Cloud Computing Stocks
Companies whose business descriptions center on cloud platforms, software as a service and cloud infrastructure, ranked by market cap.
Stocks matching the screen
Data as of the October 29, 2026 close| MSFTMicrosoft Corporation | Microsoft Corporation | $3.94T | +17.7% | +31.7% | +16.1% | +14.6% | +22.7% | +17.6% |
| ORCLOracle Corporation | Oracle Corporation | $423.00B | +29.6% | +54.5% | +10.5% | +10.7% | +12.5% | +9.30% |
| PANWPalo Alto Networks, Inc. | Palo Alto Networks, Inc. | $318.00B | +34.5% | +60.5% | +18.5% | +22.0% | +8.70% | +22.2% |
| CRWDCrowdStrike Holdings, Inc. | CrowdStrike Holdings, Inc. | $267.00B | +25.8% | +533% | +29.0% | +40.6% | +33.6% | +67.8% |
| BABAAlibaba Group Holding Limited | Alibaba Group Holding Limited | $248.00B | +8.60% | −79.4% | +5.60% | +7.40% | −21.1% | −16.3% |
| IBMInternational Business Machines Corporation | International Business Machines Corporation | $244.00B | +4.70% | +25.0% | +3.70% | −1.70% | +8.30% | +5.90% |
| ADPAutomatic Data Processing, Inc. | Automatic Data Processing, Inc. | $112.00B | +6.80% | +9.80% | +6.80% | +7.90% | +10.6% | +13.1% |
| NETCloudflare, Inc. | Cloudflare, Inc. | $110.00B | +35.9% | 0.00% | +30.5% | +38.1% | — | — |
| FTNTFortinet, Inc. | Fortinet, Inc. | $102.00B | +25.6% | +43.9% | +15.5% | +21.3% | +30.7% | +32.0% |
| ADSKAutodesk, Inc. | Autodesk, Inc. | $50.50B | +16.1% | +59.6% | +12.9% | +13.7% | +13.2% | +18.9% |
| ROPRoper Technologies, Inc. | Roper Technologies, Inc. | $44.50B | +7.60% | +32.6% | +13.7% | +10.2% | +9.30% | +9.50% |
| ZSZscaler, Inc. | Zscaler, Inc. | $40.40B | +24.9% | 0.00% | +27.5% | +37.9% | +5.70% | +31.7% |
| OKTAOkta, Inc. | Okta, Inc. | $38.80B | +10.6% | +75.7% | +16.3% | +28.4% | — | +104% |
| CRWVCoreWeave, Inc. | CoreWeave, Inc. | $33.50B | +112% | 0.00% | +587% | — | — | — |
| RBRKRubrik, Inc. | Rubrik, Inc. | $27.50B | +37.9% | 0.00% | +29.9% | +27.7% | — | — |
| PTCPTC Inc. | PTC Inc. | $21.20B | −6.80% | −12.0% | +12.3% | +13.4% | +18.5% | +24.4% |
| FFIVF5, Inc. | F5, Inc. | $20.80B | +10.9% | +11.4% | +4.60% | +5.60% | +15.7% | +11.0% |
| NTNXNutanix, Inc. | Nutanix, Inc. | $19.10B | +15.9% | — | +15.3% | +15.4% | +36.9% | — |
| TOSTToast, Inc. | Toast, Inc. | $18.20B | +23.1% | +100% | +31.1% | +49.5% | — | — |
| AKAMAkamai Technologies, Inc. | Akamai Technologies, Inc. | $14.30B | +5.40% | −26.8% | +5.20% | +5.60% | +6.60% | +4.50% |
| MANHManhattan Associates, Inc. | Manhattan Associates, Inc. | $14.00B | +9.30% | −8.60% | +12.1% | +13.0% | +22.5% | +23.6% |
| GWREGuidewire Software, Inc. | Guidewire Software, Inc. | $13.10B | +15.3% | −38.2% | +17.7% | +14.7% | +113% | +45.5% |
| SAILSailPoint, Inc. | SailPoint, Inc. | $12.60B | +16.8% | 0.00% | +24.7% | +24.0% | — | — |
| PAYCPaycom Software, Inc. | Paycom Software, Inc. | $11.70B | +9.80% | +48.1% | +14.3% | +19.5% | +12.2% | +20.0% |
| DOCNDigitalOcean Holdings, Inc. | DigitalOcean Holdings, Inc. | $11.70B | +28.6% | −24.5% | +16.1% | +23.1% | +28.4% | — |
| NTSKNetskope, Inc. | Netskope, Inc. | $10.70B | +29.2% | 0.00% | — | — | — | — |
| IDCCInterDigital, Inc | InterDigital, Inc | $8.63B | −13.4% | −36.4% | +22.1% | +18.4% | +60.1% | +48.5% |
| QLYSQualys, Inc. | Qualys, Inc. | $7.97B | +11.0% | +16.1% | +11.0% | +13.0% | +23.8% | +19.8% |
| APPFAppFolio, Inc. | AppFolio, Inc. | $7.34B | +18.6% | +38.7% | +26.3% | +25.1% | — | +2.80% |
| INGMIngram Micro Holding Corporation | Ingram Micro Holding Corporation | $6.58B | +13.6% | +199% | +1.10% | +1.40% | — | — |
| OTEXOpen Text Corporation | Open Text Corporation | $6.53B | +2.90% | +476% | +5.00% | +8.40% | +9.10% | +4.80% |
| DOXAmdocs Limited | Amdocs Limited | $6.50B | +2.70% | −57.4% | −0.30% | +1.70% | +9.70% | +9.50% |
| KVYOKlaviyo, Inc. | Klaviyo, Inc. | $6.11B | +26.4% | 0.00% | +37.7% | — | — | — |
| WEXWEX Inc. | WEX Inc. | $6.06B | +14.2% | +57.1% | +4.20% | +11.3% | +6.10% | +21.7% |
