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Added to YB: 2026-06-19

Pitch date: 2026-06-17

SNOW [bullish]

Snowflake Inc.

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

Show full summary:
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)