Added to YB: 2026-03-04
Pitch date: 2026-03-02
SNOW [neutral]
Snowflake Inc.
+0.51%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally.
Market Cap
$57.6B
Pitch Price
$164.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
-53.26
P/E
-42.68
EV/Sales
11.87
Sector
IT Services
Category
growth
My Stock Portfolio Review, February 2026 - Snowflake Inc.
SNOW (holding update): Q4 rev $1.28B (+30% YoY), EPS $0.32 beat by 23%. RPO $9.77B (+41.6%), billings $2.21B (+38.6%), net new ARR $273M (+58.7%). Op margin 10.8%, FCF margin 59.6% (+17.5pp YoY). $200M OpenAI partnership embeds GPT-5.2 into Cortex AI for 12.6K customers. 733 $1M+ accounts (+26.4%), largest deal >$400M TCV. FY27 guide $5.66B rev (+26.6%). Risks: neg net margin -24.1%, GM pressure from AI workloads, hyperscaler competition. Down 1.8% post-ER.
Read full article (2 min)