Published

19 Sep 25

Updated

05 Jun 26

Views

1.2k

Not Invested

Fair Value

US$78.83

Share price05 Jun

US$332.43321.7% overvalued

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1Y44.23%

7D1.05%

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

BR

Aussie investor. Boring strategy, expensive taste in tech stocks, told myself I'd diversify last year. In it for the compounding.

Published

19 Sep 25

Updated

05 Jun 26

Views

1.2k

Not Invested

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.

31 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.

116 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.

90 views

Fair Value vs Share Price

US$78.83

vs US$332.43321.7% overvalued

25%

Revenue growth

13%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Snowflake

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Exceptional growth potential with adequate balance sheet.

Market capUS$117.2b

PB54.5x

Estimated Growth21.1%

Dividend YieldN/A

CEO & management

Sridhar Ramaswamy

CEO

2.6yrs

CEO Tenure

Provides a cloud-based data platform for various organizations in the United States and internationally.