Enterprise AI Adoption And Cloud Migration Will Generate Lasting Momentum

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

19 Mar 25

Updated

11 Dec 25

Views

523

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

37.8%

7D

3.3%

Loading

1Y

37.8%

7D

3.3%

You can edit this narrative until Dec 12 4:10 PM. Then, changes will post as Updates.

Author's Valuation

US$281.7321.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 3.31%

SNOW: Enterprise AI Demand Will Drive Long-Term Earnings Power And Upside Potential

Analysts have nudged our Snowflake fair value estimate higher to approximately $282 from about $273 per share, citing a wave of Street price target hikes toward the $295 to $325 range and increased confidence that robust, AI driven demand can support stronger long term earnings power, despite only modest tweaks to growth and margin assumptions. Analyst Commentary Bullish analysts are broadly lifting targets into the $295 to $325 range, characterizing Snowflake as a key beneficiary of accelerating enterprise AI adoption and improving demand visibility into 2025 and beyond.

Shared on 27 Nov 25

Fair value Increased 2.30%

SNOW: Enterprise AI Demand Will Drive Revenue Gains Amid Competitive Risks

Snowflake's analyst price target has risen from $266.56 to $272.69 per share, reflecting analysts' optimism around robust enterprise AI demand and indications of accelerating revenue growth momentum. Analyst Commentary Recent analyst reports highlight growing confidence in Snowflake's market positioning and future revenue potential, supported by continued AI adoption and strong enterprise demand.

Shared on 13 Nov 25

Fair value Increased 1.19%

SNOW: Future Revenue Outperformance And AI Momentum Will Support Balanced Market Outlook

Snowflake's fair value estimate has risen modestly by about $3 to $266.56 per share. Analysts cite persistent product revenue outperformance, ongoing AI-driven momentum, and robust customer growth as factors supporting higher price targets.

Shared on 16 Sep 25

Fair value Increased 1.08%

Following robust Q2 results marked by accelerating product revenue growth, increased enterprise adoption, and strong AI-driven momentum across its platform, analysts have raised Snowflake’s consensus price target from $260.62 to $263.43. Analyst Commentary Bullish analysts raised price targets on Snowflake following Q2 results, citing a powerful acceleration in product revenue growth (31.5-32% y/y), significant outperformance versus guidance, and robust momentum across all product lines, including analytics, data engineering, AI/ML, and collaboration.

Shared on 29 Aug 25

Fair value Increased 11%

Snowflake’s consensus price target has increased to $259.43 as analysts cite accelerating product revenue growth, expanding AI-driven innovation, and stronger enterprise adoption, reflecting heightened confidence in its long-term growth outlook. Analyst Commentary Broad-based acceleration in product revenue growth exceeding guidance, with Q2 product revenue up 32% year-over-year, driven by strong execution across all core pillars: analytics, data engineering, AI applications, and collaboration.

Shared on 01 May 25

Fair value Increased 19%

Shared on 24 Apr 25

Fair value Decreased 0.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$281.73

21.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

19.04%

IT revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.08%

Calculation

US$579.80m

Earnings '28

x

240.24x

PE Ratio '28

=

US$139.29b

Market Cap '28

US$139.29b

Market Cap '28

/

381.23m

No. shares '28

=

US$365.37

Share Price '28

US$365.37 Share Price '28

Discounted to 2025 @ 9.07% p.a.

=

US$281.56

Fair Value '25