Added to YB: 2026-03-02
Pitch date: 2026-02-26
SNOW [neutral]
Snowflake Inc.
-0.61%
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
$57.9B
Pitch Price
$169.45
Price Target
400.00 (+138%)
Dividend
N/A
EV/EBITDA
-53.52
P/E
-42.89
EV/Sales
11.93
Sector
IT Services
Category
growth
Snowflake 4QFY26: The Commitment Gap
SNOW (earnings): RPO +42% to $9.77B (incl. $400M deal), 8 nine-figure contracts; rev +30% to $1.23B. Gap: backlog 1.73x FY27 guide vs 46% 12M conversion (down from 50%). Bull: AI-driven context layer moat, NRR 125%, margin 11%→12.5% (guided). Bear: deployment bottleneck, gross margin compressed 76%→75%. June Investor Day: AI rev disclosure (>$300M target), NRR trajectory key. PT $260 base/$380-400 bull on 14x FY29 rev.
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