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Snowflake analysts boost target price on AI growth confidence
Proactiveinvestors NA· 2025-10-21 00:48
About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...
Snowflake Poised For Major AI Driven Growth: Analyst
Benzinga· 2025-10-20 23:07
Snowflake Inc (NYSE:SNOW) is gaining momentum as it sharpens its go-to-market strategy and scales its cloud platform to meet soaring enterprise demand for artificial intelligence solutions, driving stronger deal flow and deeper integration across industries.SNOW is building positive momentum. Find out why here.The company continues to expand its AI Data Cloud, with half of new customers using Snowflake for AI workloads and 25% engaging its AI capabilities weekly.It is a sign that its innovation engine and p ...
12 Best Big Tech Stocks to Invest In Now
Insider Monkey· 2025-10-20 18:57
市场核心驱动力 - 当前市场仍由科技和人工智能驱动[1] - 自7月以来,仅科技、通信服务和金融三个行业预计盈利增长将改善[1] - AI的发展不仅依赖于应用本身,还需要大规模的基础设施建设来渗透美国和全球经济体系[1] AI投资逻辑与估值 - 尽管存在对高估值的质疑,但若当前数千亿美元的基础设施建设仅是数万亿美元投入的开端,则估值具备支撑[2] - 当前的建设资金来源于现金流和营业利润,而非债务,这与1990年代末和2000年代初的情况不同,使得发展更具可持续性和健康性[2] - 纯科技股预计在年内仍将主导市场,但进入明年后,随着市场认识到AI基础设施建设所需的巨大规模,相关领域可能显得被低估[2] 重点公司动态:Palantir Technologies Inc - 公司市场资本达4226.3亿美元,获得78家对冲基金持有[7][8] - 与Snowflake Inc建立新合作伙伴关系,旨在增强企业级AI和分析能力[8] - 合作整合了Snowflake的AI数据云与Palantir的平台,帮助客户构建更高效的数据管道和AI应用[8] - 关键技术特性包括Foundry与Snowflake Iceberg Tables的双向、零拷贝互操作性[9] - 全球智能电源管理公司伊顿(Eaton)作为旗舰客户,利用该集成构建AI支持的工作流,消除数据重复并加速AI应用开发[10] 重点公司动态:Advanced Micro Devices Inc - 公司市场资本达3782.5亿美元,获得113家对冲基金持有[12] - 与Oracle Corporation显著扩展多代合作伙伴关系,以帮助客户实现下一代AI规模[12] - Oracle将成为首个提供由下一代AMD Instinct MI450系列GPU驱动的AI超级集群的超大规模供应商[13] - AI超级集群的部署计划于2026年第三季度开始,初始安装5万块AMD Instinct MI450系列GPU,并计划在2027年及以后进一步扩展[13] - 新的OCI AI超级集群将采用AMD "Helios"机架设计,包含AMD Instinct MI450系列GPU、下一代AMD EPYC CPU和下一代AMD Pensando先进网络[14]
韦德布什:将Snowflake目标价上调至270美元
格隆汇· 2025-10-20 16:12
韦德布什:将Snowflake(SNOW.US)目标价上调至270美元,此前为250美元。 ...
Is Snowflake an Undervalued Stock to Buy in October?
The Motley Fool· 2025-10-18 20:00
Data management is at the core of Snowflake's business, and this is a category that's becoming increasingly important for enterprises.Data is the foundation on which artificial intelligence is built, and that's great news for Snowflake (SNOW 0.26%) stock investors.*Stock prices used were the afternoon prices of Oct. 14, 2025. The video was published on Oct. 16, 2025. ...
Snowflake vs. Palantir: Buy, Sell, or Hold After Their Strong AI-Led Earnings?
