In its upcoming report, Snowflake Inc. (SNOW) is predicted by Wall Street analysts to post quarterly earnings of $0.22 per share, reflecting an increase of 57.1% compared to the same period last year. Revenues are forecasted to be $1 billion, representing a year-over-year increase of 21.1%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Ahead ...

Core Insights - Snowflake Inc.'s stock is currently approximately 3% lower than its price on February 6, indicating short-term volatility [1] - The analysis emphasizes the importance of focusing on high-quality companies with reasonable valuations rather than seeking deep discounts [1] Company Analysis - The investor's approach combines hands-on experience with an academic background in corporate finance, highlighting a focus on long-duration growth opportunities [1] - The analysis prioritizes fundamental business and strategic perspectives, alongside financial performance and intrinsic value assessment [1] - The investor advocates for a balanced portfolio that includes both growth opportunities and low-volatility dividend-paying stocks [1] Investment Philosophy - The investor seeks high-quality names that have the potential for exponential share price growth over the long term, rather than only established companies [1] - There is a caution against investing in excessively cheap stocks, as they may have underlying issues that warrant avoidance [1]

Core Insights - The demand for artificial intelligence (AI) applications remains strong despite macroeconomic uncertainties [1] - Companies like Meta Platforms and Microsoft are increasing their investments in AI infrastructure and solutions [2] - Snowflake is expected to report solid results due to its growing AI offerings and customer adoption [3] Company Performance - Snowflake's AI solutions are gaining traction, with over 4,000 customers using its AI and machine learning technology weekly [5] - The company's remaining performance obligations (RPO) increased by 33% year-over-year to $6.9 billion, indicating a strong revenue pipeline [6] - Snowflake's customer base grew by nearly 19% year-over-year, with a net revenue retention rate of 126% [7] Market Potential - Snowflake anticipates its total addressable market (TAM) to reach $342 billion by 2028, suggesting significant growth opportunities [8] - The company is projected to achieve a 40% increase in its bottom line in fiscal 2026, with sustained earnings growth rates of over 35% in the coming years [10][12] Investment Outlook - Snowflake's stock has a median price target of $201, indicating a potential 20% increase in the next year [9] - The upcoming earnings report is expected to bolster investor confidence, potentially leading to further stock price gains [13]

Given my reverse DCF analysis, Snowflake ( SNOW ) is considerably overvalued. Secular enabled companies with historically good execution and optimized capital allocation are hard to find trading at fair value, or below fair value. In the long-term, investors in SnowflakeI'm an Industrial Engineer. I read a lot of books and I'm very inspired by the quality investing branch. I look to buy and hold for the long term. Mainly focused on Tech stocksAnalyst’s Disclosure: I/we have a beneficial long position in the ...

Snowflake (SNOW) shares have surged 32.9% in the trailing six-month period, outperforming the Zacks Computer and Technology sector’s decrease of 9.4% and the Zacks Internet Software industry’s decline of 0.6%.The outperformance can be attributed to a strong portfolio and an expanding partner base. As of Jan. 31, 2025, SNOW had 11,159 customers, increasing from 9,384 customers as of Jan. 31, 2024. The clientele included 745 of the Forbes Global 2000 and accounted for 45% of SNOW’s fiscal 2025 revenues of $3. ...

Sundry Photography Snowflake’s (NYSE:SNOW) not just a data warehouse anymore. It’s grown into something much more powerful - kind of like the control center for how businesses handle data and AI. The platform now covers a lot: engineering, sharing, app development, even AI workflows. And with integrations ...

Snowflake (SNOW) and MongoDB (MDB) are well-known cloud-native data platform providers that help enterprises manage and analyze massive data workloads in modern cloud environments. While Snowflake is rapidly growing its presence in enterprise data warehousing and analytics, MongoDB remains a top choice for flexible, developer-friendly database solutions.Per Mordor Intelligence report, the database market is projected to be valued at $150.38 billion in 2025 and is anticipated to grow to $292.22 billion by 20 ...

Core Viewpoint - Snowflake (SNOW) is experiencing a potential inflection point in growth rates, with management expressing confidence that net retention rates may be stabilizing [1]. Group 1: Company Overview - Snowflake is positioned as a company with strong growth potential, focusing on sectors with long growth runways and strong balance sheets [1]. - The current valuation of Snowflake suggests that it may be an attractive investment opportunity [1]. Group 2: Analyst Insights - The analyst emphasizes a strategy that combines growth-oriented principles with strict valuation hurdles to enhance the margin of safety [1]. - The analyst has a beneficial long position in Snowflake shares, indicating a positive outlook on the company's future performance [2].

While the artificial intelligence (AI) revolution relies on NVIDIA Co. NASDAQ: NVDA GPUs, low-latency networking and storage as critical components, the most essential component of all is data. Snowflake TodaySNOWSnowflake$144.46 -6.70 (-4.43%) 52-Week Range$107.13▼$194.40Price Target$201.84Add to WatchlistAI requires oceans of data for training and inference.Get Snowflake alerts:It's all about the data: storing, sharing, analyzing and managing it. Snowflake Inc. NYSE: SNOW is a data cloud platform provide ...

Core Viewpoint - The sell-off in AI stocks presents a potential buying opportunity for long-term investors as valuations have dropped significantly due to macroeconomic concerns and a global trade war [1][2]. AI Industry Overview - The agentic AI market is projected to grow at a compound annual growth rate of nearly 44% [4]. - AI adoption is expected to continue increasing, particularly with the introduction of AI agents that can operate autonomously [3]. Company Analysis: Snowflake - Snowflake operates a data cloud platform that consolidates data for business insights and application development, now incorporating AI tools to enhance customer capabilities [5][6]. - The Snowflake Intelligence platform allows users to create data agents that can analyze and act on insights, integrating with third-party tools [7]. - Snowflake's remaining performance obligation (RPO) increased by 33% year-over-year to $6.9 billion, indicating strong future revenue growth potential [9]. - Analysts predict a 40% increase in Snowflake's bottom line for the current fiscal year, followed by a 37% increase in the next [10]. - The 15% decline in Snowflake's stock price this year may present a buying opportunity for investors [11]. Company Analysis: Twilio - Twilio's stock has decreased by 23% in 2025, now trading at an attractive valuation of 19 times forward earnings [12]. - Twilio's revenue grew by 11% year-over-year in Q4 2024, driven by increased spending from established customers [13]. - The company has a dollar-based net retention rate of 106%, reflecting improved customer engagement [13]. - Twilio is leveraging AI to enhance customer experiences and is developing the Twilio AI Assistants platform for autonomous agent capabilities [15]. - Twilio's active customer accounts increased by 20,000 year-over-year, indicating strong demand for its services [16]. - Analysts forecast an acceleration in Twilio's earnings growth, supported by its attractive valuation and AI-driven business enhancements [18].