Added to YB: 2026-06-02
Pitch date: 2026-05-30
SNOW [neutral]
Snowflake Inc.
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
$88.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-83.71
P/E
-72.73
EV/Sales
17.28
Sector
IT Services
Category
growth
Snowflake: The Inflection I Have Been Waiting For
SNOW (earnings): Q1 FY27 product rev $1.334B (+34% YoY, accelerating), $69M above Street. Op income beat 39%, non-GAAP op margin 12%. FY guide raised $170M to $5.84B (31% growth) + margin to 13.5%. NRR 126%, RPO $9.21B (+38%), CoCo +60% QoQ. New $6B AWS Graviton deal cuts AI margin headwinds. Risks: consumption model, Databricks, $326M GAAP loss. Stock +36% to $239. Summit/Investor Day Mon catalyst. Author still long.
Read full article (9 min)