Added to YB: 2025-03-03
Pitch date: 2025-02-27
SNOW [neutral]
Snowflake Inc.
+4.17%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Snowflake Inc. provides a cloud-based data platform for various organizations in the United States and internationally.
Market Cap
$65.9B
Pitch Price
$172.03
Price Target
250.00 (+40%)
Dividend
N/A
EV/EBITDA
-55.55
P/E
-47.80
EV/Sales
14.64
Sector
IT Services
Category
N/A
Show full summary:
Snowflake Update: To Be Frank, It's Not Great
SNOW trimmed position: Mid-20s% growth, not 30%+ hypergrowth. Valuation at 50x fwd FCF fair but not exciting. Customer consumption trending lower, fierce competition. Exit recommended when market turns risk-on. Previously expected $250/share by 2026, now seen as average opportunity. Recommended at ~$160, awaiting better exit point.
Read full article (4 min)