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Best cloud computing stocks
Cloud is now a duopoly-plus infrastructure layer with a wide band of consumption-priced software vendors sitting on top of it.
The screen: 13 US exchange-listed companies across 3 sectors (Technology, Communication Services, Consumer Discretionary), 5 of which pay a dividend. Size mix: 4 mega-cap, 6 large-cap, 3 mid-cap.
What separates the winners from the losers here
- Net revenue retention above 110% is the health line for consumption pricing
- Gross margin — hosting costs are a real drag on the software layer
- Whether growth is being bought with sales headcount
The full list
| Ticker | Company | What it is |
|---|---|---|
| MSFT | Microsoft | Enterprise software plus Azure, with AI sold as a seat-priced add-on. |
| GOOGL | Alphabet | Search advertising funding cloud, YouTube and AI research. |
| AMZN | Amazon | Retail logistics at scale with AWS carrying the profit. |
| ORCL | Oracle | Database incumbency being converted into AI-era cloud capacity. |
| IBM | IBM | Hybrid cloud consulting with a quantum research arm. |
| CRM | Salesforce | CRM suite selling AI agents as a per-seat upsell. |
| NOW | ServiceNow | Workflow automation platform inside large IT organisations. |
| CRWD | CrowdStrike | Endpoint security delivered as a cloud agent. |
| ZS | Zscaler | Zero-trust access delivered from the cloud edge. |
| NET | Cloudflare | Edge network selling security, delivery and now inference. |
| DDOG | Datadog | Observability across cloud infrastructure and applications. |
| SNOW | Snowflake | Consumption-priced cloud data warehouse. |
| MDB | MongoDB | Document database sold as a managed cloud service. |
Where to buy them
To hold these as real shares you need a stockbroker rather than a CFD provider. If you only want exposure to the price movement, a share CFD does that with leverage — and without ownership.
Compare every broker for US stocks →
Frequently asked questions
How many cloud computing stocks are in this list?
13, drawn from our US exchange-listed universe and spread across 3 sectors. 5 of them pay a dividend.
Is this a list of cloud computing stocks to buy?
No. It is a screen — a defined, reproducible filter over a stated universe. A screen tells you which companies share a characteristic; it says nothing about whether the price you would pay today is a sensible one. Nothing here is investment advice.
What is the main risk with cloud computing stocks?
Consumption pricing cuts both ways: when customers optimise spend, revenue falls without a single lost logo.
How do I actually buy these from outside the US?
You need a broker that accepts your country of residence and gives you access to US exchanges. To own the shares outright, that usually means an international stockbroker plus a W-8BEN form to claim your treaty rate on dividend withholding.
Screen definition reviewed August 2026. Universe: US exchange-listed securities tracked by InvestingTrading. This page is information, not investment advice.