文章核心观点 - Snowflake公司最近几个季度的财报表现不佳,股价下跌15%[2] - 公司面临一些负面因素,包括数据泄露事件、竞争对手Databricks增长强劲等[2] - 但分析师认为,公司核心业务稳定、新产品推出和收入贡献增加、订单强劲、销售激励政策调整等因素,足以抵消负面因素,长期看好公司前景[2][3][4][5] 根据相关目录分别进行总结 2022年Q2财报表现 - 公司Q2收入约8.69亿美元,略超预期,但同比增长率从32.9%下降至28.9%[3] - Q3财报指引显示,同比增长率可能进一步下滑至26.5%[3] - 但管理层上调了全年产品收入指引,显示对下半年前景持乐观态度[4] Snowflake与Databricks的竞争 - Snowflake推出Iceberg tables和Snowpark等新功能,试图缩小与Databricks在某些领域的差距[6] - 两家公司的服务日趋趋同,竞争将加剧,但这也可能推动双方收入增长[6] - Snowflake的优势在于提供更易用的托管服务,而Databricks更擅长复杂的数据科学和工程应用[6] 估值和股票期权摊薄 - 公司股票期权摊薄问题通过大规模股票回购得到缓解[7] - 公司估值虽然较高,但考虑到未来3年的高增长预期,估值合理[7][8] 总的来说,分析师认为Snowflake公司长期前景向好,短期内的负面因素不足以改变这一判断[9]

Steven Errico/DigitalVision via Getty Images My Thesis Snowflake (NYSE:SNOW) has become something of a controversial stock lately: the company has continued to grow revenue by about 30% on a YoY basis, but at the same time, the stock is down more than 40% YTD. This scenario could tempt some investors and analysts to buy this heavy dip. They could be right, but given recent trends, I see no reason to take risks now - we need confirmation that sales growth has bottomed out and that bottom-line profitabili ...

Is there any hope left for this fallen hypergrowth stock?Snowflake's (SNOW 1.85%) stock plunged 15% on Aug. 22 after it posted its latest earnings report. For the second quarter of fiscal 2025, which ended on July 31, the cloud-based data warehousing company's revenue rose 29% year over year to $869 million and cleared analysts' estimates by $19 million. Its adjusted net income fell 21% to $64 million, or $0.18 per share, but still beat the consensus forecast by two cents.Snowflake exceeded Wall Street's ex ...

Why does the stock continue to struggle?A difficult year for Snowflake (SNOW 1.85%) investors only got worse after the second-quarter results from the cloud-based data warehousing company disappointed investors. The stock immediately fell 15% the session following its earnings announcement and is now down more than 40% on the year.Let's take a closer look at the company's Q2 earnings report and judge if investors should consider buying the dip in the stock.Good growth, but not good enoughPart of Snowflake s ...

J Studios Snowflake's AI Winter Snowflake Inc. (NYSE:SNOW) investors felt the AI winter in August 2024, as the stock of the data lakehouse company scored a new low. The recent dip-buying from SNOW's August lows saw a significant reversal this week as investors reassessed Snowflake's weak guidance at its recent earnings scorecard. The company posted a double-beat in Snowflake's FQ2 earnings release, although its outlook likely disappointed the market. SNOW's guidance suggests that FQ3's revenue is expect ...

artisteer/iStock via Getty Images I published my bull thesis for Snowflake Inc. (NYSE:SNOW) in March 2024, highlighting their expansion into data cloud, powering data sharing, analytics and marketplace listing and more. The company released its Q2 FY25 results on August 21st. Despite beating the market consensus, Snowflake’s stock price got a hit due to the concerns about the cyberattack occurred in May. I reiterate a “Strong Buy” with a one-year price target of $210 per share. Impact From Cyberattack A ...

Snowflake (SNOW) shares were down more than 12% following the second-quarter fiscal 2025 results. It reported terrific results driven by strong adoption of its solutions. Snowflake’s product revenues jumped 29.5% year over year to $829.3 million and accounted for 95.4% of fiscal second-quarter total revenues.  For fiscal 2025, SNOW now expects product revenues to increase 26% year over year to $3.36 billion, better than the previous guidance of $3.3 billion and 24% year-over-year growth. Nevertheless, the g ...

Sridhar Ramaswamy, CEO of Snowflake and formerly co-founder and CEO of startup Neeva, speaks at the Collision conference in Toronto on June 21, 2022.Shares of Snowflake fell 13% on Thursday after the data cloud analytics company released fiscal second-quarter 2025 earnings that beat Wall Street's estimates but showed decelerating product revenue growth compared to past quarters.Snowflake reported $869 million in revenue, above the $851 million expected by analysts polled by LSEG. The company reported $829.3 ...

Snowflake is one of the fastest-growing tech stocks out there, but also very expensive.In this video, I will cover Snowflake's (SNOW -13.72%) second-quarter earnings, which were better than expected. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Aug. 21, 2024. The video was published on Aug. 21, 2024. ...

Fokusiert/iStock via Getty Images The market is not reacting well to Snowflake Inc.'s (NYSE:SNOW) just-reported earnings. This comes after a tumultuous 2024 year-to-date performance for the AI-cloud company already. It looks set to drop heavily today, though the stock is up off the August 5th Japanese Yen Carry trade crash low. The stock recovered to $135 from its 52-week low of $107.93 on August 5th. Now, the thing is, despite a still sky-high valuation, and earnings that were good, but not good enough, we ...