Le migliori azioni cloud per il 2024

Did you know that cloud stocks are one of the FASTEST growing sectors in the world right now ?

About a third of a company's IT budget goes to cloud services , and 94% of all workload is expected to be processed via cloud data centers .

This has propelled the global cloud computing market to surpass $330 billion in 2023, and even more growth is expected in 2024.

In this article you will discover:

✅ What are cloud computing stocks .

✅ Why cloud computing is expected to be one of the fastest growing industries this year.

✅ The main cloud stocks to invest in and the cloud computing companies that are large investors with an exponential growth forecast .

✅ How to start investing in the best cloud stocks with the Admirals Invest.MT5 account that you can open with a minimum of just €1 and which offers low commissions starting from just $0.01 on US stocks and ETFs (Exchange Traded Funds).

✅ How to trade top cloud computing stocks via Trade.MT5 account so you can trade via Contracts for Difference (CFDs) and potentially profit from rising and falling markets using leverage !

✅ How to enhance your trading platform to receive actionable trading and investment ideas in real time on thousands of different markets using the exclusive Admirals Supreme Edition platform that you can download for FREE !

✅ Get started with a FREE demo trading account so you can test all the features and services offered by Admirals , as well as your trading and investment ideas in a virtual environment until you are ready to go live.

✅ And much more!

Summary

• What are cloud stocks?
• Top 3 Cloud Stocks and Cloud Types You Need to Know!
• The 3 best cloud stocks this year!
• Cloud Computing Stocks: The Best of the Best!
• How to invest in cloud stocks with Admirals?

▶️ What are cloud stocks?

Cloud stocks refer to companies that operate in the world of cloud computing . Cloud technology itself refers to how data is stored and managed . A more technical definition of cloud is “ server that hosts and stores user data in a physical location” , thus increasing its security and reliability . Users no longer have to store data on a USB stick, but can upload their data to cloud servers where it will automatically store it.

Companies operating in the cloud computing space operate the data servers, own the data servers, or provide services to users who use the servers. There are three different types of cloud provided by companies with the only difference being who owns it:

▶️ Private - The cloud is created for internal use within an organization.

▶️ Public : The cloud is used to provide services over the Internet.

▶ ️ Hybrid : a combination of the previous two .

There are also three main types of services provided by different cloud companies.

▶ ️ Software as a Service ( SaaS ). These are applications that customers access via mobile apps or web browsers. Some examples are Google Drive , Google Play , etc.

▶️ Platform as a Service ( Paas ). Where apps are developed and tested by developers.

▶ ️ Infrastructure as a Service ( IaaS ). A virtual environment for computing resources.

With more than $330 billion spent on cloud infrastructure in 2020 , companies offering cloud services are at the top of investors' watch lists . The coronavirus pandemic has forced many companies to think differently and adopt different business models .

More and more businesses moving online and into the digital arena ; In fact, the cloud computing sector is expected to explode . This is likely to create high demand for some of the leading cloud stocks.

▶️ Top 3 Cloud Stocks and Cloud Types You Need to Know!

There are many companies that are likely to benefit from growth in the cloud computing industry. In the next section we will look at some of the best cloud computing stocks . There are three most important cloud stocks that every investor needs to know.

? Amazon , Microsoft and Alphabet represent over 57% of the global cloud computing market ! These are the three largest players in the market, along with Alibaba Cloud and IBM Cloud trying to keep pace. However, the cloud sector is large : other companies such as Intel , NVIDIA , Salesforce.com , Oracle , Netflix and many others play an important role.

Source: Geekwire, March 2, 2021

All these companies involved in cloud computing can be divided into three different types of cloud stocks . These include:

▶️ Cloud Providers . Companies like Amazon , Microsoft , and Alphabet own the largest data centers in the world and handle the majority of data over the Internet. In fact, Amazon's AWS Cloud controls a third of the entire market !

▶ ️ Cloud Managers . To manage and maintain the cloud, cloud providers need software and hardware to do so. Companies like Intel and NVIDIA provide chips that are used to build servers to store data uploaded to a cloud provider infrastructure. Network vendors like Cisco Systems provide hardware that helps keep the cloud running at a fast pace.

▶️ Cloud users . Most companies use the cloud to provide services to their users . Most people know some cloud users like Netflix . All of the company's TV shows and movies are stored in the Amazon AWS cloud , making it easily accessible for Netflix users.

There are many more companies becoming cloud users every day . This growth is likely to help cloud stocks that are the providers and managers of the cloud. Keeping up to date with the share price of these cloud stocks can be key to finding high-quality investment opportunities.

? Did you know that the MetaTrader 5 trading platform allows you to view real-time and historical prices from thousands of different markets from around the world ? No matter what type of cloud stocks you are looking for, you can find a huge selection among the more than 3,000 instruments available on the platform provided by Admirals.

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▶️ The 3 best cloud stocks this year!

As seen in the previous section, there are many different cloud stocks that are likely to benefit from the expected growth in the industry, regardless of whether they are a cloud provider, operator, or user. But, within these three types of cloud computing stocks, it always comes back to the three main players .

