Snowflake(SNOW)

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强强联手!Snowflake(SNOW.US)与Palantir(PLTR.US)达成合作 共拓AI数据云新蓝图
智通财经· 2025-10-16 21:29
Snowflake首席营收官Mike Gannon在一份声明中表示:"将Palantir与Snowflake平台的优势相结合是顺理 成章的选择,此举旨在减少客户在部署智能应用过程中的阻碍,帮助他们更轻松地部署应用并加快价值 实现速度。通过此次合作,我们为客户提供了当下所需的解决方案,助力他们走在AI创新的前沿;同 时,我们承诺将与Palantir团队紧密合作,帮助客户通过数据和AI充分发挥潜力,为未来发展做好准 备。" Palantir高管Ted Mabrey补充道:"一流的互操作性将为客户创造更大价值。我们期待与Snowflake携手共 筑客户未来,伊顿已率先展示了AI驱动型未来企业的标杆形象。" 周四,Snowflake(SNOW.US)与Palantir(PLTR.US)宣布达成合作,将整合Snowflake的人工智能(AI)数据云 与Palantir的AI平台。受此消息提振,Snowflake股价盘前一度大涨超7%,Palantir股价也上涨1.3%。 通过此次合作,商业及公共部门客户将获得更高效可靠的数据管道,并能够更快速地接入数据分析和 AI应用。 作为双方共同客户,伊顿(ETN.US)表示此项合 ...
强强联手!Snowflake(SNOW.US)与Palantir(PLTR.US)达成合作 共...
新浪财经· 2025-10-16 21:27
来源:智通财经网 作为双方共同客户,伊顿(ETN.US)表示此项合作将助其消除数据冗余,加速AI应用开发进程。这家电 力管理企业成为首批从合作中获益的公司之一。 Snowflake首席营收官Mike Gannon在一份声明中表示:"将Palantir与Snowflake平台的优势相结合是顺理 成章的选择,此举旨在减少客户在部署智能应用过程中的阻碍,帮助他们更轻松地部署应用并加快价值 实现速度。通过此次合作,我们为客户提供了当下所需的解决方案,助力他们走在AI创新的前沿;同 时,我们承诺将与Palantir团队紧密合作,帮助客户通过数据和AI充分发挥潜力,为未来发展做好准 备。" Palantir高管Ted Mabrey补充道:"一流的互操作性将为客户创造更大价值。我们期待与Snowflake携手共 筑客户未来,伊顿已率先展示了AI驱动型未来企业的标杆形象。" 周四,Snowflake(SNOW.US)与Palantir(PLTR.US)宣布达成合作,将整合Snowflake的人工智能(AI)数据云 与Palantir的AI平台。受此消息提振,Snowflake股价盘前一度大涨超7%,Palantir股价也上涨 ...
Artisan Mid Cap Fund Trimmed Snowflake (SNOW) Following a Strong Performance And An Elevated Valuation
Yahoo Finance· 2025-10-16 20:00
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, ending the period with double-digit year-to-date gains. In the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83%, compared to a 2.78% return for the Russell Midc ...
Snowflake Stock's Cash Flow Shows A Healthier Valuation Picture (NYSE:SNOW)
Seeking Alpha· 2025-10-16 11:25
Snowflake (NYSE: SNOW ) shares are up around 54% year-to-date, but a continuation of the market rally could boost this further. Over the longer term, the company's current valuation metrics are not as high as they first appear, and theAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SNOW over the next 72 hours. ...
Snowflake Stock: Try This Iron Condor Trade With A Bullish Tilt
Investors· 2025-10-14 23:27
Snowflake (SNOW) stands as a popular stock with option traders, is enjoying a nice uptrend and also sits on Investor's Business Daily's Leaderboard. As a result, we're looking at an unbalanced iron condor for Snowflake, with a slightly bullish bias. This can be achieved by trading more put spreads than call spreads. As a reminder, an iron condor is a combination of a bull put spread and a bear call spread. First, we take the bull put spreads. Using a Nov. 21 expiration date, we could sell two put spreads w ...
Cognite and Snowflake Form Strategic Partnership to Unify Industrial Data for Enterprise-Wide AI at Scale
Businesswire· 2025-10-14 21:00
PHOENIX--(BUSINESS WIRE)-- #AI--Cognite and Snowflake Form Strategic Partnership to Unify Industrial Data for Enterprise-Wide AI at Scale. ...
3 Tech Stocks That Could Dethrone the Magnificent 7
Yahoo Finance· 2025-10-14 19:30
Innovation is moving faster than ever, and a new wave of technology companies is challenging industry heavyweights. From data intelligence to next-generation software platforms, here are three promising rivals who have the potential to challenge the global leaders in the artificial intelligence (AI) race in the long run. Tech Stock #1: Palantir Technologies Valued at $416.2 billion, Palantir Technologies (PLTR) has quietly evolved from a small defense contractor to one of the most powerful firms in the A ...
