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Snowflake Inc.Informe acción NYSE:SNOW

Capitalización bursátil US$83.1b
Precio de las acciones
US$239.90
US$232.74
3.1% sobrevalorado descuento intrínseco
1Y15.0%
7D-0.6%
1D
Valor de la cartera
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Snowflake Inc.

Informe acción NYSE:SNOW

Capitalización de mercado: US$83.1b

Snowflake (SNOW) Resumen de Acciones

Snowflake Inc. ofrece una plataforma de datos basada en la nube para diversas organizaciones de Estados Unidos y el extranjero. Saber más

Análisis fundamental de SNOW
Puntuación del snowflake
Valoración0/6
Crecimiento futuro2/6
Rendimiento pasado0/6
Salud financiera5/6
Dividendos0/6

SNOW Community Fair Values

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Competidores de Snowflake Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Snowflake
Precios históricos de las acciones
Precio actual de la acciónUS$239.90
Máximo en las últimas 52 semanasUS$284.99
Mínimo de 52 semanasUS$118.30
Beta1.36
Cambio en 1 mes58.35%
Variación en 3 meses35.35%
Cambio de 1 año15.00%
Variación en 3 años32.49%
Variación en 5 años0.44%
Variación desde la OPV-5.53%

Noticias y actualizaciones recientes

Actualización de narrativa 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!
Actualización de narrativa 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

Actualización de narrativa 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!
Actualización de narrativa 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.
Artículo de análisis Jun 02

Earnings Update: Here's Why Analysts Just Lifted Their Snowflake Inc. (NYSE:SNOW) Price Target To US$281

The investors in Snowflake Inc. 's ( NYSE:SNOW ) will be rubbing their hands together with glee today, after the share...
Seeking Alpha May 28

Snowflake's Q1: Bye Bye SaaSpocalypse

Summary Snowflake delivered Q1 FY27 revenue growth of 33%, beating analyst expectations by 530 bp and dispelling SaaSpocalypse concerns. The AI data cloud company's AI-driven product revenue accelerated by 33%, backlog rose impressively by 38% to ~$9.2B, and net retention rate expanded to 126%, signaling robust organic growth. Gross margins expanded to 66.6% despite new AI products being rolled out and integration of acquisitions, with management reiterating a 75% margin target for the year. Valuation remains attractive at 14-15x forward sales post the Q1 ER overnight ~35-36% rally, with further multiple expansion likely as Snowflake leverages Amazon's AWS partnerships. Read the full article on Seeking Alpha
Actualización de narrativa May 20

SNOW: AI Adoption Momentum Will Eventually Struggle To Justify Elevated Expectations

Analysts cut the Snowflake fair value estimate from $176.00 to about $122.15 as they recalibrated price targets in response to a mix of reduced valuation multiples, ongoing AI related debate, and still supportive checks on product adoption and AI offerings such as Cortex Code and Snowflake Intelligence. Analyst Commentary Recent Street research presents a mixed backdrop for Snowflake, with many firms trimming valuation targets while still highlighting AI related products such as Cortex Code and Snowflake Intelligence as key parts of the story.
Actualización de narrativa May 04

SNOW: AI Workloads And Data Consumption Should Support Long-Term Earnings Power

Snowflake's updated fair value estimate has been trimmed by about $4 to $232.74, reflecting analysts' broad reset of price targets after recent Q4 results and revised models that balance high AI related enthusiasm with more measured growth and margin assumptions. Analyst Commentary Recent Street research shows a clear reset in Snowflake's price targets surrounding the Q4 print and updated long term guidance, but the tone across reports is far from one sided.
Actualización de narrativa Apr 19

SNOW: AI Use Cases And Data Consumption Should Support Long-Term Earnings Power

The Snowflake analyst fair value estimate has been revised lower from $282.90 to $236.61, as analysts reset price targets across the sector while still highlighting solid Q4 results and growing AI related use cases in recent research. Analyst Commentary Recent research on Snowflake shows a wide range of updated price targets, with many firms lowering their targets while still pointing to solid Q4 execution and growing AI use cases as key parts of the story.
Actualización de narrativa Apr 05

SNOW: AI Partnerships And Q4 Execution Will Support Premium Multiple

Narrative Update The analyst price target for Snowflake has been reset lower, with the fair value estimate moving from $181.76 to $176.00 as analysts balance slightly softer modeled revenue growth and a higher discount rate against Q4 AI momentum, ongoing AI partnerships, and generally supportive long term views reflected in refreshed targets across the Street. Analyst Commentary Research commentary on Snowflake has become more mixed, with many firms trimming price targets even as they acknowledge solid Q4 execution, AI traction, and what they describe as healthy forward indicators.
Actualización de narrativa Mar 22

