Added to YB: 2025-05-26
Pitch date: 2025-05-22
SNOW [neutral]
Snowflake Inc.
+9.79%
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
$89.8B
Pitch Price
$198.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-72.98
P/E
-65.73
EV/Sales
20.07
Sector
IT Services
Category
growth
Snowflake Q1 2025 Earnings Analysis
SNOW (earnings update): Q1 revenue $1.04B (+25.8% YoY), beat est 3.9%. Product rev $997M (+26.2%). Improved margins w/ op margin 8.8% (+4.4pp). 11,578 customers (+17.9% YoY), 606 $1M+ customers (+25.2%). Cortex AI gaining traction (5,200+ weekly users). Raised FY26 guide to $4.33B. Key risks: declining NRR (124%), margin pressure, MSFT Fabric competition.
Read full article (8 min)