文章核心观点 - 高盛分析师将Snowflake股票列入"确信名单",认为其目前股价下跌提供了较好的进场机会 [1][2][3] - 新任CEO Sridhar Ramaswamy被认为能够加快Snowflake的创新步伐,推动公司在人工智能领域的发展 [4][5] - 尽管Snowflake业务表现良好,但其股价估值仍然较高,需要通过加速增长和创新来证明估值水平 [6][7][8][9] 公司概况 - Snowflake是一家云数据湖提供商 [1] - 公司去年收购了人工智能搜索初创公司Neeva,并任命Neeva联合创始人Sridhar Ramaswamy为新任CEO [5] - Snowflake正在开发Snowflake Cortex,这是一项可简化在Snowflake上使用人工智能应用的全托管服务 [5] 财务表现 - 上季度,Snowflake的核心产品收入增长34% [7] - 未完成履约义务(RPO)增长46%,反映了新增消费能力 [7] - 净留存率为128%,表明现有客户使用量增加 [7] - 但管理层预计全年产品收入增长仅24%,增速有所放缓 [8] - RPO环比略有下降,净留存率也持续下降至128%,为公司上市以来的最低水平 [8] 估值分析 - Snowflake上市以来一直估值较高,目前仍然达到15倍销售额 [9] - 尽管股价接近IPO价格,但整体估值仍然不算便宜 [6][9] - 新CEO需要通过加速创新和人工智能驱动业务增长,才能为股价带来进一步上涨空间 [9]

BlackJack3D Since the company's earnings report at the end of May, Snowflake (SNOW) has seen serious pricing weakness, although the earnings report was quite solid. The data cloud service provider generated very strong top line growth, saw a sequential revenue acceleration and raised its guidance for full-year revenues. Nonetheless, the company’s shares fell to a new 1-year low in June on concerns over profitability. I believe investors are massively overreacting to the company’s earnings report and I think ...

Data analytics firm Snowflake (NYSE:SNOW) is on a long slide lower. Although it impressively beat analyst expectations by a wide margin, guidance indicated a coming slowdown and profits are still nowhere in sight. As a result, the market is selling off Snowflake stock. Shares are down 35% year-to-date but 46% below its February high. A recent cyberattack on its clients’ data depressed shares further. Despite the decline, SNOW stock still trades at a lofty 14 times sales. Has the stock retreated enough (or t ...

文章核心观点 - 尽管Snowflake股价在过去一年下跌48%,但公司未来前景仍然看好[2] - Snowflake的收入增长有望加速,主要得益于人工智能(AI)带来的巨大市场机遇[4][5][6] - Snowflake推出了一系列AI相关产品,如Cortex AI、Document AI和Snowflake Copilot,有助于增加现有客户的支出和吸引新客户[7][8][9] - 尽管Snowflake的利润率有所下降,但这些投资有望为公司带来长期的强劲增长[10][11][12] - 目前Snowflake的估值较低,是一个不错的投资机会[13][14] 公司概况 - Snowflake是一家数据云服务提供商,专注于行业和公司研究[1][2] - 公司在2025财年第一季度实现34%的产品收入同比增长,并上调了全年收入指引[4] - Snowflake的剩余履约义务(RPO)增长速度远高于收入增速,表明收入增长有望进一步加快[5] - 公司客户数量增长21%,其中年产品收入超过100万美元的客户增长30%[9] 行业趋势 - Snowflake预计其总地址市场将从2023年的152亿美元增长到2028年的342亿美元,主要得益于人工智能(AI)的兴起[6] - 公司推出了一系列AI相关产品,如Cortex AI、Document AI和Snowflake Copilot,有助于增加客户支出和吸引新客户[7][8] - 尽管Snowflake的利润率有所下降,但这些投资有望为公司带来长期的强劲增长[10][11][12]

Nvidia has been red-hot, while Snowflake has been ice-cold. That could soon change. It's hard to deny that Nvidia and artificial intelligence (AI) have been the story of Wall Street through the first six months of 2024. Nvidia's meteoric rise from soaring demand for its AI chips has turned the stock into a multitrillion-dollar beast that has made shareholders very wealthy in a short amount of time. But even the best things don't last forever. I'm not predicting Nvidia's downfall, but it makes sense to start ...

