Snowflake

The cloud data warehouse space is heating up, and Snowflake sits right in the middle of it all

Brogers

Not Invested

Community Contributor

Published

19 Sep 25

Updated

21 Nov 25

Views

503

n/a

Brogers's Fair Value

n/a

39.0%

2.0%

39.0%

2.0%

You can edit this narrative until Nov 22 3:05 AM. Then, changes will post as Updates.

Author's Valuation

US$78.83183.9% overvalued

Brogers's Fair Value

Narrative

Updates1

Shared on 21 Nov 25

Fair value Increased 58%

Snowflake vs. The $130B Giant: Can This New AI "Agent" Save the Stock?

From Promises to Production: The Agentic AI Shift The narrative has shifted from potential partnerships to tangible products. In November 2025, Snowflake delivered on its collaboration with Anthropic by launching Snowflake Intelligence and new Agentic AI capabilities .

Brogers'sFair Value

US$78.83

183.9% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

19.03%

IT revenue growth rate

0.52%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

9.07%

Calculation

US$1.63b

Earnings '30

30.00x

PE Ratio '30

US$48.99b

Market Cap '30

US$48.99b

Market Cap '30

385.86m

No. shares '30

US$126.95

Share Price '30

US$126.95 Share Price '30

Discounted to 2025 @ 10.00% p.a.

US$78.83

Fair Value '25