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Samengesteld · AI & halfgeleiders

Cloud platforms

Door InspectStocksPublished 14 okt 202615 companies0 followers

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

Gegroepeerd met hulp van een AI-model en nagekeken door onze redactie. De regel onder elk bedrijf zegt waarom het hier staat.

Aandelenkoersen zijn de slotkoersen van 11 nov 2026, uit de IEX-beursfeed.

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%

  • MSFTMICROSOFT CORPORATION

    Software infrastructureMarket cap US$ 3,87TP/E 27,18

    US$ 520,83+2,7%1Y

    Since added -4,2%

    C+
    Groei en kasstroom
    Groeit
    Business trend
    Stabiel
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 346,4B+17,9%

    Profit

    US$ 142,6B+36,0%

    Free cash flow

    US$ 60B-23,1%
    Why it is here: Sells Azure cloud computing alongside business software, gaming and advertising
  • AMZNAMAZON.COM, INC.

    Internet retailMarket cap US$ 2,88TP/E 21,52

    US$ 266,23+9,0%1Y

    Since added +2,9%

    D
    Groei en kasstroom
    Gemengd
    Business trend
    Stabiel
    Business quality
    Solide
    Getting better
    Verbetert

    Revenue

    US$ 797,5B+15,4%

    Profit

    US$ 134,8B+76,2%

    Free cash flow

    US$ -46,9B-544,1%
    Why it is here: Provides AWS cloud computing services
  • GOOGLAlphabet Inc.

    Internet content and informationMarket cap US$ 3,63TP/E 15,32

    US$ 293,55+2,7%1Y

    Since added -17,0%

    C+
    Groei en kasstroom
    Groeit
    Business trend
    Versnellend
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 471,1B+22,2%

    Profit

    US$ 235,7B+89,7%

    Free cash flow

    US$ 19,7B-73,2%
    Why it is here: Sells Google Cloud computing and software services
  • ORCLOracle Corporation

    Software infrastructureMarket cap US$ 388,2BP/E 20,12

    US$ 128,38-42,7%1Y

    Since added -10,4%

    D
    Groei en kasstroom
    Gemengd
    Business trend
    Versnellend
    Business quality
    Solide
    Getting better
    Verbetert

    Revenue

    US$ 71,8B+21,6%

    Profit

    US$ 18,9B+52,1%

    Free cash flow

    US$ -28,7B-388,4%
    Why it is here: Sells cloud computing services
  • IBMINTERNATIONAL BUSINESS MACHINES CORPORATION

    Information technology servicesMarket cap US$ 234,5BP/E 21,12

    US$ 248,14-19,6%1Y

    Since added +7,5%

    A+
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Sterk
    Getting better
    Verbetert

    Revenue

    US$ 69,9B+6,8%

    Profit

    US$ 11,2B+41,3%

    Free cash flow

    US$ 14,7B+17,5%
    Why it is here: Sells hybrid cloud and business software
  • BABAAlibaba Group Holding Ltd

    Internet retailMarket cap US$ 245,2BP/E 23,52

    US$ 101,52-35,1%1Y

    Since added -8,4%

    B
    Winst en boekwaarde
    Groeit sterk
    Business quality
    Gemengd
    Getting better
    Gemengd

    Revenue

    US$ 157,1B+4,4%

    Profit

    US$ 11B-50,6%

    Free cash flow

    Not reported

    Why it is here: Sells cloud computing services
  • CRWVCoreWeave, Inc.

    Software infrastructureMarket cap US$ 33,5BGeen K/W (bedrijfsverlies)

    US$ 60,80-28,8%1Y

    Since added -21,9%

    D-
    Groei en kasstroom
    Gemengd
    Business trend
    Stabiel
    Business quality
    Zwak
    Getting better
    Verbetert

    Revenue

    US$ 9,9B+129,6%

    Profit

    US$ -2,5B-229,8%

    Free cash flow

    US$ -13,7B-72,1%
    Why it is here: Rents GPU cloud capacity to AI developers and enterprises
  • NBISNEBIUS GROUP N.V.

