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

BR

Not Invested

Community Contributor

Published

19 Sep 25

Updated

05 Jun 26

Views

957

05 Jun

US$232.78

Brogers's Fair Value

US$78.83

195.3% overvalued

1Y

11.8%

7D

-2.3%

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1Y

11.8%

7D

-2.3%

You can edit this narrative until Jun 6 11:05 AM. Then, changes will post as Updates.

Author's Valuation

US$78.83195.3% overvalued

Brogers's Fair Value

Shared on 05 Jun 26

Snowflake Q1 FY2027: Growth Reaccelerates, AWS Megadeal Signals Demand

Snowflake’s growth picks up again, and a big long-term deal with Amazon’s cloud suggests customers may be ramping up their data and AI workloads. New AI features and a buyout aimed at controlling how AI “agents” act inside companies also signal where Snowflake is trying to win next—and what to watch going forward.

21 views

Shared on 20 Mar 26

Burning Paper, Printing Cash: How a $300M Loss Is Hiding Success

Snowflake keeps growing quickly and sits on a large cash pile, even as it continues to post big losses. Customer spending and prepayments are rising, and the company is leaning harder into its AI products and a new acquisition to keep that momentum going.

110 views

Shared on 21 Nov 25

Fair value Increased 58%

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

Snowflake moves from AI promises to a real product, rolling out AI “agents” that can talk to company data and help teams get work done in plain language. But Databricks looks increasingly like the bigger favorite, and that widening gap raises the stakes for whether Snowflake’s new tools can keep it competitive.

89 views

Valuator

Company Info

Notes

Brogers'sFair Value

US$78.83

195.3% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

19.24%

Historical revenue growth rate

31.19%

IT revenue growth rate

0.71%

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

8.79%

Calculation

US$1.63b

Earnings '30

x

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