Everything tagged "cloud" across the TickerSpark archives.
Equinix posted strong Q2 2026 growth as AI, hybrid cloud, and data sovereignty demand boosted interconnection activity. The stock still earns only a Hold because valuation and capital intensity leave limited upside at current levels.
NVIDIA posted 65% fiscal 2026 revenue growth and continues to dominate AI infrastructure, but valuation and margin pressure call for disciplined entry points. The report supports a Buy rating with strong execution and a rich but still defensible setup.
Guidewire Software earns a Buy on strong cloud ARR growth, recurring revenue expansion, and a mission-critical position in P&C insurance software. Valuation is rich, but the migration to subscriptions and operating leverage support the premium.
Salesforce is pairing durable recurring revenue with rapid Agentforce and Data 360 growth. The stock screens as a Buy on improving profitability, strong cash flow, and a fair value estimate of $270.
Ciena is riding a powerful AI infrastructure cycle, with revenue up 40% and backlog above $7.7B. The stock looks attractive for medium-term growth investors, but valuation and customer concentration keep the risk profile elevated.
MongoDB has reaccelerated on Atlas strength, AI search adoption, and improving cash generation, but the stock still trades at a premium that leaves little room for execution missteps.
NetApp posted record FY26 results and is seeing faster growth in all-flash, Public Cloud, and Keystone. The stock still looks fairly valued, so the report lands on Hold.
Rubrik is growing rapidly, with revenue up 38% and subscription ARR up 33%, but the stock remains hard to justify at a 555.6x forward P/E. The report rates RBRK a Hold as strong operating momentum collides with a demanding valuation and ongoing GAAP losses.
Elastic posted 17% FY26 revenue growth, strong AI adoption, and expanding margins, but the stock already trades near fair value. The result is a Hold as execution remains solid while valuation limits upside.
Everpure is scaling fast in enterprise storage, with Q1 revenue up 35% and AI/hyperscale demand strengthening the recurring base. But the stock already prices in much of the progress, leaving Hold as the right stance.
Alibaba's AI cloud engine is growing fast, but the earnings it is producing are moving in the opposite direction. A 75% net-profit collapse and HK$80 billion share placement make the stock a bear case until spending delivers measurable returns.
Zscaler posted 25% revenue growth, 25% ARR growth and a record 23% non-GAAP operating margin, but the stock still trades at a premium valuation. The report lands on a Hold with fair value set at $180.
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