Added to YB: 2026-04-15
Pitch date: 2026-04-13
SNOW [neutral]
Snowflake Inc.
+97.1%
current return
Author Info
No bio for this author
Company Info
Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally.
Market Cap
$82.6B
Pitch Price
$136.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
-77.96
P/E
-67.82
EV/Sales
16.09
Sector
IT Services
Category
growth
Day eighteen: Snowflake $SNOW
SNOW (overview): Leading cloud data warehouse w/ $5.1B ARR (+30% YoY), 125% NRR, 9100+ accounts using AI. Bull case: agents need centralized business data, consumption pricing monetizes AI queries. Bear case: agent preference for faster/cheaper queries favors upstarts like ClickHouse. -25% GAAP op margin, 7.8x EV/ARR. Cortex Code driving 10x ease-of-use gains. AI impact muted so far but should benefit long-term from knowledge work acceleration.
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