Added to YB: 2026-09-07
Pitch date: 2026-09-03
SNOW [neutral]
Snowflake Inc.
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
$123.6B
Pitch Price
N/A
Price Target
370.00
Dividend
N/A
EV/EBITDA
-129.06
P/E
-112.48
EV/Sales
22.45
Sector
IT Services
Category
growth
Snowflake Q2FY27 Earnings: The Interface Becomes the Engine
SNOW (earnings): Snowflake’s Q2 showed AI accelerating the core business: product-revenue growth reached 37%, with management attributing roughly half of the seven-point improvement since Q4 to AI and the balance to faster migrations and other workloads. FY27 product-revenue guidance rose $230M to $6.07B, but 126% retention, lower 74% gross-margin guidance and limited cohort disclosure leave durability and economics unproven. At ~$376 versus a ~$370 probability-weighted value, the shares are a hold.
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