Snowflake（SNOW）株式概要
Snowflake Inc.は、クラウドベースのデータプラットフォームを米国内外の様々な組織に提供している。 詳細
SNOW Community Fair Values
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Analyst Price Targets
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Snowflake Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$329.72 |
| 52週高値 | US$384.56 |
| 52週安値 | US$118.30 |
| ベータ | 1.33 |
| 1ヶ月の変化 | -1.32% |
| 3ヶ月変化 | 41.64% |
| 1年変化 | 46.85% |
| 3年間の変化 | 102.31% |
| 5年間の変化 | 1.92% |
| IPOからの変化 | 29.85% |
最新ニュース
Seeking Alpha • Sep 09
Snowflake: Blowout Guidance, Growth Acceleration, High Margin Play On AI
Summary Snowflake delivered strong Q2 results, with accelerating top line growth and robust free cash flow driven by enterprise adoption of its AI Data Cloud. SNOW reported 37% year-over-year product revenue growth, a net retention rate of 126%, and beat consensus on both revenue and non-GAAP EPS. Demand for AI data services and high-margin Cortex AI offerings underpin the case for a premium 20xrevenue multiple and continued upside. I maintain a 'Strong Buy' rating, citing improving profitability, strong customer retention, and a favorable outlook for margin expansion in the second half. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 27
SNOW: AI Data Cloud Workloads Will Drive Future Stock Upside
Snowflake's analyst fair value estimate has risen from about $401 to roughly $462, reflecting a reset in models where analysts cite higher expected revenue growth, improving profit margins, and lower assumed future P/E multiples as they factor in broad software multiple expansion along with ongoing traction for the CoCo and Cortex AI tools. Analyst Commentary Recent Street research on Snowflake points to a broadly constructive tone, with many bullish analysts lifting price targets ahead of upcoming earnings.Recent updates
Seeking Alpha • Sep 09
Snowflake: Blowout Guidance, Growth Acceleration, High Margin Play On AI
Summary Snowflake delivered strong Q2 results, with accelerating top line growth and robust free cash flow driven by enterprise adoption of its AI Data Cloud. SNOW reported 37% year-over-year product revenue growth, a net retention rate of 126%, and beat consensus on both revenue and non-GAAP EPS. Demand for AI data services and high-margin Cortex AI offerings underpin the case for a premium 20xrevenue multiple and continued upside. I maintain a 'Strong Buy' rating, citing improving profitability, strong customer retention, and a favorable outlook for margin expansion in the second half. Read the full article on Seeking Alphaナラティブ更新 • Aug 27
SNOW: AI Data Cloud Workloads Will Drive Future Stock Upside
Snowflake's analyst fair value estimate has risen from about $401 to roughly $462, reflecting a reset in models where analysts cite higher expected revenue growth, improving profit margins, and lower assumed future P/E multiples as they factor in broad software multiple expansion along with ongoing traction for the CoCo and Cortex AI tools. Analyst Commentary Recent Street research on Snowflake points to a broadly constructive tone, with many bullish analysts lifting price targets ahead of upcoming earnings.
ナラティブ更新 • Aug 13
SNOW: AI Workload Momentum Will Eventually Clash With Elevated Share Pricing
Analysts raised their Snowflake price target to $400 from $295, citing stronger AI-driven consumption trends, expanding CoCo usage, and faster migration activity. These factors support expectations for higher revenue growth and improving profitability assumptions, despite a slightly higher discount rate and a lower fair value estimate of $188.98.ナラティブ更新 • Jul 30
SNOW: AI Workload Excitement Will Eventually Confront Rich Share Price
Analysts have lifted the Snowflake fair value estimate from $184.62 to $201.34, reflecting a broad wave of higher price targets driven by growing confidence in the company's AI related workloads and product adoption. Analyst Commentary Recent Street research around Snowflake shows a cluster of higher price targets and upbeat commentary on AI driven workloads, but it also includes a smaller pocket of more cautious voices.ナラティブ更新 • Jul 15
SNOW: AI Deal And Enterprise Workloads Will Eventually Test Lofty Expectations
Analysts have lifted their Snowflake fair value estimate from $177.23 to $184.62, reflecting a series of higher Street price targets that cite stronger AI workload adoption, early traction from Cortex Code and CoCo, and growing confidence in the company’s role as a core platform for enterprise AI usage. Analyst Commentary Street research around Snowflake has turned more constructive following its recent results, with many firms lifting price targets and highlighting AI products like Cortex Code, CoCo, CoWork, and Snowflake Intelligence as key usage drivers.
