Snowflake (SNOW) Hisse Özeti
Snowflake Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda çeşitli kuruluşlar için bulut tabanlı bir veri platformu sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
SNOW Community Fair Values
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Analyst Price Targets
Top Community Narratives
Snowflake Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$268.06 |
| 52 Haftanın En Yüksek Seviyesi | US$284.99 |
| 52 Haftanın En Düşük Seviyesi | US$118.30 |
| Beta | 1.35 |
| 1 Aylık Değişim | 7.67% |
| 3 Aylık Değişim | 85.83% |
| 1 Yıllık Değişim | 22.12% |
| 3 Yıllık Değişim | 53.33% |
| 5 Yıllık Değişim | 0.88% |
| Halka arzdan bu yana değişim | 5.56% |
Son Haberler & Güncellemeler
Seeking Alpha • Jul 16
Snowflake: Fairly Valued But Fragile
Summary Snowflake's Q1 product revenue growth reaccelerated to 34% in FY2027, up from 30% in Q4 and 26% a year ago. The first sign of recovery after several years. NRR is stabilizing around 126%; existing customers are still increasing spending; even without acquiring new customers, revenue would still grow 26% organically. Gross margin stabilized at 75% despite increasing AI product usage and its cost. The $6 billion deal with AWS is offsetting the cost pressure. Snowflake at 15x forward revenue is fairly valued but fragile because of its low FCF margin of 19% compared to its peers' 29%. A low FCF margin leaves no room. Current holders should hold but tighten stop losses. Prospective buyers should wait for a pullback to 10x–12x or Q2 confirmation. Value investors should avoid it due to no margin of safety. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Recent updates
Seeking Alpha • Jul 16
Snowflake: Fairly Valued But Fragile
Summary Snowflake's Q1 product revenue growth reaccelerated to 34% in FY2027, up from 30% in Q4 and 26% a year ago. The first sign of recovery after several years. NRR is stabilizing around 126%; existing customers are still increasing spending; even without acquiring new customers, revenue would still grow 26% organically. Gross margin stabilized at 75% despite increasing AI product usage and its cost. The $6 billion deal with AWS is offsetting the cost pressure. Snowflake at 15x forward revenue is fairly valued but fragile because of its low FCF margin of 19% compared to its peers' 29%. A low FCF margin leaves no room. Current holders should hold but tighten stop losses. Prospective buyers should wait for a pullback to 10x–12x or Q2 confirmation. Value investors should avoid it due to no margin of safety. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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!Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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 .Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Hissedar Getirileri
| SNOW | US IT | US Pazar | |
|---|---|---|---|
| 7D | -0.3% | -2.5% | -1.0% |
| 1Y | 22.1% | -12.5% | 14.7% |
Getiri vs. Endüstri: SNOW geçen yıl % -12.5 oranında getiri sağlayan US IT sektörünü aştı.
Getiri vs Piyasa: SNOW geçen yıl % 14.7 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| SNOW volatility | |
|---|---|
| SNOW Average Weekly Movement | 12.5% |
| IT Industry Average Movement | 11.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: SNOW hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: SNOW 'nin haftalık oynaklığı ( 12% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2012 | 9,250 | Sridhar Ramaswamy | www.snowflake.com |
Snowflake Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda çeşitli kuruluşlar için bulut tabanlı bir veri platformu sağlamaktadır. Şirketin platformu, müşterilerin anlamlı iş içgörüleri elde etmek, veri uygulamaları oluşturmak ve veri ve veri ürünlerini paylaşmak için verileri tek bir doğruluk kaynağında birleştirmelerini ve iş sorunlarını çözmek için yapay zekayı uygulamalarını sağlayan yapay zeka (AI) Veri Bulutunu içerir. Finansal hizmetler, reklamcılık, medya ve eğlence, perakende ve tüketim malları, sağlık ve yaşam bilimleri, üretim, teknoloji, telekom, seyahat ve konaklama, devlet ve savunma sektörlerinin yanı sıra kamu sektörüne de hizmet vermektedir.
Snowflake Inc. Temel Bilgiler Özeti
| SNOW temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$92.91b |
| Kazançlar(TTM) | -US$1.20b |
| Gelir(TTM) | US$5.03b |
18.5x
P/S Oranı-77.6x
F/K OranıSNOW aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| SNOW gelir tablosu (TTM) | |
|---|---|
| Gelir | US$5.03b |
| Gelir Maliyeti | US$1.65b |
| Brüt Kâr | US$3.38b |
| Diğer Giderler | US$4.58b |
| Kazançlar | -US$1.20b |
Son Raporlanan Kazançlar
Apr 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -3.45 |
| Brüt Marj | 67.15% |
| Net Kâr Marjı | -23.79% |
| Borç/Özkaynak Oranı | 117.6% |
SNOW uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/26 02:29 |
| Gün Sonu Hisse Fiyatı | 2026/07/24 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Snowflake Inc. 67 Bu analistlerden 49, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Jamie Shelton | Arete Research Services LLP |
| William Power | Baird |