Cloud Computing Stocks — Analysis & Key Financial Data
Cloud Computing Stocks focus on companies that operate in a specific niche or sub‑industry, where business models, risk drivers, and valuation frameworks tend to rhyme more closely with each other than with the broader market. Grouping stocks by theme makes it easier to understand how fundamentals and pricing compare inside the same opportunity set. On this page you can review cloud computing stocks with Investment Scores, base valuations, and key financial metrics on Invest Viable. The tag is a transparent grouping tool — a way to organise research around a theme — rather than a recommendation list, so you can still apply your own judgement and valuation work.
- Stocks matching
- 3,190
- Latest data
- 2026-06-28
Highest Investment Scores in Cloud Computing Stocks
Top-rated stocks by Investment Score
- Price
- $91.19
- Fair Value
- $355.29
- Market Cap
- $21.2B
- Margin
- +289.6%
- Price
- $175.25
- Fair Value
- $263.72
- Market Cap
- $2.3B
- Margin
- +50.5%
- Price
- $41.36
- Fair Value
- $55.84
- Market Cap
- $1.1B
- Margin
- +35.0%
- Price
- $72.34
- Fair Value
- $69.18
- Market Cap
- $5.1B
- Margin
- -4.4%
Cloud Computing Stock List
| Company | Price | Fair Value | Score | Market Cap | P/E | EPS | Yield |
|---|---|---|---|---|---|---|---|
NVIDIA Corporation NVDA | $200.09 | $106.45 | 74 | $4.66T | 29.4 | $6.57 | 0.15% |
Apple Inc. AAPL | $289.36 | $177.18 | 61 | $4.17T | 34.2 | $8.33 | 0.37% |
Alphabet Inc. GOOGL | $357.37 | $215.46 | 74 | $4.08T | 25.5 | $13.24 | 0.25% |
Alphabet Inc. GOOG | $353.33 | $214.75 | 74 | $4.07T | 25.5 | $13.24 | 0.25% |
Microsoft Corporation MSFT | $373.02 | $322.96 | 81 | $2.77T | 22.1 | $16.86 | 0.95% |
Amazon.com, Inc. AMZN | $238.34 | $86.02 | 71 | $2.50T | 27.4 | $8.45 | 0.00% |
Space Exploration Technologies Corp. SPCX | $170.86 | — | 13 | $2.00T | -130.1 | $-1.24 | 0.00% |
Broadcom Inc. AVGO | $377.75 | $124.81 | 68 | $1.74T | 59.0 | $6.18 | 0.70% |
Tesla, Inc. TSLA | $420.60 | $59.85 | 48 | $1.43T | 315.5 | $1.20 | 0.00% |
Meta Platforms, Inc. META | $563.29 | $637.98 | 74 | $1.40T | 19.7 | $27.86 | 0.38% |
Micron Technology, Inc. MU | $1154.29 | $168.87 | 74 | $1.28T | 25.3 | $44.75 | 0.04% |
Eli Lilly and Company LLY | $1199.43 | $491.41 | 65 | $1.14T | 42.8 | $28.26 | 0.54% |
Berkshire Hathaway Inc. BRK-B | $500.39 | $378.75 | 65 | $1.08T | 14.8 | $33.60 | 0.00% |
Berkshire Hathaway Inc. BRK-A | $748850.00 | $567927.84 | 58 | $1.07T | 14.8 | $33.60 | 0.00% |
Walmart Inc. WMT | $113.26 | $53.14 | 61 | $920.7B | 40.6 | $2.89 | 0.83% |
JPMorgan Chase & Co. JPM | $327.33 | $544.22 | 52 | $881.7B | 15.7 | $21.12 | 1.79% |
Advanced Micro Devices, Inc. AMD | $580.91 | $43.74 | 61 | $850.5B | 169.3 | $3.07 | 0.00% |
ASML Holding N.V. ASML | $1989.44 | $629.66 | 71 | $691.7B | 61.0 | $25.98 | 0.48% |
Intel Corp. INTC | $139.63 | $0.20 | 29 | $644.9B | -207.0 | $-0.62 | 0.00% |
Visa Inc. V | $343.09 | $269.26 | 65 | $644.5B | 29.3 | $11.62 | 0.77% |
Johnson & Johnson JNJ | $253.97 | $137.70 | 65 | $613.0B | 29.4 | $8.60 | 2.06% |
Exxon Mobil Corporation XOM | $136.72 | $142.61 | 65 | $566.0B | 23.1 | $6.05 | 2.99% |
Applied Materials, Inc. AMAT | $723.00 | $252.76 | 65 | $497.7B | 58.6 | $10.72 | 0.30% |
Lam Research Corporation LRCX | $433.33 | $109.24 | 71 | $474.1B | 71.3 | $5.37 | 0.27% |
Caterpillar Inc. CAT | $1064.90 | $470.79 | 61 | $459.5B | 49.4 | $20.33 | 0.61% |
About cloud computing stocks