247Wallst· 2025-10-18 07:43
公司定位 - Snowflake (NYSE:SNOW) 和 Palantir (NASDAQ:PLTR) 公司处于有利地位,能够充分利用人工智能热潮 [1] - 两家公司通过帮助其他公司充分利用革命性技术的全部力量来实现其定位 [1]
Snowflake's Palantir Deal Is Key To Unlock Massive AI, Government Data Opportunities: Analyst
Benzinga· 2025-10-18 00:35
公司战略合作 - 公司与Palantir Technologies Inc建立新的合作伙伴关系 旨在简化和加速跨行业的企业AI开发 [1] - 此次合作将公司的Data Cloud与Palantir的人工智能平台AIP和Foundry进行整合 [3] - 整合将使联合客户能够在两个系统之间双向交换数据 有助于减少开发和部署AI应用程序及代理所需的时间、成本和复杂性 [4] 市场与增长机会 - 此次合作使公司能够抓住新的增长机会 特别是在美国联邦政府市场 [2] - 合作可能增强公司的市场进入地位 目前美国联邦政府市场贡献其消费收入约1% [4] - 分析师指出Databricks在2025年3月与Palantir建立了类似的合作伙伴关系 [5] 财务与估值 - Rosenblatt分析师Blair Abernethy维持对公司股票的买入评级 目标价为250美元 [2] - 该目标价基于其对2027-2028财年预估的约14.5倍企业价值/销售额倍数 [5] - 公司市值为802.4亿美元 反映出市场对其增长潜力的强烈信心 [6] 股价表现 - 公司股票交易于较高水平 [2] - 股票在过去一年波动显著 52周价格区间为113.23美元至255.39美元 表明其从低点显著反弹 [6] - 股票最新上涨0.27% 报收于240.72美元 [7] 行业背景 - 公司处于快速发展的IT服务行业 [6] - 其基于云的数据解决方案需求强劲 源于全球数字化转型努力的增加 [6]
Better Artificial Intelligence (AI) Stock: Snowflake vs. Palantir
Yahoo Finance· 2025-10-17 21:45
Specifically, its overall customer count in the second quarter was up by 43% from the year-ago period. Additionally, Palantir management pointed out on the earnings call that it continues to "see expansions with our existing customers." As a result, Palantir's top 20 customers contributed 30% more in trailing 12 month revenue in Q2.This impressive acceleration is a result of the rapid adoption of AIP. The company received $2.3 billion worth of new orders in the second quarter, an increase of 140% from the p ...
Snowflake Is Partnering with Palantir. Does That Make SNOW Stock a Buy Now?
Yahoo Finance· 2025-10-17 04:50
Snowflake (SNOW) shares inched higher on Thursday after the cloud company revealed a strategic partnership with Denver-headquartered Palantir (PLTR). Snowflake is integrating its data cloud with Palantir’s Foundry and Artificial Intelligence Platform (AIP), enabling zero-copy data sharing and streamlined AI deployment for enterprise clients. More News from Barchart At the time of writing, SNOW stock is up roughly 100% versus its year-to-date low in early April. www.barchart.com Significance of Palanti ...
Palantir, Snowflake Reverse Down Amid New AI Data Partnership
Investors· 2025-10-17 00:38
公司合作 - Palantir Technologies (PLTR) 与 Snowflake (SNOW) 宣布建立合作伙伴关系 旨在帮助企业现代化数据 以构建和部署人工智能应用 [1] - 该合作将使商业和公共部门的客户能够构建更高效、可信的数据管道 实现更快的数据分析和AI应用 两家公司已与电源管理公司伊顿展开合作 [2] - 此前 Palantir 在5月已与 Snowflake 的竞争对手 Databricks 达成了类似协议 [1] 股价表现 - 消息公布后 Palantir 股价上涨1%至约181.50美元 正接近185.75美元的买入点 该股在2025年已累计上涨139% [2] - Snowflake 股价在盘前交易中大涨超过6%至近256美元 回升至249.99美元的平底形态买入点上方 该股在2025年已上涨53% [3] 业务概况 - Snowflake 提供运行在云计算平台上的数据管理软件 私营公司 Databricks 是其最大竞争对手 [3] - Palantir 主要为政府客户提供数据分析工具 用于情报收集、监控、反恐和军事目的 同时公司计划利用生成式AI推动在美国商业市场(如医疗保健和金融服务)的增长 [4] - 市场观点认为 Palantir 有望在特朗普政府期间赢得更多美国政府业务 这推动了其股价上涨 [4] 股票评级 - 根据IBD Stock Checkup Snowflake 股票的IBD综合评级为97(最高99) 其积累/分布评级为B 表明存在机构性买入 [5] - Palantir 股票的IBD综合评级为最高的99 其积累/分布评级为C+ [6]