Snowflake Inc.

Report azionario NYSE:SNOW

Capitalizzazione di mercato: US$48.3b

Snowflake Salute del bilancio

Criteri Salute finanziaria verificati 5/6

Snowflake ha un patrimonio netto totale di $1.9B e un debito totale di $2.3B, che porta il suo rapporto debito/patrimonio netto a 118.5%. Le sue attività totali e le sue passività totali sono rispettivamente $9.1B e $7.2B.

Informazioni chiave

118.49%

Rapporto debito/patrimonio netto

US$2.28b

Debito

Indice di copertura degli interessin/a
ContantiUS$4.03b
Patrimonio nettoUS$1.92b
Totale passivitàUS$7.21b
Totale attivitàUS$9.13b

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Nuova analisi Apr 11

Snowflake Inc. (SNOW): The "Data Cloud" Architect and the 2026 Shift to AI Data Programmability

Snowflake Inc. (SNOW) closed the April 10, 2026, session at $168.42 USD on the NYSE, as the company works to reclaim its narrative as the central nervous system for enterprise AI.
Seeking Alpha Apr 10

Snowflake: This Company Isn't SaaS, Calmly 'Buy' As Others Panic Sell

Summary Snowflake Inc. has transitioned from being significantly overvalued to visibly undervalued after a ~40% YTD decline. SNOW’s consumption-based revenue model, not reliant on seat counts, insulates it from the SaaSpocalypse and mass tech layoffs. AI-driven data growth and new startups are likely to increase demand for SNOW’s platform, which is more than evidenced by the company's >40% growth in backlog/RPO. I reiterate a "Buy" rating on SNOW, viewing the current selloff as a market misunderstanding and a buying opportunity. Read the full article on Seeking Alpha
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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 .
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $5.7B ) di SNOW superano le sue passività a breve termine ( $4.4B ).

Passività a lungo termine: Le attività a breve termine di SNOW ( $5.7B ) superano le sue passività a lungo termine ( $2.8B ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: SNOW ha più liquidità del suo debito totale.

Riduzione del debito: Il rapporto debito/patrimonio netto di SNOW è aumentato da 0% a 118.5% negli ultimi 5 anni.


Bilancio


Analisi della pista di contanti

Per le società che in passato sono state mediamente in perdita, valutiamo se hanno almeno un anno di liquidità.

Pista di liquidità stabile: Sebbene non redditizia SNOW ha una pista di cassa sufficiente per più di 3 anni se mantiene il suo attuale livello positivo di flusso di cassa libero.

Previsione Cash Runway: SNOW non è redditizia ma ha una liquidità sufficiente per più di 3 anni, grazie al flusso di cassa libero positivo e in crescita del 47.2 % all'anno.


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 04:22
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/01/31
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Snowflake Inc. è coperta da 68 analisti. 47 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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