Added to YB: 2025-09-15
Pitch date: 2025-09-11
SNOW [bullish]
Snowflake Inc.
-20.18%
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
$65.9B
Pitch Price
$224.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-55.55
P/E
-47.80
EV/Sales
14.64
Sector
IT Services
Category
growth
Snowflake at the Center of the Enterprise AI Revolution — But Can Competition Erode the Moat?
SNOW: Q2 beat w/ revenue growth reaccelerated to +32% vs +26% Q1; RPO +32.5%, billings +41.4% outpacing revenue. AI driving ~50% new logos, 6.1k weekly users. Data sharing at 40% (up from 26%), strengthening network effects. 125% NDR, record $375M net new ARR (+136% YoY). High SBC at 38% revenue but declining. Forward EV/Sales 14.6x vs peers 17x median appears undervalued.
Read full article (13 min)