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Cloud Computing

Every analyzed stock in Cloud Computing — 82 companies. Each card shows price, our model's intrinsic value (IV), and how far price sits above or below it. Click any card for the full analysis. This is a research-triage view, not a buy/sell signal.

AIAI
AIAI Holdings Corp
Valuation N/A
Technology
Price$14.15
Model IV—
P/IV—
Limited data — see page
AIOT
Powerfleet, Inc.
Deep Undervalued
Technology
Price$4.37
Model IV$7.24
P/IV0.54
Discount 40% Return to IV: +65.8%
Market implies -2.8%/yr vs model +33.7% · below model
AKAM
AKAMAI TECHNOLOGIES INC
Deep Overvalued
Technology
Price$113.17
Model IV$77.64
P/IV1.93
Premium +46% Return to IV: -31.4%
Market implies +13.2%/yr vs model +10.1% · above model
ALAB
Astera Labs, Inc.
Valuation N/A
Technology
Price$406.42
Model IV—
P/IV—
Market implies +47.0%/yr vs model +50.0% · below model
ALRM
Alarm.com Holdings, Inc.
Deep Overvalued
Technology
Price$49.69
Model IV$33.46
P/IV1.35
Premium +49% Return to IV: -32.7%
Market implies +12.7%/yr vs model +9.1% · above model
AMZN
AMAZON COM INC
Valuation N/A
Consumer Cyclical
Price$242.67
Model IV—
P/IV—
Market implies +30.7%/yr vs model +8.0% · above model
ANET
Arista Networks, Inc.
Deep Overvalued
Technology
Price$159.99
Model IV$62.15
P/IV2.57
Premium +157% Return to IV: -61.2%
Market implies +29.8%/yr vs model +20.0% · above model
API
Agora, Inc.
Valuation N/A
Technology
Price$4.01
Model IV—
P/IV—
Market implies +28.0%/yr vs model +5.7% · above model
ARAI
Arrive AI Inc.
Valuation N/A
Technology
Price$0.40
Model IV—
P/IV—
Market implies +72.7%/yr vs model +15.0% · above model
AVPT
AvePoint, Inc.
Deep Overvalued
Technology
Price$11.46
Model IV$5.58
P/IV1.96
Premium +105% Return to IV: -51.3%
Market implies +24.4%/yr vs model +18.7% · above model
BABA
Alibaba Group Holding Ltd
Valuation N/A
Technology
Price$96.14
Model IV—
P/IV—
Market implies +29.1%/yr vs model +2.5% · above model
BIDU
Baidu, Inc.
Valuation N/A
Technology
Price$113.30
Model IV—
P/IV—
Limited data — see page
BL
BLACKLINE, INC.
Fairly Valued
Technology
Price$29.88
Model IV$28.67
P/IV1.03
Premium +4% Return to IV: -4.0%
Market implies +10.1%/yr vs model +12.9% · in line
BRAG
Bragg Gaming Group Inc.
Valuation N/A
Technology
Price$1.75
Model IV—
P/IV—
Limited data — see page
BRAI
Braiin Ltd
Valuation N/A
Technology
Price$6.03
Model IV—
P/IV—
Limited data — see page
CHOW
ChowChow Cloud International Holdings Ltd
Deep Undervalued
Technology
Price$0.38
Model IV$3.36
P/IV0.11
Discount 89% Return to IV: +784.2%
Market implies -50.0%/yr vs model +15.0% · below model
CREX
CREATIVE REALITIES, INC.
Deep Undervalued
Technology
Price$4.09
Model IV$28.53
P/IV0.13
Discount 86% Return to IV: +597.6%
Market implies -43.7%/yr vs model +32.7% · below model
CRGO
Freightos Ltd
Valuation N/A
Industrials
Price$1.29
Model IV—
P/IV—
Limited data — see page
CRM
Salesforce, Inc.
Deep Undervalued
Technology
Price$166.11
Model IV$329.80
P/IV0.58
Discount 50% Return to IV: +98.5%
Market implies +0.8%/yr vs model +11.9% · below model
CRWV
CoreWeave, Inc.
Deep Overvalued
Technology
Price$81.75
Model IV$24.79
P/IV4.42
Premium +230% Return to IV: -69.7%
Market implies +25.3%/yr vs model +8.0% · above model
CWAN
Clearwater Analytics Holdings, Inc.