Below, we analyze the historical share price activity for the three big players to try to identify the potential opportunities and risks that lie ahead. Let's start!

#1. Amazon Stock (AMZN)

Amazon 's AWS ( Amazon Web Service ) cloud service accounts for only about 12% of the company's sales . However, while this may be a small figure, it is one of Amazon 's highest profit margin divisions accounting for more than 57% of the company's quarterly operating income. And, surprisingly, many analysts believe there is still much more room for growth.

? In 2020, Amazon's AWS raked in a staggering $13.5 billion in profit , which represented more than 63% of the company's entire operating profit for the year! That same year, Amazon announced that it had signed contracts with some very large companies in the digital payment processing, medical, and sports industries .

Of course, this is only part of the booming business. In fact, Amazon's other businesses are booming too! The company's e-commerce business was already well positioned before the coronavirus pandemic, but it has done even better since then.

Source: Admirals MetaTrader 5 , #AMZN, Monthly - Data range: February 1, 2013 to March 2, 2021, accessed March 2, 2021 at 12:30 GMT. Note: Past performance is not a reliable indicator of future results.

? Longer term, Amazon's phenomenal growth over the past few years is evident in Amazon's monthly stock price chart . However, during the second half of 2020 , the stock price lost some steam as investors employed sector rotation strategies .

This involved storing gains in high-yield technology stocks and investing in value stocks that have been trading at discounts since the pandemic-driven sell-off. At some point, however, investors may start to take an interest in Amazon again.

The 20-period (blue), 50-period (red), and 100-period (green) exponential moving averages still confirm an uptrend as they point higher. Interestingly, buyers have turned to the 20-period moving average several times in the past and this could be a level to watch in the future.

#2. Microsoft Shares (MSFT)

Microsoft's Azure cloud service ranks second in the global cloud market with a 16.8% share and growing. Among all early-stage cloud adopters, Azure is chosen by approximately 41% of enterprises , according to AWS . However, Microsoft's Azure cloud service makes it one of the fastest-growing cloud computing stocks .

While it still has a long way to go to compete against AWS, many analysts are more bullish than ever on Microsoft stock due to the growth of its cloud computing division. Research shows that they are also starting to gain a larger market share from the competition.

In Microsoft's first earnings report of 2021 , the company reported 50% year-over-year growth in its Azure cloud business. This compares with just 28% growth at Amazon Web Services . Analysts are optimistic about Microsoft's prospects because they already have a strong user base with Office 365, making the move to the cloud seamless.

Source: Admirals MetaTrader 5, #MSFT, Monthly - Data Range: January 1, 2013 to March 3, 2021, accessed March 3, 2021 at 12:30 GMT. Note: Past performance is not a reliable indicator of future results.

? Nel grafico dei prezzi mensili a lungo termine, è evidente crescita esponenziale del prezzo delle azioni di Microsoft. Tutte le medie mobili sul grafico puntano verso l'alto confermando che il trend sta crescendo ancora. Tuttavia, il prezzo è sovraesposto dalla sua media mobile esponenziale a 20 periodi (blu), suggerendo che a un certo punto potrebbe verificarsi un pullback a questo livello.

Storicamente, il prezzo è rimbalzato dalla media mobile di 20 periodi, come nel 2015, 2016 e 2020. Poiché la tendenza è molto forte, i trader più attivi potrebbero scendere a intervalli di tempo inferiori per cercare di trovare più opportunità. L'utilizzo di Contratti per differenza (CFD) per aiutare a navigare nei periodi di tempo inferiori offre alcune caratteristiche interessanti.

Con i CFD, i trader possono potenzialmente trarre profitto sia dai bull market in rialzo che dai bear market in calo facendo trading long e short. I CFD consentono inoltre ai trader di fare trading col margine. Ciò significa che puoi potenzialmente controllare una dimensione di posizione maggiore con un deposito minore.

# 3. Azioni Alphabet (GOOG)

Il servizio cloud di Google si colloca al terzo posto nel mercato cloud globale con una quota dell'8,5%. Sebbene molto più piccolo dei suoi rivali, Google Cloud ha una delle più forti metriche di crescita annua. Nel 2018, le entrate di Google Cloud sono state di $5,8 miliardi. Nel 2020, le entrate totali di Google Cloud sono state di $13,1 miliardi.

↗️ È interessante notare che per gli investitori Google sta ancora investendo molti soldi per far crescere la sua attività nel cloud poiché è ancora relativamente piccola e ha un enorme potenziale di crescita. Ciò ha portato la società ad annunciare una perdita operativa per il 2020. Tuttavia, è probabile che l'investimento aiuterà la società a crescere e a diventate ancora più redditizia in futuro.

Fonte: Admirals MetaTrader 5, #GOOG, mensile - Intervallo di dati: dal 1° gennaio 2013 al 3 marzo 2021, accesso 3 marzo 2021 alle 12:35 GMT. Nota: la performance passata non è un indicatore affidabile dei risultati futuri.