SNOW: OpenAI Partnership And AI Workloads Will Drive Future Platform Adoption

Snowflake's updated analyst price target edges slightly lower, with investors seeing a roughly $4 reduction in fair value as analysts refresh their models around Q4 results, tighter discount rates, and modestly higher long term revenue growth and profit margin assumptions tied to building AI use cases and recent partnerships. Analyst Commentary Street research around the Q4 print reflects a mixed but generally constructive stance, with most firms trimming price targets while still pointing to solid execution, AI traction and supportive long term growth frameworks.
Actualización de narrativa Mar 20

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

The latest financial data for the fourth quarter of 2026 shows a company that is growing fast and holding a lot of cash. While spending remains high, the business is seeing a significant increase in money coming in from customers.
Actualización de narrativa Mar 07

SNOW: OpenAI Alliance And AI Workloads Will Drive Future Platform Adoption

We are trimming our Snowflake fair value estimate by about $25.80 to $341.03, reflecting a higher discount rate and lower future P/E assumption, even as analysts point to solid Q4 execution, accelerating AI use cases, and generally supportive long term growth and margin profiles in their updated price targets. Analyst Commentary Street research around Snowflake has been active, with most firms adjusting price targets while still expressing confidence in the company’s execution, AI positioning, and long term opportunity.
Actualización de narrativa Feb 21

SNOW: AI Partnerships And Consumption Strength Will Test Previously Fragile Premium Multiple

Snowflake's fair value estimate has been trimmed from $198.37 to $181.76 as analysts reset price targets lower across software, even while pointing to solid consumption trends, broadening AI related use cases, and sustained demand for data infrastructure. Analyst Commentary Recent Street research around Snowflake points to a more cautious tone even as many firms still highlight solid demand trends and broader AI related use cases.
Actualización de narrativa Feb 06

SNOW: OpenAI Partnership And AI Demand Will Drive Future Platform Adoption

Narrative Update: Snowflake Analysts have lifted their fair value estimate for Snowflake to US$366.83 from US$334.94. This reflects updated assumptions for slightly lower revenue growth, a modestly reduced discount rate, a higher future P/E multiple, and increased AI consumption potential tied to Snowflake's new US$200m partnership with OpenAI and broader AI focused research commentary.
Actualización de narrativa Jan 23

SNOW: AI Workloads And Observe Deal Talks Will Support Long-Term Earnings Power

Narrative Update The analyst price target for Snowflake has edged down by about $1 to roughly $283, as analysts incorporate expectations for steady revenue growth and margin trends, moderating discount rates, and slightly lower future P/E assumptions, while weighing mixed recent research that highlights AI driven demand alongside valuation and competitive pressures. Analyst Commentary Recent Street research around Snowflake reflects a mix of optimism on its data platform and AI positioning, paired with clear caution on valuation and competitive intensity.
Actualización de narrativa Jan 09

SNOW: AI Demand And Expanded Partnerships Will Support Long-Term Earnings Power

Narrative Update on Snowflake Analysts have nudged our Snowflake fair value estimate slightly higher from US$281.73 to US$283.52, citing recent price target increases toward US$300 to US$325 that reference robust AI driven demand, expanding margins, and what they view as a constructive setup into 2025. Analyst Commentary Recent Street research around Snowflake has been broadly constructive, with several bullish analysts lifting price targets into the US$295 to US$325 range and one upgrade framing current levels as a potential entry point after a weaker Q3 reaction.
Actualización de narrativa Dec 25

SNOW: Rising AI Hype Will Likely Expose Fragile Premium Multiple

Our fair value estimate for Snowflake has increased by approximately $12 per share to about $198, as analysts point to higher Street price targets driven by robust AI fueled demand, stronger second half 2025 expectations, and growing conviction in the company’s long term revenue scale and earnings power. Analyst Commentary Recent Street research has turned incrementally more constructive on Snowflake, with multiple firms lifting price targets into the $295 to $325 range and reiterating positive ratings.
Actualización de narrativa Dec 11

SNOW: Enterprise AI Demand Will Drive Long-Term Earnings Power And Upside Potential

Analysts have nudged our Snowflake fair value estimate higher to approximately $282 from about $273 per share, citing a wave of Street price target hikes toward the $295 to $325 range and increased confidence that robust, AI driven demand can support stronger long term earnings power, despite only modest tweaks to growth and margin assumptions. Analyst Commentary Bullish analysts are broadly lifting targets into the $295 to $325 range, characterizing Snowflake as a key beneficiary of accelerating enterprise AI adoption and improving demand visibility into 2025 and beyond.
Actualización de narrativa Nov 27

