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Snowflake Inc. Stock Price

NYSE:SNOW Community·US$82.6b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 486 Fair Values set on narratives written by author

SNOW Share Price Performance

US$238.26
27.41 (13.00%)
US$232.74
Fair Value
US$238.26
27.41 (13.00%)
2.4% overvalued intrinsic discount
US$232.74
Fair Value
Price US$238.26
AnalystConsensusTarget US$232.74
Brogers US$78.83
AnalystLowTarget US$177.23

SNOW Community Narratives

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Fair Value US$232.74 2.4% overvalued intrinsic discount

Enterprise AI Adoption And Cloud Migration Will Generate Lasting Momentum

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74users have followed this narrative
Fair Value
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Fair Value US$78.83 202.2% overvalued intrinsic discount

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

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1users have commented on this narrative
11users have followed this narrative
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Fair Value US$177.23 34.4% overvalued intrinsic discount

Traditional Platforms Will Struggle Under AI Competition And Regulation

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7users have followed this narrative
US$25.53
833.3% overvalued intrinsic discount
Fair Value
Profit Margin
7.26%
Future PE
21.54x
Price in 2030
US$39.26

Trending Discussion

Updated Narratives

SNOW logo

Snowflake Q1 FY2027: Growth Reaccelerates, AWS Megadeal Signals Demand

Fair Value: US$78.83 202.2% overvalued intrinsic discount
11 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
SNOW logo

Snowflake Stock: AI Tailwinds Lift Growth, But Compute Efficiency Remains the Real Test

Fair Value: US$25.53 833.3% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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SNOW: AI Hype And AWS Deal Will Eventually Strain Lofty Expectations

Fair Value: US$177.23 34.4% overvalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Excellent balance sheet with limited growth.

2 Risks
1 Reward

Snowflake Inc. Key Details

US$5.0b

Revenue

US$1.7b

Cost of Revenue

US$3.4b

Gross Profit

US$4.6b

Other Expenses

-US$1.2b

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
n/a
-3.45
67.15%
-23.79%
117.6%
View Full Analysis

About SNOW

Founded
2012
Employees
9250
CEO
Sridhar Ramaswamy
WebsiteView website
www.snowflake.com

Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally. The company’s platform includes artificial intelligence (AI) Data Cloud, which enables customers to consolidate data into a single source of truth to drive meaningful business insights, build data applications, and share data and data products, as well as applies AI for solving business problems. It serves financial services, advertising, media and entertainment, retail and consumer goods, healthcare and life sciences, manufacturing, technology, telecom, travel and hospitality, and government and defense industries, as well as the public sector. the company has a collaboration with OpenAI, L.L.C. for the development of AI solutions for joint enterprise customers that deliver tangible return on investment. The company was formerly known as Snowflake Computing, Inc. and changed its name to Snowflake Inc. in April 2019. Snowflake Inc. was incorporated in 2012 and is based in Menlo Park, California.

Recent SNOW News & Updates

Narrative Update Jun 05

Snowflake Q1 FY2027: Growth Reaccelerates, AWS Megadeal Signals Demand

Overall a strong quarter, with revenue of $1.39b up 34% from the year prior, and an operating loss of $297m compared to $424m one year ago Snowflake raised guidance for full year 2027 revenue of $5.84b, up from $5.66b One thing to note is that remaining performance obligations at the end of the quarter of $9.2b, which was up from $6.7b one year ago, but actually down slightly from $9.8b at the end of last quarter. However, this might reflect the timing of customer renewals more than a softening of demand Management again highlighted the launch and uptake of AI features - notably Snowflake Intelligence, Cortex Agents, and Cortex Code - in its commentary Snowflake also announced a ~$6b compute deal with AWS over the next 5 years, reflecting expectations of increased demand from customers It also announced the acquisition of Natoma, an enterprise MCP (Model Context Protocol) platform that governs how AI agents connect to and take actions across enterprise systems, extending Snowflake's governance perimeter from data to AI agent activity That's all for this one - catch you in the next update!
Narrative Update Jun 03

SNOW: AI Hype And AWS Deal Will Eventually Strain Lofty Expectations

Analysts have increased Snowflake’s fair value estimate from $122.15 to $177.23, reflecting updated views on AI-driven workloads, new products like Cortex Code and CoWork, and the company's efforts to defend its position against large cloud competitors. Analyst Commentary Recent Street research has generally taken a constructive view on Snowflake following its Q1 results, Investor Day, and Snowflake Summit.

Recent updates

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