格隆汇2月26日｜Raymond James将数据仓库巨头Snowflake的目标价从250美元下调至200美元。Piper Sandler将其目标价从285美元下调至230美元。 ...

Snowflake Inc. (SNOW) reported $1.28 billion in revenue for the quarter ended January 2026, representing a year-over-year increase of 30.1%. EPS of $0.32 for the same period compares to $0.30 a year ago.The reported revenue represents a surprise of +2.42% over the Zacks Consensus Estimate of $1.25 billion. With the consensus EPS estimate being $0.27, the EPS surprise was +19.18%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against Snowflake Inc. related to alleged violations of federal securities laws, with a deadline for investors to seek lead plaintiff status by April 27, 2026 [1][3]. Group 1: Allegations Against Snowflake - The complaint alleges that Snowflake and its executives made false or misleading statements and failed to disclose that product efficiency gains, Iceberg Tables, and tiered storage pricing were expected to negatively impact consumption and revenues [3]. - As a result of these undisclosed issues, the positive statements made by the defendants regarding consumption patterns, revenues, and demand for Snowflake products lacked a reasonable basis [3]. Group 2: Financial Impact and Leadership Changes - On February 28, 2024, Snowflake disclosed its financial results for the quarter ended January 31, 2024, which included forecasts of increased revenue headwinds due to product efficiency gains and tiered storage pricing [4]. - Following this announcement, Snowflake's Class A common stock price fell by $41.72, or 18.14%, from $230.00 to $188.28 per share [5]. - On the same day, it was announced that Frank Slootman retired as Chief Executive Officer of Snowflake Inc. effective February 27, 2024 [4].

Core Viewpoint - In a challenging market for software stocks, Snowflake's recent report failed to generate sufficient enthusiasm among investors on Wall Street [1] Group 1: Company Performance - Snowflake's report did not meet investor expectations, leading to a lack of excitement in the market [1]

财报显示，Snowflake预计截至2027年1月31日的财年产品营收将达到56.6亿美元，高于分析师平均预期 的55.0亿美元。公司对第一季度的产品营收预测也超出市场预期，预计在12.6亿至12.7亿美元之间，而 分析师此前预计为12.3亿美元。 目前，企业客户正越来越多地将工作负载迁移至云端，并加大投资以开发AI应用，这为Snowflake等公 司带来了持续增长动力。 Snowflake主要提供用于在云端组织、分析和存储企业数据的软件。首席执行官Sridhar Ramaswamy一直 致力于扩展公司的产品矩阵，尤其是在其平台内增加能够对存储数据运用AI技术的工具。 据Ramaswamy透露，去年11月推出的Snowflake Intelligence智能代理平台目前已拥有超过2500家客户， 公司还签下了"史上最大单笔交易"，金额超过4亿美元，但未透露客户名称。 在与AI独角兽Databricks的竞争中，Snowflake近期采取了一系列战略举措。公司已与AI公司OpenAI和 Anthropic分别签署了为期多年、价值2亿美元的协议，将其先进模型整合到自身平台中，以推动企业AI 应用。同时，Snowf ...

Snowflake (NYSE:SNOW) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrian Robins - CFOCatherine McCracken - Head of Investor RelationsChirag Ved - VPChristian Kleinerman - EVP of ProductKoji Ikeda - Director and Enterprise Software Equity ResearchMark Murphy - Managing DirectorSanjit Singh - Executive DirectorSridhar Ramaswamy - CEOConference Call ParticipantsAlex Zukin - Managing Director and Senior AnalystBrad Zelnick - Managing Director and Senior US Software Research AnalystBre ...

Snowflake (NYSE:SNOW) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrian Robins - CFOCatherine McCracken - Head of Investor RelationsChirag Ved - VPChristian Kleinerman - EVP of ProductKoji Ikeda - Director and Enterprise Software Equity ResearchMark Murphy - Managing DirectorSanjit Singh - Executive DirectorSridhar Ramaswamy - CEOConference Call ParticipantsAlex Zukin - Managing Director and Senior AnalystBrad Zelnick - Managing Director and Senior US Software Research AnalystBre ...

Snowflake (NYSE:SNOW) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker10Good day, ladies and gentlemen. Thank you for joining today's Snowflake Q4 FY 2026 earnings call. My name is Tia. I will be your moderator for today's call. All lines will be muted during the presentation portion of the call, with an opportunity for questions and answers at the end. If you would like to ask a question, please press star 1 on your telephone keypad. I would now like to pass the call over to your host, Katherine ...

Core Viewpoint - A class action lawsuit has been announced against Snowflake Inc. for securities fraud, involving purchasers of Class A common stock between June 27, 2023, and February 28, 2024, with the opportunity for investors to serve as lead plaintiffs [1]. Group 1: Lawsuit Details - The lawsuit claims that during the class period, Snowflake's management made positive statements about business performance while failing to disclose significant negative impacts on consumption and revenues due to product efficiency gains and pricing strategies [1]. - Investors who purchased Snowflake Class A common stock during the specified period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - The Rosen Law Firm, which is leading the lawsuit, has a strong track record in securities class actions, having recovered hundreds of millions of dollars for investors in the past [1]. Group 2: Next Steps for Investors - Interested investors can join the class action by visiting the provided link or contacting the law firm directly for more information [1]. - A lead plaintiff must be appointed by April 27, 2026, to represent the interests of the class members in the litigation [1]. - Until a class is certified, investors are not represented by counsel unless they retain one, and they may choose to remain absent from the class [1].

SNOWFLAKE INVESTOR PRESENTATION Fourth Quarter Fiscal 2026 S N O W F L A K E T H E M E 2 0 2 5 . 0 1 © 2025 Snowflake Inc. All Rights Reserved © 2026 Snowflake Inc. All Rights Reserved Statement Regarding Use of Non-GAAP Financial Measures This presentation includes certain non-GAAP financial measures, which have not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). These non-GAAP financial measures are in addition to, and not as a substitute for, or supe ...