Cloud computing is one of the most durable themes in technology because the underlying shift from on-premise infrastructure to consumed services hasn't reversed in any meaningful sense for more than a decade. The handful of hyperscale providers operate massive infrastructure businesses with double-digit growth and the kind of margin profile that has historically only been available to mature software platforms. Layered on top sit the platform services that wrap the underlying infrastructure with managed databases, analytics, and developer tools, and above that sit the cloud-delivered software businesses themselves.
The screener applies the same Investment Score model and base-valuation pipeline across this stack. The financial profiles vary: a hyperscale provider with its own data centres looks closer to a regulated infrastructure business than to a software company, while a platform-services specialist looks closer to high-growth software with stronger gross margins than the hardware-heavy peers. The page surfaces revenue and earnings growth alongside the Score and base valuation so the differences are visible.
What this page is for
This page is a screener and reference surface, not editorial coverage. The list above refreshes with each data update; the methodology, FAQ, and related categories below stay in place so the page is useful both for somebody arriving from a specific search and for somebody scanning the theme for the first time.
If you want to value a single cloud stock end-to-end rather than scan the theme, the Invest Viable Valuator walks through the same models we use to compute the base valuations on this page.
Where you'll find Cloud Computing Stocks
This theme typically shows up across the sectors below. Each sector page lists every covered name with the same Investment Score model and base-valuation pipeline.
How we screen Cloud Computing Stocks
A company appears on this page when our taxonomy classifies its primary business as cloud computing — hyperscale infrastructure, platform services, or software businesses delivered as cloud services.
- Listed on a US exchange (NYSE / Nasdaq) and tagged Cloud Computing in our theme taxonomy.
- Includes hyperscale cloud providers, infrastructure-as-a-service specialists, platform-as-a-service companies, and the largest software-as-a-service businesses where cloud delivery is the core economic model.
- Investment Score and base valuation computed by the same models used elsewhere on Invest Viable.
Frequently asked questions
Which companies count as cloud-computing stocks?
Companies whose primary business is providing cloud infrastructure, platforms, or large-scale cloud-delivered software. Hyperscale providers, IaaS / PaaS specialists, and the largest SaaS businesses appear here; smaller pure-SaaS names sit on the dedicated SaaS Stocks page.
How are cloud stocks valued?
Most are valued on revenue-growth and operating-margin trajectory rather than near-term earnings. The high gross margins typical of the category support double-digit free-cash-flow margins at scale, which the base-valuation models pick up where the data supports it.
Why do cloud and SaaS pages overlap?
They overlap by design — many SaaS businesses are cloud businesses. The Cloud page features infrastructure and platform names as well as the largest cloud-delivered software businesses; the SaaS page narrows to subscription-software-specific names.
Are cloud stocks always growth stocks?
Most are, but the older hyperscalers have matured into substantial cash generators with growth profiles closer to high-quality industrials than to early-stage software. The screener shows growth metrics alongside Investment Score so the profile is visible.
Does Invest Viable recommend specific cloud stocks?
No. This page is a screener and analysis surface, not a recommendation list. Each stock is shown with its underlying financial data, base valuation, and Investment Score so you can do your own research. Invest Viable does not publish buy or sell calls on individual securities.