Added to YB: 2026-06-19
Pitch date: 2026-06-17
SNOW [bullish]
Snowflake Inc.
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
$82.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-77.96
P/E
-67.82
EV/Sales
16.09
Sector
IT Services
Category
growth
Snowflake Is Turning AI Innovation Into Revenue Acceleration
SNOW (added to position): Q1 CY26 rev $1.39B (+33.5% YoY, reaccelerating), cRPO +37.5%, NDR 126%, record net new ARR +101% YoY. CoCo (7,100+ accounts) driving AI consumption. New $6B AWS deal, $200M OpenAI. Fwd EV/Sales 12.3x (below 15.6x median). Risk: 31% SBC, 3.8% dilution. 12.4% of portfolio.
Read full article (17 min)