Added to YB: 2026-04-08
Pitch date: 2026-04-06
SNOW [bullish]
Snowflake Inc.
-0.07%
current return
Author Info
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Company Info
Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally.
Market Cap
$52.4B
Pitch Price
$149.35
Price Target
N/A
Dividend
N/A
EV/EBITDA
-41.90
P/E
-38.49
EV/Sales
10.76
Sector
IT Services
Category
growth
The Bull Case for Snowflake (SNOW): No AI Strategy Without a Data Strategy
SNOW: Down 30% YTD to $120, trading 7x FY28 rev vs 38x 5yr avg. AI data cloud platform for enterprise; 13K customers, 40% Forbes 2000. Q4 rev +30% YoY, RPO +42%, $400M largest contract ever. Rule of 40 score >50 (27% growth + 28% FCF margin). AI products hit $100M run rate, influencing 50% bookings. Gen2 warehouses 1.9x faster. Guiding FY27 rev $5.7B, FY28 $7B+. Risks: hyperscaler competition (AWS/MSFT/Databricks), SBC dilution, consumption model macro sensitivity. Cheapest valuation ever for growth/profitability profile.
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