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Snowflake Community
NYSE:SNOW Community
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Snowflake
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Snowflake
AN
AnalystConsensusTarget
Consensus Narrative from 47 Analysts
Enterprise AI Adoption And Cloud Migration Will Generate Lasting Momentum
Key Takeaways Growing enterprise focus on AI and modernization is driving strong demand for Snowflake's platform, supporting future revenue growth and customer expansion. Continuous product innovation and expanding data collaboration features are increasing customer stickiness and recurring revenue, while operational efficiency boosts margin potential.
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US$263.43
FV
17.3% undervalued
intrinsic discount
23.98%
Revenue growth p.a.
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1
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37
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Updated
narrative
Snowflake
AN
AnalystHighTarget
Consensus Narrative from 47 Analysts
Cloud Migration And AI Adoption Will Expand Global Markets
Key Takeaways Expanding AI-driven use cases and unique platform collaborations position Snowflake for outsized, sustained revenue growth and considerable margin expansion as enterprises consolidate data platforms. Major investments in sales infrastructure and automated migration tools are set to accelerate international expansion and recurring revenue retention through viral, consumption-based adoption.
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US$334.94
FV
34.9% undervalued
intrinsic discount
28.25%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
Snowflake
AN
AnalystLowTarget
Consensus Narrative from 47 Analysts
Traditional Platforms Will Struggle Under AI Competition And Regulation
Key Takeaways Shifting customer preferences toward AI-native platforms and bundled cloud solutions threaten Snowflake's growth, pricing power, and long-term market share. Rising compliance burdens, sustained high R&D spending, and enterprise cost-cutting could further erode profitability and reduce Snowflake's ability to expand globally.
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US$186.69
FV
16.7% overvalued
intrinsic discount
21.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
15 days ago
author updated this narrative