Alphabet Inc. (NASDAQ:GOOGL) is among the 14 Best Cloud Computing Stocks to Buy Right Now. Monness Maintains Neutral Stance on Alphabet Inc. (GOOGL) Stock On February 5, Monness analyst Brian White maintained a “Neutral” stance on the company’s stock, giving a “Hold” rating. The analyst’s rating is backed by a combination of factors, which are associated with Alphabet Inc. (NASDAQ:GOOGL)’s strengths as well as risks. As per the analyst, the company is seeing the benefits of strong digital advertising tr ...

Oracle Corporation (NYSE:ORCL) is among the 14 Best Cloud Computing Stocks to Buy Right Now. The United States Department of the Air Force Awards Oracle Corporation (ORCL) $88 Million Firm-fixed Price Task Order On February 12, the United States Department of the Air Force (DAF) awarded the company an $88 million firm-fixed price task order. The order focuses on offering Oracle Cloud Infrastructure services for the Air Force Cloud One program, continuing Oracle Corporation (NYSE:ORCL)’s role as a partner ...

Adobe Inc. (NASDAQ:ADBE) is among the 14 Best Cloud Computing Stocks to Buy Right Now. HSBC Reduces PT on Adobe Inc. (ADBE) Stock On February 13, HSBC reduced its price objective on the company’s stock to $302 from $388, while keeping a “Hold” rating, as reported by The Fly. As per the firm, there are competitive risks for Adobe Inc. (NASDAQ:ADBE) from the AI-powered tools, which threaten to commoditize its core creative franchise. In a separate release, Piper Sandler downgraded Adobe Inc. (NASDAQ:ADBE ...

Core Insights - Cisco Systems, Inc. (NASDAQ:CSCO) is recognized as one of the 14 best cloud computing stocks to buy currently [1] Group 1: Analyst Ratings and Price Targets - UBS raised its price target for Cisco's stock to $95 from $90 while maintaining a "Buy" rating, citing increased AI order momentum that enhances revenue visibility for FY 2026 and growth potential for FY 2027 [3] - JPMorgan also increased its price objective for Cisco's stock to $95 from $90, keeping an "Overweight" rating, noting that the stock is near its peak valuation multiple but has potential for upside due to revenue growth acceleration [4] Group 2: Strategic Partnerships and Business Focus - Cisco's partnership with Nvidia is expected to facilitate enterprise AI adoption in the future [5] - The company specializes in designing, developing, and selling technologies that power, secure, and derive insights from the internet, offering products such as data center switching, network security, and identity and access management [5]

Cloudflare, Inc. (NYSE:NET) is among the 14 Best Cloud Computing Stocks to Buy Right Now. Citi Raises PT on Cloudflare, Inc. (NET) Stock On February 12, Citi analyst Fatima Boolani lifted the firm’s price objective on the company’s stock to $265 from $260, while keeping a “Buy” rating. The firm views Cloudflare, Inc. (NYSE:NET)’s Q4 2025 report as strong. In a separate release, on February 11, Scotiabank reduced its price objective on the company’s stock to $225 from $255, keeping a “Sector Perform” rat ...

Core Insights - Navitas Semiconductor (NVTS) and Advanced Micro Devices (AMD) are key players in the semiconductor industry, particularly in the context of the shift towards AI-driven computing [1][2] - Both companies are investing heavily in next-generation semiconductor chips for AI applications, but their investment outlooks differ significantly [3] Navitas Semiconductor Overview - Navitas Semiconductor is focusing on high-power markets, particularly through its inclusion in NVIDIA's 800-volt AI factory ecosystem, which requires advanced power electronics [4] - In Q3 2025, NVTS reported revenues of approximately $10.1 million, a decline of over 50% year-over-year due to weak demand in its mobile business [6] - For Q4 2025, NVTS projects revenues to be around $7 million, indicating a continued decline, with a Zacks Consensus Estimate for 2026 revenues at $38.36 million, reflecting a year-over-year decrease of 15.6% [7][10] Advanced Micro Devices Overview - AMD's Data Center revenues surged by 39% year-over-year in Q4 2025, reaching $5.4 billion, driven by strong demand for EPYC CPUs and AI GPUs [11] - The company has seen significant growth in its EPYC server CPUs, with over 500 new AMD-based instances launched by hyperscalers, increasing total EPYC-powered instances by more than 50% year-over-year [12] - AMD's AI GPU business is also expanding, with record revenues from the Instinct GPU line, and management anticipates that the Data Center AI business could reach tens of billions in annual revenues by 2027 [13][14] Financial Performance and Valuation - AMD's projected revenues for Q1 2026 are around $9.8 billion, indicating a year-over-year growth of 32%, with a Zacks Consensus Estimate for 2026 revenues at $45.30 billion, a 30.8% increase [14] - In contrast, NVTS is trading at a forward sales multiple of 45.93X, while AMD trades at a more attractive 7.197X, suggesting a valuation advantage for AMD [22] - Over the past six months, AMD shares have increased by 16.8%, while NVTS shares have risen by 20% [19] Conclusion - While both companies are positioned to benefit from the growth in AI and data center markets, AMD currently shows stronger growth prospects and a more favorable valuation compared to NVTS [23][24]

Arista Networks Inc (NYSE:ANET) is one of the best NYSE stocks to buy for the long term. Arista Networks Inc (NYSE:ANET) reported strong fourth‑quarter results on February 12, with earnings and revenue beating expectations. Adjusted EPS came in at $0.82 versus $0.76 expected, while revenue rose to $2.49 billion, up 29% year‑over‑year. Arista Networks Inc (ANET) Strengthens Position in AI Networking CEO Jayshree Ullal said 2025 validated the company’s “Arista 2.0” strategy, highlighting growth in AI netwo ...