ナラティブ更新 • Jul 01
SNOW: AI Data Cloud Adoption Should Support Long-Term Earnings Power
Snowflake's analyst fair value estimate has been raised from $232.74 to $292.53. Analysts point to stronger AI driven workload adoption around Cortex Code, CoCo, and CoWork, faster product rollout, and earlier than expected GAAP profitability as key reasons for the higher price targets across recent research updates.分析記事 • Jun 17
Snowflake (SNOW) Stock Could Be 202% Overvalued After The Unlimitail Data Hub Win
Snowflake (SNOW) is back in focus after Unlimitail selected its platform to power a new Global Retail Media Data Hub, using Snowflake Data Clean Rooms to support secure, large-scale data collaboration across retailers and brands. See our latest analysis for Snowflake. For investors watching Snowflake stock, the latest Unlimitail partnership lands against a backdrop of strong momentum, with a 30 day share price return of 51.34% and a 1 year total shareholder return of 13.78%. The 3 year total...ナラティブ更新 • Jun 17
SNOW: AI Data Cloud Partnerships Will Drive Future Stock Adoption
Snowflake stock's analyst fair value estimate has been lifted from $336.74 to $400.61, as analysts point to broad price target increases across the Street tied to stronger AI workload adoption around Cortex Code, CoCo and the newer agentic platform unveiled at Snowflake Summit 2026. Analyst Commentary Recent research on Snowflake centers on how the company is executing around AI, particularly Cortex Code, CoCo, CoWork, Snowflake Intelligence, and the newer agentic platform.
ナラティブ更新 • 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!ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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 .ナラティブ更新 • 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.株主還元
| SNOW | US IT | US 市場 | |
|---|---|---|---|
| 7D | -7.5% | 1.3% | -0.2% |
| 1Y | 46.8% | 1.2% | 14.8% |
業界別リターン: SNOW過去 1 年間で1.2 % の収益を上げたUS IT業界を上回りました。
リターン対市場: SNOW過去 1 年間で14.8 % の収益を上げたUS市場を上回りました。
価格変動
| SNOW volatility | |
|---|---|
| SNOW Average Weekly Movement | 7.3% |
| IT Industry Average Movement | 10.6% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: SNOW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SNOWの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2012 | 9,394 | Sridhar Ramaswamy | www.snowflake.com |
スノーフレーク社は、クラウドベースのデータプラットフォームを米国内外の様々な組織に提供している。同社のプラットフォームには人工知能（AI）データクラウドが含まれ、顧客はデータを単一の真実源に統合して有意義なビジネスインサイトを推進したり、データアプリケーションを構築したり、データやデータ製品を共有したりできるほか、ビジネス上の問題解決にAIを応用することもできる。金融サービス、広告、メディア・エンターテインメント、小売・消費財、ヘルスケア・ライフサイエンス、製造、テクノロジー、テレコム、旅行・ホスピタリティ、政府・防衛産業、および公共部門にサービスを提供している。同社はOpenAI, L.L.C.と共同で、具体的な投資収益率を実現する企業向けAIソリューションを共同開発している。同社は以前、Snowflake Computing, Inc.として知られていたが、2019年4月にSnowflake Inc.に社名を変更した。Snowflake Inc.は2012年に法人化され、カリフォルニア州メンローパークに本社を置いている。
Snowflake Inc. 基礎のまとめ
| SNOW 基礎統計学 | |
|---|---|
| 時価総額 | US$116.83b |
| 収益（TTM） | -US$1.09b |
| 売上高(TTM) | US$5.43b |
21.4x
P/Sレシオ-106.5x
PER（株価収益率SNOW は割高か？
公正価値と評価分析を参照収益と収入
| SNOW 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.43b |
| 売上原価 | US$1.79b |
| 売上総利益 | US$3.64b |
| その他の費用 | US$4.73b |
| 収益 | -US$1.09b |
直近の収益報告
Jul 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -3.09 |
| グロス・マージン | 67.03% |
| 純利益率 | -20.07% |
| 有利子負債／自己資本比率 | 106.2% |
SNOW の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 23:50 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/07/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Snowflake Inc. 49 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。68
| アナリスト | 機関 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Jamie Shelton | Arete Research Services LLP |
| William Power | Baird |