Investors continue to invest in technology shares, especially those who have the subject of artificial intelligence (AI). However, for some investors, the choice of shares for purchase may be based on FOMO (fear of loss) instead of allowing a deeper understanding of what is happening in the technical field to inform their investment decisions.
One field that must be observed is how cloud computing changes. The idea of accessing data and operating applications online, instead of local computers and servers, is more than 20 years. However, it rapidly develops to meet the needs of artificial intelligence.
This is summarized in infrastructure. Data centers have been present for decades. However, machine learning (now and the agent) requires automatic learning more (energy, cooling, network speed and density).
In many cases, excessive numbers like Microsoft Corp. Nasdak: msftAmazon.com Inc. Nasdaq: amzn And Meta Platforms Inc. Nasdak: Definition Not only can the current data centers be modified. It must be created from a thousand to y.
This is it “Cloud“It will take years and billions of capital expenditures to make it a reality. This is an investment subject that each investor can understand and profit from today. Here are three companies that provide the building blocks of this new infrastructure.
Prologis allows you to invest in artificial intelligence from A to Z
Today’s introduction
- 52 weeks
- 85.35 dollars
▼
132.57 dollars
- Profit
- 3.66 %
- P/E ratio.
- 29.87
- The target price
- $ 120.74
The issue of progis inc. New York: pld It is easy to understand. The first step is to build a data center of the next generation to find lands that are accessed to energy and permits. Prologis is the global pioneer in logistical real estate.
In the latest profit report, Prologis announced a shift in focusing on data centers and infrastructure centers for Amnesty International. The company reused logistical lands-and buying new real estate in energy-rich areas that will support Easter needs.
PLD rises by 4.1 % in 2025 and continues to unify it after its profits on July 16. Analysts have a consensus price of $ 119.67, which can provide an additional 8.75 % in addition to a Return of profits by 3.67 %. In addition, in 16x futures, the company is estimated in an attractive manner compared to its historical averages.
Super Micro is a server specialist that operates the burdens of artificial intelligence work
A small super computer today
Super micro computer
As of 07/25/2025 04:00 pm
- 52 weeks
- $ 17.25
▼
$ 73.00
- P/E ratio.
- 28.65
- The target price
- 42.89 dollars
Nvidia Corp. mode. Nasdak: nvda It looks very easy. However, NVIDIA provides a good starting point to consider Super Micro Computer Inc. Nasdak: smci. The company designs and manufactures server and high -performance servers specifically designed for artificial intelligence, cloud and institution.
This includes NVIDIA graphics processing units, which is the current golden standard for artificial intelligence burden.
Super Micro grows rapidly with Three -number revenue growth In the last quarters.
There is increasing speculation that Meta Platforms, Inc. Nasdak: Definition will Super Micro Award for submitting it Cooling services for new data centers.
This is a choice for pure playing devices that the cloud will require. SMCI rises 69 % in 2025, but investors must notice that it is costly to himself in about 27X profit forward. Analysts give the arrow target for the consensus price of $ 42.89, which is 17 % lower than the closing price on July 23.
Arista provides the backbone of the network for cloud construction
Arista networks today
- 52 weeks
- $ 59.43
▼
133.57 dollars
- P/E ratio.
- 48.41
- The target price
- 111.40 dollars
Just as many specialists (electricity, plumber and painters) need to build a house, and the same applies to data centers. Super Micro provides an account, but Arista Networks Inc. New York: They are It provides a network layer. This includes high -speed network equipment that allows servers to communicate with each other.
Arista already has contracts with companies such as Meta Platforms and Microsoft, making it the logical option for these next generation data centers.
This identification of the GPS is shown in the company’s financial statements: ARISTA has high operating margins and a strong public budget Considering profitability.
ANET has increased 59 % in the past three months. This is not surprising, given billions of dollars in the capital expenditures announced by Easter during that time.
More importantly, analysts raise their price goals for the share before the company The profits in early August.
Before you think about ARISTA networks, you will want to hear it.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares whose senior analysts are quietly whispered to their customers to buy now before hunting the broader market … ARISTA networks were not in the list.
While Arista Networks currently has a moderate purchase classification among analysts, analysts from the top rankings believe that these five shares buy better.
Show the five stocks here
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