Everything tagged "cloud computing" across the TickerSpark archives.
Boost Run is building real traction in AI infrastructure, with rapid ARR growth and a large contracted backlog. But heavy capex, weak liquidity, and ongoing losses keep the stock in Hold territory.
CoreWeave is scaling revenue at a blistering pace, but the business is still funding growth with massive debt and negative free cash flow. The stock earns a Hold as contracted AI demand collides with balance-sheet risk.
Akamai is shifting from delivery to security and AI infrastructure, with strong cloud commitments offset by heavy capex and a declining legacy business. The report rates AKAM a Buy with a $145 fair value estimate.
Cloudflare posted 34% revenue growth and stronger enterprise adoption, but its valuation remains stretched. The report lands on Hold as the stock already prices in much of the AI and platform upside.
DigitalOcean is rapidly expanding into AI inference and agentic workloads, with AI customer ARR up 221% and larger-account revenue surging. But the stock already prices in a lot of success, leaving a Hold case despite strong operating momentum.
Amazon’s Q1 results show accelerating AWS growth, record operating margins, and strong ad momentum, but heavy AI capex keeps free cash flow under pressure. The stock earns a Buy for investors who can look past near-term cash burn.
Oracle is transforming from a legacy software giant into an AI infrastructure and cloud growth story. The upside is massive backlog and accelerating cloud revenue, but the buildout is pressuring free cash flow and leverage.
Alibaba is a Buy as cloud and AI monetization accelerate, even as heavy investment pressures near-term margins and cash flow. The stock looks restrained relative to its growth pockets and balance sheet strength.
Seven cloud computing stocks ranked by investment quality — IBM, Salesforce, and ServiceNow all make the list, while the top two spots wait at the end of the countdown.
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