| TENBTenable Holdings, Inc. | Tenable Holdings, Inc. | $5.70B | +8.60% | 0.00% | +13.5% | +17.8% | +61.5% | +56.6% |
| GDSGDS Holdings Limited | GDS Holdings Limited | $4.64B | +6.50% | +207% | +7.00% | +14.8% | — | — |
| CCCCCC Intelligent Solutions Holdings Inc. | CCC Intelligent Solutions Holdings Inc. | $4.52B | +9.80% | +81.3% | +10.5% | +10.8% | +19.4% | — |
| WKWorkiva Inc. | Workiva Inc. | $4.50B | +18.6% | 0.00% | +18.0% | +20.3% | — | +64.1% |
| FSLYFastly, Inc. | Fastly, Inc. | $4.08B | +23.3% | 0.00% | +13.0% | +16.5% | — | — |
| PAYPaymentus Holdings, Inc. | Paymentus Holdings, Inc. | $4.06B | +28.8% | +81.8% | +34.0% | +31.7% | +155% | — |
| FRSHFreshworks Inc. | Freshworks Inc. | $3.92B | +16.0% | 0.00% | +19.0% | +27.4% | — | — |
| AVPTAvePoint, Inc. | AvePoint, Inc. | $3.67B | +22.0% | — | +21.8% | +22.6% | — | — |
| AGYSAgilysys, Inc. | Agilysys, Inc. | $3.27B | +14.3% | +88.2% | +17.3% | +18.4% | +22.4% | +17.1% |
| SPSCSPS Commerce, Inc. | SPS Commerce, Inc. | $3.18B | +5.60% | −63.9% | +18.6% | +19.2% | +22.2% | +22.6% |
| FIVNFive9, Inc. | Five9, Inc. | $2.80B | +10.3% | +300% | +13.8% | +21.4% | +25.7% | +24.5% |
| KCKingsoft Cloud Holdings Limited | Kingsoft Cloud Holdings Limited | $2.44B | +30.8% | 0.00% | +5.30% | +7.80% | — | — |
| PRGSProgress Software Corporation | Progress Software Corporation | $1.84B | −1.50% | +25.0% | +17.5% | +17.2% | +11.5% | +13.2% |
| BANDBandwidth Inc. | Bandwidth Inc. | $1.71B | +22.2% | 0.00% | +9.60% | +17.0% | +41.7% | +21.8% |
| LSPDLightspeed Commerce Inc. | Lightspeed Commerce Inc. | $1.42B | +5.80% | 0.00% | +18.9% | +40.8% | — | — |
| ALKTAlkami Technology, Inc. | Alkami Technology, Inc. | $1.36B | +15.9% | 0.00% | +29.5% | +31.7% | — | — |
End-of-day prices and company fundamentals from EODHD. Fundamentals are refreshed after each earnings report. Ratios that are negative or not meaningful are shown as —. For information only, not investment advice.
Screening criteria
- Theme: cloud computing
- Market cap of $300 million or more
Common stocks and ADRs on the NYSE, Nasdaq and NYSE American; ETFs, OTC stocks and halted stocks excluded. Change or add filters above to refine the list; the full stock screener has more than 60 filters.
About this screen
Cloud computing delivers computing power, storage and software over the internet instead of on equipment a customer owns. The theme covers public cloud platforms, software-as-a-service vendors that sell applications by subscription, and companies supplying the data, networking and developer tools that cloud applications run on. Recurring revenue and usage-based pricing make growth rates a central focus for investors in the group.
Membership is based on a hand-reviewed theme tag for companies whose business descriptions center on cloud services, so some companies with large cloud segments may be missing. Compare revenue growth in the Growth tab with gross margin in Profitability and EV/Sales in Valuation. Usage-based vendors can see growth slow quickly when customers optimize spending, so check several quarters of results.
Cloud Computing Stocks FAQ
Which cloud computing stocks are the largest?
As of the October 29, 2026 close, 61 companies in the cloud computing theme had a market cap of $300 million or more. The largest companies on the list are Microsoft Corporation (MSFT), Oracle Corporation (ORCL) and Palo Alto Networks, Inc. (PANW).
What are IaaS, PaaS and SaaS?
Infrastructure as a service rents raw computing, storage and networking. Platform as a service adds managed tools for building and running applications. Software as a service delivers complete applications through a browser, usually on a subscription.
What is net revenue retention?
Net revenue retention measures how much revenue a company keeps and grows from existing customers over a year, after upgrades, downgrades and cancellations. A figure above 100% means current customers are spending more than a year earlier.
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