The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.

We use cookies to improve your experience and serve personalized ads.

By clicking Accept, you consent to our use of advertising cookies. See our Privacy Policy for details.

Stocks•24 April 2026•

1 min read

UBS Forecasts Robust Cloud Growth Ahead of Big Tech Earnings Reports

Key Facts

1UBS analysts expect continued acceleration in cloud infrastructure growth for Microsoft, Amazon, and Alphabet in their Q1 2026 results.

2Market expectations for cloud revenue growth are estimated at 38-39% for Azure, 29-30% for AWS, and 58-59% for Google Cloud.

UBS analysts have released bullish growth forecasts for major cloud infrastructure providers ahead of their Q1 2026 earnings reports. The bank expects continued acceleration for Microsoft, Amazon, and Alphabet, driven by robust demand for cloud services. Market estimates suggest that Microsoft Azure revenue could grow between 38% and 39%, while Amazon's AWS is projected to expand by 29% to 30%. Google Cloud is expected to lead the pack with a significant growth forecast of 58% to 59%. While the outlook remains positive, analysts warn that elevated market expectations could lead to volatility if actual results only meet rather than exceed targets. This preview underscores the critical role of cloud computing as a primary growth engine for mega-cap technology firms.