Snowflake is still growing at around 30%, but its losses are also rising.While many tech and artificial intelligence stocks have been flying high this year, Snowflake (SNOW 2.22%) is going in the opposite direction. Down 43% year to date, the cloud computing stock vastly underperformed the market -- the S&P 500 rallied 17% this year.Snowflake's business faced multiple headwinds this year. It was involved in a data breach and investors weren't excited with a change in the CEO position that took place months ...

文章核心观点 - 公司正大力投资人工智能(AI)产品的研发,这是公司最大的成本支出 [1][2] - 公司推出了Cortex AI平台,帮助企业利用大型语言模型开发AI应用 [1] - 公司持续亏损,但仍在大幅增加研发投入和员工数量,以期在AI领域占据领导地位 [2][3] 公司概况 - 公司的旗舰产品是Data Cloud,帮助组织打破数据孤岛,从中获取更多价值 [1] - 数据是开发强大AI模型的关键,公司处于有利位置来构建AI产品 [1] - 公司在2023年推出了Cortex AI平台,让企业可以将自有数据与现成的大型语言模型相结合,开发AI应用 [1] - Cortex还提供了预构建的AI工具,如Document AI,可以快速从合同、发票等非结构化源中提取有价值数据 [1] 财务表现 - 公司每个季度都在亏损,因为大量投资于研发等增长举措,这是公司最大的成本 [2] - 尽管其他科技公司近两年试图控制开支,但公司由于专注于推出新的AI产品和服务,这一点并不容易 [2] - 在最近的2025财年第二季度,公司的研发支出达到创纪录的4.376亿美元,同比增长40% [2] - 增长率虽有所放缓,但仍远高于公司30%的收入增长率,这一数字在过去两年也在不断下降 [2] - 整体运营成本的增加导致公司在该季度亏损3.169亿美元,同比增加40% [2] 投资者关注 - 这一趋势短期内不太可能逆转,因为公司每个季度都在不断增加员工数量,在第二季度达到了创纪录的7,630人 [3] - 如果公司要在AI行业占据领导地位,投资者必须接受持续亏损的局面 [3] - 但投资者显然已经失去耐心,公司股价今年已经下跌39%,较历史高点下跌71% [3] - 连巴菲特的伯克希尔·哈撒韦公司也已经卖出了所持有的公司股票 [3]

While many stocks are back at or close to their all-time highs, some, like Snowflake Inc. NYSE: SNOW, remain a long way away. The data storage giant is one of those tech companies that IPO’d during the pandemic when rates were super low and skyrocketed immediately. Snowflake TodaySNOWSnowflake$115.52 -2.48 (-2.10%) 52-Week Range$107.93▼$237.72Price Target$176.03Add to WatchlistHowever, a quick look at its long-term chart tells you everything and the Montana-headquartered stock has been on the back foot sinc ...

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 ...

enter89Snowflake Inc. (NYSE:SNOW) entered earnings in a precipitous place, facing decelerating growth after multiple cyberattacks hit confidence in the business. The AI data company confirmed the fears, sending the stock back to test the lows. My investment thesis remains Bearish on the stock with no turnaround in sight and a stretched valuation, as if the company was still producing premium growth rates. Sales Deceleration While Snowflake spent the majority of the earnings call discussing new AI techno ...

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Your investing goals may differ from Buffett's.Warren Buffett's team at Berkshire Hathaway (BRK.A 0.94%) (BRK.B 0.97%) recently released its 13-F for the second quarter of 2024. It revealed many dramatic changes to the portfolio in Q2, and one notable one was its sale of Snowflake (SNOW 0.56%) stock.Many industry experts touted Snowflake as the future of the data cloud, thanks to its data storage and handling platform. Still, massive financial losses, a data breach, and a surprise change in CEOs may have ra ...