文章核心观点 - 沃伦·巴菲特已经完全清仓了在Snowflake公司的6.1百万股股票 [2] - Snowflake公司面临着新管理层、竞争加剧、客户流失等多重挑战 [5] - Snowflake公司的第二季度财报可能无法超预期并提高指引 [5][26] 新管理层 - 投资者对Snowflake公司创始CEO Frank Slootman退休感到不满 [7][8] - 新任CEO Ramaswamy来自谷歌,专注于AI技术的发展,而非每季度的业绩表现 [9][12][13][14][15] 竞争加剧 - Snowflake公司面临来自Databricks、亚马逊AWS和微软Azure的激烈竞争 [16][17][18][19] - Snowflake公司正在积极招揽AI领域的顶尖人才以保持竞争力 [20][21] 客户流失风险 - Snowflake公司曾发生数据泄露事件,可能导致部分高价值客户转投竞争对手 [22][23][24][25] 财务表现预期 - Snowflake公司面临GPU成本上升等挑战,预计未来几年的收入和利润增长将放缓 [27][28][29][30][31] - 如果公司第二季度财报能够超预期并提高指引,股价或将上涨,否则可能下跌 [32]

Snowflake Inc (NYSE:SNOW) stock is down 3.9% before the bell, after a bear note from Wells Fargo. The analyst downgraded shares of the cloud computing company to "equal weight" from "overweight" and lowered its price target from $200 to $130, citing multiple headwinds.Separately, Warren Buffett's Berkshire Hathaway (BRK), sold the entirety of its stake in Snowflake. That equated to 6.1 million shares, or around $910 million.When we last covered SNOW in July, a historically bearish signal threatened to press ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Snowflake Inc. (SNOW) .Snowflake currently has an average brokerage recommendation (ABR) of 1.8 ...

loops7 Executive Summary Snowflake (NYSE:SNOW) stocks are currently trading above their fair market price. Despite having brought a breath of fresh air to the data industry, in recent times, Snowflake’s solutions have fallen behind its competitors, which heavily invested in more comprehensive machine learning solutions making it a natural fit for the advent of AI. Lack of competitiveness and declining revenue growth, forced Snowflake’s management into pursuing a capital-intensive strategy to catch up wi ...

文章核心观点 - Snowflake Inc.的股价在最新的市场收盘中达到114.82美元,较前一交易日上涨1.94%,涨幅超过标普500指数的1.04%涨幅[1] - 公司股价在过去一个月下跌20.44%,低于计算机和技术板块13.91%的跌幅和标普500指数6.74%的跌幅[2] - 投资者将密切关注Snowflake Inc.即将公布的财报业绩,预计公司将报告每股收益0.16美元,同比下降27.27%,而营收预计为8.48亿美元,同比增长25.83%[3][4] 公司相关 - 分析师对Snowflake Inc.的预测数据有所调整,这反映了最新的业务趋势,正面调整意味着分析师对公司业务和盈利能力持乐观态度[5][6] - 根据Zacks评级系统,Snowflake Inc.目前评级为3级(持有),该系统历史上能够超越市场预期,1级(强烈买入)股票平均年收益率为25%[7] - Snowflake Inc.目前的市盈率为187.72倍,远高于其所属行业的30.01倍平均水平,PEG比率也高达28.92倍,显示公司估值较高[8][9] 行业相关 - Snowflake Inc.所属的互联网软件行业目前在所有行业中排名前37%,该行业平均PEG比率为1.64倍[10][11] - 根据Zacks的研究,排名前50%的行业相比排名后50%的行业,业绩表现要好2倍[11]

BOSTON, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Snyk, a leader in developer security, today announced the integration of Snyk Analytics for Snowflake. This new solution enables organizations to equip their developer, application security (AppSec) and security operations (SecOps) teams with the ability to bring custom context from their own security posture together with unique developer security analytics from Snyk. This ultimately results in better informed decision making to improve their overall security postu ...

The market has decimated Snowflake's stock.Snowflake (SNOW -0.53%) used to be a high-flying tech stock that excited many investors. But that sentiment has changed, and the stock is nearing all-time low prices. This can either be seen as a buying opportunity or a sign of things to come, but it's not entirely clear which it is.I came up with three reasons Snowflake could be a fantastic buy right now, but also one reason to sell. Even though it's three reasons to one, the one thorn in Snowflake's side could be ...

In the latest market close, Snowflake Inc. (SNOW) reached $129.57, with a +0.44% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.08%. Meanwhile, the Dow experienced a drop of 0.12%, and the technology-dominated Nasdaq saw an increase of 0.07%.The company's shares have seen a decrease of 4.51% over the last month, surpassing the Computer and Technology sector's loss of 4.62% and falling behind the S&P 500's loss of 0.21%.Market participants will be closely following th ...

In the latest market close, Snowflake Inc. (SNOW) reached $132.60, with a +1.11% movement compared to the previous day. The stock's change was more than the S&P 500's daily loss of 0.16%. Meanwhile, the Dow lost 0.14%, and the Nasdaq, a tech-heavy index, lost 0.06%.The company's stock has climbed by 5.09% in the past month, exceeding the Computer and Technology sector's gain of 0.47% and the S&P 500's gain of 1.96%.The upcoming earnings release of Snowflake Inc. will be of great interest to investors. In th ...

Shares of this cloud-native enterprise data storage and management platform can soar much higher in the long run.Shares of cloud-native data warehouse specialist Snowflake (SNOW 0.01%) have tanked nearly 32% in 2024 and almost 43% from their 52-week high in February 2024.Snowflake surpassed consensus revenue estimates but missed earnings estimates in the first quarter of fiscal 2025 (ending April 30, 2024). Snowflake's first-quarter net revenue retention rate of 128% was also lower than 131% in the fourth q ...