Snowflake Bilanço Sağlığı
Finansal Sağlık kriter kontrolleri 5/6
Snowflake şirketinin toplam hissedar öz sermayesi $1.9B ve toplam borcu $2.3B olup, bu da borç-öz sermaye oranını 118.5% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $9.1B ve $7.2B dir.
Anahtar bilgiler
118.49%
Borç/özkaynak oranı
US$2.28b
Borç
| Faiz karşılama oranı | n/a |
| Nakit | US$4.03b |
| Eşitlik | US$1.92b |
| Toplam yükümlülükler | US$7.21b |
| Toplam varlıklar | US$9.13b |
Son finansal sağlık güncellemeleri
Güncelleme yok
Recent updates
Seeking Alpha • May 22
Snowflake: A Great Time To Buy While The Market Got It Wrong
Summary Snowflake maintains a robust and proven consumption-based model, well-positioned for the agentic AI revolution and multi-cloud data governance demands. RPO surged to $9.8B in fiscal Q4 FY2026, with a 125% net revenue retention rate, validating SNOW's platform stickiness despite market skepticism. Growth deceleration is evident, with consensus revenue growth at 27% and adjusted earnings multiples above 90x, raising concerns over GAAP profitability. Snowflake could be misclassified as a SaaS model even though they don't suffer from the per-seat pricing uncertainties. I maintain a Buy rating, as I consider the current levels a timely opportunity if SNOW's growth holds steady while holding on to the $120 support. Read the full article on Seeking Alpha
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.
Yeni Anlatı • 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.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.Analiz Makalesi • 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...Finansal Durum Analizi
Kısa Vadeli Yükümlülükler: SNOW 'nin kısa vadeli varlıkları ( $5.7B ) kısa vadeli yükümlülüklerini ( $4.4B ) aşıyor.
Uzun Vadeli Yükümlülükler: SNOW şirketinin kısa vadeli varlıkları ( $5.7B ) uzun vadeli yükümlülüklerini ( $2.8B ) aşmaktadır.
Borç-Özkaynak Tarihçesi ve Analizi
Borç Seviyesi: SNOW şirketinin toplam borcundan daha fazla nakiti var.
Borcun Azaltılması: SNOW şirketinin borç/öz sermaye oranı son 5 yılda 0% seviyesinden 118.5% seviyesine yükseldi.
Bilanço
Nakit Pist Analizi
Geçmişte ortalama olarak zarar eden şirketler için, en az 1 yıllık nakit akışına sahip olup olmadıklarını değerlendiriyoruz.
İstikrarlı Nakit Pisti: Kârsız olan SNOW mevcut pozitif serbest nakit akışı seviyesini koruduğu takdirde 3 yıldan fazla yetecek nakit pistine sahip olacaktır.
Tahmini Nakit Akışı: SNOW kârlı değildir ancak serbest nakit akışının pozitif olması ve yılda % 47.2 oranında büyümesi nedeniyle 3 yıldan fazla bir süre yetecek nakit akışına sahiptir.
Sağlıklı şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/24 06:41 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/01/31 |
| 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 |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| 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 kullanacağınızı anlatan 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. 68 Bu analistlerden 48, 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 |