Added to YB: 2026-06-15
Pitch date: 2026-06-10
SNOW [bullish]
Snowflake Inc.
+38.67%
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
$118.8B
Pitch Price
$237.77
Price Target
600.00 (+82%)
Dividend
N/A
EV/EBITDA
-124.20
P/E
-106.39
EV/Sales
21.58
Sector
IT Services
Category
growth
Snowflake, The Control Plane for the Agentic Enterprise
SNOW: AI data control plane play. Q1 FY27 product rev $1.33B (+34% YoY, accel from 30%), NRR 126%, RPO $9.21B (+38%). Raised FY27 guide to $5.84B (31% growth) & margin to 13.5%; GAAP profit targeted Q4 FY28. Re-rated $140→$238 post +37% print. 2nd leg from CoWork/CoCo agent upside not in guide. ~14x EV/rev. Risks: Databricks, consumption decel, SBC, class action.
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