Added to YB: 2026-06-01
Pitch date: 2026-05-28
SNOW [neutral]
Snowflake Inc.
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
$88.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-83.39
P/E
-72.73
EV/Sales
17.21
Sector
IT Services
Category
growth
Snowflake Earnings
SNOW (earnings): Q1 rev $1,391M (+33.5% YoY) beat est 5.2%; product rev $1,334M (+33.9%). Non-GAAP op margin 11.9% (+3.1pp), EPS $0.39 beat 25.8%. NDR 126%, RPO $9.21B (+37.5%), record $431M net new ARR (+101%). FY27 guide raised to $5.84B (+31%). CoCo/Cortex AI traction strong; new $6B AWS deal, $200M OpenAI partnership, Natoma acquisition. Stock +37.5% post-ER. Risks: AI margin pressure, GAAP net margin -21.2%, 31% SBC/rev, dilution.
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