Nel grafico del prezzo mensile a lungo termine del prezzo delle azioni di Alphabet, è evidente il trend rialzista a lungo termine. Poiché gli acquirenti hanno il controllo del mercato da un po' di tempo, si aprono alcune interessanti opportunità di trading e investimento.

Puoi visualizzare queste opportunità di trading e investimento in tempo reale grazie alla funzione Admirals Premium Analytics. Per accedervi segui i passaggi seguenti:

1. Apri il tuo conto live. Se non l'hai già fatto, clicca qui.
2. Accedi alla Dashboard dove puoi gestire tutti i tuoi account, accedere a download e servizi premium.
3. Clicca sulla scheda Premium Analytics nella dashboard del portale clienti.
4. Cerca l’azione che desideri come #GOOG (il simbolo di Alphabet Inc).
5. Massimizza la Technical Insight window. 

▶️ Azioni per il cloud computing: il meglio del meglio!

Con la crescita del settore del cloud computing, è probabile che i tre grandi titoli cloud di cui abbiamo parlato sopra ne trarranno i maggiori benefici. Tuttavia, esiste anche una serie di altri titoli di cloud computing che trarranno vantaggio da questa crescita. Qui di seguito qualche esempio:

#1. Azioni DataDog (DDOG)

DataDog monitora le prestazioni di diverse applicazioni. L'azienda fornisce un'offerta cloud unica in quanto è cloud-native, il che significa che funziona con applicazioni che utilizzano Amazon Web Services, Microsoft Azure e Google Cloud.

↗️ La società è stata quotata in borsa solo nel 2019, ma il prezzo delle azioni è aumentato di oltre il 100%. Nel suo ultimo report sugli utili, DataDog ha registrato una crescita dell'87% su base annua con una spesa dei clienti più elevata e più integrazioni di terze parti.

Fonte: Admirals MetaTrader 5, DDOG, Weekly - Intervallo di dati: dal 15 settembre 2019 al 3 marzo 2021, accesso 3 marzo 2021 alle 12:45 GMT. Nota: la performance passata non è un indicatore affidabile dei risultati futuri. Performance dell'ultimo quinquennio non disponibile.

#2. Azioni Alibaba (BABA)

Alibaba ha un ampio portafoglio di attività, simile ad Amazon. Un'azienda in crescita è la divisione Cloud (AC) di Alibaba che fornisce servizi di cloud computing al business digitale e online. Lo sviluppo più recente della divisione è stata un'offerta di cloud ibrido che, secondo loro, li aiuterà a raggiungere le PMI (piccole e medie imprese) che vogliono crescere.

Nel suo ultimo report sui guadagni, l'azienda ha riportato un aumento del 60% su base annua delle entrate, evidenziando la crescita che questo settore potrebbe portare al profitto.

Fonte: Admirals MetaTrader 5, #BABA, mensile - Intervallo di dati: dal 1° marzo 2016 al 3 marzo 2021, accesso 3 marzo 2021 alle 12:45 GMT. Nota: la performance passata non è un indicatore affidabile dei risultati futuri. Prestazioni quinquennali complete non disponibili.

Altre menzioni degne di nota di altri titoli cloud includono:

▶ ️ IBM Cloud: una divisione di IBM che fornisce servizi di cloud computing alle aziende, inclusi storage, networking, soluzioni per sviluppatori, gestione della sicurezza e altro ancora.

▶ ️ Salesforce.com: una piattaforma CRM (Customer Relationship Management) basata su cloud per aiutare le aziende ad acquisire e mantenere più clienti.

▶ ️ Crowdstrike: una piattaforma di sicurezza informatica basata su cloud che sfrutta l'intelligenza artificiale per rilevare gli attacchi informatici.

▶ ️ Cloudflare: una società di servizi basata su cloud che fornisce servizi di infrastruttura e sicurezza del sito web.

▶ ️ Docusign: una società basata su cloud che offre la possibilità di firmare documenti finanziari elettronicamente, eliminando la necessità di contratti cartacei.

▶️ Come investire in azioni cloud con Admirals?

Per iniziare a investire nelle azioni cloud che hai scelto, puoi seguire i passaggi seguenti.

1. Apri la piattaforma di trading MetaTrader 5 fornita da Admirals. In alternativa, scarica il download gratuito.
2. Apri la finestra Market Watch selezionando l'opzione Visualizza dal menu in alto.
3. Dalla finestra Market Watch, fai clic con il pulsante destro del mouse e seleziona Simboli. In questa sezione puoi cercare tra più di 3000 strumenti disponibili per il trading tramite Admirals. Inizia a digitare il nome del titolo cloud che hai scelto e apparirà una selezione di strumenti.
4. Seleziona lo strumento pertinente e premi OK per aggiungere il simbolo all'elenco di Market Watch. Per visualizzare un grafico in tempo reale del prezzo del simbolo, trascina il testo del simbolo dalla finestra Market Watch sul grafico.
5. Per aprire un ticket di trading, fai clic con il pulsante destro del mouse sul grafico e seleziona Trading, poi Nuovo ordine. Si aprirà un ticket di trading per inserire la propria voce, stop loss e prendere i livelli di profitto, nonché la dimensione della posizione.

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