Added to YB: 2026-06-16
Pitch date: 2026-06-11
SNOW [neutral]
Snowflake Inc.
+0.12%
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
$80.7B
Pitch Price
$240.50
Price Target
450.00 (+87%)
Dividend
N/A
EV/EBITDA
-76.11
P/E
-66.25
EV/Sales
15.71
Sector
IT Services
Category
growth
Snowflake 1Q27 Earnings: Second Interface Collapse
SNOW (earnings): Q1 FY27 product rev $1.334B (+34% YoY, accel from 30%), NRR 126%, FY guide raised $180M to $5.84B; stock +36%. CoCo AI interface drives consumption + operating leverage (17 organic hires). Gross margin 75.1% (-50bps) AI drag risk. RPO +38% but missed/decelerated. At $240/13.6x EV/Rev, thesis stronger but asymmetry gone vs $118 entry; 50% base case $290-320.
Read full article (8 min)