Demand for advanced chip manufacturing has been rising sharply, and trade tensions between the U.S. and China have affected global supply chains. As the world's largest third-party chip foundry, Taiwan Semiconductor Manufacturing (NYSE: TSM), also called TSMC, is well positioned to benefit from these trends. While most of its production capacity is concentrated in Taiwan, just 100 miles from mainland China, it is investing in expanding its global manufacturing footprint in a bid to make its supply chains mo ...

Snowflake Inc. (NYSE:SNOW) is one of the best growth stocks to buy now. On October 2, Snowflake announced Snowflake Cortex AI for Financial Services. This comprehensive suite of AI capabilities and partnerships is designed to empower financial services companies to unify their data ecosystems and securely deploy AI models, applications, and agents using that data. A key feature is the inclusion of rigorous security and compliance controls required by regulated industries. A central component of the new of ...

Snowflake Inc. (NYSE:SNOW) is one of the AI Stocks on the Market’s Radar. On October 10, UBS raised its price target on the stock to $310.00 from $285.00 while maintaining a Buy rating. The rating affirmation follows analyst attendance at two recent industry New York City events: a Snowflake customer event and a conference held by emerging competitor ClickHouse. Analysts noted how a few things stood out from the Snowflake event, of which the only negative was a view that “Snowflake (the core DW as well a ...

In this articleSNOWThe Snowflake Inc logo, the American cloud computing-based data company that offers cloud-based storage and analytics services, is on their pavilion during the Mobile World Congress 2025 in Barcelona, Spain, on March 5, 2025.Joan Cros | Nurphoto | Getty ImagesInvestors are looking beyond the prolonged U.S. government shutdown and remain optimistic about growth drivers like the artificial intelligence boom and expectations of further interest rate cuts.Ignoring the short-term noise, those ...

近期股价表现 - 公司股价在近期交易日报收242.17美元，较前一交易日下跌3.39% [1] - 公司股价单日表现逊于标普500指数（跌2.71%）和纳斯达克指数（跌3.56%） [1] - 公司股价过去一个月累计上涨11.64%，表现优于计算机与技术行业（涨6.22%）和标普500指数（涨3.5%） [1] 近期及全年业绩预期 - 市场预期公司即将公布的季度每股收益为0.31美元，较去年同期大幅增长55% [2] - 市场预期公司即将公布的季度营收为11.8亿美元，较去年同期增长25.27% [2] - 市场预期公司全年每股收益为1.17美元，较去年增长40.96% [3] - 市场预期公司全年营收为46亿美元，较去年增长26.72% [3] 估值水平 - 公司当前远期市盈率为213.55倍，显著高于行业平均的30.41倍，显示其交易存在溢价 [6] - 公司市盈增长比率为6.8倍，远高于互联网软件行业平均的2.12倍 [6] 行业排名与评级 - 公司所属的互联网软件行业在Zacks行业排名中位列第83位，处于所有250多个行业的前34% [7] - 公司目前的Zacks评级为3（持有） [5] - 在过去一个月内，公司的每股收益共识预期上调了0.85% [5]

文章核心观点 - 作者对Snowflake Inc (SNOW) 维持“买入”评级 自上一份报告发布后 该公司股价已大幅上涨超过一定幅度[1] 作者背景与服务 - 作者运营名为The Aerospace Forum的投资研究服务 专注于航空航天 国防和航空业的投资机会发现[1] - 作者拥有航空航天工程背景 为具有显著增长前景的复杂行业提供分析[1] - 该投资研究服务提供对内部开发的数据分析平台evoX Data Analytics的访问[1]

文章核心观点 - 作者对Snowflake Inc (NYSE: SNOW) 维持“买入”评级 该股自上次报告以来已上涨超过一定幅度[1] - 作者专注于航空航天、国防和航空行业的投资机会分析 提供基于数据的投资观点[1] 作者背景与服务 - 作者运营投资研究服务The Aerospace Forum 该服务旨在发掘航空航天、国防和航空业的投资机会[1] - 作者拥有航空航天工程背景 为具有显著增长前景的复杂行业提供分析[1] - 该投资研究服务提供对内部开发的数据分析平台evoX Data Analytics的访问权限[1]

Snowflake Inc. (NYSE:SNOW) is one of the Trending AI Stocks on Wall Street’s Radar. On October 6, Mizuho analyst Gregg Moskowitz reiterated an Outperform rating on the stock with a $260.00 price target. The firm discussed Snowflake’s launch of its first ever vertical-specific offering, Cortex AI for Financial Services, which is its first industry-focused suite of AI tools. CEO Sridhar Ramaswamy also placed emphasis on the company’s focus on building an open data ecosystem. Partner checks reveal steady pr ...

股价表现 - 公司股价在过去三个月内飙升16.7%，表现优于Zacks计算机和科技板块15.7%的增长以及Zacks互联网软件行业3.9%的增幅[1] - 公司股价表现优于同行ServiceNow，后者同期股价下跌5.8%[1] - 公司股价目前估值偏高，其价值评分为F，远期12个月市销率为15.98倍，高于互联网软件行业平均的5.49倍以及ServiceNow的12.69倍[17] 增长驱动因素 - 公司出色的业绩表现得益于其强大的产品组合和不断扩大的合作伙伴基础[2] - 公司平台采用率强劲且使用量增加，在2026财年第二季度实现了125%的净收入留存率[2] - 在2026财年第二季度，公司客户数量同比增长19%，达到12,062个，其中拥有654个过去12个月产品收入超过100万美元的客户以及751个福布斯全球2000强客户[3] 产品与创新 - 公司扩展的产品组合是重要增长动力，在2026财年上半年推出了约250项新功能，包括Snowflake Intelligence、Cortex AI SQL等[6] - 公司在人工智能和机器学习领域的投资，包括推出Cortex AI并整合OpenAI和Anthropic的模型，推动了客户参与度，在2026财年第二季度有超过6,100名客户每周使用其AI和ML技术[7] - 公司近期推出了面向金融服务的Cortex AI和托管模型上下文协议服务器，使金融机构能够安全地部署AI模型[8] 合作伙伴生态 - 公司强大的合作伙伴基础是其成功的重要驱动力，合作伙伴包括微软、亚马逊AWS、英伟达、Meta Platform等主要企业[11] - 公司与OpenAI、Anthropic和微软Azure的合作正在扩大其覆盖范围并增强其AI能力，其中微软Azure是公司增长最快的云平台，在2026财年第二季度同比增长40%[12] 财务业绩与展望 - 公司预计2026财年第三季度产品收入在11.25亿至11.3亿美元之间，同比增长25%至26%，预计运营利润率为9%[13] - Zacks对2026财年第三季度收入的共识预期为11.8亿美元，同比增长25.27%，每股收益共识预期为0.31美元，同比增长55%[14] 市场竞争 - 公司在AI数据云领域面临来自亚马逊等公司的激烈竞争，亚马逊通过其AWS平台提供与公司产品直接竞争的有力解决方案[15] - 亚马逊正通过其Redshift服务扩大影响力，为企业客户提供更快的分析和无缝的基于SQL的集成[16]

Palm Coast, FL, Oct. 09, 2025 (GLOBE NEWSWIRE) -- Coastal—recognized as a top Salesforce and AI consultancy—is featuring its Data Modernization, Snowflake, and AI Services at Dreamforce 2025. Designed to help organizations modernize their data architecture for the pace and complexity of today, these offerings have already delivered measurable Return on AI (ROAI) for customers across industries. At Dreamforce, Coastal will showcase how Zero Copy integration, Salesforce Data Cloud activation, and impact-focus ...