Valuation N/A
Technology
Price$24.56
Model IV—
P/IV—
Market implies +35.9%/yr vs model +25.0% · above model
DDOG
Datadog, Inc.
Valuation N/A
Technology
Price$260.36
Model IV—
P/IV—
Market implies +52.9%/yr vs model +25.0% · above model
DFSC
DEFSEC Technologies Inc.
Valuation N/A
Technology
Price$2.18
Model IV—
P/IV—
Limited data — see page
DOCN
DigitalOcean Holdings, Inc.
Valuation N/A
Technology
Price$130.13
Model IV—
P/IV—
Market implies +33.7%/yr vs model +20.4% · above model
DT
Dynatrace, Inc.
Deep Overvalued
Technology
Price$44.77
Model IV$29.17
P/IV1.46
Premium +53% Return to IV: -34.8%
Market implies +19.8%/yr vs model +18.6% · in line
DTST
Data Storage Corp
Valuation N/A
Technology
Price$3.38
Model IV—
P/IV—
Market implies +34.6%/yr vs model +2.0% · above model
FROG
JFrog Ltd
Deep Overvalued
Technology
Price$94.81
Model IV$19.05
P/IV1.34
Premium +398% Return to IV: -79.9%
Market implies +22.8%/yr vs model +26.7% · below model
FSLY
Fastly, Inc.
Deep Overvalued
Technology
Price$18.13
Model IV$12.65
P/IV1.40
Premium +43% Return to IV: -30.2%
Market implies +3.0%/yr vs model +15.2% · below model
FTHM
Fathom Holdings Inc.
Deep Undervalued
Real Estate
Price$1.04
Model IV$6.53
P/IV0.09
Discount 84% Return to IV: +527.4%
Market implies -38.7%/yr vs model +6.2% · below model
GMHS
Gamehaus Holdings Inc.
Deep Overvalued
Technology
Price$0.97
Model IV$0.37
P/IV2.71
Premium +165% Return to IV: -62.2%
Market implies +4.7%/yr vs model -3.8% · above model
GOAI
Eva Live Inc
Deep Undervalued
Technology
Price$2.57
Model IV$9.81
P/IV0.33
Discount 74% Return to IV: +281.7%
Market implies -28.1%/yr vs model +50.0% · below model
GOOG
Alphabet Inc.
Deep Overvalued
Technology
Price$356.18
Model IV$79.81
P/IV4.72
Premium +346% Return to IV: -77.6%
Market implies +30.4%/yr vs model +11.9% · above model
GOOGL
Alphabet Inc.
Valuation N/A
Technology
Price$359.91
Model IV—
P/IV—
Market implies +31.9%/yr vs model +11.9% · above model
GPUS
Hyperscale Data, Inc.
Deep Overvalued
Industrials
Price$0.14
Model IV$0.05
P/IV3.28
Premium +169% Return to IV: -62.8%
Market implies +15.6%/yr vs model +18.2% · in line
GTLB
Gitlab Inc.
Valuation N/A
Technology
Price$32.07
Model IV—
P/IV—
Market implies +62.4%/yr vs model +25.0% · above model
HPE
Hewlett Packard Enterprise Co
Deep Overvalued
Technology
Price$41.23
Model IV$17.25
P/IV2.50
Premium +139% Return to IV: -58.2%
Market implies +19.0%/yr vs model +7.4% · above model
HSTM
HEALTHSTREAM INC
Undervalued
Technology
Price$28.41
Model IV$39.69
P/IV0.63
Discount 28% Return to IV: +39.7%
Market implies +1.1%/yr vs model +7.8% · below model
IBM
INTERNATIONAL BUSINESS MACHINES CORP
Deep Overvalued
Technology
Price$289.52
Model IV$184.09
P/IV1.62
Premium +57% Return to IV: -36.4%
Market implies +11.7%/yr vs model +6.5% · above model
INLX
INTELLINETICS, INC.
Deep Undervalued
Technology
Price$6.30
Model IV$12.61
P/IV0.50
Discount 50% Return to IV: +100.1%
Market implies -20.7%/yr vs model +9.7% · below model
INSG
INSEEGO CORP.
