Snowflake Inc.

NYSE:SNOW Rapport sur les actions

Capitalisation boursière : US$83.1b

Snowflake Résultats passés

Passé contrôle des critères 0/6

Les bénéfices de Snowflake ont diminué à un taux annuel moyen de -16.4%, tandis que le secteur IT a vu ses bénéfices augmenter de en à 9.1% par an. Les revenus ont augmenté de en à un taux moyen de 31.2% par an.

Informations clés

-16.45%

Taux de croissance des bénéfices

-11.09%

Taux de croissance du BPA

IT Croissance de l'industrie22.43%
Taux de croissance des recettes31.19%
Rendement des fonds propres-61.59%
Marge nette-23.79%
Dernière mise à jour des bénéfices30 Apr 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit 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!
Mise à jour du récit 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.
Article d’analyse 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
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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 .
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...

Ventilation des recettes et des dépenses

Comment Snowflake gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:SNOW Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Apr 265,033-1,1972,6412,032
31 Jan 264,684-1,3322,5031,969
31 Oct 254,387-1,3502,3861,940
31 Jul 254,116-1,3802,2731,888
30 Apr 253,840-1,3992,1521,845
31 Jan 253,626-1,2862,0841,783
31 Oct 243,414-1,1281,9811,655
31 Jul 243,206-1,0171,8701,545
30 Apr 243,012-9271,7991,421
31 Jan 242,806-8361,7151,281
31 Oct 232,621-8741,6471,158
31 Jul 232,444-8611,5761,038
30 Apr 232,267-8571,497908
31 Jan 232,066-7971,397788
31 Oct 221,860-7221,300669
31 Jul 221,638-6761,192574
30 Apr 221,413-6431,092508
31 Jan 221,219-6801,009467
31 Oct 211,026-747944438
31 Jul 21851-761878396
30 Apr 21712-649753314
31 Jan 21592-539655238
31 Oct 20489-423550174
31 Jul 20403-343468127
30 Apr 20330-358445117
31 Jan 20265-349401105
31 Jan 1997-17816269

Des revenus de qualité: SNOW n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: SNOW n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: SNOW n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 16.4% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de SNOW au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: SNOW n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur IT ( 2% ).


Rendement des fonds propres

ROE élevé: SNOW a un retour sur capitaux propres négatif ( -61.59% ), car il n'est actuellement pas rentable.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/11 10:07
Cours de l'action en fin de journée2026/06/11 00:00
Les revenus2026/04/30
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Snowflake Inc. est couverte par 68 analystes. 49 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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