NYSE:SNOW
Snowflake (SNOW)
Financials 
Technical Analysis 
Jun 26, 2026, 12:00 amThis summary was created by AI, based on 11 opinions in the last 12 months.
Snowflake (SNOW-N) has shown strong performance in recent quarters, posting earnings of $0.39 per share, which exceeded analyst estimates. Despite a robust revenue of $1.39 billion, the stock experienced a decline after reporting its quarterly results. Many analysts remain optimistic about the company's potential, particularly in AI and cloud data storage, citing a lack of significant competition in its market. However, concerns regarding its valuation persist, with some experts noting the stock's high price and pointing to a need for caution if it falls below the $155 consolidation level. Social media buzz around the company suggests a growing interest, but overall, the stock remains in a volatile phase as it navigates the complexities of its valuation and market conditions.
Despite fantastic quarter, very expensive on any financial metric. PE of over 100, for 25-30% revenue growth. Free cashflow yield is very low at 1-2%. So you're really banking on earnings growth momentum continuing for the next 5-10 years. Risk from larger competing cloud players.
Jamie Murray Cloud-based, data platform provider. Infrastructure and platform as a service. Also AI machine-learning integration. Chart shows how it's rolled over. Change in the CEO, and then the CRWD data breach. Very deep pockets, $3B in cash. Profitable, free cashflow. Never seems to lose customers. In acquisition mode. 41% haircut this year, great value. No dividend.
(Analysts’ price target is $172.36)
Kim Bolton
Big downtrend, trying to break it. $124 is a critical level for this stock; if it can get above, suggests that the stock will take off afterwards. If you own, definitely don't sell. If looking to buy, watch over the next month.
He'd rather pay more for a stock on confirmation that it's working, than try to catch the bottom. So here, he'd rather pay $130, than pay $119 and watch it go down to $100.
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Premium contentSnowflake Inc. provides a cloud-based data platform in the United States and internationally. The company's platform offers Data Cloud, which enables customers to consolidate data into a single source of truth to drive meaningful business insights, build data-driven applications, and share data. Its platform is used by various organizations of sizes in a range of industries. The company was formerly known as Snowflake Computing, Inc. and changed its name to Snowflake Inc. in April 2019. Snowflake Inc. was incorporated in 2012 and is based in Bozeman, Montana. Social media mentions are up 106% in the past 24h.
EPS of 14c missed estimates of 19c; sales of $828M beat estimates of $786M. Snowflake's product-sales growth of 34% was above consensus, yet its full-year view appears conservative. Top-line acceleration in 2H hinges on the successful deployment of its own large language model, Arctic, which is much smaller than other foundational models. Competition from hyperscale-cloud providers that bundled their LLM-based analytics offerings could pressure Snowflake's pricing in the near term. The product gross-margin view downgrade by about 100 bps to 75% for the full year was driven by higher GPU-related costs. A net expansion rate of 128% in fiscal 1Q25 reflects a slowdown in the consumption of credits by its existing customer base. Remaining-performance obligation gains improved slightly to 46% as Snowflake continues to do well with renewals at large enterprise customers. Yesterday was a very strange market day, and we would not take cues from the trading on Thursday.
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February reporting beat on earnings and revenue. But guided down on conference call, though margins hung in. Now in a good place, not many companies have such a good runway. Today at $158, 12-month target of $232.
Kim BoltonNOW has been under tremendous pressure after the recent earnings release due to a combination of CEO replacement (effective immediately) and weak forward guidance, SNOW is now expected to grow by more than 20% over the next few years.
Despite EBIT loss (largely due to stock-based compensation), SNOW generates healthy cash flow, on the trailing twelve-month basis, they actually repurchased shares quite meaningfully to offset SBC. Valuation is not cheap, trading at 20x Price/Sales. We think SNOW’s business model is solid, but would not be in a hurry to add here given the uncertainty in the forecast and management.
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Growing faster than expected: total revenues +27%, product revenue 28%. They guided 8% margin expansion, and this is the story going forward. It's been volatile, but are positioned well for 2025. They announced a partnership with MSFT.