TipRanks' ranking service discusses three stocks, including Snowflake and Advanced Micro Devices, favored by Wall Street.
Snowflake has rallied over 25%, reaching my previous price target and outperforming the S&P 500. SNOW offers a valuable SaaS analytics layer and marketplace but is not the most cost-efficient or a full cross-cloud solution without vendor lock-in. Analyst expectations project 18%-27% annual sales growth and 16%-44% EPS growth over the next several years.
Snowflake's AI-driven expansion and strong partner ecosystem boost growth, but premium valuation and rising costs weigh on sentiment.
Snowflake stock is up more than 49% in 2025, but could it rise more?
Cloud-based data platform Snowflake alongside other AI leaders unveiled a new initiative that aims to set a new industry standard for AI interoperability called Open Semantic Interchange. Snowflake CEO Sridhar Ramaswamy discusses the plan with Caroline Hyde on “Bloomberg Tech.
Snowflake's momentum in cloud analytics, strengthened by AI integration and key partnerships, is driving robust growth.
I am upgrading Snowflake to a "Buy" rating after underestimating its potential, which was proven by its recent stock performance and strong Q2 earnings. SNOW delivered 32% YoY revenue growth and 94% YoY non-GAAP EPS growth, with robust customer retention and expanding addressable markets. Management raised FY2026 guidance, highlighting AI-driven growth, improved margins, and a 25% free cash flow margin target.
Snowflake Inc. (NYSE:SNOW ) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 6:45 PM EDT Company Participants Sridhar Ramaswamy - CEO & Director Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Presentation Kasthuri Rangan Head of Software Coverage You want to hear a short story before we get into this meat of AI and data analytics discussion? The time frame is 1985 to 1989.
Snowflake Inc. is uniquely positioned at the intersection of enterprise data modernization and AI adoption, driving sticky, predictable revenue and expanding margins. Q2 FY'26 results show accelerating revenue growth, improving profitability, and raised guidance, signaling strong demand and market momentum. New leadership under Sridhar Ramaswamy is building a durable competitive moat through AI-native talent, strategic acquisitions, and a powerful partner network.
Snowflake (NYSE:SNOW) stock had a glorious, more-than-20% single-day melt-up when it delivered an incredible blowout number.
SNOW's AI Data Cloud fuels soaring revenue, strong adoption, and new partnerships, but competition from tech giants remains intense.
Large organizations tend to use multiple cloud computing platforms like Microsoft Azure and Amazon Web Services to manage their day-to-day operations. This leads to fragmented data, meaning valuable information which is stored on one platform isn't easily accessible on another, making it difficult to analyze.