Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Snowflake. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

The data cloud company's stock fell sharply this week. But it could get worse.With shares of data cloud technology company Snowflake (SNOW 0.56%) getting hammered this week following its fiscal second-quarter earnings report, some investors may be wondering if this is a good opportunity to buy the dip in the growth stock. After all, shares are not only down more than 40% over the last 12 months, but they are trading far below the $245 price the stock started trading at on its public debut in 2020.But invest ...

AZemdega/E+ via Getty Images Investment Thesis Snowflake Inc. (NYSE:SNOW) reported earnings after the bell on Wednesday. Even with the software company delivering quarterly results that beat on both the top and bottom line, shares fell almost 15% on Thursday. The data storage company’s forward guidance and deceleration in year-over-year revenue growth have raised alarms. This is something I have been pointing out since I last wrote on SNOW in May. Snowflake's forward guidance, while upped slightly, did ...

文章核心观点 - Snowflake公司的股价在2024年8月创下新低,反映了投资者对公司前景的担忧 [2] - Snowflake公司在最新财报中虽然业绩超预期,但其未来指引令市场失望,预计第三季度收入增速将进一步放缓 [2] - Snowflake公司正面临来自Databricks和云巨头的激烈竞争,需要调整其销售策略和运营支出来应对 [2][3] - Snowflake公司正在加大对AI能力的投入,但短期内难以带来显著收益,反而可能增加成本 [3] - 市场对Snowflake公司的未来增长和盈利能力信心不足,导致其估值大幅下降 [4] 公司概况 - Snowflake是一家数据湖公司,专注于提供数据分析和管理服务 [2] - 公司在最新财报中实现了营收和利润的双双超预期 [2] - 公司决定加大投资以调整其销售策略,但这增加了执行风险 [2] - 公司正在加强AI能力以应对竞争,但短期内难以带来收益 [3] 行业分析 - Snowflake面临来自Databricks和云巨头的激烈竞争,这些对手在数据科学和AI能力方面可能更加领先 [3] - 云巨头正在通过产品集成和交叉销售等方式,加大争夺客户的力度 [3] - 行业竞争加剧,Snowflake的收入增长和盈利能力面临下行压力 [2][3] 投资评级 - 由于Snowflake的未来增长和盈利能力存在不确定性,市场对其股价前景持谨慎态度 [4] - 公司当前的估值水平较高,投资者需要看到公司在执行力和盈利能力方面的持续改善,才有可能重新评级 [4] - 分析师目前将Snowflake股票评级下调为"持有"评级 [5]

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 ...

The data storage and analytics company delivered solid revenue growth in Q2, but it's still losing money on a GAAP basis.Shares of Snowflake (SNOW -12.95%) were sliding Thursday morning after the cloud-based data warehousing company posted quarterly results that beat analysts' estimates, but didn't seem to be enough to please investors. Investors also appeared disappointed with the company's falling profits and management's guidance.As of 11:10 a.m. ET, the stock was down by 13%. A good (but not good enough ...