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.
Snowflake's SNOW Cortex AI platform is seeing growing enterprise adoption and is increasingly viewed as a key driver of its consumption-led revenue model. In the second quarter of fiscal 2026, over 6,100 accounts used Snowflake's AI features weekly, up 17% sequentially.
Snowflake has had a good 24 hours. On Wednesday, August 27, the cloud-based data storage company announced its second-quarter earnings and reported $1.1 billion in revenue—a 32% jump year-over-year (YOY).
While the top- and bottom-line numbers for Snowflake (SNOW) give a sense of how the business performed in the quarter ended July 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.