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Added to YB: 2025-12-08

Pitch date: 2025-12-04

SNOW [neutral]

Snowflake Inc.

-6.7%

current return

Author Info

No bio for this author

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

$233.59

Price Target

500.00 (+129%)

Dividend

N/A

EV/EBITDA

-72.98

P/E

-65.73

EV/Sales

20.07

Sector

IT Services

Category

growth

Show full summary:
Snowflake 3QFY26 Earnings: The 800 Basis Points Nobody Noticed

SNOW (earnings): 800bp RPO-revenue spread (37% vs 29%) signals enterprise bookings acceleration after 2yr optimization cycle. $200M Anthropic partnership creates AI governance moat vs Databricks. Already $100M AI run rate, 28% use cases incorporate AI. Four 9-figure deals (record quarter) converting to revenue by mid-FY27.

Read full article (6 min)