Snowflake Inc. (SNOW)
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.
Snowflake Inc. (SNOW) Beats Q1 Earnings and Revenue Estimates
Snowflake Inc. (SNOW) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.14 per share a year ago.
Snowflake earnings beat offers insight into the software space ahead of Salesforce results
Snowflake reported first quarter earnings that were better than Wall Street was hoping for and raised its full-year revenue outlook. Citizens' head of technology equity research Pat Walravens explains why AI agents are important to the company's success and how the cloud company stacks up against rival Databricks.
Snowflake Stock Jumps on Strong Revenue Forecast
Snowflake (SNOW) reported quarterly revenue that beat analysts' expectations and issued a strong full-year outlook, sending shares higher in extended trading Wednesday.