Core Insights - IBM and Intel are focusing on emerging technologies like cloud computing and AI to attract investors [1][2] - IBM is enhancing its capabilities in hybrid cloud and AI, while Intel is shifting towards data-centric businesses [2][4] IBM Overview - IBM is expected to benefit from strong demand for hybrid cloud and AI, particularly in its Software and Consulting segments [4] - The company's watsonx platform is central to its AI capabilities, enhancing enterprise productivity [4] - IBM's acquisition of HashiCorp has improved its ability to manage complex cloud environments, supporting its hybrid multi-cloud strategy [5] - Despite growth in hybrid cloud and AI, IBM faces competition from AWS and Azure, with pricing pressures impacting margins [6] Intel Overview - Intel is expanding manufacturing capacity under its IDM 2.0 strategy, launching new processors like the Intel Core Ultra series and Xeon 6+ [7] - The company has secured a $5 billion investment from NVIDIA to develop advanced AI solutions, benefiting the semiconductor ecosystem [8][9] - Intel's revenue is significantly impacted by its exposure to China, facing challenges from market restrictions and competition from domestic chipmakers [10] Financial Performance and Estimates - IBM's 2026 sales are projected to increase by 5.5%, with EPS growth of 6.7%, and shares trade at a lower forward P/S ratio than Intel [11][14] - Intel's 2026 sales are expected to grow by 1.8%, with EPS rising by 16.7%, but EPS estimates have declined by 15.5% over the past 60 days [12][13] Valuation and Investment Outlook - Over the past year, IBM's stock has gained 0.4%, while Intel's has increased by 98.2% [16] - IBM is viewed as more attractive from a valuation perspective, trading at a forward P/S ratio of 3.44 compared to Intel's 4.31 [14] - IBM is rated Hold, while Intel carries a Sell rating, with IBM seen as better positioned for sustainable growth [15][17]

Core Viewpoint - Alphabet Inc. (NASDAQ:GOOGL) is experiencing significant growth, particularly in AI and cloud services, leading to increased price targets from analysts following strong Q4 2025 results [1][3]. Group 1: Analyst Upgrades - Piper Sandler raised its price target on Alphabet Inc. from $365 to $395, maintaining an Overweight rating after the company reported impressive Q4 results [1][2]. - KeyBanc Capital Markets also increased its price target from $360 to $370, while keeping an Overweight rating, citing higher capital expenditures to support growth in Google Services and Google Cloud [3]. Group 2: Financial Performance - Alphabet's total revenue growth accelerated to 18% in Q4 2025, surpassing Piper Sandler's expectation of 15.5% [2]. - KeyBanc noted that Search performance accelerated throughout 2025, and Cloud's backlog increased by approximately 55% quarter-over-quarter in Q4 2025 [4]. Group 3: Product and Market Insights - Gemini, Alphabet's AI assistant, has gained significant traction, now boasting over 750 million monthly active users [4]. - The company continues to focus on areas such as AI, cloud computing, and hardware, with a diverse product portfolio that includes Search, Ads, Chrome, Cloud, YouTube, and Android [5].

Core Insights - The article discusses the 14 best cloud computing stocks to buy currently, highlighting the significant growth and potential of the cloud computing industry [1][3]. Industry Overview - Over 95% of enterprise organizations have a cloud footprint, with public cloud workloads increasing from 32% in 2018 to a projected 52% by 2025 [1]. - The cloud sector is identified as one of the 18 future arenas of competition, potentially generating revenues between $29 trillion and $48 trillion by 2040 [2]. - Public cloud consumption has surged from approximately $90 billion in 2019 to an expected $335 billion by 2024, with the industry projected to achieve revenues of $1.6 trillion to $3.4 trillion by 2040 [2]. Company Analysis: DigitalOcean Holdings, Inc. - DigitalOcean Holdings, Inc. (NYSE:DOCN) is recognized as one of the top cloud computing stocks, with 30 hedge fund holders [7]. - Cantor Fitzgerald upgraded DigitalOcean's stock rating to "Overweight" from "Neutral," raising the price target from $47 to $68, reflecting about 6 times the updated revenue targets for CY27 [7][10]. - The company is expected to scale its business effectively, evidenced by its recent acquisition of Character.ai, which is anticipated to enhance traction with its GPU-led platform-as-a-service [8]. - DigitalOcean's focus on a digital-native and developer-first approach positions it well for profitable growth and potential stock re-rating [9]. - BofA analyst raised the price target for DigitalOcean's stock to $72 from $60 while maintaining a "Buy" rating, citing the early adoption of agentic AI and its traction within developer communities [10].