SNOW: Enterprise AI Demand Will Drive Revenue Gains Amid Competitive Risks

Snowflake's analyst price target has risen from $266.56 to $272.69 per share, reflecting analysts' optimism around robust enterprise AI demand and indications of accelerating revenue growth momentum. Analyst Commentary Recent analyst reports highlight growing confidence in Snowflake's market positioning and future revenue potential, supported by continued AI adoption and strong enterprise demand.
Actualización de narrativa Nov 21

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 .
Actualización de narrativa Nov 13

SNOW: Future Revenue Outperformance And AI Momentum Will Support Balanced Market Outlook

Snowflake's fair value estimate has risen modestly by about $3 to $266.56 per share. Analysts cite persistent product revenue outperformance, ongoing AI-driven momentum, and robust customer growth as factors supporting higher price targets.
Actualización de narrativa Sep 16

Enterprise AI Adoption And Cloud Migration Will Generate Lasting Momentum

Following robust Q2 results marked by accelerating product revenue growth, increased enterprise adoption, and strong AI-driven momentum across its platform, analysts have raised Snowflake’s consensus price target from $260.62 to $263.43. Analyst Commentary Bullish analysts raised price targets on Snowflake following Q2 results, citing a powerful acceleration in product revenue growth (31.5-32% y/y), significant outperformance versus guidance, and robust momentum across all product lines, including analytics, data engineering, AI/ML, and collaboration.
Actualización de narrativa Aug 29

AI Initiatives Like Cortex AI And Microsoft Partnerships Will Improve Future Market Position

Snowflake’s consensus price target has increased to $259.43 as analysts cite accelerating product revenue growth, expanding AI-driven innovation, and stronger enterprise adoption, reflecting heightened confidence in its long-term growth outlook. Analyst Commentary Broad-based acceleration in product revenue growth exceeding guidance, with Q2 product revenue up 32% year-over-year, driven by strong execution across all core pillars: analytics, data engineering, AI applications, and collaboration.
Artículo de análisis Jul 06

Snowflake Inc. (NYSE:SNOW) Shares Could Be 25% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Snowflake is US$297 based on 2 Stage Free Cash Flow to Equity Snowflake's...

Rentabilidad de los accionistas

SNOWUS ITMercado US
7D-0.6%-11.4%-3.3%
1Y15.0%-6.1%22.3%

Rentabilidad vs. Industria: SNOW superó a la industria US IT, que obtuvo un rendimiento del -6.1% el año pasado.

Rentabilidad vs. Mercado: SNOW obtuvo unos resultados inferiores a los del mercado US, que fueron del 22.3% el año pasado.

Volatilidad de los precios

Is SNOW's price volatile compared to industry and market?
SNOW volatility
SNOW Average Weekly Movement13.9%
IT Industry Average Movement11.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: El precio de las acciones de SNOW ha sido volátil durante los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de SNOW(14%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
20129,250Sridhar Ramaswamywww.snowflake.com

Snowflake Inc. ofrece una plataforma de datos basada en la nube para diversas organizaciones en Estados Unidos y a escala internacional. La plataforma de la empresa incluye inteligencia artificial (IA) Data Cloud, que permite a los clientes consolidar datos en una única fuente de verdad para impulsar perspectivas empresariales significativas, crear aplicaciones de datos y compartir datos y productos de datos, así como aplicar la IA para resolver problemas empresariales. Presta servicios a los sectores de servicios financieros, publicidad, medios de comunicación y entretenimiento, comercio minorista y bienes de consumo, sanidad y ciencias de la vida, fabricación, tecnología, telecomunicaciones, viajes y hostelería, y administración pública y defensa, así como al sector público.

Resumen de fundamentos de Snowflake Inc.

¿Cómo se comparan los beneficios e ingresos de Snowflake con su capitalización de mercado?
Estadísticas fundamentales de SNOW
Capitalización bursátilUS$83.07b
Beneficios(TTM)-US$1.20b
Ingresos (TTM)US$5.03b
16.5x
Ratio precio-ventas (PS)
-69.5x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de SNOW
IngresosUS$5.03b
Coste de los ingresosUS$1.65b
Beneficio brutoUS$3.38b
Otros gastosUS$4.58b
Beneficios-US$1.20b

Últimos beneficios comunicados

Apr 30, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-3.45
Margen bruto67.15%
Margen de beneficio neto-23.79%
Ratio deuda/patrimonio117.6%

¿Cómo se ha desempeñado SNOW a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/10 22:11
Precio de las acciones al final del día2026/06/10 00:00
Beneficios2026/04/30
Ingresos anuales2026/01/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Snowflake Inc. está cubierta por 68 analistas. 49 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Adam ShepherdArete Research Services LLP
Jamie SheltonArete Research Services LLP
William PowerBaird