智通财经APP获悉，周三，美股AI应用软件股表现活跃，截至发稿，Figma Inc(FIG.US)涨超10%， Applovin(APP.US)涨超8%，Shopify(SHOP.US)涨超3%，SoundHound AI(SOUN.US)涨超3%， Snowflake(SNOW.US)涨超3.5%，Palantir(PLTR.US)涨超4.6%。 ...

Market Overview - U.S. equity markets reached new all-time highs in Q4 2025, with the S&P 500 Index rising 2.66% and the Bloomberg U.S. Aggregate Bond Index increasing by 1.10% [1] - The U.S. economy showed resilience, although consumer confidence deteriorated toward year-end, raising concerns about future spending and the labor market [1] Fund Performance - The Aristotle Growth Equity Fund (Class I-2) returned 0.95%, underperforming the Russell 1000 Growth Index's 1.12% [1] - Poor security selection in the information technology and consumer discretionary sectors detracted from performance, while positive contributions from healthcare and industrials improved relative performance [1] Company Spotlight: Snowflake Inc. - Snowflake Inc. (NYSE:SNOW) is a cloud-based data platform company with a market capitalization of $55.115 billion [2] - As of February 24, 2026, Snowflake Inc. stock closed at $161.06 per share, with a one-month return of -25.44% and a 52-week loss of 3.09% [2] - Snowflake empowers organizations to consolidate, manage, and analyze data securely and efficiently through its AI Data Cloud, supporting diverse industry-specific solutions [3]

Snowflake Inc. (NYSE:SNOW) will release earnings for the fourth quarter after the closing bell on Wednesday, Feb. 25.Analysts expect the Bozeman, Montana-based company to report quarterly earnings at 27 cents per share. That's down from 30 cents per share in the year-ago period. The consensus estimate for Snowflake's quarterly revenue is $1.25 billion (it reported $986.77 million last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for more than 15 straight quarters.Shares ...

Snowflake Inc. (NYSE:SNOW) will release earnings for the fourth quarter after the closing bell on Wednesday, Feb. 25.Analysts expect the Bozeman, Montana-based company to report quarterly earnings at 27 cents per share. That's down from 30 cents per share in the year-ago period. The consensus estimate for Snowflake's quarterly revenue is $1.25 billion (it reported $986.77 million last year), according to Benzinga Pro.The company has beaten analyst revenue estimates for more than 15 straight quarters.Shares ...

作者：Kevin McLaughlin、Aaron Holmes、Nick Wingfield AI 智能体将如何冲击软件行业，这一不确定性正在让投资者对行业未来产生疑虑。某软件高管近期的 表态，揭示了企业在应对外部 AI 智能体疯狂攫取数据时，可能采取的一种应对方式。 本月早些时候，在软件公司 HubSpot 的投资者电话会议上，一位华尔街分析师向 CEO Yamini Rangan 提出了一个几乎所有密切关注软件行业的人都在思考的问题： 如果客户使用 AI 智能体，从 HubSpot 的客户管理软件中提取数据，并用其他厂商的 AI 进行分析， HubSpot 打算如何应对？ "我们会监控、计量，并将其商业化变现。" Rangan 回应道。"我们的平台…… 在设计上是开放的，但我们不是供所有人随意提取信息的免费数据管 道。" Rangan 的表态，暗示了软件高管们为抵御外部智能体掠夺数据可能采取的策略。这意味着其公司可能 围绕客户数据设立收费关卡，与过去大多数软件公司允许应用间数据自由流通的模式形成鲜明反差。 在其他案例中，软件高管们也越来越多地强调：允许智能体访问敏感企业数据和应用，会带来安全风 险。 一 ...

Core Viewpoint - Snowflake is anticipated to report fourth-quarter product revenue of $1.2 billion, which could serve as a catalyst for the stock to recover from recent declines in the software sector [1]. Group 1 - Analysts expect Snowflake's fourth-quarter product revenue to reach $1.2 billion [1]. - The company has been negatively impacted by the broader software selloff [1]. - Earnings reports are viewed as a potential trigger for the stock's recovery [1].

NEW YORK, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Snowflake Inc. (“Snowflake” or the “Company”) (NYSE: SNOW).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Snowflake and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On February 28, ...

Snowflake (SNOW) shares are recovering some of their recent losses ahead of the software firm’s pivotal earnings announcement scheduled for Feb. 25 after market close. Analysts believe SNOW will report a 27% year-over-year increase in revenue to $1.25 billion and a significantly narrower loss of $0.65 a share for its fourth-quarter results. Still, there’s reason to remain on the sidelines with Snowflake. The stock is currently down more than 30% versus its year-to-date high. More News from Barchart www ...

on 23-Feb-2026 23 February 2026 Global Software Global Software: Our thoughts on Snowflake vs. MongoDB into 4Q26 earnings Firoz Valliji, CFA +1 917 344 8316 firoz.valliji@bernsteinsg.com Over the longer term, we continue to favor MongoDB due to its exposure to a large and fast- growing market and its potential to benefit from AI adoption. For SNOW, we are encouraged by the innovation and execution focus under the new CEO. However, we remain concerned that competition is increasing in its core market and tha ...

A bear call spread is a type of vertical spread, meaning that two options within the same expiry month are being traded. One call option is being sold, which generates a credit for the trader. Another call option is bought to provide protection against an adverse move. More News from Barchart The sold call is always closer to the stock price than the bought call. As the name suggests, this trade does best when the stock declines after the trade is opened. However, there can be many cases where this t ...