Added to YB: 2026-09-08
Pitch date: 2026-09-04
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
$118.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-124.20
P/E
-106.39
EV/Sales
21.58
Sector
IT Services
Category
growth
Snowflake: AI Fuels Consumption
SNOW (earnings): Snowflake’s AI thesis is shifting from defense to offense as product revenue growth accelerated to 37% from 30% two quarters ago, with AI products directly explaining roughly half the recent acceleration. FY27 product revenue guidance rose to $6.07 billion, or 36% growth, while non-GAAP operating-margin guidance increased to 14.5%. The tradeoffs are lower product gross-margin guidance and stock-based compensation still equal to 27% of revenue.
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