Professional
Added to YB: 2025-05-09
Pitch date: 2025-03-31
SNOW [bullish]
Snowflake Inc.
+17.26%
current return
Author Info
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Company Info
Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally.
Market Cap
$56.2B
Pitch Price
$148.36
Price Target
N/A
Dividend
N/A
Sector
IT Services
Category
growth
Show full summary:
Baron Opportunity Fund Portfolio Holding: Snowflake Inc.
SNOW: Re-established position post-pullback from Feb highs & CEO transition concerns. Confidence strengthened after meeting new CEO - accelerated product innovation for AI use cases (OpenAI/Anthropic), improved sales strategy, and Iceberg integration enabling 100-1000x larger datasets. Operating in expanding data intelligence market crucial for AI ecosystem.
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