    Internet content and informationMarket cap US$ 43,5BGeen K/W (bedrijfsverlies)

    US$ 155,05+64,3%1Y

    Since added -25,1%

    D
    Groei en kasstroom
    Gemengd
    Business trend
    Stabiel
    Business quality
    Gemengd
    Getting better
    Verbetert

    Revenue

    US$ 1,4B+506,9%

    Profit

    US$ 42,4M-82,6%

    Free cash flow

    US$ -3,7B-555,1%
    Why it is here: Rents GPU cloud capacity for training and running AI models
  • DOCNDigitalOcean Holdings, Inc.

    Software infrastructureMarket cap US$ 10,3BP/E 311,46

    US$ 87,21+80,3%1Y

    Since added -32,0%

    A
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Gemengd
    Getting better
    Verbetert

    Revenue

    US$ 1,1B+27,6%

    Profit

    US$ 34,3M-86,4%

    Free cash flow

    US$ 244,1M+39,1%
    Why it is here: Provides cloud hosting and infrastructure to developers and small businesses
  • NETCloudflare, Inc.

    Software infrastructureMarket cap US$ 112,9BGeen K/W (bedrijfsverlies)

    US$ 315,14+39,6%1Y

    Since added -9,3%

    A-
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Zwak
    Getting better
    Gemengd

    Revenue

    US$ 2,7B+35,7%

    Profit

    US$ -239,1M-132,0%

    Free cash flow

    US$ 359,5M+52,0%
    Why it is here: Sells CDN, web delivery and network services
  • AKAMAkamai Technologies, Inc

    Software infrastructureMarket cap US$ 12,5BP/E 33,72

    US$ 86,65-3,8%1Y

    Since added -13,3%

    C
    Groei en kasstroom
    Groeit
    Business trend
    Stabiel
    Business quality
    Gemengd
    Getting better
    Verbetert

    Revenue

    US$ 4,4B+6,2%

    Profit

    US$ 387,9M-23,5%

    Free cash flow

    US$ 545,2M-46,9%
    Why it is here: Provides CDN, web delivery and cloud services to businesses
  • NTNXNUTANIX, INC.

    Software infrastructureMarket cap US$ 16,3BP/E 11,63

    US$ 60,12-11,2%1Y

    Since added -17,5%

    A
    Groei en kasstroom
    Groeit sterk
    Business trend
    Stabiel
    Business quality
    Solide
    Getting better
    Verbetert

    Revenue

    US$ 2,9B+12,4%

    Profit

    US$ 1,5B+700,0%

    Free cash flow

    US$ 840,7M+12,1%
    Why it is here: Sells hyperconverged infrastructure and hybrid cloud software
  • BIDUBaidu, Inc.

    Internet content and informationMarket cap US$ 2,8BGeen K/W (bedrijfsverlies)

    US$ 79,76-38,1%1Y

    Since added -4,7%

    F-
    Groei en kasstroom
    Groeit niet
    Business trend
    Krimpend
    Business quality
    Zwak
    Getting better
    Verslechtert

    Revenue

    US$ 19,1B-4,2%

    Profit

    US$ -554M-113,2%

    Free cash flow

    US$ -2,3B-215,2%
    Why it is here: Sells AI cloud computing services
  • KCKingsoft Cloud Holdings Ltd

    Software applicationMarket cap US$ 2,5BGeen K/W (bedrijfsverlies)

    US$ 8,53-26,1%1Y

    Since added -8,4%

    D-
    Winst en boekwaarde
    Gemengd
    Business quality
    Zwak
    Getting better
    Gemengd

    Revenue

    US$ 1,7B+30,6%

    Profit

    US$ -90,5M+70,3%

    Free cash flow

    Not reported

    Why it is here: Provides public cloud computing and storage services in China to enterprises
  • IRENIREN Limited

    Capital marketsMarket cap US$ 7,4BGeen K/W (bedrijfsverlies)

    US$ 20,83-62,6%1Y

    Since added -40,2%

    F-
    Groei en kasstroom
    Groeit niet
    Business trend
    Krimpend
    Business quality
    Zwak
    Getting better
    Verslechtert

    Revenue

    US$ 694,7M+0,9%

    Profit

    US$ -1,4B-357,9%

    Free cash flow

    US$ -2,5B-862,2%
    Why it is here: Runs data centres that rent GPU cloud capacity for AI, alongside bitcoin mining

Green and red compare each figure with the same window a year earlier. Grades and checks are the company page's own; nothing here is a recommendation.

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    Lists are their owners' own, and notes and comments are opinions. Grades describe businesses from their filings; nothing here is a recommendation to buy or sell.