Snowflake: My Cloud Journey And Why The Stock Is A Buy
Snowflake Inc.'s key strength is its user-friendly, cloud-native data platform, enabling rapid data use without deep engineering expertise, justifying its premium pricing. While not the cheapest solution, Snowflake's ease of use and independence from hyperscaler capital expenditures make it attractive for businesses seeking simplicity. Risks include competitive pricing pressure from hyperscalers and margin constraints due to reliance on their infrastructure and high marketing spend.
Snowflake Rallies Post Q1 Earnings: Buy, Sell or Hold the Stock?
SNOW stock benefits from strong AI partnerships and a growing portfolio, but stretched valuation and competition raise investor caution.
Snowflake Inc. (SNOW) is Attracting Investor Attention: Here is What You Should Know
Snowflake (SNOW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Snowflake: Strong Growth Proposition
Snowflake delivered a strong Q1'26, beating revenue and EPS estimates, driven by robust enterprise customer growth and high retention rates. I maintain my strong buy rating, as Snowflake's expanding AI product adoption and healthy free cash flow support its premium valuation, despite slight retention pressure. Snowflake continued to excel, especially in terms of enterprise customer growth, and posted strong net revenue retention rates of 124% in Q1'26.
Is Snowflake (SNOW) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Snowflake: Be Wary About Chasing The Bubble Again (Rating Downgrade)
Snowflake delivered a solid first quarter earnings release, with 26% product revenue growth and strong net revenue retention, demonstrating remarkable resilience. Guidance remains upbeat, projecting 25% YoY product revenue growth with steady margins. Valuation risk is significant, with SNOW trading at 110x forward EBITDA, leaving little margin for error if growth or execution falters.
Snowflake Q1 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
SNOW's first-quarter fiscal 2026 results reflect continuing growth in product revenues, driven by customer-base expansion.
Snowflake Stock Hits 52-Week Highs on Revenue Forecast
Cloud stock Snowflake Inc (NYSE:SNOW) is jumping to 52-week highs, up 10.7% at $198.28 at last glance, after the company hiked its full-year product revenue forecast.
Snowflake Stock Is on Pace for Its Highest Close in 15 Months
The software company delivered solid first-quarter results. Its customers aren't spooked by all the economic uncertainty.
SNOW Thaws Through Resistance, URBN at All-Time High After Earnings
Jenny Horne takes a look at positive reports from vastly different companies. The first of which is Urban Outfitters (URBN), which opened at an all-time high after a strong showing in earnings.
Snowflake Inc. (SNOW) Q1 2026 Earnings Call Transcript
Snowflake Inc. (NYSE:SNOW ) Q1 2026 Earnings Conference Call May 21, 2025 5:00 PM ET Company Participants Jimmy Sexton - Head of IR Sridhar Ramaswamy - CEO Mike Scarpelli - CFO Christian Kleinerman - EVP of Product Conference Call Participants Sanjit Singh - Morgan Stanley Kirk Materne - Evercore ISI Raimo Lenschow - Barclays Karl Keirstead - UBS Mark Murphy - JPMorgan Kasthuri Rangan - Goldman Sachs Michael Richards - RBC Capital Markets Brad Zelnick - Deutsche Bank Bo Yin - Jefferies Patrick Colville - Scotiabank Alex Zukin - Wolfe Research Joel Fishbein - Truist Securities Brad Reback - Stifel Tyler Radke - Citi Operator Good afternoon, and thank you for attending the Snowflake Inc. Q1 Fiscal Year 2026 Earnings Call. My name is Matt, and I'll be the moderator for today's call.
Here's What Key Metrics Tell Us About Snowflake (SNOW) Q1 Earnings
The headline numbers for Snowflake (SNOW) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
