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Added to YB: 2025-03-03

Pitch date: 2025-02-27

SNOW [neutral]

Snowflake Inc.

+26.68%

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

$89.8B

Pitch Price

$172.03

Price Target

250.00 (+15%)

Dividend

N/A

EV/EBITDA

-72.98

P/E

-65.73

EV/Sales

20.07

Sector

IT Services

Category

N/A

Show full summary:
Snowflake Update: To Be Frank, It's Not Great

SNOW trimmed position: Mid-20s% growth, not 30%+ hypergrowth. Valuation at 50x fwd FCF fair but not exciting. Customer consumption trending lower, fierce competition. Exit recommended when market turns risk-on. Previously expected $250/share by 2026, now seen as average opportunity. Recommended at ~$160, awaiting better exit point.

Read full article (4 min)