Fairly Valued
Technology
Price$8.87
Model IV$7.80
P/IV1.68
Premium +14% Return to IV: -12.0%
Market implies +6.3%/yr vs model +2.0% · above model
IZEA
IZEA Worldwide, Inc.
Deep Overvalued
Technology
Price$3.63
Model IV$0.83
P/IV4.43
Premium +336% Return to IV: -77.1%
Market implies +20.7%/yr vs model +4.3% · above model
KARO
Karooooo Ltd.
Valuation N/A
Technology
Price$53.87
Model IV—
P/IV—
Limited data — see page
KRT
Karat Packaging Inc.
Overvalued
Consumer Cyclical
Price$34.25
Model IV$29.00
P/IV0.94
Premium +18% Return to IV: -15.3%
Market implies +7.0%/yr vs model +6.9% · in line
MDB
MongoDB, Inc.
Deep Overvalued
Technology
Price$354.88
Model IV$124.17
P/IV2.70
Premium +186% Return to IV: -65.0%
Market implies +16.8%/yr vs model +29.6% · below model
MSFT
MICROSOFT CORP
Deep Overvalued
Technology
Price$390.49
Model IV$224.20
P/IV2.01
Premium +74% Return to IV: -42.6%
Market implies +18.7%/yr vs model +13.3% · above model
MYND
Mynd.ai, Inc.
Deep Undervalued
Technology
Price$0.38
Model IV$10.63
P/IV0.06
Discount 96% Return to IV: +2,724.3%
Market implies -50.0%/yr vs model +50.0% · below model
MYSE
Myseum.AI, Inc.
Valuation N/A
Communication Services
Price$2.39
Model IV—
P/IV—
Market implies +150.0%/yr vs model +2.0% · above model
NBIS
Nebius Group N.V.
Valuation N/A
Technology
Price$215.62
Model IV—
P/IV—
Market implies +110.5%/yr vs model +2.0% · above model
NIXX
Nixxy, Inc.
Valuation N/A
Technology
Price$1.52
Model IV—
P/IV—
Market implies -50.0%/yr vs model +44.9% · below model
NTAP
NetApp, Inc.
Deep Overvalued
Technology
Price$154.17
Model IV$71.37
P/IV2.44
Premium +116% Return to IV: -53.7%
Market implies +17.6%/yr vs model +7.9% · above model
NTNX
Nutanix, Inc.
Valuation N/A
Technology
Price$51.28
Model IV—
P/IV—
Market implies -50.0%/yr vs model +14.9% · below model
NTSK
Netskope Inc
Deep Overvalued
Technology
Price$11.71
Model IV$7.86
P/IV1.54
Premium +49% Return to IV: -32.9%
Market implies +10.7%/yr vs model +32.0% · below model
OCTV
Octave Intelligence plc
Valuation N/A
Technology
Price$17.40
Model IV—
P/IV—
Limited data — see page
ONFO
Onfolio Holdings, Inc
Deep Undervalued
Technology
Price$0.38
Model IV$11.30
P/IV0.06
Discount 97% Return to IV: +2,850.3%
Market implies -50.0%/yr vs model +50.0% · below model
ORCL
ORACLE CORP
Deep Overvalued
Technology
Price$140.27
Model IV$45.94
P/IV4.91
Premium +205% Return to IV: -67.2%
Market implies +22.9%/yr vs model +8.0% · above model
PDYN
Palladyne AI Corp.
Valuation N/A
Technology
Price$5.84
Model IV—
P/IV—
Market implies +97.3%/yr vs model +2.0% · above model
PERF
Perfect Corp.
Valuation N/A
Technology
Price$1.69
Model IV—
P/IV—
Limited data — see page
PHUN
Phunware, Inc.
Valuation N/A
Technology
Price$2.04
Model IV—
P/IV—
Market implies +76.8%/yr vs model +2.0% · above model
RBRK
Rubrik, Inc.
Deep Overvalued
Technology
Price$83.64
Model IV$23.97
P/IV3.28
Premium +249% Return to IV: -71.3%
Market implies +20.8%/yr vs model +30.0% · below model
REKR
Rekor Systems, Inc.
Deep Undervalued
Technology
Price$0.68
Model IV$1.06
P/IV0.79
Discount 36% Return to IV: +55.7%
Market implies -3.1%/yr vs model +43.0% · below model