Snowflake Looks Deeply Undervalued Here Based on Its Own FCF Margin Analysis
Yahoo Finance· 2025-10-14 01:56
Snowflake, Inc. (SNOW) is one of the few companies that forecasts its own free cash flow (FCF) margins (i.e., FCF as a percentage of revenue). So, if analysts' revenue projections for the next 12 months come to pass, SNOW stock looks very cheap here. SNOW is at $246.24 in midday trading on Monday, Oct. 13. However, it could have much more to rise - up to $364 per share, my new price target, over the next 12 months (NTM). More News from Barchart SNOW stock - last 3 months - Barchart - Oct. 13, 2025 I dis ...
Breakout Watch: This AI-Fueled Palantir Peer And Nvidia Partner Is No Flake
Investors· 2025-10-14 00:44
公司业务与市场地位 - 公司属于人工智能驱动的企业软件行业,与Palantir Technologies同属一个赛道 [1] - 公司创建了AI数据云平台,帮助客户构建、使用和共享数据、应用程序及人工智能解决方案 [3] - 公司的AI数据云平台被全球数百家最大型企业使用,并与751家福布斯全球2000强公司有合作 [3] - 公司拥有强大的合作伙伴网络,包括Nvidia、Microsoft以及通过Amazon Web Services业务的Amazon.com [1] 财务表现与增长 - 在2024财年大部分时间和2025财年第一季度盈利增长停滞的情况下,公司仍保持了稳健的两位数营收增长 [4] - 在过去八个季度中,公司营收增长率介于26%至33%之间 [4] - 在2026财年第二季度(截至7月31日),公司营收增长32%,达到11.4亿美元 [4] - 上一季度公司盈利大幅增长94%,达到每股0.35美元 [5] - 对于下一季度(11月底报告),分析师预测营收增长26%至11.8亿美元,盈利增长56%至每股0.31美元 [5] - 华尔街预计公司当前完整财年盈利将增长45%至每股1.20美元,2027财年盈利将增长37%至每股1.65美元 [5] 股票技术与市场表现 - 公司股票正在形成新的买入点,并入选了Investor's Business Daily Leaderboard榜单 [1] - 一系列积极的基本面和技术面指标使公司成为与Nvidia、Palantir和Microsoft并列的顶级人工智能观察股 [2] - 自8月份重新站上10周移动平均线以来,公司股票在该基准线获得支撑并形成新的平底形态 [7] - 公司股票上周曾短暂突破249.99的买入点,随后在周五纳斯达克市场抛售中回调 [7] - 技术面显示需求迹象,包括1.3的涨跌量比率和B级的吸筹/派发评级 [8] - 公司的相对强弱线在MarketSurge中获得了珍贵的蓝点,这是市场领导地位的一个指标 [8] - 另一个技术实力增强的迹象是公司的21日指数移动平均线在9月份重新升破了长期的50日线 [8]
Snowflake Stock: This AI-Fueled Palantir Peer And Nvidia Partner Is No Flake
Investors· 2025-10-14 00:44
公司业务与市场地位 - 公司属于人工智能驱动的企业软件行业,与Palantir Technologies同领域 [1] - 公司创建了AI数据云平台,帮助客户构建、使用和共享数据、应用程序及AI驱动的解决方案 [3] - 公司的AI数据云平台被全球数百家最大型企业使用,并与751家福布斯全球2000强公司有合作 [3] - 公司拥有强大的合作伙伴网络,包括Nvidia、Microsoft以及通过Amazon Web Services业务的Amazon [1] 财务表现与增长 - 在2024财年大部分时间及2025财年第一季度盈利增长停滞的背景下,公司仍持续产生稳健的两位数销售额增长 [4] - 过去八个季度,公司收入增长率在26%至33%之间 [4] - 在2026财年第二季度(截至7月31日),公司报告销售额增长32%,达到略高于11.4亿美元 [4] - 上一季度公司盈利大幅增长94%,达到每股35美分 [5] - 对于下一份财报,分析师预测销售额将增长26%至11.8亿美元,盈利增长56%至每股31美分 [5] - 华尔街预计整个财年盈利将增长45%至每股1.20美元,2027财年分析师预计盈利将增长37%至每股1.65美元 [5] 股价与技术指标 - 公司股票正在形成新的买入点,并已入选Investor's Business Daily Leaderboard榜单 [1] - 股票近期显示出多项积极的技术指标 [6] - 自8月份重新站上10周移动平均线以来,公司股价一直在该基准线获得支撑,并形成新的平底形态 [7] - 公司股票上周曾短暂突破249.99的买入点,随后在周五的纳斯达克抛售中回调,但新的基底形态保持完好 [7] - 需求迹象包括1.3的涨跌量比率和B级的积累/分布评级 [8] - 公司的相对强弱线在MarketSurge中获得了令人垂涎的蓝点,这是市场领导地位的一个指标 [8] - 另一个技术实力增强的迹象是,公司的21日指数移动平均线在9月份重新升破了长期的50日线 [8] 行业比较 - 一系列积极的基本面和技术面指标使公司成为与Nvidia、Palantir和Microsoft并列的顶级AI股之一 [2] - Nvidia目前交易处于买入区间内,Palantir则寻求修复近期的突破 [9] - Amazon股价已跌破其50日线,而Microsoft正在努力守住该基准线的支撑 [9]