8 Next Energy Solutions as We Pass Peak Oil, Fisker Stock Has the Potential for Big Future Gains, Louis Navellier and the InvestorPlace Research Staff, What Did the Stock Market Do? Microsoft was late to becoming a Cloud Czar, having committed to the platform only in 2014 upon naming Satya Nadella its CEO. Copyright © 2020 InvestorPlace Media, LLC. Financial Market Data powered by FinancialContent Services, Inc. All rights reserved. The cloud retinue is a term I created for this story. Equinix (NASDAQ:EQIX) is a data center REIT. VMware Rangan says VMware is the "Swiss Army knife" of hybrid cloud as companies … Intuit (NASDAQ:INTU), like Adobe, began life selling packaged software for PCs, but now sells that software mainly by subscription. You’ll learn about options, charts and more. A … Cloud security is not only a hot commodity, but a necessary one, and businesses are steadily increasing their adoption of services provided by the top cloud security companies… FEYE has over $1 billion in cash and short-term securities on its books, enough to pay off its long-term debt with room to spare. Cloudera was formed around Hadoop, a data analysis system created in the last decade by a team under data scientist Doug Cutting. The companies should do a combined $800 million in business during 2018, so the price to sales ratio looks like a bargain. What sent Adobe stock into overdrive was its marketing cloud, used by sales teams, and its experience cloud, used to design Web sites and direct people through them, based on data. ンプルなツールで、「Stock(ストック)」を使えば、チーム内の情報共有にストレスがなくなります。「Stock(ストック)」は、Androidアプリ、iphoneアプリにも対応しています。 1125 N. Charles St, Baltimore, MD 21201. During most of 2018, it was the Czars that dominated the market, but most have had a lousy second half of the year. Over the last year, that meant $9.12 of dividends were paid for each Equinix share. With that, Okta’s revenues and profits will continue to march higher. The Index began on October 2, 2018 at a base value of 1,000.00 The rally off the March 23 bottom in this market has been incredible. Its market cap of $3.5 billion buys you over $800 million in 2018 revenue, but as with many other companies in the space, it must invest continuously to stay competitive and only became profitable in the third quarter of 2018, earning six cents per share. These are essential tools if you want to compete with a giant online store such as Amazon, or even just stay in the game against it. While the company’s revenue has been growing at 25% per year, net income has been growing at 45% per year. For cloud companies, gross margins of 70% or higher are the norm. But has Wall Street changed its view on how to value tech stocks? Its stock is trading at $146.31 with a market cap of $22.8 billion, up 62% from its 52-week low of $90.08 nearly a year ago. Read about potential market outcomes post-cure. Adobe successfully pivoted to cloud-based subscriptions. Cloud technology has seen rapid adoption with companies across many sectors looking to capitalize on its scalability, cost efficiency and flexibility. What keeps Amazon on the buy list for 2019 is partly the spectacular drop, starting in October 2018, that shaved over 20% off the stock’s price, and partly its incredible prospects as it keeps finding new businesses to dominate. Apple relies on cloud infrastructure for its fast-growing services business, whisking music and other content to iPhones. Many investors still don’t understand what a cloud even is, let alone a cloud computing stock. One kind of stock has been recently catching more attention of those who pay attention to less mainstream investments and niche stock sectors is a type of stock referred to as a "cloud stock." It’s not an exclusive list by any means, and it may also become very misunderstood because everyone in 2019 will want to call themselves a cloud play. Here are top 12 cloud computing companies to watch out for in 2016. Cloudera is finally gaining traction by selling its software as a service for machine learning and data analysis. With a market cap of just $3.5 billion, it could also become a takeover candidate. Don’t Sit This Out. It didn’t take the REIT form until 2015. Many SaaS companies are now working with AWS and other cloud vendors to reach new markets. In addition to offering firewall services and corporate identity protection, the company also investigates threats. Cloud computing services are new growth engines for AWS, Microsoft and Google. Intuit’s size and its middle-class niche could make it a great acquisition for a bank or a Cloud Czar, but meanwhile, among the top cloud computing stocks to buy, it’s a good defensive play because taxes are one of the two inevitabilities of life. The information and content are subject to change without notice. The fastest-growing part of the business is Mint, an online financial services operation first launched in 2006. Companies like Salesforce.com (CRM) that offer subscription-based software-as-a-services (SaaS) arrived before the term cloud computing was coined. Equinix competes with such companies as CoreSite Realty (NYSE:COR), CyrusOne (NASDAQ:CONE) and Digital Realty Trust (NYSE:DLR), most of which were built on a real estate platform rather than a tech platform. 