Artificial intelligence (AI) presents an incredible opportunity for investors, but not all AI stocks are created equal. Artificial intelligence (AI) is creating a substantial amount of value for investors right now. It helped catapult Nvidia from a market cap of around $360 billion to more than $3.3 trillion over the past 18 months alone, and it continues to propel shares of Microsoft and Amazon higher, as well as many others. But jumping onto the AI bandwagon isn't a silver bullet for organizations facing ...

文章核心观点 - 公司在FY1Q25季度表现强劲,总收入和产品收入均超出预期 [5] - 公司在AI领域取得了快速进展,推出了自主开发的语言模型Arctic,并推出了Cortex服务 [32][33] - 新任CEO Sridhar Ramaswamy上任后,加快了产品创新和交付的步伐,推出了多项新功能 [23][24][27][28] - 公司遭受了黑客攻击,但系统本身并未受到影响,这主要是由于客户使用单一因素认证导致 [41][42][43][45] - 公司维持了较高的净留存率和客户增长,显示了在现有客户中的成功增长和新客户的持续拓展 [36][37][38] 财务数据总结 - FY1Q25总收入为8.29亿美元,同比增长34% [5] - 非GAAP产品毛利率为76.9%,略有下降,主要由于GPU相关成本上升 [9] - 非GAAP经营利润率为4%,非GAAP自由现金流率为44%,均超出预期 [10] - 公司回购了5.16亿美元股票,并有8.92亿美元剩余授权额度 [11] - 公司提高了FY2025年产品收入指引至33亿美元,增长24% [12] - 但由于AI投资等因素,公司下调了全年的利润率指引 [15] 战略和运营总结 - 公司正加大在AI领域的投资,包括收购Truera公司并引进其35名员工 [19][20] - 新CEO表示公司的策略是成为AI领域的"快速追随者",而非追求最前沿技术 [22] - 公司正加快新功能的推出,如Cortex、Iceberg、Snowpark Container Services等 [28][29][30][31] - 这些新功能有望成为公司未来的增长动力 [31] - 公司正积极推动客户采用多因素认证,以提高安全性 [44]

For a long time Snowflake (NYSE:SNOW), branded itself as a data cloud specialist. That’s still true, but a new leader is pushing Snowflake in a different direction. It’s a good change, and enterprising investors ought to look at Snowflake stock while it’s still ultracheap. Granted, Snowflake hasn’t received positive press lately. Frankly, recent reports have been embarrassing to Snowflake, but they shouldn’t be deal breakers for investors. So, let’s see what people are so worried about and then consider if ...

Snowflake Inc. (SNOW) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned -20.7%, compared to the Zacks S&P 500 composite's +3.3% change. During this period, the Zacks Internet - Software industry, which Snowflake falls in, has gained 0.1%. The key question now is: What could be the stock's future direction? Although media r ...

文章核心观点 - 公司是一家基于云的数据平台,提供数据存储、分析和共享等功能 [1][2] - 公司在2020-2021年IPO期间表现出色,但近期股价表现较弱 [3][4] - 公司在行业中的地位较为突出,具有一定的先发优势 [5] - 公司的市场空间广阔,预计未来几年内将保持较快增长 [6] - 公司近期业绩表现和指引不佳,引发了投资者的担忧 [7][8] 根据目录分别总结 行业结构 - 公司在行业中的地位较为突出,具有一定的先发优势 [5] - 公司能够同时处理结构化和非结构化数据,在传统数据基础设施和新兴的"智能云"领域处于领先地位 [5] 行业规模和增长 - 公司所在的市场空间广阔,预计未来几年内将保持较快增长 [6] 公司表现 - 公司在2020-2021年IPO期间表现出色,但近期股价表现较弱 [3][4] - 公司近期业绩表现和指引不佳,引发了投资者的担忧 [7][8] - 公司正在大幅投资人工智能相关产品,短期内会影响财务表现,但有利于长期发展 [9][10] 公司估值 - 公司当前估值水平较高,存在一定下行风险 [11][12][13][14][15] - 公司的关键运营指标正在下降,给投资者带来担忧 [14][15] - 尽管公司长期发展前景良好,但短期内股价可能会有20%左右的下跌空间 [16]