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Snowflake
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Snowflake Community
NYSE:SNOW Community
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Snowflake
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Snowflake
AN
AnalystHighTarget
Consensus Narrative from 47 Analysts
Cloud Migration And AI Integration Will Redefine Global Data Markets
Key Takeaways Snowflake's rapid AI and product innovation, combined with its unified data platform, positions it to dominate AI infrastructure and outpace industry revenue retention expectations. Expansion in hybrid cloud, regulatory, and international markets, plus its strong security and operational efficiency, support enduring growth and superior margin performance.
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US$310.96
FV
37.5% undervalued
intrinsic discount
30.29%
Revenue growth p.a.
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2
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7 days ago
author updated this narrative
Snowflake
AN
AnalystLowTarget
Consensus Narrative from 47 Analysts
Regulatory Constraints And Hyperscaler Fees Will Curtail Cloud Expansion
Key Takeaways Expansion is threatened by stricter data laws, rising competition from local and open-source solutions, and hyperscaler risks impacting profitability. Client cost-cutting and sustainability concerns may drive a shift away from Snowflake's premium model, diminishing revenue growth and market share.
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US$155.78
FV
24.8% overvalued
intrinsic discount
22.12%
Revenue growth p.a.
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2
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11 days ago
author updated this narrative
Snowflake
AN
AnalystConsensusTarget
Consensus Narrative from 47 Analysts
AI Initiatives Like Cortex AI And Microsoft Partnerships Will Improve Future Market Position
Key Takeaways AI-driven innovations and partnerships with major tech companies bolster Snowflake's product adoption and revenue growth. Expanding product capabilities and operational efficiency improvements enhance competitive edge, supporting multiproduct adoption and improving margins.
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US$233.37
FV
16.7% undervalued
intrinsic discount
23.82%
Revenue growth p.a.
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13 days ago
author updated this narrative
Your Valuation for
SNOW
SNOW
Snowflake
Your Fair Value
US$
Current Price
US$194.35
560.4% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-1b
9b
2015
2018
2021
2024
2025
2027
2030
Revenue US$8.9b
Earnings US$667.7m
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