Why Snowflake’s Future Looks Brighter Than Ever
Summary: Snowflake achieved 29% YoY product revenue growth in Q3 FY2025, raising FY2025 guidance to $3.43 billion. New...
Tag: SNOW
Snowflake: Valuations Buoyed By Momentum, Not Fundamentals – Downgrade To Sell
Summary: SNOW has proven that the market's fears surrounding the tiered storage pricing and the open-source Iceberg Table...
Snowflake: Don’t Be Fooled By The Market Again
Summary: Snowflake's recent earnings beat and AI advancements have likely stunned pessimistic investors.Its attempt to...
Snowflake: AI Evolution Overplayed
Summary: Snowflake Inc.'s stock surged post-FQ3 earnings but remains overvalued based on limited AI revenue and...
Snowflake: From Foolish Hope To Promising Turnaround (Rating Upgrade)
Summary: Snowflake Inc.’s shares have been in the penalty box over the year, but the publication of Q3 earnings changed...
From Data To Insights: Snowflake’s AI Evolution And Investment Potential
Summary: Snowflake's stock struggled earlier in the year due to disappointing FY 2025 guidance and CEO Frank Slootman's...
Snowflake Continues To Catch Up With New AI Workloads
Summary: Snowflake Inc.'s sales growth slowed to 28%, with adjusted operating margin dropping to 6.25%, prompting a focus...
Snowflake: Why I Am Not Selling A Single Share
Summary: Snowflake's Q3 earnings exceeded expectations, with $0.20 adjusted EPS and $942M in revenue, driving a 33% stock...
Snowflake Q3: Firing On All Cylinders
Summary: Snowflake's stock surged 48% since my 'Strong Buy' rating in August 2024; I reiterate a 'Strong Buy' with a $215...
Snowflake Q3: Sustainable Valuation And Strong Management (Rating Upgrade)
Summary: Snowflake Inc. achieved 48.5% growth since August, with $900M in Q3 product revenue and a 127% retention rate, but...