Snowflake Inc. Common Stock (SNOW) Stock Analysis — Latest Investor Quotes & Trade Calls

Snow: A Top AI Pick with Better Risk-to-Reward

-4.13%final return

"The AI stock that I think has a better risk-to-reward than Palunteer is one I predicted when it was well below $200. I said, 'This thing is going to get above 200, and we're going to climb, and it's just the beginning of the story.' And that's Snow. Look at the success that Oracle and Amazon have found in recent days. Snow has been slowly building momentum with a breakout above its IPO candle, suggesting a move towards a higher range between 320 and 354 if it holds above 280; however, a drop below 270 could result in a pullback to IPO levels."

This insight centers on Snow as a superior AI play with a more defined technical setup compared to Palunteer. The speaker outlines that Snow's breakout above key resistance levels supports a bullish outlook, targeting highs in the 320-354 range, while also noting the risk of a pullback if the price dips below 270. The call is built around clear technical markers and risk assessment.

"SNOW (holding update): Launched Snowflake for Startups program w/ Cortex AI infrastructure; Siemens partnership for IT/OT convergence enabling AI-powered analytics; Open Semantic Interchange initiative w/ Salesforce creates universal data framework; #1 on Fortune Future 50, 6,100+ AI customers, Morgan Stanley 2025 Strategic Partner of Year recognition"

"SNOW: Q2 beat w/ revenue growth reaccelerated to +32% vs +26% Q1; RPO +32.5%, billings +41.4% outpacing revenue. AI driving ~50% new logos, 6.1k weekly users. Data sharing at 40% (up from 26%), strengthening network effects. 125% NDR, record $375M net new ARR (+136% YoY). High SBC at 38% revenue but declining. Forward EV/Sales 14.6x vs peers 17x median appears undervalued."

"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."

"SNOW added to NDI-FutureTech. Valuation halved on growth concerns. Alpha: Iceberg tables could boost compute 100x. New CEO Ramaswamy better for GenAI era. Recent GA products may surprise market. Success hinges on unstructured data expansion. Competing w/ Databricks on open/closed systems balance. Risks: short-term disappointment, immature unstructured offering. FY28 $10bn rev target. ER 8/21."