Best Cloud Computing Stocks to Boost Your 2026 Portfolio

The shift toward cloud-based infrastructure continues to reshape corporate technology spending and investor portfolios alike. Cloud computing stocks represent a compelling opportunity for those seeking exposure to this transformative sector, which spans everything from enterprise software to AI-powered solutions. We’ve identified five standout performers among the best cloud computing stocks that combine strong earnings momentum, positive analyst revisions, and strategic positioning in high-growth markets.

The five stocks selected are: Five9 Inc. (FIVN), Affirm Holdings Inc. (AFRM), Microsoft Corp. (MSFT), Juniper Networks Inc. (JNPR), and Tyler Technologies Inc. (TYL). Each carries either a Zacks Rank #1 (Strong Buy) or #2 (Buy) designation, reflecting their solid fundamentals and near-term upside potential.

Why Cloud Computing Stocks Are Attracting Investor Interest

Cloud computing stocks have outperformed as enterprises accelerate their migration from legacy on-premises systems to scalable, virtualized cloud platforms. This transition delivers meaningful benefits: lower capital expenditures, enhanced operational flexibility, and improved ability to leverage emerging technologies like artificial intelligence. The adoption curve for cloud services—particularly AI-enhanced solutions—remains steep, creating runway for sustained revenue expansion among sector leaders.

Companies offering cloud infrastructure, contact center solutions, fintech platforms, and enterprise software have all benefited from this secular trend. Organizations now expect their technology partners to deliver cloud-native applications, advanced analytics, and AI-driven automation as standard offerings.

Five High-Conviction Cloud Computing Stock Picks

Five9 Inc. — Contact Center Innovation (Zacks Rank #2)

Five9 provides intelligent cloud software tailored for contact centers across the United States, India, and international markets. The platform delivers a comprehensive suite of applications supporting customer service, sales, and marketing functions through voice, chat, email, web, and social channels.

The standout driver for Five9’s cloud computing stock has been accelerating adoption of AI-powered solutions within its customer base. The company introduced its Intelligent CX Platform powered by Five9 Genius AI on Google Cloud, alongside newly developed AI agents customized for cloud deployments. This positions Five9 at the intersection of contact center technology and artificial intelligence.

Financial expectations for the current year show revenue and earnings growth rates of 9.6% and 10.9%, respectively. Consensus earnings estimates have improved 6% over the past week, signaling analyst confidence in the company’s trajectory.

Affirm Holdings Inc. — Buy-Now-Pay-Later Growth Engine (Zacks Rank #1)

Affirm Holdings has demonstrated its financial strength through diversified revenue streams: merchant network fees, loan interest income, and virtual card revenues. The fintech platform expects fiscal 2025 revenues between $3.13 billion and $3.19 billion, reflecting robust momentum in key cloud computing stock fundamentals.

Growth drivers include expanding merchant partnerships—notably with Apple Pay and Hotels.com—that tap into high-value verticals like travel, hospitality, and technology. The company’s official expansion into the United Kingdom through partnerships with Alternative Airlines demonstrates its international cloud computing ambitions.

Affirm’s projected revenue and earnings growth rates for the fiscal year stand at 37.1% and 96.4%, respectively. Perhaps most notably, consensus earnings estimates have surged 60% over the past two months, indicating materially improved expectations for this cloud computing stock.

Microsoft Corp. — AI-Driven Cloud Dominance (Zacks Rank #2)

Microsoft’s latest quarterly results showcase the power of its integrated cloud and AI strategy. Third-quarter fiscal 2025 revenues and earnings exceeded consensus, propelled by remarkable strength in its AI-centric Copilot offerings and accelerating Azure cloud infrastructure adoption.

Within its Productivity and Business Processes segment, strong adoption of Office 365 Commercial solutions and AI-enhanced M365 offerings drove ARPU (average revenue per user) expansion. The company’s Intelligent Cloud segment benefited from surging demand for Azure AI services and Copilot enterprise licensing.

For the full fiscal year, Microsoft projects revenue and earnings growth of 13.7% and 12.7%, respectively. This cloud computing stock remains a barometer for enterprise cloud spending trends, with even modest consensus revisions (1.4% over the past week) reflecting the company’s already-high bar for estimates.

Juniper Networks Inc. — Enterprise and Data Center Play (Zacks Rank #1)

Juniper Networks reported first-quarter fiscal 2025 results that exceeded analyst expectations on both top and bottom lines. The company is capturing significant demand from enterprises seeking AI-enabled networking solutions, driven by requirements for data center virtualization, cloud computing infrastructure, and mobile traffic optimization.

Juniper is leveraging the 400-gigabit networking cycle to secure hyperscale switching opportunities within data centers, a key revenue source. The pending merger with HP Enterprise positions Juniper to accelerate development of cloud-native and AI-ready networking solutions, further enhancing its cloud computing stock appeal.

The company anticipates revenue and earnings growth rates of 7.3% and 21.5%, respectively. Analyst consensus has ticked up 0.5% over the past week, reflecting steady confidence in execution.

Tyler Technologies Inc. — Public Sector Cloud Migration (Zacks Rank #2)

Tyler Technologies benefits from accelerating government and municipal adoption of cloud-based systems. The public sector’s ongoing replacement of outdated, on-premises infrastructure with modern, scalable cloud solutions represents a substantial multiyear opportunity for this cloud computing stock.

Rising remote and hybrid work adoption has further elevated demand for Tyler’s connectivity and cloud services. The company’s strong balance sheet has enabled a strategy of strategic acquisitions, expected to drive incremental growth. Higher recurring revenues and normalization of sales activities post-pandemic contribute to positive momentum.

Tyler Technologies projects revenue and earnings growth of 8.9% and 15.6% for the current year. Earnings estimate revisions have shown modest improvement over the past month, suggesting steady analyst support for the company’s strategic direction.

Key Takeaways for Cloud Computing Stock Investors

The five best cloud computing stocks identified above combine several attractive characteristics: exposure to secular cloud adoption trends, positive earnings estimate revisions within recent weeks, and solid near-term growth catalysts powered by AI, enterprise migration, and government modernization initiatives.

All five selections merit consideration within a diversified portfolio focused on high-growth technology and cloud computing opportunities. Each represents a different angle on the cloud ecosystem—from contact center software to fintech platforms to infrastructure and enterprise solutions—allowing investors to customize their exposure.

For those seeking detailed analysis and additional cloud computing stock recommendations, resources from major investment research platforms provide regularly updated rankings and forecasts to guide decision-making.