free cash flow
14,7B USD+17,5%
Discuss
Why it is here: Sells hybrid cloud and business software
BABAAlibaba Group Holding Ltd
Internet retailMarket cap 245,2B USDP/E 23,52
101,52 USD-35,1%1Y
Since added -8,4%
B
Utile e patrimonio netto
Cresce con forza
Business quality
Mista
Getting better
Misto
Revenue
157,1B USD+4,4%
Profit
11B USD-50,6%
Free cash flow
Not reported
Discuss
Why it is here: Sells cloud computing services
CRWVCoreWeave, Inc.
Software infrastructureMarket cap 33,5B USDNessun P/E (perdita operativa)
60,80 USD-28,8%1Y
Since added -21,9%
D-
Crescita e cassa
Misto
Business trend
Stabile
Business quality
Debole
Getting better
In miglioramento
Revenue
9,9B USD+129,6%
Profit
-2,5B USD-229,8%
Free cash flow
-13,7B USD-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 USDNessun P/E (perdita operativa)
155,05 USD+64,3%1Y
Since added -25,1%
D
Crescita e cassa
Misto
Business trend
Stabile
Business quality
Mista
Getting better
In miglioramento
Revenue
1,4B USD+506,9%
Profit
42,4M USD-82,6%
Free cash flow
-3,7B USD-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 USDP/E 311,46
87,21 USD+80,3%1Y
Since added -32,0%
A
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Mista
Getting better
In miglioramento
Revenue
1,1B USD+27,6%
Profit
34,3M USD-86,4%
Free cash flow
244,1M USD+39,1%
Discuss
Why it is here: Provides cloud hosting and infrastructure to developers and small businesses
NETCloudflare, Inc.
Software infrastructureMarket cap 112,9B USDNessun P/E (perdita operativa)
315,14 USD+39,6%1Y
Since added -9,3%
A-
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Debole
Getting better
Misto
Revenue
2,7B USD+35,7%
Profit
-239,1M USD-132,0%
Free cash flow
359,5M USD+52,0%
Discuss
Why it is here: Sells CDN, web delivery and network services
AKAMAkamai Technologies, Inc
Software infrastructureMarket cap 12,5B USDP/E 33,72
86,65 USD-3,8%1Y
Since added -13,3%
C
Crescita e cassa
In crescita
Business trend
Stabile
Business quality
Mista
Getting better
In miglioramento
Revenue
4,4B USD+6,2%
Profit
387,9M USD-23,5%
Free cash flow
545,2M USD-46,9%
Discuss
Why it is here: Provides CDN, web delivery and cloud services to businesses
NTNXNUTANIX, INC.
Software infrastructureMarket cap 16,3B USDP/E 11,63
60,12 USD-11,2%1Y
Since added -17,5%
A
Crescita e cassa
Cresce con forza
Business trend
Stabile
Business quality
Solida
Getting better
In miglioramento
Revenue
2,9B USD+12,4%
Profit
1,5B USD+700,0%
Free cash flow
840,7M USD+12,1%
Discuss
Why it is here: Sells hyperconverged infrastructure and hybrid cloud software
BIDUBaidu, Inc.
Internet content and informationMarket cap 2,8B USDNessun P/E (perdita operativa)
79,76 USD-38,1%1Y
Since added -4,7%
F-
Crescita e cassa
Non cresce
Business trend
In contrazione
Business quality
Debole
Getting better
In peggioramento
Revenue
19,1B USD-4,2%
Profit
-554M USD-113,2%
Free cash flow
-2,3B USD-215,2%
Discuss
Why it is here: Sells AI cloud computing services
KCKingsoft Cloud Holdings Ltd
Software applicationMarket cap 2,5B USDNessun P/E (perdita operativa)
8,53 USD-26,1%1Y
Since added -8,4%
D-
Utile e patrimonio netto
Misto
Business quality
Debole
Getting better
Misto
Revenue
1,7B USD+30,6%
Profit
-90,5M USD+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 USDNessun P/E (perdita operativa)
20,83 USD-62,6%1Y
Since added -40,2%
F-
Crescita e cassa
Non cresce
Business trend
In contrazione
Business quality
Debole
Getting better
In peggioramento
Revenue
694,7M USD+0,9%
Profit
-1,4B USD-357,9%
Free cash flow
-2,5B USD-862,2%
Discuss
Why it is here: Runs data centres that rent GPU cloud capacity for AI, alongside bitcoin mining

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