文章核心观点 - 尽管雪花公司面临销售放缓、前首席执行官突然离职等问题，但分析师基于公司产品路线图和市场预期，认为其有上涨空间，建议买入该公司股票 [3][20] 公司现状 - 云数据服务和产品制造商雪花公司的同名云数据产品平台增长速度大幅放缓，前首席执行官弗兰克·斯卢特曼突然退休，导致股价年初至今下跌34% [2] - 公司宣布由尼瓦创始人斯里达尔·拉马萨米领导下一阶段，但投资者似乎对首席执行官过渡反应平淡，股价仍下跌 [2] - 上周公司遭遇网络安全相关事件 [2] 产品战略与发展 - 公司围绕数据消费设计产品，如Cortex AI、Iceberg等，有望提高净留存率，扩大用例范围，推动消费收入增长 [4][5] - 公司的产品路线图与新首席执行官的愿景相符，新首席执行官曾是谷歌高管，创立过基于生成式AI的搜索公司 [5] - 公司通过提供云解决方案获取客户数据，收入不仅与存储数据量有关，还与查询或传输的数据量有关 [6] 财务表现与预期 - 公司迄今收入复合年增长率超过50%，预计未来三年将稳定在25 - 26% [8] - 公司管理层预计2025财年调整后运营利润率降至3%，但长期来看，拥有GPU将带来显著的利润率扩张，分析师预计调整后运营收入复合年增长率约为50% [17] - 分析师假设公司股份稀释复合年增长率约为2.5%，并基于计算得出折现率 [17] 市场规模与竞争 - 尽管近期有软件支出放缓的说法，但公司的总潜在市场（TAM）预计在未来五年以17.6%的复合年增长率增长，到2027年达到3420亿美元 [14] - 竞争对手Databricks 2024财年销售额为16亿美元，同比增长50%，预计很快上市，将与雪花公司争夺投资者资金和目标市场 [19] 投资建议 - 分析师基于管理层的产品路线图和市场预期，认为公司股票有至少20%的上涨空间，将其评级上调为买入 [15][18][20]

文章核心观点 - 雪花公司（Snowflake）因数据泄露争议致股价下跌，公司应更坦诚应对问题，虽将强制客户使用多因素认证（MFA），但投资者对此回应不满 [1][3][4] 数据泄露情况 - 雪花公司数据泄露或源于使用单因素认证（SFA）而非更严格的多因素认证（MFA），未知数量用户可能受影响 [1] - 月初澳大利亚当局警告针对雪花公司客户的网络攻击威胁增加，称已知悉几家使用雪花环境的公司遭入侵，建议用户重置凭证并启用MFA [1] - 6月5日TechCrunch报道，公司承认“潜在未经授权访问”影响“有限数量”客户账户，但未指明受影响账户，且称未发现系统直接被入侵证据 [2] 客户不满原因 - 公司应在数据泄露发生前就知晓其可能性，但面对更多客户反馈，仍不愿提供更多细节 [3] - 一名前员工“演示”账户因仅使用SFA保护而遭入侵 [3] 股价表现 - 过去一个月，SNOW股票下跌约19%，周一又下跌约3%，投资者对公司处理方式不满 [3][4] 公司应对措施 - 公司将强制客户使用MFA以防止未来更多入侵 [4]

Snowflake's stock is near all-time lows in both price and valuation.The word "cheapest" in reference to stocks can mean many things. For example, it could indicate a stock price or its valuation. Snowflake (SNOW -0.63%) is at or near all-time lows in both of these metrics. Some may see this as a problem, as nobody wants to catch a falling knife. Others may see it as a buying opportunity, as it's not often you can pick up shares at a discount to historical valuation levels.So, is it time to buy Snowflake sto ...

Snowflake Inc. (SNOW) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this company have returned -15.3%, compared to the Zacks S&P 500 composite's +3.5% change. During this period, the Zacks Internet - Software industry, which Snowflake falls in, has gained 0.4%. The key question now is: What could be the stock's future direction?Whil ...

NEW YORK, NY - MAY 10: Senior Vice President of Advertising and Commerce at Google Sridhar ... [+] Ramaswamy speaks onstage during TechCrunch Disrupt NY 2016 at Brooklyn Cruise Terminal on May 10, 2016 in New York City. (Photo by Noam Galai/Getty Images for TechCrunch)gettyShares of data cloud service provider Snowflake have fallen hard since Frank Slootman — who led the company’s boffo 2020 IPO — handed the CEO job to Sridhar Ramaswamy.Does the 28% drop in Snowflake’s stock this year make it a bargain? I t ...

SAN FRANCISCO, June 05, 2024 (GLOBE NEWSWIRE) -- Qlik®, a global leader in data integration, analytics, and artificial intelligence (AI), today announced at Snowflake Data Cloud Summit 2024 expanded capabilities with the Snowflake Data Cloud through its adoption of Snowflake Cortex AI. This strategic development enriches Qlik's capabilities, leveraging Cortex AI functions, including vectoring, embedding, and completions within the RAG architecture. Announced during Snowflake Data Cloud Summit 2024, this col ...

REDWOOD CITY, Calif., June 04, 2024 (GLOBE NEWSWIRE) -- Alation Inc., the data intelligence company, today announced at Snowflake’s annual user conference, Snowflake Data Cloud Summit 2024, a deepened integration with Snowflake Horizon to increase data quality and deliver AI-ready data for organizations. Alation’s Open Data Quality Framework, now supports integration with Snowflake Horizon, enabling organizations to proactively detect and address data quality issues before they impact business or data opera ...

SAN FRANCISCO, June 04, 2024 (GLOBE NEWSWIRE) -- Coalesce, the data transformation company, announced the launch of its new Coalesce Marketplace at Snowflake’s annual user conference, Snowflake Summit 24. Currently available in private preview, Coalesce Marketplace offers over 30 certified, ready-to-use code collections, known as Packages, to expedite the development and delivery of Snowflake data projects. "Data teams now have a faster way to build complex data objects on Snowflake in a standardized way,” ...

SAN FRANCISCO, June 04, 2024 (GLOBE NEWSWIRE) -- RelationalAI, the knowledge graph coprocessor for the Snowflake AI Data Cloud, today announced at Snowflake Data Cloud Summit 2024, the public availability of its Snowflake Native App on Snowflake Marketplace. Built with the Snowflake Native App Framework and Snowpark Container Services, RelationalAI enables customers to combine knowledge graphs with GenAI to get more value from their data and make better decisions. For decades, organizations have sought meth ...

Snowflake (SNOW) recently announced a new partnership with NVIDIA (NVDA) that will help customers and partners build customized AI data applications in its platform powered by NVIDIA AI.Snowflake has adopted NVIDIA AI Enterprise software to integrate NeMo Retriever microservices into Snowflake Cortex AI, its fully managed large language model (LLM) and vector search service. The integration will help enterprises to smoothly connect custom models to diverse business data and deliver highly accurate responses ...