Snowflake (SNOW) is rated a buy after a post-earnings dip, with shares near $240 offering a compelling entry point. Q3 results beat expectations, but soft Q4 guidance and margin outlook triggered a 9% drop despite robust 28% revenue growth and 73% gross margin. SNOW trades at 19x sales versus a 35x long-term average, presenting 20–30% equity upside if valuation reverts, supported by strong AI-driven growth.
Nvidia (NVDA) dodges a major U.S. legislative hurdle, as AI chip export restrictions to China were excluded from key defense policy. Snowflake (SNOW) posts strong Q3 results but disappoints with Q4 guidance, reinforcing concerns of growth stabilization despite aggressive AI partnerships.
Snowflake Inc. (SNOW) Q3 2026 Earnings Call Transcript
Although the revenue and EPS for Snowflake (SNOW) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Snowflake Inc. (SNOW) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to earnings of $0.2 per share a year ago.
An analyst notes that growth in product revenue slowed in the latest quarter. And Snowflake shares have meaningfully outperformed peers this year, raising the bar for results.
About a dozen large companies probably aren't candidates for the index because they aren't profitable based on traditional accounting rules, according to a report.
Snowflake remains well-positioned as the leading pure-play cloud data warehouse provider, benefiting from robust cloud market and rising data volumes. SNOW's competitive edge stems from multi-cloud integration, superior data sharing, and a flexible three-layer architecture, outpacing major rivals in scalability and collaboration. Despite recent revenue growth deceleration, projections indicate strong double-digit growth averaging 23.6% over the next five years, supported by cloud, IoT, and AI trends.
Snowflake's fiscal third-quarter results are likely to reflect gains from an increasing clientele and an expanding partner base amid increasing competition.
Snowflake Inc. (SNOW) closed at $251.24 in the latest trading session, marking a +1.04% move from the prior day.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Get a deeper insight into the potential performance of Snowflake (SNOW) for the quarter ended October 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.