17 Wonderful Work-From-Home Stocks to Buy 3 of 10 But by committing to the cloud, Adobe stock is up more than 400% in just five years. Get these newsletters delivered to your inbox & more info about our products & services. The company’s stock has skyrocketed since going public in 2017. For people who are under 30 and want to own an index fund, Amazon is one of the most compelling cloud computing stocks to buy for long-term gains. Still, figuring out which cloud computing stocks to buy requires a big-picture look at the top companies. More companies are adopting cloud-service platforms to store and manage their data. Write him at danablankenhorn@gmail.com or follow him on Twitter at @danablankenhorn. Since 2013, revenues have doubled, and profit margins have exploded from just 5% of revenue to nearly 25%. From the massive (upcoming) acquisition of Red Hat by IBM to Amazon launching a pay-as-you-go cloud … The biggest buyers of data center infrastructure are Amazon Web Services, Microsoft's Azure and Alphabet's Google, as well as consumer-facing companies like Apple (AAPL) and Facebook (FB). A vaccine is coming. UBS analyst Karl Keirstead picked up coverage on Wednesday of enterprise-software stocks, issuing ratings on 10 companies. Now that it appears to have permanently crossed the trillion market gap mark, if I could own only one Cloud Czar, it would be Microsoft. 20 Hot Edge Computing Companies To Watch In 2020 CRN breaks down the 20 companies leading the edge computing innovation charge … But new acquisitions raise risks. The definitive ranking of the private companies to know in tech’s hottest sector. Stocks Close Mixed After Dow Turns Positive, Nice, Intuit Hold Steady After Joining Long-Term Leaders. Get market updates, educational videos, webinars, and stock analysis. Zscaler is a market leader in the secure web gateway, or SWG, market, which helps protect companies' internet traffic. The information has been obtained from sources we believe to be reliable; however no guarantee is made or implied with respect to its accuracy, timeliness, or completeness. The public cloud services sector is expected to rise 17% in 2020, so Money and Markets presents our four cloud software stocks to buy now. But is ADBE stock a buy right now? For the cautious cloud investor, a data center REIT is a great place to play for 2019, because the business is still growing and you’re getting maximum dividends. Privacy Policy & Terms of Use. Learn how you can make more money with IBD's investing tools, top-performing stock lists, and educational content. People fear them. SLS Stock: Why SELLAS Life Sciences Is Surging Today. This list of breakout cloud companies ranges from bootstrapped giants to venture capital startup darlings. Given the fact that taxes and accounting are its main business, Intuit revenues retain some seasonality, with almost half its sales coming in its quarter ending in April. It can analyze data sets exceeding 50 Petabytes in size — that’s 1 million gigabytes. Since then it has built a network that will soon cover every continent, including Africa. Check out StockPix, IBD’s hub for infographics! By the standards of technology companies, Adobe Systems (NASDAQ:ADBE) is ancient, having been founded back in 1982, when I still had a full-time job, making it one of the oldest cloud computing stocks to buy. BREAKING: Stocks Close Mixed After Dow Turns Positive. Stock Market Rally: Pfizer Coronavirus Vaccine, Disney Airbnb, DoorDash IPO Stocks Soar In Debut, Shopify Stock Joins Most Stringent Watchlist As Tech Leader Closes In On Buy Point, Are Tech Stocks Today Too Expensive? Cloud computing services will help manage a variety of IT applications without having to hire software technicians. In May 2017 Equinix completed the purchase of Verizon’s data centers. The BVP Nasdaq Emerging Cloud Index is designed to track the performance of emerging public companies primarily involved in providing cloud software and services to their customers. Listed as EMCLOUD, The BVP Nasdaq Emerging Cloud Index is the next generation of The BVP Cloud Index.It’s designed to track the performance of emerging public companies primarily involved in providing cloud software to their customers. Deck the halls with bigger profits! You know them well by now — Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) and Facebook (NASDAQ:FB). Cloud service companies use cloud connectivity provided by another company in their business model. Among its 2018 acquisitions was GitHub, the largest open-source repository. Intel (NASDAQ:INTC) is part of the cloud retinue. Equinix was founded in 1999 as a “co-location center,” a neutral site where companies like Verizon Communications (NYSE:VZ) might park computing equipment and connect it with private clients on its network. It is among the fastest-growing computer security companies. These merchants would rise as an army if any serious move were made against it. This copy is for … Seagate Technology sells solid-state data storage systems. Microsoft has become a growth company again. The dividends have grown nearly 50% over the last five years, while the stock’s value has risen 141%, to a market cap of $31.2 billion. Some bearishness has crept into Amazon due to its enormous power and struggling HQ2 process, leading many to call for breaking it up. Is ADBE Stock A Buy Now After Earnings Beat Views? Adobe may come under pressure in 2019 as the market turns toward value and away from growth but consider this. Popular tools like Adobe Photoshop became part of the company’s Creative Cloud. Integration with these companies, meant to make forms easier to complete, help Intuit expand its niche. The latest Mideast arms race began when the UAE, Bahrain and Sudan normalized relations with Israel in September. Register now! Realtime quote and/or trade prices are not sourced from all markets. Both are now updated exclusively online, but it also delivers software through Azure for hundreds of other companies. The company is also buying its largest competitor in the Hadoop space, Hortonworks (NASDAQ:HDP). In addition to handling connections between clouds, data centers like Equinix also host cloud equipment, expanding tits geographic footprint. Here's What One Wall Street Strategist Thinks, Dow Jones Leads Market As Stocks Close Near Highs Of The Day; These Stocks Break Out, Qualcomm Stock Falls As Apple Looks To Make Its Own Modem Chips, Disney May Soon Grab Subscriber Crown From Netflix With Streaming Onslaught, Breakout Watch: IBD 50 Retailer Floor & Decor Enters Buy Zone With 107% Growth, Dow Jones Stocks To Buy And Watch In December 2020: Apple Tests New Buy Point, Dow Jones Dips, But Disney Stock Spikes 14%; Apple News Hits Qualcomm; Nio Slumps On Share Offering, Dow Jones Loses 100 Points In Stock Market Sell-Off As Stimulus Talks Stall. Politicians want them broken up, or at a minimum they want them bound by expensive regulations, and this will continue to hurt the stocks. FireEye is considered a “next generation firewall” company, selling its FireEye Cloud Security as a service to governments, corporations and other large enterprises. Will your money be safe? Airbnb Stock IPO Is Set to Soar 200%. Amazon’s tentacles are now reaching around the world, to Asia, Europe and beyond. Intuit’s move toward the cloud remains a work in progress, but its strength in the accounting niche has let it move at the pace of its customers, many of them small businesses and householders who aren’t computer savvy. That means it runs data centers, used by the Czars to connect their clouds, and by many enterprises to house their private clouds. With the acquisition of Red Hat (NYSE:RHT) by IBM (NYSE:IBM) expected to close in 2019, Cloudera (NASDAQ:CLDR) becomes the closest to a pure-play open source company on the U.S. stock market. Compared to most other cloud computing stocks, Dropbox looks like a deep value stock trading at a forward PE multiple of 22. FireEye (NASDAQ:FEYE) lives in one of the hottest and fastest-changing cloud niches — security. So what? For its 2018 fiscal year, which ended in July, this meant revenue of $5.96 billion, of which $1.21 billion flowed to the net income line. Here are the top 10 cloud companies … Load up your sleigh and save hundreds on IBD’s Online Courses! If you think there is a company that deserves to be on our upcoming prestigious annual list of Top 20 Cloud Technology Solution Arista Networks (ANET) and Cisco Systems (CSCO) sell specialized network switches and routers that make the cloud superfast. Get instant access to more trading ideas, exclusive stock lists and IBD proprietary ratings for only $5. Adobe’s success is no secret, so the stock is pricey, selling for nearly 15 times its 2017 sales of $7.3 billion, and 49 times earnings. Companies such as Intel (INTC), artificial intelligence (AI) leader Nvidia (NVDA) and Micron Technology (MU) sell chips built into servers. The market for cloud services is growing quickly, and for investors looking to get a piece of the pie, there are plenty of options within the top 10 cloud computing companies. Low growth consumer staples companies like Procter & … The ongoing connections with customers have also brought it into other areas of finance, like Quicken Loans, which was spun out in 2002. The move into the cloud has delivered shareholders a gain of 177% in their shares over the last five years and delivered a steady stream of dividends that have also doubled in that time. 12/11/2020 Dec. 11, 2020, NIO Stock: Why Nio Shares Are Plunging Right Now, Before ChargePoint Merger Closes, Invest in Switchback Energy, Nio Stock Is a Definite Buy; Thank Irrationality for the Discount. At the top of the 2016 list was the messaging and communications innovator Slack , with file storage pioneer Dropbox and electronic signature solutions provider Docusign in second and third place, respectively. There are no guarantees in this part of the market, but FireEye has gained a solid foothold as one of the better cloud computing stocks to buy. Snowflake stock is hot, but these companies could be even better for your portfolio. Millions of People Will Be Blindsided in 2021. The stock market rally hit fresh record highs, but then retreated for slim weekly losses, led by growth stocks. All rights reserved. This list of companies and startups in Europe in the cloud computing space provides data on their funding history, investment activities, and acquisition trends. Will You Be One of Them? Revenue has been growing north of 12% for the last three years. Clouds are networks of hyper-scale data centers, built with commodity hardware and open-source software, that enable the creation of scaled, global services delivered over the internet. Nasdaq Snowflake Stock Is Still Overvalued, Even for a Growth Cloud Company Cloud data-warehousing company, Snowflake (NYSE:SNOW), founded in 2012, has been one of … But with so many cloud companies that deal exclusively in cloud solutions, investors can't afford to overlook these stocks any longer. Some of them were inspired by its Chinese doppelganger Alibaba (NASDAQ:BABA) — its growing move into finance — while others came from more prosaic concerns like healthcare. Get instant access to more trading ideas, exclusive stock lists … We've rounded up 27 cloud computing companies that provide crucial services for users of all types and sizes. Cloud computing companies services range from full application development platforms to servers, storage, and virtual desktops. Authors may own the stocks they discuss. Middle East Peace Moves Set Off A Frantic Arms Race, Fastest-Growing Stocks: Square Stock Among 8 Stocks Expecting Up To 144% Growth In 2021. 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