3 best cloud infrastructure reserves to see News ad

It is expected that the size of the global market of cloud computing is approximately half from 2023 to 2028, reaching almost 1.3 trillion dollars By the end of this five -year period. Demand for Cloud computing It continues to grow, and companies that make this technology possible – the dates of centers, platform operators and others that satisfy the needs for cloud infrastructure – and are the main recipients of increasing expenses for all things, cloud.

Despite the fact that the cloud industry is becoming more and more established, there is still some point Cloud infrastructure companyThe field further, new Technological developments And expansion to growing markets means that some of these companies can capture an additional market share.

From the point of view of the investor, it may be difficult to determine which game games of the infrastructure will most likely be winners. Here we are exploring Three companies with different levels of recognition of names in Cloudy space To see how everyone can contact investors interested in the influence of this A fast -growing marketField

Wall Street Bull, despite mixed results, rumors about cloud side

WITH Market capitalization of 1.2 billion dollarsApplied Digital Corp. NASDAQ: APLD It is one of the larger suppliers of data processing centers and cloud services of artificial intelligence, currently representing the industry. The company enjoys unanimous support among analysts with Wall Schell, and nine reviewers assign a purchase rating for it and Consensus target price A little more than twice as much as the current price.

Used digital focus on data processing centers for hypermerersLarge technical companies such as Amazon.com Inc. NASDAQ: Amzn and Meta Platforms Inc. NASDAQ: metWith tens of billions of dollars, in order to spend on the creation of infrastructure for their projects clouds and artificial intelligence.

ALD had Mixed stock performance For several periods of time, including an increase in about 68% over the past year and a decrease in about the third from a year in the years (YTD). This may be partially due to the lack of alignment between the fact that investors consider a firmly promising industry in which the digital agent used has received early leadership after it rejects it from 2022 from cryptocurrency extraction and its results.

In the last quarter, applied digital missed analysts of income expectations, despite the publication Compared to last year (YOY) an increase in more than 22%Nevertheless, the field, its net loss per share was two cents better than expected. At the same time, the company’s leaders reflected on the sale of their fast -growing business in the field of cloud services, the report made the future of Digital Digital. RatField

Couchbase narrows losses and increases income, eye calculations for future growth

Couchbase Inc. NASDAQ: Base differs from the business model of Applied Digital in the sense that it supplies Database as products For enterprises. This allows customers to deploy and manage Couchbase Server In different cloud settings.

Couchbase’s Fiscal 2025, which ended on January 31 of this year, saw a rather hard Improving income by 16%The field he also saw the annual repeating revenue growth by 17% For the same period – this last figure may indicate the stability of Couchbase relations with individual customers over time.

Losses remain a factor, although Kushbaza narrowed its losses from Operations In the last quarter compared to the previous period.

The company fought with cash flowwho abandoned the annual and quarterly foundation, as reported in February. On the other hand, analysts can be optimistic regarding the recent EDGE COUCHBASE server, designed to use in autonomous mode for Access and processing data with low delayField

Expansion to new areas, such as this, can be the key to the continuation of Couchbase to cut the niche for yourself in the competitive industry.

Operating losses and holding income are problems for quick

Another service provider in Erge Cloudy platform spaceFastly Inc. NYSE: FSLYgenerates a significant part of its income from Content delivery And Security servicesField

Despite the fact that this provides operational focus, it also positions the company to compete with larger, better well -known suppliers. Formally, it tends to serve larger customers, although this has encountered problems with a reduction in income from these customers.

Negative operational income It also quickly cures, which means that the company has a much more difficult battle before it can achieve stable profitability.

This is enough to give analysts a pause, like all Nine ratings are held for fast, And stocks fall about 37% etc.Field

In the Battle of Cloud infrastructure firms, investors can achieve more success with another company, although a drop in prices gave the company relatively attractive P/S 1.6 ratioField

Before considering Applied Digital, you will want to hear it.

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While Applied Digital is currently having a purchase rating among analysts, analysts with the highest rating believe that these five promotions are better buying.

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